Stock Ratings / Industrials / HLIO / options

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Helios Technologies Inc. (HLIO) Options Positioning, Max Pain & Unusual Sweeps

$68.26 +0.90% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $68.24

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.

📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $2.25B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $68.24 (-0.03%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 12.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY • 53.5% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk B-

Each axis scored 0–20

12M PRICE TARGET CONE+0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HLIO)Realized 20D OHLCV Swing Band: ±5.8%

Deterministic 5-Pillar Attribution (60/100 Composite)

🔍 WHY HLIO SCORES 60/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (27% of score)

Altman Z-Score 3.73 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▲ #2 Bullish Driver: Macro Regime Fit+12/20 pts (20% of score)

FRED Regime × Technicals: 42% of 52W Range • RSI-14 at 40.5 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: Whale & Options Positioning9/20 pts (-11 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$69.53-2.7% Next Q

Q2 (-2Q)

Grade C+$67.64-2.2% Next Q

Q3 (-1Q)

Grade C+$66.16+3.2% Next Q

Current

Grade C-$68.26+0.4% Hist 90D α

Trajectory: B- (68) → C- (60)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the HLIO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 60/100 (C-) score, HLIO faces multiple-compression risk if 46.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 47x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 29.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($69.58) or 200D SMA ($73.42) invalidates the momentum regime and cuts Target Base ($68.87) toward Bear Floor ($53.72).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HLIO• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “HLIO Beats Next Quarter EPS Consensus (Jan 2, 2027) & Holds Above 200D SMA”

YES 60%NO 40%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±5.8%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (HLIO)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for HLIO.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating HLIO & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on HLIO
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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HLIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -0.20%▲ RESISTANCE BREAKOUT

2026-10-30O $66.89H $68.26L $65.44C $68.26VOL 308.6K

RES: $66.79SUP: $58.89SMA50: $69.58SMA200: $73.42

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HLIO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 HLIO Butterfly Map → + Track HLIO →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

34.4%/yr Implied 5Y Growth

vs. +4.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on HLIO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for HLIO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for HLIO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HLIO)

Industrials Rank #165 of 485 ⚔️ SMR vs HLIO Full Matrix →

1. Head-to-Head Industrials Peer Comparison (HLIO vs. SMR, KALU, PRLB, RYZ)

Industry: Metal Fabrications (47 Tracked Issuers)

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 →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-03 • CIK 0001024795

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	—	—

3. HLIO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HLIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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.

How does HLIO compare to SMR and KALU in the Industrials sector?

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).

What are the biggest fundamental strengths and SEC risk factors for HLIO?

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.

Where is HLIO trading relative to its 50-day, 200-day, and 52-week technical levels?

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).

HLIO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is HLIO's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for HLIO.

Direct Sub-Reports: HLIO RQD Cockpit HLIO 12M Forecast HLIO Earnings & Move HLIO Dividends & DRIP HLIO Insiders & 13F HLIO Whale Options HLIO Profit Sankey HLIO News & Why