Track market-moving stories before they get noisy

It has been about a month since the last earnings report for Helios Technologies (HLIO - Free Report) . Shares have lost about 11.9% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Helios Technologies due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Helios Technologies, Inc before we dive into how investors and analysts have reacted as of late.

Helios' Q2 Earnings & Revenues Beat Estimates, Increase Y/YHelios reported strong second-quarter 2026 performance, driven by broad-based sales growth and improved profitability. Adjusted earnings were 88 cents per share, up 49% year over year, and beat the Zacks Consensus Estimate of 80 cents by 10%.

Top-Line DetailsRevenues came in at $231.9 million, up 9% year over year, and topped the consensus mark of $230.4 million by 0.7%. On a non-GAAP basis, Helios also emphasized that sales grew 16% on a pro forma basis, reflecting the divestiture of Custom Fluidpower (“CFP”) and the impact of foreign exchange.

Reported sales were weighted to the Americas, which accounted for 52% of total revenues, while EMEA and APAC represented 26% and 22%, respectively. The top line exceeded expectations as both business segments contributed, with sales growth across the Americas and EMEA and overall APAC revenues also increasing year over year.

Electronics segment’s sales increased 19% year over year to $85.5 million, driven by gains across all regions. Americas sales rose 17% to $63 million, EMEA revenues increased 7% to $9.1 million and APAC sales surged 43% to $13.4 million. Segment gross margin improved 530 bps to 34.6%, while operating income rose 90% to $11.2 million.

Hydraulics segment’s sales rose 4% to $146.4 million. Americas sales increased 6% to $57.2 million and EMEA revenues advanced 12% to $51.8 million, while APAC sales declined 8% to $37.4 million. On a pro forma basis for the CFP divestiture, APAC Hydraulics sales increased year over year. Segment gross margin increased 160 bps to 34.6%, and operating income rose 16% to $28.9 million.

Margin PerformanceGross profit rose 19%, with the gross margin expanding 280 basis points to 34.6%, supported by higher volume, favorable segment mix, the CFP divestiture and a benefit from IEEPA tariff refunds. Operating income increased 48% to $32.5 million, with operating margin improving 370 basis points (bps) to 14.0%.

Adjusted EBITDA margin expanded 260 bps year over year to 21.2%, reflecting gross margin expansion and operating expense leverage, partly offset by research and development investments, employee benefit-related costs and an isolated bad debt expense. Management also highlighted record second-quarter operating cash generation.

Balance Sheet and Cash FlowIn the first six months of 2026, Helios generated net cash of $65.8 million from operating activities compared with $56 million in the year-ago period. Capital expenditure totaled $18 million in the same period, up 56.5% year over year. Free cash flow was $47.8 million in the first six months.

Exiting the first six months of 2026, the company had long-term non-revolving debt of $226.1 million, down from $256.2 million at the end of 2025. Net debt-to-adjusted EBITDA improved to 1.4x compared with 2.6x in the year ago period, underscoring continued progress on deleveraging. Helios exited the period with cash and cash equivalents of $68 million compared with $73 million at the end of 2025.

Helios repurchased 149,000 shares for $10.6 million during the first six months of 2026.

GuidanceFor 2026, Helios raised its revenue outlook to $880-$900 million from $840-$870 million. The company now projects an adjusted EBITDA margin of 20.2-21.0%, compared with 19.5-21.0% previously, and non-GAAP earnings per share of $3.05-$3.25, up from $2.75-$3.00.

For third-quarter 2026, the company issued an outlook calling for revenues of $215-$222 million, adjusted EBITDA margin of 19.8-20.6% and adjusted earnings of 70-77 cents per share.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.

The consensus estimate has shifted 11.27% due to these changes.

VGM ScoresCurrently, Helios Technologies has a nice Growth Score of B, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock has a grade of C on the value side, putting it in the middle 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Helios Technologies has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Helios Technologies (HLIO - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 13.5% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.

We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.

RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.

Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.

So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.

However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.

Why a Trend Reversal is Due for HLIOThe heavy selling of HLIO shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 25.92. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.

This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering HLIO in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 10% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.

Moreover, HLIO currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies' (NYSE: HLIO) Electronics Segment Expands No Roads™ Platform with Apple CarPlay® and Android Auto™.

