HLIO

Helios has had an impressive run over the past six months as its shares have beaten the S&P 500 by 16.8%. The stock now trades at $80.44, marking a 25.5% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation. Is now the time to buy Helios, or should you be careful about including it in your portfolio? Get the full breakdown from our expert analysts, it’s free. We’re glad investors have benefited from the price increase, but we don’t have much confidence in Helios. Here are three reasons why there are better opportunities than HLIO, plus one stock we’d rather own. In addition to reported revenue, organic revenue is a useful data point for analyzing Gas and Liquid Handling companies. This metric gives visibility into Helios’s core business because it excludes one-time events such as mergers, acquisitions, and divestitures along with foreign currency fluctuations - non-fundamental factors that can manipulate the income statement. Over the last two years, Helios’s organic revenue averaged 3.3% year-on-year growth. This performance was underwhelming and suggests it may need to improve its products, pricing, or go-to-market strategy, which can add an extra layer of complexity to its operations. Operating margin is one of the best measures of profitability because it tells us how much money a company takes home after procuring and manufacturing its products, marketing and selling those products, and most importantly, keeping them relevant through research and development. Analyzing the trend in its profitability, Helios’s operating margin decreased by 8.4 percentage points over the last five years. This raises questions about the company’s expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. Its operating margin for the trailing 12 months was 9%. We like to invest in businesses with high returns, but the trend in a company’s ROIC can also be an early indicator of future business quality. Unfortunately, Helios’s ROIC has decreased over the last few years. Paired with its already low returns, these declines suggest its profitable growth opportunities are few and far between. We cheer for all companies making their customers lives easier, but in the case of Helios, we’ll be cheering from the s...

SARASOTA, Fla., June 17, 2026--(BUSINESS WIRE)--Helios Technologies, Inc. (NYSE: HLIO) ("Helios" or the "Company"), a global leader in highly engineered motion control and electronic controls technology, announced that its Board of Directors declared a quarterly cash dividend of $0.12 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 29 years, beginning with the first quarter of 1997. The dividend will be payable on July 24, 2026, to stockholders of record as of July 10, 2026. Helios Technologies has approximately 33.0 million shares of common stock outstanding. About Helios Technologies Helios Technologies is a global leader in highly engineered motion control and electronic controls technology, providing premium products that ensure safety, reliability, and seamless connectivity to diverse end markets including agriculture, construction, data centers, energy, health and wellness, industrial, marine, material handling, and recreational vehicles. Helios sells its products to customers in over 80 countries around the world. Its strategy is to be a diversified, customer-centric global enterprise distinguished by innovation, operational speed, and a high-performance culture. The Company has paid a cash dividend to its shareholders every quarter since becoming a public company in 1997. For more information please visit: www.heliostechnologies.com and follow us on LinkedIn. View source version on businesswire.com: https://www.businesswire.com/news/home/20260617599038/en/ Contacts Investor and Media contacts:Tania AlmondVice President, Investor Relations and Corporate Communication+1 (941) [email protected] Deborah PawlowskiAlliance Advisors LLC+1 (716) [email protected]

It has been about a month since the last earnings report for Helios Technologies (HLIO). Shares have added about 8.1% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Helios Technologies due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Helios Technologies, Inc before we dive into how investors and analysts have reacted as of late. Helios Technologies reported strong first-quarter 2026 performance, driven by broad-based demand and improved profitability. Adjusted earnings were 80 cents per share, up 82% year over year, and beat the Zacks Consensus Estimate of 68 cents by 17.6%. Revenues came in at $228.4 million, up 17% year over year, and topped the consensus mark of $220 million by 3.8%. On a non-GAAP basis, Helios also emphasized that sales grew 23% on a pro forma basis, reflecting the divestiture of Custom Fluidpower (“CFP”) and the impact of foreign exchange. Reported sales were weighted to the Americas, with EMEA and APAC also contributing meaningful shares of revenues. The top line exceeded expectations as both business segments contributed and geographic performance remained diversified.Electronics segment’s sales increased 29% year over year to $89.2 million, supported by strong demand across recreational and mobile markets, along with stability in health and wellness, food service, commercial and industrial markets. Segment gross margin improved 170 bps to 34.3%, while operating income rose 78% to $14.2 million.Hydraulics segment’s sales rose 10% to $139.2 million, driven by strength in mobile and agriculture markets. On a pro forma basis, excluding the Custom Fluid power divestiture, Hydraulics growth was higher. Segment gross margin increased 220 bps to 31.8%, and operating income rose 34% to $23.4 million, Gross profit rose 25%, with the gross margin expanding 220 basis points to 32.8%, supported by higher volumes, segment mix and cost efficiencies. Operating income increased 75.9% to $29.9 million, with operating margin improving 440 basis points (bps) to 13.1%.Adjusted EBITDA margin expanded 310 bps year over year to 20.4%, reflecting benefits from higher volume, segment mix and operating leverage, while management also highlighte...

