Helios Technologies has delivered four consecutive earnings beats averaging roughly 14% above consensus and converts free cash flow at 162% of net income — the quality fundamentals are real — but the stock has essentially reached its near-term resistance target and the risk/reward is unfavorable, making this a hold rather than a new-entry setup.
Thesis pillars
- Perfect Earnings Beat Streak↓Deteriorating
- Exceptional Free Cash Flow Generation→Stable
- Heavy Segment Geographic Concentration↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Helios Technologies, Inc. (HLIO) Stock Analysis
Industrials · Specialty Industrial Machinery
Sell if holding. Momentum 2.0/10 is below the 5.0 floor at $67.25 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%).
Helios Technologies designs and manufactures hydraulic motion control and fluid conveyance products (Hydraulics, 64% of 2025 sales) and electronic control systems, displays, and wire harnesses (Electronics) for construction, agriculture, industrial, marine, and health and... Read more
Sell if holding. Momentum 2.0/10 is below the 5.0 floor at $67.25 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.8/10, moderate confidence.
Passes 6/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 52d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Recent developments
updated 2026-09-14Recent Developments — Helios Technologies, Inc.
Latest news
- NEWS Helios Technologies, Inc (NYSE:HLIO) Given Average Recommendation of "Buy" by Brokerages - MarketBeat — MarketBeat positive
- NEWS Helios Technologies: The Fundamentals Are Starting To Heat Up (Upgrade) (NYSE:HLIO) - Seeking Alpha — Seeking Alpha positive
- NEWS A. O. Smith, Winnebago, Gates Industrial Corporation, Helios, and Fortune Brands Stocks Trade Down, What You Need To Kno — StockStory negative
- NEWS Why Helios Technologies Stock Is Sinking Today - TipRanks — TipRanks negative
- NEWS Helios Technologies (HLIO) Receives a Rating Update from a Top Analyst - The Globe and Mail — The Globe and Mail neutral
Generated 2026-09-14T21:26:59Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductHydraulics segment64%10-K Item 1: 'In 2025, 64% of Helios' sales were derived from the Hydraulics segment.'
- HIGHGeographicAmericas (Electronics segment)79%10-K Item 1: 'our 2025 Electronics segment sales were 79% in the Americas'
- HIGHCustomerOEM sales (Electronics segment)78%10-K Item 1: 'OEM sales constituted 78% of total Electronics segment sales in 2025.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 2.0/10 is below the 5.0 floor at $67.25 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $64.92. Score 5.8/10, moderate confidence.
Take-profit target: $82.36 (+22.5% upside). Prior stop was $64.92. Stop-loss: $64.92.
Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Sector modifier (Industrials): -0.7.
Helios Technologies, Inc. trades at a P/E of 33.0 (forward 19.7). TrendMatrix value score: 6.9/10. Verdict: Sell.
12 analysts cover HLIO with a consensus score of 4.3/5. Average price target: $95.
What does Helios Technologies, Inc. do?Helios Technologies designs and manufactures hydraulic motion control and fluid conveyance products (Hydraulics, 64% of...
Helios Technologies designs and manufactures hydraulic motion control and fluid conveyance products (Hydraulics, 64% of 2025 sales) and electronic control systems, displays, and wire harnesses (Electronics) for construction, agriculture, industrial, marine, and health and wellness end markets globally. Revenue flows through value-added distributors and direct OEM sales; OEM sales constituted 78% of Electronics segment sales in 2025. No single customer represented 10% or more of consolidated 2025 net sales.