Helios Technologies, Inc. logo HLIO - Helios Technologies, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 7
HOLD 6
SELL 0
STRONG
SELL
0
| PRICE TARGET: $82.67 DETAILS
HIGH: $89.00
LOW: $74.00
MEDIAN: $85.00
CONSENSUS: $82.67
UPSIDE: 4.49%
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Revenue
Revenue 839 805.9 835.6 885.4 869.2 523 554.7 508.0 342.8 196.9 200.7 227.7 205.3 204.4 204.2 150.7 97.4 178.3 167.4 142.3 116.8 94.5 70.8 64.5 65.0 80.0 69.7 71.9 64.2 54.6 55.4
Cost of Revenue 567.8 553.6 573.9 586.9 556.4 326.8 342.4 315.4 206.3 125.6 123.6 133.8 122.3 123.8 125.0 98.4 75.4 119.2 112.5 98.3 79.8 66.0 52.3 48.6 50.4 58.5 48.1 48.1 40.9 34.3 32
Gross Profit 271.2 252.3 261.7 298.5 312.8 196.2 212.3 192.7 136.5 71.3 77.1 93.9 83.0 80.6 79.2 52.3 22.0 59.1 54.9 43.9 36.9 28.5 18.5 16.0 14.6 21.5 21.6 23.8 23.3 20.3 23.4
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 14.1 10.6 4.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 147.6 139 148.9 133.1 130.7 106.8 99.7 93.9 65.6 36.9 30.2 29.8 26.8 26.2 23.9 21.3 19.8 22.7 21.2 18.9 17.7 16.2 14.8 12.5 12.6 14.1 12.5 11.7 11.3 12.1 10.6
Other Expenses 57.6 31.5 32.9 28.1 32.8 54 22.5 (0.2) (0.7) (0.7) (0.2) 0 0.0 (0.0) 0 0 0 0 0 0 0 0 0 0 0 0 5 4.4 3.7 2.9 2.6
Operating Expenses 205.2 170.5 181.8 161.2 163.5 160.8 122.2 117.1 74.0 36.9 30.2 29.8 26.8 26.2 23.9 21.3 19.8 22.7 21.2 18.9 17.7 16.2 14.8 12.5 12.6 14.1 17.5 16.1 15 15 13.2
Operating Income
Operating Income 66 81.8 79.9 137.3 149.3 35.4 90.1 75.6 61.5 34.5 46.9 64.1 56.2 54.4 55.3 31.0 2.1 36.4 33.6 25.1 19.2 12.3 3.7 3.4 2.1 7.4 4.1 7.7 8.3 5.3 10.2
Interest Expense 21.9 33.8 31.2 16.7 16.9 13.3 15.4 13.9 3.8 0.8 1.4 1.6 1.0 0 0 0 0.6 0.8 0 0 0 0.6 0.2 1.1 0.6 1.8 1.9 0 1.1 1 0.6
Interest Income 0 0 0 0 0 0 0 0 0 0 0 0 0 1.4 0.8 0.7 0 0 0.4 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 147.3 148.1 144.2 190.1 202.5 77 125.9 119.7 81.7 45.8 56.4 72.8 63.4 61.6 62.0 37.9 9.1 44.8 40.0 30.7 24.4 17.8 3.7 3.4 7.5 12.9 8.9 11.9 12 8.2 12.8
EBIT 84.3 84.3 80.4 138.5 148.1 37.3 90.7 70.3 62.5 34.5 46.9 64.1 56.2 54.4 55.3 31.0 2.1 38.5 33.6 25.1 19.2 12.3 3.7 3.4 2.1 7.4 3.9 7.5 8.3 5.3 10.2
Income Before Tax 62.4 50.5 49.2 121.8 131.2 24 75.3 56.4 47.5 34.9 49.2 65.7 57.2 55.9 57.6 31.6 2.0 37.7 34.4 24.9 19.1 11.7 3.3 2.6 1.3 5.9 2.6 8.5 7.3 4.5 9.5
