Helios Technologies, Inc. (HLIO) Stock Price & How to Invest

Helios Technologies designs and manufactures engineered motion-control and electronic-control products through two segments. The Hydraulics segment (roughly 64% of sales) makes cartridge valves, manifolds, quick-release couplings, and complete hydraulic systems under brands including Sun Hydraulics, Faster, and Daman. The Electronics segment makes displays, electronic control systems, wire harnesses, and software under brands such as Enovation Controls, Murphy, and Balboa Water Group. The company serves construction, agriculture, material handling, industrial, marine, recreational-vehicle, health-and-wellness, and aerospace end markets across the Americas, Europe, and Asia Pacific.

The investment picture is a cyclical-recovery and margin-expansion story. After a soft stretch tied to weak off-highway and industrial demand, Helios showed a sharp rebound in 2026. Q1 revenue grew about 17% to roughly $228 million, and Q2 (ended July 4, 2026) added about $232 million, up roughly 9% year over year, with net income of about $21.9 million and adjusted EPS of $0.88 against a $0.80 consensus, its fourth beat in a row. Trailing revenue is now about $891 million and net income about $71 million. The stock is up about 24% year to date and 27% over a year, but it has pulled back about 18% over three months from a 52-week high near $95. Analysts expect Q3 revenue of about $221 million and EPS of $0.76 when Helios reports on November 5, 2026, a step down from Q2. The company carries meaningful debt from a multi-year acquisition strategy, so a good deal of the bull case rests on continued margin recovery, deleveraging, and a broad-based upturn in its end markets, while the risk case is that industrial cycles turn back down before that repair is complete.

Helios is highly cyclical, so a downturn in construction, agriculture, or industrial capital spending can quickly pressure revenue and margins, as the company experienced before the 2026 rebound; consensus already assumes a sequential slowdown in the second half of 2026. It carries meaningful debt from its acquisition-led growth, which raises interest costs and financial risk in a slower environment. The trailing P/E (about 32) is still above the forward multiple (about 19), so the stock remains sensitive to whether the earnings recovery continues, and the 18% three-month pullback shows how quickly sentiment can shift. It is also exposed to foreign-currency swings, global supply-chain and tariff pressures, and customer concentration in specific OEM equipment markets. Integration of acquired brands and execution on cost programs add operational risk.

6 analysts publish price targets on HLIO, averaging $94.67 against a $67.64 price as of October 2026, or +40.0%. The published targets run from $88.00 to $110.00, a narrow spread, and the ratings split 6 buy, 0 hold, 0 sell. Over the last six months there have been 9 raises and 0 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full HLIO forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on Helios Technologies, Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Cyclical demand recovery. Helios sells into construction, agriculture, and mobile equipment markets that had been soft, and 2026 revenue has grown in each quarter so far: about 16.8% to roughly $228M in Q1 and about 9% to roughly $232M in Q2. The most optimistic published target, $110.00, assumes this works close to its best case.

The case against. Helios is highly cyclical, so a downturn in construction, agriculture, or industrial capital spending can quickly pressure revenue and margins, as the company experienced before the 2026 rebound; consensus already assumes a sequential slowdown in the second half of 2026. The most pessimistic target, $88.00, is roughly what HLIO is worth if this bites instead.

Read the full bull and bear case on HLIO, including what would have to change to break either one. Walnut is not an investment adviser.

No. Helios Technologies, Inc. (HLIO) has not split its stock in the last 10 years. That is a statement about the window we check rather than about the company’s entire history, so an older split is possible. It also matters less than it once did: fractional shares mean a high price per share no longer keeps smaller investors out, which removed most of the practical reason to split.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see Helios Technologies, Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$891M (Q2 2026 ~$232M, up ~9% YoY)
• Margins (TTM): ~34% gross, ~14% operating, ~8% net
• Net income / EPS (TTM): ~$71M / ~$2.14 (Q2 2026 adjusted EPS ~$0.88 vs ~$0.80 expected)
• EBITDA (TTM): ~$176M
• P/E (trailing / forward): ~32 / ~19
• Market cap: ~$2.2B (shares ~$67.69 on October 16, 2026)
• Total debt: ~$351M (cash ~$68M)
• Dividend: $0.48 annualized (~0.7% yield)

Helios's trailing multiple has come down to about 32 as earnings recovered, and the forward P/E near 19 on expected 2027 EPS of about $3.59 better reflects the rebuilt profit base. At roughly $2.2B of market value against about $891M of trailing revenue and $176M of EBITDA (about 14 times EV/EBITDA), it is priced for continued margin repair but less richly than in mid-2026, after a three-month decline of about 18%. The six covering analysts carry a mean target near $95, and Q3 results are due November 5, 2026.

Other names that sit close to HLIO: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get HLIO exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so HLIO sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where HLIO fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

HLIO is a specialized industrial-components maker whose fortunes track construction, agriculture, and recreational-equipment cycles, so the story is about margin recovery and debt paydown more than rapid growth. Four straight quarterly EPS beats through mid-2026 show the repair is under way, while consensus calls for a softer second half.

Whether HLIO is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is HLIO a buy or a sell?, and where the stock could go from here in the HLIO stock forecast.

For income investors, whether HLIO pays a dividend and how the payout looks is covered in does HLIO pay a dividend? And to weigh HLIO against a peer, read the full side-by-side comparisons: HLIO vs PH and HLIO vs ETN.