HELIOS TECHNOLOGIES, INC.(HLIO)Stock Analysis
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Rank #1,316 of 2,960 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HLIO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for HELIOS TECHNOLOGIES, INC. (HLIO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores HLIO at 54.6/100 on a 32-signal composite quality model, placing it at rank #1,316 of 2,960 stocks — the top half of the AI-ranked universe. Areas of concern include institutional flow (27.2) and revenue growth (30.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), HELIOS TECHNOLOGIES, INC. reports quarterly revenue of $231.9M, net income of $21.9M, an operating margin of 14.0%. Top institutional holders of HLIO by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, 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 40 and 67 since 2021, currently 54.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$231.9M
Net Income
Q2 2026
$21.9M
Free Cash Flow
Q2 2026
$30.6M
Operating Margin
Q2 2026
14.0%
ROIC
Q2 2026
10.2%
D/E Ratio
Q2 2026
0.35
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.1% YoYNet Income
+24.1% YoYOperating Income
-19.3% YoYEPS (Diluted)
+23.9% YoYTotal Assets
+0.6% YoYTotal Debt
-20.0% YoYOp. Cash Flow
+4.3% YoYFree Cash Flow
+8.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $839.0M +4.1% | $805.9M -3.6% | $835.6M -5.6% | $885.4M +1.9% | $869.2M +66.2% | $523.0M |
| Net Income | $48.4M +24.1% | $39.0M +4.0% | $37.5M -61.9% | $98.4M -5.9% | $104.6M +636.6% | $14.2M |
| Operating Income | $66.0M -19.3% | $81.8M +2.4% | $79.9M -41.8% | $137.3M -8.0% | $149.3M +321.8% | $35.4M |
| EPS (Diluted) | $1.45 +23.9% | $1.17 +2.6% | $1.14 -62.3% | $3.02 -6.2% | $3.22 +631.8% | $0.44 |
| Total Assets | $1.51B +0.6% | $1.51B -5.3% | $1.59B +8.7% | $1.46B +3.4% | $1.42B +9.1% | $1.30B |
| Total Debt | $373.4M -20.0% | $466.6M -14.9% | $548.6M +17.9% | $465.5M +0.4% | $463.6M -3.3% | $479.2M |
| Operating Cash Flow | $127.3M +4.3% | $122.1M +45.5% | $83.9M -23.7% | $109.9M -2.8% | $113.1M +4.1% | $108.6M |
| Free Cash Flow | $103.6M +8.9% | $95.1M +91.7% | $49.6M -36.4% | $78.0M -9.6% | $86.3M -8.2% | $94.0M |
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Available Research
13F Pro tracks comprehensive data for HELIOS TECHNOLOGIES, INC. including:
Top Institutional Holders of HLIO
BlackRock, Inc.
$231.4M2,592,872 shVANGUARD PORTFOLIO MANAGEMENT LLC
$146.5M1,641,106 shDIMENSIONAL FUND ADVISORS LP
$138.3M1,549,341 shVANGUARD CAPITAL MANAGEMENT LLC
$130.5M1,462,106 shSara-Bay Financial
$102.3M1,146,658 shConestoga Capital Advisors, LLC
$96.8M1,084,345 shInvesco Ltd.
$96.7M1,083,038 shGEODE CAPITAL MANAGEMENT, LLC
$87.4M979,448 shJENNISON ASSOCIATES LLC
$87.2M977,554 shTHRIVENT FINANCIAL FOR LUTHERANS
$82.0M918,909 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $231.4M | 2,592,872 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $146.5M | 1,641,106 |
| DIMENSIONAL FUND ADVISORS LP | $138.3M | 1,549,341 |
| VANGUARD CAPITAL MANAGEMENT LLC | $130.5M | 1,462,106 |
| Sara-Bay Financial | $102.3M | 1,146,658 |
| Conestoga Capital Advisors, LLC | $96.8M | 1,084,345 |
| Invesco Ltd. | $96.7M | 1,083,038 |
| GEODE CAPITAL MANAGEMENT, LLC | $87.4M | 979,448 |
| JENNISON ASSOCIATES LLC | $87.2M | 977,554 |
| THRIVENT FINANCIAL FOR LUTHERANS | $82.0M | 918,909 |
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Popular Research
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. HLIO is classified as a mid company.
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.