HLIO
Helios Technologies, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Helios Technologies, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
0
filed ties
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company 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; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company 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; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.56%
vs ±9.2% implied · ×0.06
shaded = implied · ▲▼ = realized
Annual filing, covered
10-K parsed · Mar 3 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 3 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Helios Technologies, Inc.
67.10
pre 67.10 −1.94%
No thesis.
Same SIC code · 6
Same SEC industry code: Parker-Hannifin Corp, Crane Co, Watts Water Technologies Inc and 3 more; of Helios Technologies, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Parker-Hannifin Corp, Crane Co, Watts Water Technologies Inc and 3 more; of Helios Technologies, Inc.'s 6 closest co-movers, none share that code.
Tall tick = annual report · Source: EDGAR
Expected move
Inputs8Q avg ±10.2%·×1.03·fair
straddle ±10.7%
spot 66.95exp Nov 20ATM strike 65ATM straddle 8.45IV 75%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $231.4M | 8.01% | +6.14% |
| Vanguard Portfolioindex-like | $146.5M | 5.07% | +9.02% |
| Dimensional | $138.3M | 4.79% | −4.29% |
| Vanguardindex-like | $130.5M | 4.52% | −1.03% |
| Sara-Bay Financial | $102.3M | 3.54% | −0.63% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $231.4M | 8.01% | +6.14% |
| Vanguard Portfolioindex-like | $146.5M | 5.07% | +9.02% |
| Dimensional | $138.3M | 4.79% | −4.29% |
| Vanguardindex-like | $130.5M | 4.52% | −1.03% |
| Sara-Bay Financial | $102.3M | 3.54% | −0.63% |