Income Tax Expense 14 11.5 11.7 23.4 26.6 9.8 15.0 9.7 16.0 11.6 16.1 22.0 19.2 18.5 19.9 10.2 0.2 12.0 12.2 8.7 6.3 3.9 1.1 0.8 0.4 2.0 0.8 2.9 2.6 1.6 3.6
Net Income 48.4 39 37.5 98.4 104.6 14.2 60.3 46.7 31.6 23.3 33.1 43.8 38.0 37.4 37.7 21.4 1.9 25.7 22.1 16.2 12.8 7.8 2.2 1.8 0.9 3.9 1.8 5.6 4.7 2.9 5.9
Per Share Data
EPS (Basic) 1.46 1.17 1.14 3.03 3.24 0.44 1.88 1.49 1.17 0.87 1.24 1.65 1.45 1.44 1.47 0.84 0.07 1.03 0.90 0.66 0.52 0.34 0.10 0.08 0.04 0.18 0.09 0.26 0.22 0.08 0.34
EPS (Diluted) 1.45 1.17 1.14 3.02 3.22 0.44 1.88 1.49 1.17 0.87 1.24 1.65 1.45 1.44 1.47 0.84 0.07 1.03 0.89 0.66 0.52 0.34 0.10 0.08 0.04 0.18 0.08 0.26 0.22 0.08 0.34
Shares Outstanding 33.2 33.2 32.9 32.5 32.3 32.1 32.0 31.3 27.0 26.9 26.7 26.5 26.2 25.9 25.6 25.4 25.3 24.9 24.7 24.5 24.4 23.1 21.8 21.7 21.6 21.5 21.5 21.2 21.3 18.2 17.5
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2009 2008 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Current Assets
Cash & Cash Equivalents 73 44.1 32.4 43.7 28.5 25.2 22.1 23.5 63.9 74.2 30.3 35.2 9.3 4.8 4.0 3.6 2.7 1.1 1.6 1.2 1 2.4
Short-Term Investments 0 0 0 0 0 0 0 0 0 6.8 7.8 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 116 119.7 118.6 128.9 136.8 100.4 69.5 75.7 37.5 26.2 11.4 13.9 8.6 6.2 5.7 5.4 6.1 6.7 5.3 4.6 3.5 3.6
Inventory 188.6 190.1 215.1 191.6 165.6 110.4 85.2 86.0 41.5 30 7.8 10.0 7.1 6.6 6.8 7.2 9.0 8.1 8.1 6.8 4.5 4.5
Other Current Assets 37.3 30.3 30.6 24.3 20.7 18.0 15.8 11.7 3.8 4.0 2.5 1.7 1.6 0.9 0.8 1.0 0.5 0.7 1 0.9 1.2 0.2
Total Current Assets 414.9 384.2 396.7 388.5 351.6 254.0 192.6 196.9 146.8 141.3 59.9 60.7 26.6 18.6 17.3 17.3 18.4 16.6 16 13.5 10.2 10.7
Non-Current Assets
Property, Plant & Equipment 206.6 216.4 227.9 175.7 174.2 163.2 145.9 126.9 91.9 80.5 56.6 57.7 43.7 42.8 44.0 43.6 45.0 46.5 44 39.8 37.2 23.1
Goodwill 498.1 498.9 514 468.5 459.9 443.5 377.6 383.1 108.9 103.6 0.7 0.7 0 0 0 0.7 0.8 0.8 0 0 0 0
Intangible Assets 369.9 384 426.4 411.2 412.8 419.4 294.7 320.5 104.1 112.6 0 0.2 0.7 0 0 0 0 0 0 0 0 0
Long-Term Investments 0 0 6.7 11.1 1.5 0 0 0 0 0 2.4 2.9 (0.4) 0 0 0.2 0.2 0.1 0 0 0 0
Other Non-Current Assets 23.1 19.8 17 8.7 15.3 16.9 11.1 5.3 3.4 3.1 (0.3) (0.0) 0.8 (2.8) (3.1) (3.8) (4.1) (4) 1 0.1 1 0.1
