Helios Technologies has delivered four consecutive earnings beats averaging roughly 14% above consensus and converts free cash flow at 162% of net income — the quality fundamentals are real — but the stock has essentially reached its near-term resistance target and the risk/reward is unfavorable, making this a hold rather than a new-entry setup.
Thesis pillars
- Perfect Earnings Beat Streak→Stable
- Exceptional Free Cash Flow Generation→Stable
- Heavy Segment Geographic Concentration↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Mar 3, 2026· older than 90 days
Helios Technologies, Inc. (HLIO) Stock Analysis
Industrials · Specialty Industrial Machinery
Sell if holding. Momentum 4.4/10 is below the 5.0 floor at $66.95 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%).
Helios Technologies designs and manufactures hydraulic motion control and fluid conveyance products (Hydraulics, 64% of 2025 sales) and electronic control systems, displays, and wire harnesses (Electronics) for construction, agriculture, industrial, marine, and health and... Read more
Sell if holding. Momentum 4.4/10 is below the 5.0 floor at $66.95 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%). Chart setup: No clear chart pattern; technical signals are mixed. Score 6.1/10, moderate confidence.
Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and earnings proximity 0d<=7d. Suitability: aggressive.
Recent developments
No fresh coverage since Aug 18, 2026
Recent Developments — Helios Technologies, Inc.
Latest news
- NEWS Helios (HLIO) Quarterly Figures: The EPS Result Is Above Expectation in the Latest Reading; Share-Price Check - Vinanet — Vinanet Aug 18, 2026 positive
- NEWS Diamond Hill Capital Management LLC Investment Advisor Purchases Shares of 14,061 Helios Technologies, Inc $HLIO - Marke — MarketBeat Aug 18, 2026 neutral
- NEWS Helios Technologies (HLIO) Q2 2026 Earnings Call Transcript - AOL.com — AOL.com Aug 18, 2026 neutral
- NEWS HLIO Maintained by Stifel -- Price Target Raised to $95.00 - GuruFocus — GuruFocus Aug 12, 2026 positive
- NEWS HLIO Maintained by JP Morgan -- Price Target Raised to $110 - GuruFocus — GuruFocus Aug 12, 2026 positive
Latest item Aug 18, 2026 · Generated 2026-11-05T11:39:30Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductHydraulics segment64%10-K Item 1: 'In 2025, 64% of Helios' sales were derived from the Hydraulics segment.'
- HIGHGeographicAmericas (Electronics segment)79%10-K Item 1: 'our 2025 Electronics segment sales were 79% in the Americas'
- HIGHCustomerOEM sales (Electronics segment)78%10-K Item 1: 'OEM sales constituted 78% of total Electronics segment sales in 2025.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 4.4/10 is below the 5.0 floor at $66.95 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $62.86. Score 6.1/10, moderate confidence.
Analyst target: $79.89 (+19.3% upside). Prior stop was $62.86. Stop-loss: $62.86.
Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Sector modifier (Industrials): -0.7.
Helios Technologies, Inc. trades at a P/E of 31.3 (forward 18.9). TrendMatrix value score: 7.0/10. Verdict: Sell.
13 analysts rate HLIO, with a consensus score of 4.3/5. 6 analysts publish price targets averaging $92.
What does Helios Technologies, Inc. do?Helios Technologies designs and manufactures hydraulic motion control and fluid conveyance products (Hydraulics, 64% of...
Helios Technologies designs and manufactures hydraulic motion control and fluid conveyance products (Hydraulics, 64% of 2025 sales) and electronic control systems, displays, and wire harnesses (Electronics) for construction, agriculture, industrial, marine, and health and wellness end markets globally. Revenue flows through value-added distributors and direct OEM sales; OEM sales constituted 78% of Electronics segment sales in 2025. No single customer represented 10% or more of consolidated 2025 net sales.