Helios Technologies, Inc. (HLIO)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$71.62-0.68%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · HLIO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -11.4% |
| Our one-year growth estimate | diamond | 3.7% |
Growth built into the price is above our model estimate.
The price assumes 15.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 63 industry peers · Company calendar date is not available
HLIO — dividend update
Dated 2026-06-17
Other Events. On June 17, 2026, the Registrant issued the press release attached hereto as Exhibit 99.1 announcing a $0.12 per share cash dividend on its common stock, payable on July 24, 2026, to shareholders of record as of July 10, 2026.
Why it matters: A big acquisition would help growth and match management's goal to raise revenue.
Supportive ifAnnouncement of an acquisition that adds more than $50 million in yearly revenue.
Worry ifNo acquisition announcements in the next six months.
Why it matters: If revenue growth picks up, it could signal a positive shift for Helios and its peers in a maturing sector.
Supportive if3-year revenue growth in the industrials sector rises above 7%.
Worry if3-year revenue growth in the industrials sector stays below 5%.
Why it matters: A drop below this level may show rising costs or problems with operations.
Worry ifOperating margin was above 14% for Q3 2026.
Less concerning ifOperating margin was below 14% for Q3 2026.
Why it matters: The dividend shows the company wants to give money back to shareholders. A steady dividend helps investors trust the company.
Supportive ifThe company pays the declared dividend of $0.12 per share on July 24, 2026.
Worry ifThe company delays or cancels the dividend payment.
Why it matters: Better margins are important for Helios to reach its 20% operating margin goal.
Supportive ifThe adjusted operating margin was more than 20% in Q2 2026.
Worry ifThe adjusted operating margin was less than 19.5% in Q2 2026.
Why it matters: Acquisitions are key to Helios's growth strategy. Successful acquisitions could drive revenue and market share.
Supportive ifManagement announces a new purchase that fits the CORE Strategy.
Worry ifManagement says there is no progress on purchases or delays in the CORE Strategy.
Why it matters: Hitting the 20% operating margin target shows efficiency and profit. This is key for growth.
Supportive ifOperating margin hits or goes above 20% in the next quarters.
Worry ifOperating margin is still under 20%. This is true despite efforts to be more efficient.
Why it matters: A low ratio shows strong financial health and good capital management.
Supportive ifNet debt to adjusted EBITDA ratio stays below 1.4x in Q3 2026.
Worry ifNet debt to adjusted EBITDA ratio rises above 1.4x in Q3 2026.
Why it matters: Earnings results will show if the strong sales growth continues. Investors will look for signs of sustained performance.
Watch forQ2 2026 earnings report shows sales growth above 20% year over year.
Also watch forQ2 2026 earnings report shows sales growth below 10% year over year.
Why it matters: More buybacks mean management trusts the company's value.
Supportive ifShare repurchases exceed $6 million in Q3 2026.
Worry ifShare repurchases are less than $6 million in Q3 2026.
Why it matters: If this guidance is exceeded, it shows strong demand and growth.
Supportive ifQ3 2026 sales guidance is over $215 million. This shows strong order intake.
Worry ifQ3 2026 sales guidance is below $215 million. This suggests weaker demand.
Why it matters: Keeping this margin shows good cost control and efficiency.
Supportive ifAdjusted EBITDA margin is above 20% for Q3 2026.
Worry ifAdjusted EBITDA margin is below 20% in Q3 2026. This shows cost pressures.
Why it matters: New acquisitions could drive revenue growth and expand market presence.
Supportive ifA new acquisition announcement that fits the growth plan.
Worry ifNo acquisitions announced by year-end. This may show slow growth.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$129 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $335 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,415 loss on $10,000 · 24.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.