Total Non-Current Assets 1,099.6 1,121.2 1,193.7 1,075.2 1,063.7 1,043.0 829.2 845.3 313.0 303.5 60.0 61.7 45.2 44.5 45.0 44.5 46.0 47.5 45 39.9 38.2 23.2
Total Assets 1,514.5 1,505.4 1,590.4 1,463.7 1,415.3 1,297.0 1,021.8 1,042.2 459.8 444.8 119.9 122.4 71.8 63.0 62.3 61.8 64.4 64.1 61 53.4 48.4 33.9
Current Liabilities
Account Payables 75.6 56.7 70.3 73.7 85.3 59.5 29.7 40.9 15.5 10.2 2.4 3.3 2.5 2.4 1.7 1.3 1.8 2.7 2.9 2.8 3.3 3
Short-Term Debt 5.4 16 23.2 19 18.1 16.2 7.6 5.2 0 0 0 0.1 1.1 0.9 1.4 1.4 1.8 3.4 4.9 1.8 2.3 1.1
Deferred Revenue 0 2.7 0 0 0 0 0 28.8 0 0 0 0 4.6 2.2 1.1 1.5 0 0 0 0 0 0
Other Current Liabilities 62.2 0 7.1 9.8 13.7 10.0 8.4 24.0 21.4 16.0 2.3 2.8 2.9 0.3 0.3 0.3 2.2 1.7 2.5 2.8 3.6 2.3
Total Current Liabilities 143.2 138.6 144.9 152.3 169.6 128.0 76.5 93.0 45.9 31.1 6.4 10.4 9.9 5.9 4.5 4.5 5.7 7.8 10.3 7.4 9.2 6.4
Non-Current Liabilities
Long-Term Debt 105.5 430.5 498.1 425.5 429.4 453.5 298.6 347.5 116 140 0 0.1 11.2 17.3 8.2 9.3 10.2 10.9 7 7.8 14.2 5.2
Deferred Tax Liabilities 52.4 41.1 57.1 0 0 0 0 57.8 2.1 9.5 5.2 4.9 5.0 4.5 4.1 3.8 4.1 4.1 3.7 3.2 2.6 0.1
Other Non-Current Liabilities 281.9 10.5 12.5 76.5 89.4 94.9 59.8 13.2 23.2 27.8 0.7 0.4 0.3 4.8 2.2 0.4 0.5 0.1 0 0 0.1 0.7
Total Non-Current Liabilities 439.8 502.4 590.9 516.5 536.7 561.2 367.7 418.4 141.2 177.3 5.9 5.4 16.5 22.1 14.9 13.5 14.8 15.1 10.7 11 16.9 6
Total Liabilities 583 641 735.8 668.8 706.3 689.2 444.1 511.4 187.1 208.4 12.3 15.8 26.4 28.0 19.4 18.0 20.5 22.9 21 18.4 26.1 12.4
Stockholders' Equity
Common Stock 0 0 0 0 0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0 0 0 0 0
Retained Earnings 539.1 502.6 475.6 450 363.3 270.3 267.7 219.1 183.8 162.5 64.4 70.1 13.9 9.2 19.8 19.0 19.1 16.2 15.4 10.7 17.5 18.7
Accumulated Other Comprehensive Income (36.9) (75.6) (55.4) (59.4) (48.9) (34.3) (55.4) (46.3) (6.5) (15.8) 1.0 (1.6) 3.0 (0.5) 0.5 0.2 0.3 0.5 (19.5) (15.1) (14.3) (11.7)
Total Stockholders' Equity 931.5 864.4 854.6 794.9 709 607.8 577.6 530.8 272.7 236.4 107.6 106.6 45.4 35.1 42.9 43.7 43.8 41.2 40 35 22.3 21.5
Total Liabilities & Equity 1,514.5 1,505.4 1,590.4 1,463.7 1,415.3 1,297.0 1,021.8 1,042.2 459.8 444.8 119.9 122.4 71.8 63.0 62.3 61.8 64.4 64.1 61 53.4 48.4 33.9
Debt Metrics
Total Debt 110.9 471.2 548.5 464.8 471.3 487.2 318.7 352.7 116 140 0 0.3 12.3 18.2 9.6 10.7 12.0 14.3 11.9 9.6 16.5 6.3