Donaldson Company, Inc. DCI reported third-quarter fiscal 2026 (ended April 30, 2026) adjusted earnings of $1.06 per share, which topped the Zacks Consensus Estimate of $1.05. The bottom line was up 7.1% on a year-over-year basis. Total revenues of $995.1 million surpassed the Zacks Consensus Estimate of $979 million. The top line increased 5.8% year over year.Region-wise, Donaldson’s net sales in the United States/Canada increased 1.5% year over year to $427.1 million. Net sales increased 11.5% to $289.3 million in Europe, the Middle East and Africa. Latin America generated net sales of $105.9 million, reflecting an increase of 4.4%. Also, net sales in the Asia Pacific improved 9.2% to $172.8 million.Donaldson reports revenues under three segments, namely Mobile Solutions, Industrial Solutions and Life Sciences.A brief snapshot of segmental sales is provided below.The Mobile Solutions segment’s (accounting for 63.3% of net sales) sales were $629.9 million, indicating a year-over-year increase of 8.1%. Sales rose 8.8% in Off-Road and increased 5.2% in On-Road businesses during the quarter. Aftermarket sales improved 8.1% year over year.Revenues generated from the Industrial Solutions segment (28.3%) were $281.7 million, down 0.6% year over year. Industrial Filtration Solutions' sales increased 2.3% year over year. Sales decline of 13.5% in the Aerospace and Defense businesses affected the results.Revenues generated from the Life Sciences segment (8.4%) were $83.5 million, up 12.7% year over year. The results benefited from growth in new equipment volume in the Food & Beverage and Disk Drive businesses. Donaldson Company, Inc. price-consensus-eps-surprise-chart | Donaldson Company, Inc. Quote In the fiscal third quarter, Donaldson’s cost of sales increased 7% year over year to $661.7 million. Gross profit increased 3.6% to $333.4 million. The gross margin of 33.5% declined 70 basis points due to operating inefficiencies associated with production shifts and costs related to footprint optimization initiatives. Selling, general and administrative expenses were $158.9 million, up 4.3% year over year.Operating expenses were down 24% year over year to $178.1 million. Operating profit surged 77.7% to $155.3 million. The adjusted operating margin was 16.6%, up 30 bps year over year.The adjusted effective tax rate was 23.8% compared with 22.1% in the year-ago quarter...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how gas and liquid handling stocks fared in Q1, starting with Helios (NYSE:HLIO). Gas and liquid handling companies possess the technical know-how and specialized equipment to handle valuable (and sometimes dangerous) substances. Lately, water conservation and carbon capture–which requires hydrogen and other gasses as well as specialized infrastructure–have been trending up, creating new demand for products such as filters, pumps, and valves. On the other hand, gas and liquid handling companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 11 gas and liquid handling stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was 0.8% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.6% since the latest earnings results. Founded on the principle of treating others as one wants to be treated, Helios (NYSE:HLIO) designs, manufactures, and sells motion and electronic control components for various sectors. Helios reported revenues of $228.4 million, up 16.8% year on year. This print exceeded analysts’ expectations by 3.7%. Overall, it was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ adjusted operating income estimates. “We started 2026 with another strong quarter, extending the performance we built last year and reflecting the strength of our global team across all regions, along with disciplined execution in both business segments. I want to thank our colleagues around the world for delivering an outstanding start to the year. Notably, the Company delivered one of the highest sales quarters in its 56-year history, while Enovation Controls achieved a record quarter. These results reflect our accelerated pace of innovation and the go-to-market initiatives we have been advancing over the past year. Importantly, this performance was delivered against a backdrop of continued geopolitical volatility and limited recovery across our end markets,” said Sean Bag...

