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Companies / Industrials / Helios Technologies, Inc.
HLIO

Helios Technologies, Inc.

IndustrialsFabricated Metal
Ticker HLIOSARASOTA, FLFiscal year ends DecemberBook value per share $28.42Diluted shares 33.1M

Helios Technologies, Inc. (NYSE: HLIO) designs and manufactures motion control and electronic control technologies for customers in construction, agriculture, material handling, industrial, marine, recreational vehicle, aerospace, energy, and health and wellness markets. Its Hydraulics segment produces cartridge… From the company’s description.

Over the twelve months to Oct 3, 2026, Helios Technologies, Inc. reported revenue of $900.80M, up 11.5% from a year earlier, and net income of $78.70M. Its operating margin was 12.9%, and operations generated $151.70M in cash. In fiscal 2025, it reported revenue of $839.00M, up 4.1% from fiscal 2024, and net income of $48.40M.

Fiscal year 2025 · ends 12-30Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-10-03
Sales & profitability
$839.00MFY2025
+4.1% year over year
Last 12 mo $900.80M
7.87%FY2025
−2.3 percentage points
Last 12 mo 12.90%
$48.40MFY2025
+24.1% year over year
Last 12 mo $78.70M
7.35%FY2025
+2.8 percentage points
Last 12 mo 8.37%
Cash & financing
$127.30MFY2025
+4.3% year over year
Last 12 mo $151.70M
$100.00MFY2025
+9.1% year over year
Last 12 mo $116.90M
0.39FY2025
Was 0.52× a year earlier
Last 12 mo 0.35
33.3MFY2025
No change, year over year
Last 12 mo 33.1M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Helios Technologies, Inc. does

In the company’s own words

Helios Technologies, Inc. (NYSE: HLIO) designs and manufactures motion control and electronic control technologies for customers in construction, agriculture, material handling, industrial, marine, recreational vehicle, aerospace, energy, and health and wellness markets. Its Hydraulics segment produces cartridge valves, manifolds, quick-release couplings, and engineered hydraulic systems; its Electronics segment makes customized control systems, displays, instruments, wire harnesses, and software. In fiscal 2025, Hydraulics generated 64% of sales. Hydraulic products are sold to original equipment manufacturers (OEMs) and through value-added distributors, while Electronics products serve OEMs, distributors, and systems integrators. Its brands include Sun Hydraulics, Faster, NEM, Daman, Enovation Controls, Murphy, Balboa Water Group, and Joyonway. The company’s products are used in both mobile equipment and fixed installations, including engine-driven machinery and therapy and wellness systems. Helios employed more than 2,300 people worldwide at the end of fiscal 2025. Its website is www.heliostechnologies.com.

Company details
Sector
Industrials
Industry (SIC)
Fabricated Metal
Headquarters
SARASOTA, FL
Fiscal year end
December
CIK
1024795
SIC
3490

Financial performance, year by year

Fiscal 2011–2025 · USD
$-90.08M$180.16M$450.40M$720.64M$990.88M201120122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Helios Technologies, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

294
funds hold it
0 of 35
superinvestors hold it
$1.27B
held by funds, at market
46.7%
of shares held by funds

Largest fund holders · Helios Technologies, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.09%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.04%of fund net assets
CONESTOGA SMALL CAP FUND
CCASX · Conestoga Funds
2.98%of fund net assets
THRIVENT SMALL CAP STOCK FUND
AASMX · Thrivent Mutual Funds
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Helios Technologies, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Helios Technologies, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Helios Technologies, Inc.'s last four quarterly filings that the numbers alone won't show?”
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