Helios Technologies stock
HLIONYSEHelios Technologies, Inc., IndustrialsISIN US42328H1095
56Score 56 out of 100, Neutral
Price and trend
24 / 100
Price history
−9.5% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 34% below it.
Since October 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Sharply down: the price has fallen very quickly lately (RSI 21).
The price is 48% below its 52-week high. Largest decline in 20 years: 77% (November 2021 to April 2025).
Chart figures for advanced users
- SMA 50$66.89
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$73.08
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)21
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$47.44
- The lowest closing price of the last twelve months.
- Resistance$92.88
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Helios Technologies, Inc. belongs to the Industrial (Machinery) industry (United States) and, with a market value of $1.58B, is number 145 of 194 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $839M (up 4.1% year on year) and earnings of $48.4M (up 24.1%).
- For fiscal 2026, analysts expect on average revenue of $894.64M (up 6.6%) and adjusted earnings per share of $3.18 (up 24.1%).
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- MEQIRI Score 56 out of 100 (Neutral): rank 674 of 1023 in Industrials, median 61.
- The P/E is 20.2 (Industrial (Machinery) median 24.1, own median of recent years 38).
- Our model puts fair value at $61.40, with the price 22% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings per share growingUp 27.1% a year since 2020.Growth 76
- Reliable dividendNo dividend cut for over 29 years.
- Earnings turn into cashFree cash flow 153% of earnings over the last 12 months.Fundamentals 85
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and growth, while technical analysis and momentum hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamentals are strong, with stable profits and strong cash generation.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk high
How well MEQIRI warnsOne of the 30% with the highest crash risk among smaller stocks.
From 2016 to 2025, 36 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- price far below its 52-week high
- high price swings
- weak momentum
What lowers it
- solid fundamentals
Valuation
Valuation signal
Modestly undervaluedIn our model the price counts as cheap below $43.86 and expensive above $102.33 (uncertainty high, based on the price swings of the past year).
The two parts of the fair value come to $65.37 (cash-flow model) and $57.43 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $55.73, at 7.8% it would be $69.91.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (24.1).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 3 Oct 2026, revenue rose 11.5% on the twelve months before. Revenue has grown solidly since 2006, at about 10% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 32%, operating 8%, net 6%.
Debt & balance sheet
latest quarterModerate debt, and interest is adequately covered.
Earnings
- Next earnings
- 1 Mar 2027in 109 days
- Last reported
- 5 Nov 2026EPS reported $0.80 (expected $0.76)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $3.18−0.4%
- Revenue
- $894.64M−0.2%
- Earnings per share
- $3.54−1.2%
- Revenue
- $944.18M−0.6%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: −0.9%2026 outlook raised: sales of $880 million to $900 million, adjusted EBITDA margin of 20.2% to 21.0% with a higher bottom end.
“We expect 2026 adjusted EBITDA margin to be in the range of 20.2% to 21.0%, raising the bottom of the previous range, reflecting gross margin expansion, operating expense discipline and the full-year benefit of our portfolio and footprint actions.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 11 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. One insider sold, $1.13M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Helios Technologies
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
1023 rated companies in Industrials
- This company
- 56
- Sector median
- 61
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Industrial (Machinery)
The next larger and next smaller companies by market value
- KSB SE & Co. KGaAKSB.DE $1.74B60
- Wacker NeusonWAC.DE $1.73B66
- ATSATS $1.73B42
- Alamo GroupALG $1.72B56
- LU-VELUVE.MI $1.57B68
- Interroll HoldingINRN.SW $1.52B63
- Electrolux ProfessionalEPRO-B.ST $1.49B71
- Alimak GroupALIG.ST $1.31B67
ETFs that hold Helios Technologies
Held by 9 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.08% | 0.30% | €185.82M |
| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.06% | 0.30% | €2.17B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.05% | 0.30% | €4.22B |
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| iShares MSCI World Small Cap UCITS ETFIUSN | 0.02% | 0.35% | €8.19B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.02% | 0.30% | €944.34M |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.01% | 0.43% | €2.48B |
| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.01% | 0.25% | €175.89M |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.01% | 0.35% | €434.1M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 3 Jan 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 8 Aug 2025)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.