Key Takeaways Durable goods orders rose 1.1% in July, driven by a 2.3% gain in transportation equipment.Caterpillar expects 42.4% earnings growth, while Helios Technologies expects 24.6% this year.Crane Company focuses on aerospace and defense, while Proto Labs makes custom parts for short-run production. The manufacturing sector is making a steady recovery, driven by robust demand for goods. Although inflation remains a major concern, continued demand and a steady supply have been boosting the manufacturing sector.

The Commerce Department reported last week that orders for U.S. manufactured capital goods, made to last more than three years, jumped more than the analysts’ expectations in July.

Given the positive sentiment, it would be ideal to invest in four stocks from the manufacturing sector — Caterpillar Inc. (CAT - Free Report) , Helios Technologies, Inc. (HLIO - Free Report) , Crane Company (CR - Free Report) and Proto Labs, Inc. (PRLB - Free Report) — that we have detailed below.

Durable Goods Orders JumpNew orders for U.S.-manufactured durable goods totaled $ 339.3 billion in July, up 1.1% sequentially from an upwardly revised 0.5% rise in June, the Commerce Department reported. The July increase was also sharply higher than economists’ forecast of a 0.5% rise.

This was also the biggest jump in orders since April. The gains were primarily driven by robust orders for transportation equipment, which increased 2.3%. Orders for nondefense and defense aircraft parts rose 12.7% and 4.9%, respectively.

Excluding transportation, durable goods orders increased 0.4%. Also, orders for non-defense capital goods excluding aircraft rose 0.2%.

The jump in orders for durable goods comes as the manufacturing sector continues to make a steady recovery.

The ISM Manufacturing PMI climbed to 55.6 in July, up from 53.3 in June and higher than analysts’ expectations for a reading of 54. The latest figure marked the index’s strongest level since May 2022, when it reached 55.9.

July also extended the manufacturing sector’s growth streak to seven consecutive months, following 10 months of contraction. A reading above 50 indicates that the sector is expanding.

President Donald Trump’s tariffs have already been taking a toll on several sectors. The manufacturing sector has also been feeling price pressures due to higher costs of aluminum, steel and energy products linked to the ongoing conflict in the Middle East.

Oil prices have eased over the past two months but remain sharply higher than the pre-war period. Despite the pressures, orders remain high owing to robust demand, which bodes well for the overall manufacturing sector.

4 Industrial Products Stocks With UpsideCaterpillarCaterpillar Inc. is the largest global construction and mining equipment manufacturer. Given that it serves a gamut of sectors — infrastructure, construction, mining, oil & gas and transportation — CAT is considered a bellwether of the global economy. Caterpillar has more than 4 million products with an extensive dealer network of 165 dealers, spanning 191 countries.

Caterpillar’s expected earnings growth for the current year is 42.4%. The Zacks Consensus Estimate for current-year earnings has improved 10.1% over the past 60 days. CAT currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Helios TechnologiesHelios Technologies, Inc. is an industrial technology company. HLIO develops and manufactures hydraulic and electronic control solutions. Helios Technologies’ operating subsidiaries include Sun Hydraulics, Enovation Controls and Faster Group.

Helios Technologies’ expected earnings growth for the current year is 24.6%. The Zacks Consensus Estimate for next year's earnings has improved 10.4% over the past 60 days. Currently, HLIO has a Zacks Rank #1.

Crane CompanyCrane Company is a leading manufacturer of highly engineered components for challenging, mission-critical applications focused on the aerospace, defense, space and process industry end markets. CR has two strategic growth platforms: Aerospace & Advanced Technologies and Process Flow Technologies. 

Crane Company’s expected earnings growth for the current year is 15%. The Zacks Consensus Estimate for next year's earnings has improved 2.7% over the past 60 days. CR currently has a Zacks Rank #2 (Buy).

Proto LabsProto Labs, Inc. is an online and technology-enabled quick-turn manufacturer of custom parts for prototyping and short-run production. PRLB produces CNC-machined and injection-molded plastic parts. 

Proto Labs’ expected earnings growth for the current year is 33.1%. The Zacks Consensus Estimate for current-year earnings has improved 6.8% over the past 60 days. PRLB currently carries a Zacks Rank #2.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Helios Technologies (HLIO - Free Report) Helios Technologies, Inc. is a global provider of highly engineered motion control and electronic controls technologies serving diversified end markets, including construction, material handling, agriculture, industrial and mobile equipment, energy, recreational marine, and health and wellness. The company sells in more than 90 countries through OEM relationships and value-added distributors. Its corporate headquarters are in Sarasota, FL. 

