Demand and volumepositive · 5 filings
“EMEA - excluding favorable changes in foreign currency rates of $1.2, sales increased $4.5, 9.8%, driven by generally stronger demand in the mobile and agriculture end markets.”10-Q · Aug 11, 2026 ↗
Helios Technologies, Inc.
HLIO
Market read
Helios Technologies, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
What changed
- Revenue increased 16.8% versus the comparable filing period.
Company-0.8% todayVolume comparison unavailable
Market group0 of 15 activeSemiconductor Supply Chain · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Lower debt and a reduced credit-facility spread lowered net interest expense as leverage declined.
- EMEA sales increased excluding currency effects, with management citing stronger demand in mobile and agriculture end markets.
Invalidation: The isolated read changes if HLIO's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
- Revenue increased 16.8% versus the comparable filing period.
- Operating margin improved 4.4 percentage points.
- Net income increased 169.9% versus the comparable filing period.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Lower debt and a reduced credit-facility spread lowered net interest expense as leverage declined.
- EMEA sales increased excluding currency effects, with management citing stronger demand in mobile and agriculture end markets.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements109
Verified relationships2
Evidence supporting the case
- Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case
- Operating margin changed -2.3 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Input and raw-material costs has repeated adverse evidence across 4 filings.
- Labor availability and costs has repeated adverse evidence across 4 filings.
Questions before a position
- P/E is 48% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 24% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
67.966m+0.5%12m+26.2%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-01$869.2M+66.2%$3.22+0.9%
2022-12-31$885.4M+1.9%$3.02+0.3%
2023-12-30$835.6M-5.6%$1.14+1.2%
2024-12-28$805.9M-3.6%$1.17+0.9%
2026-01-03$839.0M+4.1%$1.45+0.0%
What management says matters
Persistent and emerging business drivers
Credit and interest ratesnegative · 4 filings
“Net interest expense decreased by $0.4 to $4.7 in the second quarter of 2026 primarily due to lower debt outstanding compared to the prior year period and a lower spread on our credit facility borrowings because of reduced leverage.”10-Q · Aug 11, 2026 ↗
Input and raw-material costsnegative · 4 filings
“Gross margin increased 350 basis points over the same period to 34.4%, primarily due to the impact of higher fixed costs leverage on higher volume, lower direct labor costs as a percentage of sales, and lower material costs as a percentage of sales, partially…”10-Q · Aug 11, 2026 ↗
Labor availability and costsnegative · 4 filings
“Gross margin increased 350 basis points over the same period to 34.4%, primarily due to the impact of higher fixed costs leverage on higher volume, lower direct labor costs as a percentage of sales, and lower material costs as a percentage of sales, partially…”10-Q · Aug 11, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.7× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
70.12-0.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for HLIO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-12 against the comparable filing from 2025-05-07.
OperationsconstructiveEvidence score +4
liquidityneutralEvidence score 0
valuationmixed
What improved
- Revenue increased 16.8% versus the comparable filing period.
- Operating margin improved 4.4 percentage points.
- Net income increased 169.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Net interest expense decreased by $2.3 to $5.1 in the first quarter of 2026 primarily due to lower debt outstanding compared to the prior year period and a lower spread on our credit facility borrowings, because of reduced leverage.”
“Gross margin improved 170 basis points, primarily due to the impact of higher fixed costs leverage on higher volume and lower direct labor costs as a percentage of sales partially offset by unfavorable customer mix.”
“Gross margin improved 220 basis points, primarily due to better fixed cost leverage on higher volume, the Divestiture, and lower material costs partially offset by higher direct labor and variable overhead costs as a percentage of sales.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind HLIO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
GRMNGarmin Ltd.competitorMar 3, 2026 ▾
“Electronics Competition within the electronics market is very broad with competitors ranging from large multinational companies with full electronics offerings such as Continental, Garmin, and Bosch, to small niche companies that specialize in one product typ…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
HLIO is currently a Follower in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.