Helios Technologies Net Worth

Helios Technologies Net Worth Breakdown

  HLIO
The net worth of Helios Technologies is the difference between its total assets and liabilities. Helios Technologies' net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Helios Technologies' assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Helios Technologies' net worth can be used as a measure of its financial health and stability which can help investors to decide if Helios Technologies is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Helios Technologies stock.

Helios Technologies Net Worth Analysis

Helios Technologies' net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Helios Technologies' financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Helios Technologies' overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Helios Technologies' net worth analysis. One common approach is to calculate Helios Technologies' market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Helios Technologies' stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Helios Technologies' net worth. This approach calculates the present value of Helios Technologies' future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Helios Technologies' cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Helios Technologies' net worth. This involves comparing Helios Technologies' financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Helios Technologies' net worth relative to its peers.

Enterprise Value

194.88 Million

To determine if Helios Technologies is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Helios Technologies' net worth research are outlined below:
Helios Technologies appears to be risky and price may revert if volatility continues
Helios Technologies has a strong financial position based on the latest SEC filings
Over 92.0% of the company shares are owned by institutional investors
On 21st of July 2025 Helios Technologies paid $ 0.09 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Insider Trading

Helios Technologies Quarterly Good Will

508.4 Million

Helios Technologies uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Helios Technologies. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Helios Technologies' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
26th of February 2024
Upcoming Quarterly Report
View
13th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
26th of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

Helios Technologies Target Price Consensus

Helios target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Helios Technologies' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
   5  Strong Buy
Most Helios analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Helios stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Helios Technologies, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice   Exposure   Valuation

Helios Technologies Target Price Projection

Helios Technologies' current and average target prices are 36.62 and 44.75, respectively. The current price of Helios Technologies is the price at which Helios Technologies is currently trading. On the other hand, Helios Technologies' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Helios Technologies Market Quote on 22nd of July 2025

Low Price35.9Odds
High Price36.62Odds

36.62

Target Price

Analyst Consensus On Helios Technologies Target Price

Low Estimate40.72Odds
High Estimate49.67Odds

44.75

Historical Lowest Forecast  40.72 Target Price  44.75 Highest Forecast  49.67
Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Helios Technologies and the information provided on this page.

Know Helios Technologies' Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Helios Technologies is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helios Technologies backward and forwards among themselves. Helios Technologies' institutional investor refers to the entity that pools money to purchase Helios Technologies' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Vaughan Nelson Scarbrgh & Mccullough Lp2025-03-31
789.9 K
State Street Corp2025-03-31
782.1 K
Geode Capital Management, Llc2025-03-31
763.9 K
Hhg Plc2025-03-31
683.3 K
T. Rowe Price Investment Management,inc.2025-03-31
568 K
Neuberger Berman Group Llc2025-03-31
485 K
Royce & Associates, Lp2025-03-31
437.6 K
Charles Schwab Investment Management Inc2025-03-31
429.9 K
Rockefeller Capital Management L.p.2025-03-31
424 K
Wasatch Advisors Lp2025-03-31
3.4 M
Vanguard Group Inc2025-03-31
3.3 M
Note, although Helios Technologies' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow Helios Technologies' market capitalization trends

The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.2 B.

Market Cap

197.75 Million

Project Helios Technologies' profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets 0.17  0.10 
Return On Capital Employed 0.10  0.20 
Return On Assets 0.07  0.11 
Return On Equity 0.12  0.15 
The company has Profit Margin (PM) of 0.05 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.09 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.09.
When accessing Helios Technologies' net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Helios Technologies' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Helios Technologies' profitability and make more informed investment decisions.

