What is the 13F Pro Quality Score for HLIO?

13F Pro ranks HELIOS TECHNOLOGIES, INC. (HLIO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HLIO's current score at https://13fpro.ai/research/HLIO (free sign-up required for the full ranking).

Where does 13F Pro source HLIO data?

All HELIOS TECHNOLOGIES, INC. fundamentals and ownership data come directly from SEC EDGAR. HELIOS TECHNOLOGIES, INC. files with the SEC under CIK 1024795. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is HLIO in?

HELIOS TECHNOLOGIES, INC. (HLIO) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is HLIO research updated on 13F Pro?

HLIO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

HELIOS TECHNOLOGIES, INC.(HLIO)Stock Analysis

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SEC EDGAR: CIK 1024795 HLIO stock profile & AI dashboard →

13F Pro Quality Score

52.0/100

Rank #1,369 of 2,879 stocksTOP 50%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

33.0/100

Profitability

59.9/100

Balance Sheet

59.5/100

Earnings Quality

48.7/100

Free Cash Flow

62.1/100

Institutional Flow

44.9/100

Revenue Scale

46.7/100

Dilution Risk

70.5/100

HLIO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for HELIOS TECHNOLOGIES, INC. (HLIO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores HLIO at 52.0/100 on a 32-signal composite quality model, placing it at rank #1,369 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include revenue growth (33.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), HELIOS TECHNOLOGIES, INC. reports quarterly revenue of $228.4M, net income of $19.7M, an operating margin of 13.1%. Top institutional holders of HLIO by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HLIO trades on the NYSE exchange and files with the SEC under CIK 1024795. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HLIO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HELIOS TECHNOLOGIES, INC. directly from SEC EDGAR. HELIOS TECHNOLOGIES, INC.'s 13F Pro composite quality score has ranged between 8 and 67 since 2021, currently 52.0 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about HELIOS TECHNOLOGIES, INC.

Quirks, history, and lore behind HLIO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial manufacturer · mid-cap · listed on NYSE · headquartered in Sarasota, Florida.
2
The Numbers
Annual revenue in the range of $2 billion, with operations spanning multiple continents and customers in over 60 countries.
3
The History
The company was formed through the 2021 merger of two longtime fluid-power specialists — Sun Hydraulics and Enovation Controls — under a new, sun-inspired name.
4
The Secret
Its core products control hydraulic systems — the invisible muscle behind construction equipment, agriculture machinery, and industrial vehicles worldwide.
5
The Lore
Its original predecessor, Sun Hydraulics, was famous for a radically flat corporate culture — practically no middle management — and it still prides itself on that ethos today.
6
The Giveaway
Named after the Greek god of the sun, this Florida-based hydraulics and fluid-power company trades under the ticker HLIO.

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Revenue

Q1 2026

$228.4M

Net Income

Q1 2026

$19.7M

Free Cash Flow

Q1 2026

$17.2M

Operating Margin

Q1 2026

13.1%

ROIC

Q1 2026

2.3%

D/E Ratio

Q1 2026

0.37

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.1% YoY

$839.0MFY 2025

FY22 $885.4MFY23 $835.6MFY24 $805.9MFY25 $839.0M

Net Income

+24.1% YoY

$48.4MFY 2025

FY22 $98.4MFY23 $37.5MFY24 $39.0MFY25 $48.4M

Operating Income

-19.3% YoY

$66.0MFY 2025

FY22 $137.3MFY23 $79.9MFY24 $81.8MFY25 $66.0M

EPS (Diluted)

