Nama Insights

Helios Technologies (HLIO)

Industrials · Specialty Industrial Machinery · NYSE

Helios Technologies (HLIO) is a Industrials company in the Specialty Industrial Machinery industry. It has a market capitalization of $1.56B, a trailing price-to-earnings ratio of 14.4 and a free-cash-flow yield of 6.3%. Over the most recent reported fiscal year, revenue grew 4.1% and free cash flow per share grew 9.1%. Nama's AI scorecard rates it Buy, 7.5 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.5/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Rising · +23.5% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-58.7%
How far the last close sits under the highest price of the past five years.
Market cap$1.56B
Trailing P/E14.4
Price / book1.6
Price / sales1.8
FCF yield6.3%
Dividend yield1.0%
Gross margin33.5%
Operating margin12.9%
Net margin8.0%
Revenue growth (YoY)+4.1%
Revenue growth (3-yr annual)-1.8%
EPS growth (YoY)+22.5%
FCF/share growth (YoY)+9.1%
Beta1.3
ExchangeNYSE
SectorIndustrials
IndustrySpecialty Industrial Machinery

HLIO earnings

Next report: Mar 1, 2027 (Q4 2026, EPS estimate $0.74). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $0.80 $0.76 +5.3% —
Q2 2026 Aug 10, 2026 $0.88 $0.80 +10.0% $231.90M
Q1 2026 May 11, 2026 $0.80 $0.69 +15.9% $228.40M
Q4 2025 Mar 2, 2026 $0.81 $0.72 +12.5% $210.80M

HLIO analyst price target

Median target $90.00 from 6 analysts, ranging $78.00 – $110.00.

Specialty Industrial Machinery peers

TickerCompanyMarket capP/E
GEV GE Vernova $204.89B 34.9
ETN Eaton $132.76B 26.4
PH Parker-Hannifin $115.74B 27.0
EMR Emerson Electric $90.56B 24.7
ITW Illinois Tool Works $79.85B 25.0
CMI Cummins $61.96B 16.7
AME AMETEK $52.44B 27.6
ROK Rockwell Automation $41.82B 28.0
Explore live HLIO data on Nama Insights →

Recent Congressional trades

Helios Technologies trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Josh Gottheimer House Sell $1,001 - $15,000 Aug 21, 2023

HLIO FAQ

Is HLIO a buy?
Nama's AI scorecard currently rates Helios Technologies Buy (7.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is HLIO's P/E ratio?
Helios Technologies trades at a trailing price-to-earnings ratio of 14.4.
When does HLIO report earnings?
Helios Technologies's next scheduled report is on Mar 1, 2027. Analysts expect EPS of $0.74.
What is the HLIO price target?
The median analyst price target from 6 analysts is $90.00, with a range of $78.00 – $110.00.
Is HLIO Shariah compliant?
Nama's AAOIFI-style screen reads Helios Technologies as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does HLIO pay a dividend?
Yes — Helios Technologies's dividend yield is 1.0%.