EnerSys ENS reported fourth-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of $3.19 per share, which surpassed the Zacks Consensus Estimate of $3.00. The bottom line increased 7% year over year.EnerSys’ net sales of $988 million beat the consensus estimate of $973 million. The top line increased 1% year over year. The top-line results were driven by a favorable impact of 4% from pricing and the positive impact of 3% from foreign currency translation, partially offset by a 6% decline in organic volume. The Energy Systems segment’s sales (accounting for 43.1% of total sales) were $425.7 million, up 7% year over year. The Zacks Consensus Estimate for segmental net sales was $411 million. Net sales increased due to strength in data centers and U.S. Communications market. While volume was flat, price/mix and foreign currency translation had positive impacts of about 4% and 3%, respectively, on sales.The Motive Power segment generated net sales of $370.1 million (accounting for 37.5% of total sales), down 5.7% year over year. The consensus estimate for segmental net sales was $381 million. Volume declined 10% in the quarter. While foreign currency translation had a favorable impact of 3% on sales, price/mix had 1% positive impact on sales. Lower sales were attributable to tepid demand in the Americas region and softness in the EMEA automotive market.The Specialty segment’s sales were $192.2 million (accounting for 19.5% of total sales), up 8.1% year over year. The consensus estimate was $180 million. Results were impacted by softness in markets. While volume decreased 6%, price/mix and acquisitions had 11% and 2% positive impact on sales, respectively. Foreign currency translation positively impacted sales by 1%. Enersys price-consensus-eps-surprise-chart | Enersys Quote EnerSys' gross profit decreased 4.2% year over year to $290.9 million while the gross margin was down 180 basis points (bps) to 29.4%. Operating expenses were down 8.9% year over year to $148.3 million. Operating earnings decreased 5.8% to $123.7 million. The operating margin decreased 100 bps year over year to 12.5%. At the end of fiscal 2026, EnerSys had cash and cash equivalents of $438.7 million compared with $343.1 million at the end of fiscal 2025. Long-term debt (net of unamortized debt issuance costs) was $1.08 billion, relatively stable compared with fiscal 2025-end.EnerSys...

Helios Technologies delivered a first quarter that exceeded Wall Street expectations, with management attributing the outperformance to robust demand across both its hydraulics and electronics segments. CEO Sean Bagan highlighted record quarterly sales for the Innovation Controls business and noted that operational changes, including a streamlined go-to-market model and cost discipline, supported margin expansion. The company also benefited from healthy order backlogs and improved channel inventory levels, particularly in construction and mobile hydraulics. Despite a variable demand environment, Helios was able to execute on new product launches and maintain strong customer engagement, helping drive its double-digit year-over-year sales growth. Is now the time to buy HLIO? Find out in our full research report (it’s free). Revenue: $228.4 million vs analyst estimates of $220.3 million (16.8% year-on-year growth, 3.7% beat) Adjusted EPS: $0.80 vs analyst estimates of $0.69 (16.1% beat) Adjusted EBITDA: $46.5 million vs analyst estimates of $43.54 million (20.4% margin, 6.8% beat) The company lifted its revenue guidance for the full year to $855 million at the midpoint from $840 million, a 1.8% increase Management raised its full-year Adjusted EPS guidance to $2.88 at the midpoint, a 4.5% increase Operating Margin: 13.1%, up from 8.7% in the same quarter last year Organic Revenue rose 14% year on year (miss) Market Capitalization: $2.55 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Christopher Moore (CJS Securities) asked about underlying demand trends in the face of choppy market conditions. CEO Sean Bagan explained that order intake has remained strong, with 12 consecutive months of double-digit growth, but described the demand environment as mixed across regions and end markets. David Tarantino (KeyBanc) pressed on the conservatism embedded in second-half guidance. Bagan and CFO Jeremy Evans clarified that the outlook reflects limited visibility and tougher year-over-year comparisons, but also incorporates potential upside from new product wins and recovering agricultural markets. Joseph Grabowski (Baird)...