+23.9% YoY

$1.45FY 2025

FY22 $3.02FY23 $1.14FY24 $1.17FY25 $1.45

Total Assets

+0.6% YoY

$1.51BFY 2025

FY22 $1.46BFY23 $1.59BFY24 $1.51BFY25 $1.51B

Total Debt

-20.0% YoY

$373.4MFY 2025

FY22 $465.5MFY23 $548.6MFY24 $466.6MFY25 $373.4M

Op. Cash Flow

+4.3% YoY

$127.3MFY 2025

FY22 $109.9MFY23 $83.9MFY24 $122.1MFY25 $127.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2020	FY 2019
Revenue	$839.0M +4.1%	$805.9M -3.6%	$835.6M -5.6%	$885.4M +69.3%	$523.0M -5.7%	$554.7M
Net Income	$48.4M +24.1%	$39.0M +4.0%	$37.5M -61.9%	$98.4M +593.0%	$14.2M -76.4%	$60.3M
Operating Income	$66.0M -19.3%	$81.8M +2.4%	$79.9M -41.8%	$137.3M +287.9%	$35.4M -60.7%	$90.1M
EPS (Diluted)	$1.45 +23.9%	$1.17 +2.6%	$1.14 -62.3%	$3.02 +586.4%	$0.44 -76.6%	$1.88
Total Assets	$1.51B +0.6%	$1.51B -5.3%	$1.59B +8.7%	$1.46B +12.9%	$1.30B +26.9%	$1.02B
Total Debt	$373.4M -20.0%	$466.6M -14.9%	$548.6M +17.9%	$465.5M -2.9%	$479.2M +55.2%	$308.8M
Operating Cash Flow	$127.3M +4.3%	$122.1M +45.5%	$83.9M -23.7%	$109.9M +1.2%	$108.6M +20.0%	$90.5M

AI Insight: HLIO Financial Trends

HLIO staged a sharp profitability rebound in Q2 2026, with operating income and net income nearly doubling versus Q2 2025, while debt fell 24% year-over-year to $349M.

• Net income surged to $20M in Q2 2026 from $11M in Q2 2025; operating income jumped to $30M from $22M.

• Total debt declined steadily from $521M in Q2 2024 to $349M in Q2 2026, reducing leverage across the cycle.

• Revenue grew 7.5% year-over-year to $228M in Q2 2026, returning to growth after Q4 2024–Q1 2025 softness.

⚠ Operating income collapsed to $1M in Q3 2025 despite $220M revenue—margin fell to 0.5%, signaling operational stress.

⚠ Operating cash flow halved to $24M in Q2 2026 versus $37M in Q2 2025, despite higher profitability.

AI Insight: HLIO Ratio Trends

Q2 2026 shows sharp recovery in profitability and ROIC to 9.3%, reversing Q3 2025 collapse, while leverage continues declining.

• Operating margin rebounded to 13.1% in Q2 2026 from 0.6% in Q3 2025; NPM improved to 8.6% from 4.7%.

• ROIC surged to 9.3% in Q2 2026 versus 0.4% in Q3 2025, reversing prior quarter's severe contraction.

• Debt-to-equity declined to 0.37 in Q2 2026 from 0.60 in Q2 2024, strengthening balance sheet over 24 months.

⚠ Q3 2025 saw operating margin collapse to 0.6% and ROIC crash to 0.4%—cause and durability of recovery warrant clarification.

⚠ ROE and ROA volatility across quarters (6.2% to 2.2% to 8.4%) suggests earnings instability or seasonal swings.

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Available Research

13F Pro tracks comprehensive data for HELIOS TECHNOLOGIES, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HLIO

BlackRock, Inc.
$158.1M2,442,956 sh
DIMENSIONAL FUND ADVISORS LP
$104.7M1,618,712 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$97.4M1,505,296 sh
VANGUARD CAPITAL MANAGEMENT LLC
$95.6M1,477,349 sh
Conestoga Capital Advisors, LLC
$85.8M1,325,206 sh
WELLINGTON MANAGEMENT GROUP LLP
$84.6M1,306,673 sh
Sara-Bay Financial
$74.7M1,153,896 sh
JENNISON ASSOCIATES LLC
$67.0M1,035,977 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$60.2M931,008 sh
GEODE CAPITAL MANAGEMENT, LLC
$54.2M836,831 sh

Fund	Value	Shares
BlackRock, Inc.	$158.1M	2,442,956
DIMENSIONAL FUND ADVISORS LP	$104.7M	1,618,712
VANGUARD PORTFOLIO MANAGEMENT LLC	$97.4M	1,505,296
VANGUARD CAPITAL MANAGEMENT LLC	$95.6M	1,477,349
Conestoga Capital Advisors, LLC	$85.8M	1,325,206
WELLINGTON MANAGEMENT GROUP LLP	$84.6M	1,306,673
Sara-Bay Financial	$74.7M	1,153,896
JENNISON ASSOCIATES LLC	$67.0M	1,035,977
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$60.2M	931,008
GEODE CAPITAL MANAGEMENT, LLC	$54.2M	836,831

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Is HLIO a good stock to buy?

13F Pro's AI-powered analysis of HELIOS TECHNOLOGIES, INC. (HLIO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HLIO are available on the HLIO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own HLIO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HLIO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HELIOS TECHNOLOGIES, INC.'s investment landscape.