Evaluate Helios Technologies' management efficiency

Helios Technologies has return on total asset (ROA) of 0.0336 % which means that it generated a profit of $0.0336 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0427 %, meaning that it created $0.0427 on every $100 dollars invested by stockholders. Helios Technologies' management efficiency ratios could be used to measure how well Helios Technologies manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Helios Technologies' Return On Capital Employed is very stable compared to the past year. As of the 22nd of July 2025, Return On Assets is likely to grow to 0.11, while Return On Tangible Assets are likely to drop 0.1. At this time, Helios Technologies' Deferred Long Term Asset Charges is very stable compared to the past year. As of the 22nd of July 2025, Intangibles To Total Assets is likely to grow to 0.63, though Net Tangible Assets are likely to grow to (67.7 M).
Last ReportedProjected for Next Year
Book Value Per Share 24.46  25.68 
Tangible Book Value Per Share(2.44)(2.32)
Enterprise Value Over EBITDA 11.46  10.77 
Price Book Value Ratio 2.23  2.42 
Enterprise Value Multiple 11.46  10.77 
Price Fair Value 2.23  2.42 
Enterprise Value185.6 M194.9 M
The operational strategies employed by Helios Technologies management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Enterprise Value Revenue
2.0186
Revenue
789.4 M
Quarterly Revenue Growth
(0.08)
Revenue Per Share
23.741
Return On Equity
0.0427
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helios Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helios Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Helios Technologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Billy Aldridge 2 days ago
Insider Trading
 
Billy Aldridge 3 days ago
Insider Trading
 
Billy Aldridge few days ago
Insider Trading
 
Billy Aldridge few days ago
Insider Trading
 
Billy Aldridge few days ago
Insider Trading
 
Billy Aldridge over a week ago
Insider Trading
 
Billy Aldridge over a week ago
Insider Trading
 
Billy Aldridge over a week ago
Insider Trading
 
Billy Aldridge over three weeks ago
Insider Trading
 
Billy Aldridge over three weeks ago
Insider Trading
 
Billy Aldridge over three weeks ago
Insider Trading
 
Billy Aldridge over three weeks ago
Insider Trading

Helios Technologies Corporate Filings

24th of June 2025
Other Reports
ViewVerify
F3
17th of June 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
8K
11th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
10th of June 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
Helios Technologies time-series forecasting models is one of many Helios Technologies' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Helios Technologies' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Helios Technologies Earnings Estimation Breakdown

The calculation of Helios Technologies' earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Helios Technologies is estimated to be 0.47 with the future projection ranging from a low of 0.4475 to a high of 0.485. Please be aware that this consensus of annual earnings estimates for Helios Technologies is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
0.0
0.45
Lowest
Expected EPS
0.47
0.48
Highest

Helios Technologies Earnings Projection Consensus

Suppose the current estimates of Helios Technologies' value are higher than the current market price of the Helios Technologies stock. In this case, investors may conclude that Helios Technologies is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Helios Technologies' stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 31st of December 2025Current EPS (TTM)
580.59%
0.0
0.47
1.11

Helios Technologies Earnings History

Earnings estimate consensus by Helios Technologies analysts from Wall Street is used by the market to judge Helios Technologies' stock performance. Investors also use these earnings estimates to evaluate and project the stock performance into the future in order to make their investment decisions. However, we recommend analyzing not only Helios Technologies' upcoming profit reports and earnings-per-share forecasts but also comparing them to our different valuation methods.

Helios Technologies Quarterly Gross Profit

59.9 Million

At this time, Helios Technologies' Retained Earnings are very stable compared to the past year. As of the 22nd of July 2025, Retained Earnings Total Equity is likely to grow to about 438.7 M, though Price Earnings To Growth Ratio is likely to grow to (2.64). As of the 22nd of July 2025, Net Income Applicable To Common Shares is likely to grow to about 118.8 M, while Common Stock Shares Outstanding is likely to drop about 28.4 M.
Hype
Prediction
LowEstimatedHigh
32.6235.6338.64
Details
Intrinsic
Valuation
LowRealHigh
32.3141.9844.99
Details
Naive
Forecast
LowNextHigh
31.8234.8237.83
Details
5 Analysts
Consensus
LowTargetHigh
40.7244.7549.67
Details
Note that many institutional investors and large investment bankers can move markets due to the volume of Helios assets they manage. They also follow analysts to some degree and often drive overall investor sentiments towards Helios Technologies. With so many stockholders watching consensus numbers, the difference between actual and projected earnings is one of the most critical factors driving Helios Technologies' stock price in the short term.