RBC Bearings Incorporated’s RBC fourth-quarter fiscal 2026 (ended March 28, 2026) adjusted earnings of $3.62 per share beat the Zacks Consensus Estimate of $3.31. The figure increased 27.9% from the year-ago adjusted earnings of $2.83 per share, supported by higher revenues. RBC Bearings’ revenues were $518 million, which increased 18.3% year over year. Also, the figure surpassed the Zacks Consensus Estimate of $505 million.While exiting the reported quarter, RBC had a backlog of $2.3 billion compared with $2.1 billion at the end of the third quarter of fiscal 2026 (ended Dec. 27, 2025).For fiscal 2026, RBC’s net sales totaled $1.87 billion, reflecting an increase of 14.3% year over year. Adjusted earnings came in at $12.39 per share, up 23.8% from the previous fiscal year. RBC Bearings Incorporated price-consensus-eps-surprise-chart | RBC Bearings Incorporated Quote The company currently has two reportable segments, namely Aerospace/Defense and Industrial. Its segmental performance for the fiscal fourth quarter is briefly discussed below:Industrial revenues of $295.9 million (representing 57.1% of the quarter’s revenues) were up 5.5% year over year. The consensus estimate for the Industrial segment’s revenues was pegged at $260 million.Aerospace & Defense revenues totaled $222.1 million (42.9%), up 41.2% year over year. The consensus estimate for the Aerospace/Defense segment’s revenues was pegged at $289 million. The company’s cost of sales rose 17.9% year over year to $288 million. Gross profit (on a reported basis) grew 18.9% to $230 million. The gross margin was up 20 bps from the year-ago figure to 44.4%. However, the adjusted gross margin increased 110 bps to 45.3%.Selling, general and administrative expenses (SG&A) were $86.9 million, up 20.5% year over year. Adjusted EBITDA jumped 20.8% to $168.9 million. The adjusted EBITDA margin was 32.6%, up 70 bps year over year.Adjusted operating income increased 22.3% year over year to $124.3 million. The adjusted margin increased 80 bps to 24%. Net interest expenses were $11.2 million compared with $12.8 million in the year-ago quarter. At the time of exiting the fiscal fourth quarter, RBC had cash and cash equivalents of $57.3 million compared with $36.8 million at the end of fiscal 2025. Long-term debt (less current portion) was $701.7 million, down from $918.4 million at the end of fiscal 2025.In fiscal 2...

Motion control and electronic systems manufacturer Helios Technologies (NYSE:HLIO) will be reporting earnings this Monday afternoon. Here’s what to expect. Helios beat analysts’ revenue expectations last quarter, reporting revenues of $210.7 million, up 17.4% year on year. It was a very strong quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ adjusted operating income estimates. Is Helios a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Helios’s revenue to grow 12.7% year on year, a reversal from the 7.8% decrease it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Helios rarely misses Wall Street’s revenue estimates. Looking at Helios’s peers in the gas and liquid handling segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Gorman-Rupp delivered year-on-year revenue growth of 7.7%, beating analysts’ expectations by 3.5%, and ITT reported revenues up 32.7%, topping estimates by 9.8%. Gorman-Rupp traded up 16% following the results while ITT was down 2.3%. Read our full analysis of Gorman-Rupp’s results here and ITT’s results here. There has been positive sentiment among investors in the gas and liquid handling segment, with share prices up 5% on average over the last month. Helios is down 4.1% during the same time and is heading into earnings with an average analyst price target of $80.17 (compared to the current share price of $68.21). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.

Helios Technologies, Inc. HLIO reported strong first-quarter 2026 performance, driven by broad-based demand and improved profitability. Adjusted earnings were 80 cents per share, up 82% year over year, and beat the Zacks Consensus Estimate of 68 cents by 17.6%. Revenues came in at $228.4 million, up 17% year over year, and topped the consensus mark of $220 million by 3.8%. On a non-GAAP basis, Helios also emphasized that sales grew 23% on a pro forma basis, reflecting the divestiture of Custom Fluidpower (“CFP”) and the impact of foreign exchange. Reported sales were weighted to the Americas, with EMEA and APAC also contributing meaningful shares of revenues. The top line exceeded expectations as both business segments contributed and geographic performance remained diversified. Electronics segment’s sales increased 29% year over year to $89.2 million, supported by strong demand across recreational and mobile markets, along with stability in health and wellness, food service, commercial and industrial markets. Segment gross margin improved 170 bps to 34.3%, while operating income rose 78% to $14.2 million. Hydraulics segment’s sales rose 10% to $139.2 million, driven by strength in mobile and agriculture markets. On a pro forma basis, excluding the Custom Fluidpower divestiture, Hydraulics growth was higher. Segment gross margin increased 220 bps to 31.8%, and operating income rose 34% to $23.4 million, Helios Technologies, Inc price-consensus-eps-surprise-chart | Helios Technologies, Inc Quote Gross profit rose 25%, with the gross margin expanding 220 basis points to 32.8%, supported by higher volumes, segment mix and cost efficiencies. Operating income increased 75.9% to $29.9 million, with operating margin improving 440 basis points (bps) to 13.1%. Adjusted EBITDA margin expanded 310 bps year over year to 20.4%, reflecting benefits from higher volume, segment mix and operating leverage, while management also highlighted record first-quarter operating cash generation. In the first three months of 2026, Helios generated net cash of $23.9 million from operating activities compared with $19 million in the year-ago period. Capital expenditure totaled $6.7 million in the same period, up 9.8% year over year. Free cash flow was $17 million in the quarter. Exiting first-quarter 2026, the company had total debt of $348.5 million, down from $367.1 million at the end...