Net Debt 37.9 427.1 516.1 421.1 442.8 462.0 296.5 329.2 52.1 65.8 (30.3) (34.9) 3.0 13.4 5.7 7.1 9.3 13.2 10.3 8.4 15.5 3.9
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Operating Activities
Net Income 48.4 39 37.5 98.4 104.6 14.2 60.3 46.7 31.6 23.3 12.8 7.8 2.2 1.8 0.9 3.9 1.8 5.6 4.7 2.9 5.9
Depreciation & Amortization 63 63.8 63.8 52.1 54.9 39.7 35.9 39.7 19.2 11.3 5.6 5.5 5.2 5.1 5.4 5.6 5 4.4 3.7 2.9 2.6
Stock-Based Compensation 0 3.4 11.6 8.6 8.9 5.8 5.2 4.3 4.0 4.9 0.4 0.3 0 0 0 0 0 0 0 0 0
Change in Working Capital 8.8 19.9 (19.3) (21.9) (78.7) 11.1 5.6 (21.9) (12.4) (2.6) (0.9) 1.1 1.2 0.3 0.8 (0.2) (2.1) (1.9) (2.4) 1 1.3
Other Non-Cash Items 8.2 4.3 (1.8) (27.3) 23.4 41.4 (16.5) 10.1 13.8 1.5 (0.1) 0.2 0.4 0.1 0.3 0.3 0.1 0 (0.1) 0.2 3
Operating Cash Flow 127.3 122.1 83.9 109.9 113.1 108.6 90.5 77.5 49.4 38.5 17.0 15.0 9.3 7.5 7.3 9.5 5.6 8.6 6.5 7 12.7
Investing Activities
Capital Expenditure (23.7) (27) (40.4) (31.9) (26.8) (15.5) (25.0) (28.4) (22.2) (7.4) (8.8) (5.0) (3.1) (5.9) (4.0) (4.4) (7.9) (8.1) (6.5) (17) (7.7)
Acquisitions 47.6 0 (114.2) (67.3) (63.5) (217) 0 (534.7) (0.5) (200.1) 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments 0 0 0 0 0 0 0 (2.5) 22.2 (24.7) (0.4) 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0 0 0 0 0 2.6 6.7 62.4 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 0.1 0.7 8.4 0 (3.4) 2.7 (2.5) (22.2) 0.0 0.0 0.1 0.0 0.1 0.1 0.0 0.1 (1) 0.2 0 0
Investing Cash Flow 20.3 (30.3) (153.9) (90.8) (90.3) (235.9) (22.4) (565.5) (16.0) (169.8) (9.2) (4.9) (3.0) (5.7) (4.0) (4.4) (7.8) (9.1) (6.3) (17) (7.7)
Financing Activities
Net Debt Issuance (94.9) (68) 75.7 8 (9.8) 151.7 (52.3) 237.4 (24) 140 (9.9) (6.0) 8.6 (1.1) (1.3) (2.3) 2.4 1.5 (7.6) 11.2 (1.9)
Stock Repurchased (13.6) 0 0 (2.6) (1.4) 0 0 0 0 0 (1.6) (0.8) (0.1) 0 0 0 0 0 0 0 0
Dividends Paid (12) (11.9) (11.8) (11.7) (11.6) (11.6) (11.5) (11.0) (10.3) (10.7) (2.7) (1.5) (14.4) (1.0) (1.0) (1.0) (1) (1) (11.8) (3) (3.4)
Other Financing Activities (3.2) (0.7) (8) (0.6) 0.2 (3.7) (8.0) (20.4) (16.9) (2.1) 0 0 0.2 (1.0) 0 0 0 0.1 0 (0.1) 0.1
Financing Cash Flow (121.9) (78.4) 57.9 (6.9) (22.6) 137.7 (71.7) 447.3 (50.0) 128.2 (11.5) (5.9) (4.7) (1.8) (2.4) (3.4) 1.5 0.8 (0.1) 8.2 (5.1)
Cash Position
