HIGHBuilt-inGeographic
79%
Americas (Electronics segment)
“10-K Item 1: 'our 2025 Electronics segment sales were 79% in the Americas'”
HLIO · Concentration risk · 10-K extracted
Helios Technologies (HLIO) concentration risks
Updated
The most significant concentration Helios Technologies discloses is Americas (Electronics segment) at 79%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Helios Technologies’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH3
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partyCustomer
78%
OEM sales (Electronics segment)
“10-K Item 1: 'OEM sales constituted 78% of total Electronics segment sales in 2025.'”
HIGHBuilt-inProduct / Revenue mix
64%
Hydraulics segment
“10-K Item 1: 'In 2025, 64% of Helios' sales were derived from the Hydraulics segment.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile reflects meaningful exposures across geographic, channel, and product dimensions, all of which compound in the same direction. The Hydraulics segment accounts for the largest share of total company sales: 64% of sales were derived from that segment in 2025 — a high-share structural concentration that makes consolidated results closely linked to the global hydraulics end-market and the capital spending cycles of industrial, mobile, and agricultural equipment customers. Within the Electronics segment, the Americas represent a high share of segment-level geography: 79% of Electronics segment sales in 2025 were generated in the Americas, a high-share structural concentration by region. Compounding the geographic tilt, OEM sales constituted 78% of total Electronics segment sales in 2025 — a high-share channel dependency. OEM relationships carry a dependency character because results in that channel are tied to customer platform decisions, production schedules, and sourcing choices that are outside management's direct control. Taken together, the three disclosures describe a business with concentration across multiple dimensions simultaneously: segment mix (Hydraulics-dominant), regional mix within Electronics (Americas-heavy), and channel mix (OEM-weighted). None of these are idiosyncratic single-name counterparty risks, but in combination they mean the company is more exposed to broad industrial end-market cycles and North American economic conditions than a more geographically or product-diversified industrial peer would be.
For the engine’s reasoning on HLIO’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Industrial Machinery
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| HLIO● | Helios Technologies, Inc. | 3 | 0 | 0 | 3 |
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| CR | Crane Company | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.