Helios Technologies, Inc.

$69.06 ▼ -1.55%
2026-04-21 07:18:01

Explore Helios Technologies, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$2.29 B
Current Price
$69.06
52W High / Low
$76.47 / $25.12
Stock P/E
47.14
Book Value
$28.14
Dividend Yield
0.7%
ROCE
6.7%
ROE
5.39%
Face Value
EPS
$1.45
Exp Qtr EPS
Sector
Industrials
Industry
Specialty Industrial Machinery
Employees
2,300
Beta
1.26
Debt / Equity
41.46
Current Ratio
2.9
Quick Ratio
1.58
Forward P/E
22.23
Price / Sales
2.81
Enterprise Value
$2.67 B
EV / EBITDA
17.29
EV / Revenue
3.18
Rating
None
Target Price
$79.5
EPS Forecast (FY)

Pros

  • Balance sheet leverage appears manageable.
  • Short-term liquidity looks comfortable.
  • Meaningful dividend yield is available.

Cons

  • Return on equity is on the weaker side.
  • Capital efficiency is modest.
  • Valuation is rich on a P/E basis.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. Graham Corporation $91.86 68.35 $1.02 B 11.87% 12.15% $97.02 / $28.49 $11.95
2. The Gorman-Rupp Company $65.64 32.58 $1.73 B 1.16% 12.52% 13.45% $73.24 / $32.17 $15.81
3. NuScale Power Corporation $12.79 $4.39 B -61.76% -84.82% $57.42 / $8.85 $3.67
4. Dover Corporation $218.97 27.49 $29.57 B 0.94% 12.6% 15.29% $237.54 / $155.45 $54.92
5. CSW Industrials, Inc. $297.6 38.62 $4.9 B 0.41% 14.71% 11.87% $338.9 / $230.45 $64.79
6. Laser Photonics Corporation $1.12 $34.41 M -37.94% -1.09% $6.77 / $0.38 $0.18
7. ITT Inc. $217.74 35.62 $19.58 B 0.71% 13.66% 14.29% $224.12 / $124.09 $47.55

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales210.8 M220.3 M212.5 M195.5 M179.5 M
Operating Profit25.7 M27.2 M21.9 M17 M13.3 M
Net Profit19.5 M10.3 M11.4 M7.3 M4.8 M
EPS in Rs0.590.310.340.220.14

Profit & Loss

Figures shown in M / B

2025202420232022
Sales839 M805.9 M835.6 M885.4 M
Operating Profit91.9 M81.8 M79.9 M137.3 M
Net Profit48.4 M39 M37.5 M98.4 M
EPS in Rs1.461.181.132.97

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets1.51 B1.51 B1.59 B1.46 B
Total Liabilities583 M641 M735.8 M668.8 M
Equity931.5 M864.4 M854.6 M794.9 M
Current Assets414.9 M384.2 M396.7 M388.5 M
Current Liabilities143.2 M138.6 M144.9 M152.3 M

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF127.3 M122.1 M83.9 M109.9 M
Investing CF20.3 M-30.3 M-153.9 M-90.8 M
Financing CF-121.9 M-78.4 M57.9 M-6.9 M
Free CF100 M91.7 M43.5 M74.9 M
Capex-27.3 M-30.4 M-40.4 M-35 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %-3.55%-5.62%
Earnings Growth %4%-61.89%
Profit Margin %4.84%4.49%11.11%
Operating Margin %10.15%9.56%15.51%
Gross Margin %31.31%31.32%33.71%
EBITDA Margin %18.38%17.26%21.47%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2026-01-07$0.09
2025-10-07$0.09
2025-07-07$0.09
2025-04-04$0.09
2025-01-03$0.09
2024-10-04$0.09
2024-07-05$0.09
2024-04-03$0.09
2024-01-03$0.09
2023-10-04$0.09
2023-07-03$0.09
2023-04-04$0.09
2023-01-04$0.09
2022-10-04$0.09
2022-07-01$0.09
2022-04-04$0.09
2022-01-04$0.09
2021-10-04$0.09
2021-07-01$0.09

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
iShares Trust-iShares Russell 2000 ETF Mutual Fund 0.78 M $52.81 M 0.02% 2026-01-31
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund Mutual Fund 0.65 M $43.68 M 0.02% 2026-01-31
HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD CAPITAL APPRECIATION FUND Mutual Fund 0.41 M $27.79 M 0.01% 2026-01-31
Vanguard Group Inc Institutional 3.16 M $212.73 M 0.1% 2025-12-31
Blackrock Inc. Institutional 2.47 M $166.07 M 0.07% 2025-12-31
Wellington Management Group, LLP Institutional 2 M $134.37 M 0.06% 2025-12-31
Dimensional Fund Advisors LP Institutional 1.61 M $108.46 M 0.05% 2025-12-31
Conestoga Capital Advisors, LLC Institutional 1.55 M $104.41 M 0.05% 2025-12-31
Sara-Bay Financial Institutional 1.2 M $81.06 M 0.04% 2025-12-31
Conestoga Funds-Conestoga Small Cap Fund Mutual Fund 1.09 M $73.05 M 0.03% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund Mutual Fund 1.06 M $71.16 M 0.03% 2025-12-31
Barrow, Hanley Mewhinney & Strauss, LLC Institutional 0.99 M $66.86 M 0.03% 2025-12-31
Thrivent Financial For Lutherans Institutional 0.93 M $62.28 M 0.03% 2025-12-31
Jennison Associates LLC Institutional 0.8 M $53.55 M 0.02% 2025-12-31
State Street Corporation Institutional 0.8 M $53.54 M 0.02% 2025-12-31