Helios Technologies Earnings per Share Projection vs Actual

Actual Earning per Share of Helios Technologies refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Helios Technologies predict the company's earnings will be in the future. The higher the earnings per share of Helios Technologies, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.

Helios Technologies Estimated Months Earnings per Share

For an investor who is primarily interested in generating an income out of investing in entities such as Helios Technologies, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Helios Technologies should always be considered in relation to other companies to make a more educated investment decision.

Helios Quarterly Analyst Estimates and Surprise Metrics

Earnings surprises can significantly impact Helios Technologies' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
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nullnullnullnull
null
nullnullnullnull
2025-06-06
2025-03-310.440.440.0
2025-02-24
2024-12-310.3460.33-0.016
2024-11-05
2024-09-300.540.590.05
2024-08-05
2024-06-300.620.640.02
2024-05-08
2024-03-310.440.530.0920 
2024-02-26
2023-12-310.270.380.1140 
2023-11-02
2023-09-300.70.44-0.2637 
2023-08-07
2023-06-300.840.81-0.03
2023-05-08
2023-03-310.770.72-0.05
2023-02-27
2022-12-310.750.780.03
2022-11-07
2022-09-300.990.9-0.09
2022-08-08
2022-06-301.171.180.01
2022-05-09
2022-03-310.961.180.2222 
2022-02-28
2021-12-310.831.010.1821 
2021-11-08
2021-09-300.81.070.2733 
2021-08-09
2021-06-300.861.20.3439 
2021-05-10
2021-03-310.710.990.2839 
2021-03-01
2020-12-310.410.60.1946 
2020-11-02
2020-09-300.410.530.1229 
2020-08-03
2020-06-300.280.550.2796 
2020-05-04
2020-03-310.420.560.1433 
2020-02-24
2019-12-310.370.540.1745 
2019-11-04
2019-09-300.590.610.02
2019-08-05
2019-06-300.640.650.01
2019-05-06
2019-03-310.620.630.01
2019-02-25
2018-12-310.40.410.01
2018-11-05
2018-09-300.460.44-0.02
2018-08-06
2018-06-300.550.43-0.1221 
2018-05-07
2018-03-310.480.46-0.02
2018-02-26
2017-12-310.270.270.0
2017-11-06
2017-09-300.390.430.0410 
2017-08-07
2017-06-300.370.470.127 
2017-05-08
2017-03-310.360.380.02
2017-02-27
2016-12-310.140.12-0.0214 
2016-11-07
2016-09-300.20.19-0.01
2016-08-03
2016-06-300.270.26-0.01
2016-05-09
2016-03-310.320.31-0.01
2016-02-29
2015-12-310.180.190.01
2015-11-02
2015-09-300.30.320.02
2015-08-03
2015-06-300.350.350.0
2015-05-04
2015-03-310.410.39-0.02
2015-02-23
2014-12-310.380.390.01
2014-11-03
2014-09-300.380.37-0.01
2014-08-04
2014-06-300.460.460.0
2014-05-05
2014-03-310.420.430.01
2014-03-03
2013-12-310.330.32-0.01
2013-11-04
2013-09-300.340.32-0.02
2013-08-05
2013-06-300.420.450.03
2013-05-06
2013-03-310.360.370.01
2013-03-04
2012-12-310.230.260.0313 
2012-11-05
2012-09-300.360.34-0.02
2012-08-06
2012-06-300.410.430.02
2012-05-07
2012-03-310.390.410.02
2012-03-12
2011-12-310.280.24-0.0414 
2011-11-07
2011-09-300.390.440.0512 
2011-08-08
2011-06-300.40.410.01
2011-05-09
2011-03-310.30.380.0826 
2011-03-07
2010-12-310.240.250.01
2010-11-08
2010-09-300.220.230.01
2010-08-09
2010-06-300.230.240.01
2010-05-10
2010-03-310.120.130.01
2010-03-08
2009-12-310.040.050.0125 
2009-08-03
2009-06-30-0.01-0.02-0.01100 
2009-05-04
2009-03-310.010.020.01100 
2009-03-02
