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Upturn AI SWOT - About
HLIO 
Helios Technologies Inc (HLIO)
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Upturn Advisory Summary
03/27/2025: HLIO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -19.92% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.04B USD | Price to earnings Ratio 26.71 | 1Y Target Price 59 |
Price to earnings Ratio 26.71 | 1Y Target Price 59 | ||
Volume (30-day avg) 196885 | Beta 0.9 | 52 Weeks Range 30.83 - 57.17 | Updated Date 04/1/2025 |
52 Weeks Range 30.83 - 57.17 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.12% | Basic EPS (TTM) 1.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.84% | Operating Margin (TTM) 10.31% |
Management Effectiveness
Return on Assets (TTM) 3.51% | Return on Equity (TTM) 4.54% |
Valuation
Trailing PE 26.71 | Forward PE 11.79 | Enterprise Value 1442901781 | Price to Sales(TTM) 1.29 |
Enterprise Value 1442901781 | Price to Sales(TTM) 1.29 | ||
Enterprise Value to Revenue 1.79 | Enterprise Value to EBITDA 9.74 | Shares Outstanding 33296100 | Shares Floating 33036015 |
Shares Outstanding 33296100 | Shares Floating 33036015 | ||
Percent Insiders 1.68 | Percent Institutions 98.51 |
Analyst Ratings
Rating 4.4 | Target Price 60.25 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Helios Technologies Inc
Company Overview
History and Background
Helios Technologies Inc. (formerly Sun Hydraulics) was founded in 1970. It initially focused on screw-in hydraulic cartridge valves. Over time, it expanded its product portfolio through organic growth and acquisitions, evolving into a diversified industrial technology company.
Core Business Areas
- Hydraulics: Designs, manufactures, and sells hydraulic cartridge valves, manifolds, and electronic controls for a variety of mobile and industrial equipment. Products include screw-in cartridge valves, custom integrated manifolds, and electronic control units.
- Electronics: Provides electronic controls, displays, and software for diverse end markets, including agriculture, construction, and material handling. Products include displays, controllers, and telematics solutions.
- Engineered Technologies: Offers solutions for end markets that include marine, recreational vehicles and medical. Products include highly engineered products and custom engineered solutions.
Leadership and Structure
Josef Matosevic is the President and Chief Executive Officer. The organizational structure includes functional departments such as engineering, operations, sales, and marketing, as well as business unit leaders for each core business area.
Top Products and Market Share
Key Offerings
- Screw-in Cartridge Valves: Hydraulic valves used in a wide range of applications. The market is competitive, with companies like Eaton (ETN), Parker Hannifin (PH), and Bosch Rexroth as major competitors. Market share data is difficult to ascertain precisely but Helios is one of the leading suppliers.
- Custom Integrated Manifolds: Hydraulic manifolds designed to specific customer needs. Competitors include Eaton (ETN) and several smaller, regional manufacturers. Market share data is difficult to ascertain precisely.
- Electronic Controls: Electronic control solutions for mobile and industrial applications. Competitors include Danfoss and several other electronics manufacturers. Market share data is difficult to ascertain precisely.
- Displays: High-performance displays for vehicles and machinery. Competitors include Murphy by Enovation Controls. Market share data is difficult to ascertain precisely.
Market Dynamics
Industry Overview
The industries in which Helios Technologies Inc. operates (hydraulics and electronics) are driven by global economic conditions, infrastructure spending, and demand for industrial equipment. Growth is influenced by technological advancements and adoption of automation.
Positioning
Helios Technologies Inc. positions itself as a technology leader in its niche markets, focusing on innovation, quality, and customer service. Its diversified portfolio helps to mitigate risk associated with any single market.
Total Addressable Market (TAM)
Estimates vary based on specific sub-segments. The TAM for hydraulics and related electronic controls is estimated to be in the billions of dollars globally. Helios Technologies Inc.'s is positioned to capture a portion of this market through innovation and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong engineering capabilities
- Established customer relationships
- Strategic acquisitions
Weaknesses
- Dependence on cyclical industries
- Exposure to currency fluctuations
- Integration risks from acquisitions
- Limited brand recognition outside of core markets
Opportunities
- Expansion into new geographic markets
- Development of innovative products
- Increased demand for automation
- Strategic acquisitions to enhance capabilities
Threats
- Economic downturns
- Increased competition
- Disruptive technologies
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Eaton Corporation (ETN)
- Parker-Hannifin Corporation (PH)
- Danfoss
Competitive Landscape
Helios Technologies Inc. competes on technology, quality, and customer service. Its diversified portfolio provides a competitive advantage. However, it faces challenges from larger, more established competitors.
Major Acquisitions
Balboa Water Group
- Year: 2019
- Acquisition Price (USD millions): 218
- Strategic Rationale: Expanded Helios' market reach in the health and wellness sector.
Faster S.r.l.
- Year: 2020
- Acquisition Price (USD millions): 530
- Strategic Rationale: Extended Helios' global footprint with a focus on quick release hydraulic coupling solutions.
Growth Trajectory and Initiatives
Historical Growth: Helios Technologies Inc. has achieved growth through organic expansion and acquisitions.
Future Projections: Analyst estimates for future growth are available from various financial news sources and investment research firms.
Recent Initiatives: Recent initiatives include strategic acquisitions, product development, and expansion into new markets.
Summary
Helios Technologies is a moderately strong company with a diversified portfolio, benefiting from strategic acquisitions and a focus on innovation. The dependence on cyclical industries and integration risks remain challenges. The company should closely monitor economic conditions and competitive pressures while continuing to capitalize on expansion opportunities.
Similar Companies
- ETN
- PH
- ITT
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Helios Technologies Inc
Exchange NYSE | Headquaters Sarasota, FL, United States | ||
IPO Launch date 1997-01-09 | President, CEO & CFO Mr. Sean Bagan | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 2500 | |
Full time employees 2500 | |||
Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, Custom Fluidpower, Seungwon, NEM, Taimi, Daman, and Schultes brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational marine, powersports and specialty vehicles, agriculture, water pumping, power generation, engine-driven industrial equipment, and health and wellness markets. This segment sells its products under the Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, and Joyonway brands. The company markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.
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