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↑Improving
- 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
Catalyst-Driven edge
Industrials · Specialty Industrial Machinery
Hold if already holding. Not a fresh buy at $77.71, but acceptable to hold if already in. Reasons: 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
Hold if already holding. Not a fresh buy at $77.71, but acceptable to hold if already in. Reasons: 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. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-31Recent 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 2026-07-31T07:18:51Z.
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
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $77.71, but acceptable to hold if already in. Reasons: 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. Maintain position. Not compelling to add more. Target $83.45 (+7.4%), stop $72.40 (−7.3%), A.R:R -0.1:1. Score 6.0/10, moderate confidence.
Take-profit target: $83.45 (-0.9% upside). Target $83.45 (+7.4%), stop $72.40 (−7.3%), A.R:R -0.1:1. Stop-loss: $72.40.
Concentration risk — Product: Hydraulics segment (64.0%); Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Analyst target reached - limited upside remaining.
Helios Technologies, Inc. trades at a P/E of 42.5 (forward 22.3). TrendMatrix value score: 5.7/10. Verdict: Hold.
12 analysts cover HLIO with a consensus score of 4.3/5. Average price target: $89.
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.