2008-12-310.110.1-0.01
2008-11-03
2008-09-300.280.27-0.01
2008-08-05
2008-06-300.340.360.02
2008-05-06
2008-03-310.290.310.02
2008-03-04
2007-12-310.190.210.0210 
2007-11-05
2007-09-300.210.210.0
2007-08-07
2007-06-300.240.240.0
2007-05-08
2007-03-310.20.240.0420 
2007-03-06
2006-12-310.150.160.01
2006-11-07
2006-09-300.160.160.0
2006-08-08
2006-06-300.180.17-0.01
2006-05-09
2006-03-310.160.170.01
2006-03-06
2005-12-310.10.120.0220 
2005-11-08
2005-09-300.120.120.0
2005-08-09
2005-06-300.150.14-0.01
2005-05-10
2005-03-310.120.140.0216 
2005-03-01
2004-12-310.080.090.0112 
2004-11-02
2004-09-300.070.080.0114 
2004-08-02
2004-06-300.10.110.0110 
2004-05-04
2004-03-310.040.060.0250 
2004-03-02
2003-12-310.020.030.0150 
2003-11-04
2003-09-300.020.020.0
2003-08-04
2003-06-300.030.050.0266 
2003-05-06
2003-03-310.010.010.0
2003-03-04
2002-12-310.010.020.01100 
2002-11-06
2002-09-300.020.020.0
2002-08-07
2002-06-300.030.040.0133 
2002-03-06
2001-12-31-0.03-0.030.0
2001-08-08
2001-06-300.010.020.01100 
2001-05-09
2001-03-310.040.050.0125 
2001-03-07
2000-12-310.030.030.0
2000-11-06
2000-09-300.050.050.0
2000-08-07
2000-06-300.060.060.0
2000-05-04
2000-03-310.040.040.0
2000-03-07
1999-12-310.030.030.0
1999-11-10
1999-09-300.020.030.0150 
1999-08-11
1999-06-30-0.01-0.010.0
1999-05-12
1999-03-310.030.030.0
1999-03-10
1998-12-310.030.040.0133 
1998-11-13
1998-09-300.040.090.05125 
1998-08-11
1998-06-300.050.050.0
1998-05-11
1998-03-310.060.070.0116 
1997-11-07
1997-09-300.060.060.0
1997-08-11
1997-06-300.050.050.0
1997-05-07
1997-03-310.040.050.0125 
1997-03-17
1996-12-310.020.030.0150 

Helios Technologies Corporate Management

Jeremy EvansVP ControllerProfile
Cariappa ChenandaIndependent DirectorProfile
Jonathan KaufmannChief DesignProfile
Billy AldridgeSenior ControlsProfile
Tim LaCrosseChief SegmentProfile
Laura BrownIndependent DirectorProfile
Alexander SchuetzIndependent DirectorProfile
When determining whether Helios Technologies offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Helios Technologies' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Helios Technologies Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Helios Technologies Stock:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.
You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helios Technologies. If investors know Helios will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helios Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.21)
Dividend Share
0.36
Earnings Share
1.11
Revenue Per Share
23.741
Quarterly Revenue Growth
(0.08)
The market value of Helios Technologies is measured differently than its book value, which is the value of Helios that is recorded on the company's balance sheet. Investors also form their own opinion of Helios Technologies' value that differs from its market value or its book value, called intrinsic value, which is Helios Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helios Technologies' market value can be influenced by many factors that don't directly affect Helios Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helios Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Helios Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helios Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.