Helios Technologies Inc. (HLIO) carries a Roarable Rating of C- (Hold) with 60/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Helios Technologies Inc. (HLIO) advanced +0.90% to $68.26, trading at 42% of its 52-week range ($49 – $95.05). Solid 32% profit margin (5% return on capital), mixed timing at 47x P/E—hold if owned, no rush to chase.
Helios Technologies (HLIO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applied Industrial Technologies (AIT) delivered earnings and revenue surprises of +3.85% and -0.30%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Since April 2026, Helios has been in a holding pattern, posting a small return of 2.9% while floating around $69.50. The stock also fell short of the S&P 500’s 8.1% gain during that period.
SARASOTA, Fla., October 22, 2026--Helios Technologies, Inc. (NYSE: HLIO) ("Helios" or the "Company"), a global leader in highly engineered motion control and electronic controls technology, announced today that it will r
SARASOTA, Fla., October 21, 2026--Helios Technologies, Inc. (NYSE: HLIO) ("Helios" or the "Company"), a global leader in highly engineered motion control and electronic controls technology, today announced that its opera
SARASOTA, Fla., October 19, 2026--Helios Technologies’ (NYSE: HLIO) Balboa Water Group Contributes to Luxury Spa Designed by Studio F. A. Porsche
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +4.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on HLIO today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for HLIO. Explore sector supply chains on /butterfly.
Across 485 tracked Industrials securities in the Roarable RQD universe, Helios Technologies Inc. (HLIO) ranks #165 by composite RQD confidence (60/100, grade C-) and #204 by equity capitalization ($2.25B). Within this direct 5-issuer industry benchmark cohort, KALU leads on earnings valuation at 17.3x trailing P/E, while KALU leads on capital efficiency and profitability with 7.9% ROIC and 13.1% gross margin. KALU currently holds the highest overall quantitative score in the immediate peer group at 63/100 (C) compared with HLIO at 60/100 (C-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| HLIO
ACTIVE
Helios Technologies Inc. | C- | 60/100 | 46.5x | 32.3% | 4.7% | +0.90% | $2.25B | Benchmark Subject |
| SMR NuScale Power Corporation | E | 26/100 | — | 36.3% | -35.0% | +4.41% | $2.54B | /smr-vs-hlio → |
| KALU Kaiser Aluminum Corporation | C | 63/100 | 17.3x | 13.1% | 7.9% | -0.84% | $1.96B | /kalu-vs-hlio → |
| PRLB Proto Labs Inc. | D | 48/100 | 87.4x | 44.5% | 3.5% | -14.60% | $1.86B | /prlb-vs-hlio → |
| RYZ Ryerson Holding Corporation | D+ | 54/100 | — | 17.1% | -3.4% | +4.48% | $1.60B | /ryz-vs-hlio → |
In its most recent audited fiscal period (FY2025, filed 2026-01-03), Helios Technologies Inc. (HLIO) reported GAAP revenue of $839.0M (+4.1% vs. FY2024 revenue of $805.9M , and +0.4% cumulative change since FY2023) , GAAP net income of $48.4M, operating cash flow of $127.3M, and free cash flow of $103.6M (+8.9% YoY). On the balance sheet, HLIO closed FY2025 with $1.51B in total assets against $256.2M in total debt (Altman Z-Score: 3.73, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-01-03 | $839.0M | $48.4M | $127.3M | $103.6M | $1.51B | $256.2M |
| FY2024 (FY) | 2024-12-28 | $805.9M | $39.0M | $122.1M | $95.1M | $1.51B | $283.2M |
| FY2023 (FY) | 2023-12-30 | $835.6M | $37.5M | $83.9M | $83.9M | — | — |
As of 2026-11-01, Helios Technologies Inc. (NYSE: HLIO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $68.26 (+0.90% 1D, market cap $2.25B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 12/20. Across 485 tracked Industrials issuers, HLIO ranks #165 in composite RQD confidence.
Within the Industrials sector (Metal Fabrications), HLIO carries a Roarable C- (60/100 RQD), trailing P/E of 46.5x, gross margin of 32.3%, and ROIC of 4.7%. By comparison, SMR (NuScale Power Corporation) holds a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $2.54B) and KALU (Kaiser Aluminum Corporation) posts a C grade (63/100 RQD, P/E 17.3x, ROIC 7.9%, cap $1.96B). Among the 5-stock peer group, KALU leads on earnings multiple (17.3x) while KALU leads on capital efficiency (7.9% ROIC).
Per HLIO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0001024795), Helios Technologies Inc. generated $839.0M in revenue (+4.1% YoY), $48.4M in net income, and $103.6M in free cash flow against $1.51B in total assets and $256.2M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs.. Primary risk factors monitored: Priced at 47x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.
HLIO last traded at $68.26 (+0.90% on volume of 245,330 shares), positioning the stock -1.90% below its 50-day simple moving average ($69.58) and -7.03% below its 200-day simple moving average ($73.42). Across its 52-week range of $49.00 to $95.05, HLIO sits at the 41.8% percentile with a 14-day RSI of 40.5 (NEUTRAL RANGE) and an implied next-earnings move of ±5.8% ($64.30 to $72.22).
Why HLIO Stock advanced +0.90% Today — RQD Quant Desk Flash. Solid 32% profit margin (5% return on capital), mixed timing at 47x P/E—hold if owned, no rush to chase.