Helios Technologies, Inc. (HLIO)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-09
$70.73-0.97%
Close 2026-09-09 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-09
Intact: The reason to own it still holds.
Helios plans to double sales to $1.6 billion by 2030. Profit margin target is 20% by 2030. The company raised 2026 revenue guidance to $840-$870 million. Recent earnings beats show strong profit and sales growth.
Growth depends on acquisitions that may not happen. Profit margin goals are far off. The stock is expensive with weak recent momentum.
The price is about 2% above our fair value near $79. Analysts expect 2% revenue growth. Our fair value is 7% below the Street median of $85.
Breaks if: 2026 EPS falls below $2.60
Breaks if: 2026 revenue falls below $820 million
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on revenue growth through acquisitions and disciplined capital deployment. The current thesis state is intact, although recent changes indicate a slight decline in company quality and momentum.
The market currently prices HLIO at a premium compared to its peers, reflecting expectations of continued strong performance. However, there is a slight expectations gap, suggesting that some investors may be cautious about future growth.
Fundamentals are likely to remain strong, supported by management's focus on revenue growth and margin expansion. However, there is a moderate risk due to potential sector headwinds, which could impact performance in the near term.
The long-term thesis hinges on the performance of sector bellwethers like GEV, PH, and TT. If these companies continue to perform well, it could provide a favorable backdrop for HLIO. Conversely, any negative guidance from these peers could pose risks to HLIO's growth outlook.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports the positive outlook. The company raised its sales guidance, indicating strong revenue growth potential. This reinforces the growth strategy and aligns with our thesis.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue to grow revenue by acquiring complementary businesses to expand sales and market presence.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $195.5M in 2025-Q1 to $231.9M in 2026-Q2, with 2Q26 pro forma sales growth of 16%. Management links this growth to strategic acquisitions and new business wins, indicating delivery on this priority.
“Strategic actions over past two years translating into sustained operating and financial performance.”
“Focus on converting growing sales funnel into new business wins, advancing The CORE Strategy.”
Breaks if: Operating margin falls below 15% by 2030
Breaks if: Revenue falls below $1.3 billion by 2030
Continue to grow revenue by acquiring complementary businesses to expand sales and market presence.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $195.5M in 2025-Q1 to $231.9M in 2026-Q2, with 2Q26 pro forma sales growth of 16%. Management links this growth to strategic acquisitions and new business wins, indicating delivery on this priority.
“Strategic actions over past two years translating into sustained operating and financial performance.”
“Focus on converting growing sales funnel into new business wins, advancing The CORE Strategy.”
Overall, HLIO's fundamentals appear solid, but the company must navigate sector challenges and maintain execution to support its long-term thesis. Not investment advice.