This article first appeared on GuruFocus. Release Date: May 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Helios Technologies Inc (NYSE:HLIO) reported its highest quarterly sales ever for its Innovation Controls segment, contributing to a 17% year-over-year increase in total sales. The company achieved a record first quarter of cash generation and announced its first-ever regular dividend increase of 33%. Net leverage was reduced by more than a full turn in one year, bringing it to 1.6 times net debt to adjusted EBITDA, the lowest level since Q1 2018. Helios Technologies Inc (NYSE:HLIO) exceeded the high end of its sales outlook range, with a 23% year-over-year sales growth on a pro forma basis, excluding divestitures and foreign exchange impacts. The company is executing its organic sales growth plans effectively, with improved margins year-over-year, and has a robust pipeline of new products and innovation initiatives. The geopolitical environment remains choppy, which could impact future performance and growth opportunities. There are inflationary pressures on fuel and energy costs, which could affect profitability. The uncertain tariff landscape poses a risk, with potential impacts on costs and margins. The APAC region experienced a year-over-year decline due to divestitures, although it grew on a pro forma basis. Certain consumer-exposed end markets, such as marine, continue to show pockets of softness, affecting overall demand. Warning! GuruFocus has detected 4 Warning Signs with HLIO. Is HLIO fairly valued? Test your thesis with our free DCF calculator. Q: Despite continued success, it still doesn't look like you're necessarily operating in an environment where you're seeing exceptional broad strength across a lot of your markets. Can you drill down a little further on how you would characterize demand overall at this point? A: (Shawn Begin, CEO) In terms of the demand environment, we've seen 12 consecutive months of double-digit order intake over the prior year. Our order backlog continues to grow, up double-digits year-over-year. Market performance is choppy, with strong construction and infrastructure investments benefiting Sun Hydraulics. The ag market is geographically mixed, with Europe and Asia stronger than the U.S. Balboa's health and wellness market is recovering, and innovation...

Interested in Helios Technologies, Inc? Here are five stocks we like better. Helios Technologies beat expectations in Q1 fiscal 2026, with sales up 17% to $228 million, gross margin expanding to 32.8%, and diluted EPS surging to $0.59. Management said the results reflect improving execution, broad-based growth, and traction from its CORE 2030 repositioning strategy. Both segments contributed to the strength, as Hydraulics sales rose 10% and Electronics sales climbed 29%, with record quarterly sales in Enovation Controls and continued demand in construction, agriculture, recreational, health and wellness, and industrial markets. The company posted record first-quarter cash flow, cut net debt leverage to 1.6x, raised its quarterly dividend by 33%, and bought back nearly $5 million of stock. Helios also lifted full-year guidance, now targeting 2026 sales of $840 million to $870 million and diluted non-GAAP EPS of $2.70 to $2.95. Helios Gets Support Along 50-Day Line Ahead Of November 8 Earnings Report Helios Technologies (NYSE:HLIO) reported a stronger-than-expected first quarter for fiscal 2026, with management pointing to broad-based sales growth, margin expansion and record first-quarter cash generation as evidence that the company’s repositioning efforts are gaining traction. President and Chief Executive Officer Sean Bagan said Helios entered 2026 after “sharpening our go-to-market model, strengthening our balance sheet, and building a team and culture aligned around the CORE 2030 strategy” introduced at the company’s Investor Day. He said the quarter included several milestones, including the highest quarterly sales ever for Enovation Controls, a record first quarter for cash generation and the company’s first regular dividend increase, a 33% raise. → Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum First-quarter sales were $228 million, up 17% from $195 million in the prior-year period and above the company’s expectations, Chief Financial Officer Jeremy Evans said. Foreign exchange contributed nearly $6 million of favorable year-over-year impact and about $2 million of the upside to Helios’ first-quarter outlook. Because Helios divested Custom Fluidpower, or CFP, at the end of September, Evans said comparisons are more meaningful on a pro forma basis. Excluding CFP sales from the prior-year quarter and foreign exchange effects, sales rose 2...