Net Change in Cash 28.9 11.7 (11.3) 15.2 3.2 3.1 (1.4) (40.4) (10.3) (7.7) (3.9) 4.5 1.3 0.3 0.9 1.6 (0.5) 0.4 0.2 (1.4) (0.1)
Cash at Beginning 44.1 32.4 43.7 28.5 25.3 22.2 23.5 63.9 74.2 81.9 9.8 5.2 4.0 3.6 2.7 1.1 1.6 1.2 1 2.4 2.4
Cash at End 73 44.1 32.4 43.7 28.5 25.3 22.2 23.5 63.9 74.2 5.8 9.8 5.2 4.0 3.6 2.7 1.1 1.6 1.2 1 2.3
Free Cash Flow 103.6 95.1 43.5 78 86.3 93.1 65.5 49.1 27.2 31.1 8.2 10.0 6.2 1.6 3.2 5.2 (2.3) 0.5 0 (10) 5
Key Metrics 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Income Statement
Revenue 839 805.9 835.6 885.4 869.2 523 554.7 508.0 342.8 196.9 200.7 227.7 205.3 204.4 204.2 150.7 97.4 178.3 167.4 142.3 116.8 94.5 70.8 64.5 65.0 80.0 69.7 71.9 64.2 54.6 55.4
Gross Profit 271.2 252.3 261.7 298.5 312.8 196.2 212.3 192.7 136.5 71.3 77.1 93.9 83.0 80.6 79.2 52.3 22.0 59.1 54.9 43.9 36.9 28.5 18.5 16.0 14.6 21.5 21.6 23.8 23.3 20.3 23.4
Operating Income 66 81.8 79.9 137.3 149.3 35.4 90.1 75.6 61.5 34.5 46.9 64.1 56.2 54.4 55.3 31.0 2.1 36.4 33.6 25.1 19.2 12.3 3.7 3.4 2.1 7.4 4.1 7.7 8.3 5.3 10.2
Net Income 48.4 39 37.5 98.4 104.6 14.2 60.3 46.7 31.6 23.3 33.1 43.8 38.0 37.4 37.7 21.4 1.9 25.7 22.1 16.2 12.8 7.8 2.2 1.8 0.9 3.9 1.8 5.6 4.7 2.9 5.9
EPS (Diluted) 1.45 1.17 1.14 3.02 3.22 0.44 1.88 1.49 1.17 0.87 1.24 1.65 1.45 1.44 1.47 0.84 0.07 1.03 0.89 0.66 0.52 0.34 0.10 0.08 0.04 0.18 0.08 0.26 0.22 0.08 0.34
Balance Sheet
Cash & Equivalents 73 44.1 32.4 43.7 28.5 25.2 22.1 23.5 63.9 74.2 30.3 35.2 9.3 4.8 4.0 3.6 2.7 1.1 1.6 1.2 1 2.4
Total Assets 1,514.5 1,505.4 1,590.4 1,463.7 1,415.3 1,297.0 1,021.8 1,042.2 459.8 444.8 119.9 122.4 71.8 63.0 62.3 61.8 64.4 64.1 61 53.4 48.4 33.9
Total Debt 110.9 471.2 548.5 464.8 471.3 487.2 318.7 352.7 116 140 0 0.3 12.3 18.2 9.6 10.7 12.0 14.3 11.9 9.6 16.5 6.3
Stockholders' Equity 931.5 864.4 854.6 794.9 709 607.8 577.6 530.8 272.7 236.4 107.6 106.6 45.4 35.1 42.9 43.7 43.8 41.2 40 35 22.3 21.5
Cash Flow
Operating Cash Flow 127.3 122.1 83.9 109.9 113.1 108.6 90.5 77.5 49.4 38.5 17.0 15.0 9.3 7.5 7.3 9.5 5.6 8.6 6.5 7 12.7
Capital Expenditure (23.7) (27) (40.4) (31.9) (26.8) (15.5) (25.0) (28.4) (22.2) (7.4) (8.8) (5.0) (3.1) (5.9) (4.0) (4.4) (7.9) (8.1) (6.5) (17) (7.7)
Free Cash Flow 103.6 95.1 43.5 78 86.3 93.1 65.5 49.1 27.2 31.1 8.2 10.0 6.2 1.6 3.2 5.2 (2.3) 0.5 0 (10) 5