HLIO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. HLIO has a Growth Style Score of B, forecasting year-over-year earnings growth of 24.6% for the current fiscal year.

Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.30 to $3.19 per share. HLIO also boasts an average earnings surprise of +13.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HLIO should be on investors' short list.

Bank of America Corp DE decreased its holdings in Helios Technologies, Inc (NYSE: HLIO) by 22.5% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 510,519 shares of the company's stock after selling 148,377 shares during the quarter. Bank of America Corp

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Helios Technologies (HLIO - Free Report) Helios Technologies, Inc. is a global provider of highly engineered motion control and electronic controls technologies serving diversified end markets, including construction, material handling, agriculture, industrial and mobile equipment, energy, recreational marine, and health and wellness. The company sells in more than 90 countries through OEM relationships and value-added distributors. Its corporate headquarters are in Sarasota, FL. 

HLIO is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. HLIO has a Growth Style Score of B, forecasting year-over-year earnings growth of 13.3% for the current fiscal year.

One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.01 to $2.90 per share. HLIO boasts an average earnings surprise of +13.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HLIO should be on investors' short list.

Helios Gets Support Along 50-Day Line Ahead Of November 8 Earnings ReportHelios Technologies NYSE: HLIO reported second-quarter 2026 sales growth, margin expansion and record second-quarter operating cash flow, prompting the company to raise its full-year outlook.

Second-quarter sales totaled $232 million, up 9% from $212 million a year earlier. On a pro forma basis, excluding the effects of the CFP divestiture and foreign exchange, sales rose 16% year over year. President and Chief Executive Officer Sean Bagan said results marked the company’s fourth consecutive quarter of double-digit pro forma sales and adjusted earnings growth.

Get Helios Technologies alerts:

“The CORE Strategy is working,” Bagan said, referring to the company’s strategic plan introduced at its investor day five months earlier. He said Helios has completed its stabilization plan and has shifted its focus toward sustained growth, supported by a stronger balance sheet.

Profitability Improves as Sales Rise Gross profit increased 19% to $80 million in the quarter, while gross margin expanded 280 basis points to 34.6%. Helios said the improvement reflected higher volume, favorable mix, operational initiatives, portfolio and footprint actions, and approximately $1 million in net IEEPA tariff refunds.

Operating income rose 48% to $33 million, and operating margin increased 370 basis points to 14%. Adjusted operating margin was 17.8%, up 280 basis points. Adjusted EBITDA increased 25% to $49 million, with adjusted EBITDA margin rising 260 basis points to 21.2%.

Diluted earnings per share were $0.66, up 94% from the prior-year period. Adjusted diluted EPS was $0.88, a 49% increase that exceeded the high end of Helios’ previous outlook by $0.05 per share.

Chief Financial Officer Jeremy Evans said operating expenses increased by $2.2 million, primarily due to employee benefit costs and an isolated bad-debt expense. Excluding those items, he said expenses were essentially flat year over year while the company increased research-and-development spending.

Both Segments Report Growth Hydraulics segment sales were $146 million. Sales increased 14% on a pro forma basis after normalizing for foreign exchange and the CFP divestiture. Helios reported growth in the Americas and Europe, the Middle East and Africa, while Asia-Pacific sales increased by significant double digits on a pro forma basis.

Construction activity was a key contributor to mobile-market growth, while agriculture also increased. Industrial end-market sales were relatively flat year over year. Hydraulics gross margin expanded 160 basis points to 34.6%, and segment operating income increased 16% to $29 million. Segment operating margin rose 200 basis points to 19.7%.

Electronics sales increased 19% to $86 million, with growth across all regions and particularly strong results in Asia-Pacific. Enovation Controls recorded a second-quarter sales record, supported by recreational-market demand and continued strength from a large original equipment manufacturer customer, the company said.

Electronics also reported growth in health and wellness, mobile and industrial applications, though core markets and marine remained soft. Gross profit in the segment rose 41%, while gross margin expanded 530 basis points to 34.6%. Segment operating income nearly doubled to $11 million and operating margin increased 490 basis points to 13.1%.

Bagan said Helios expects to continue outgrowing underlying end markets through commercial wins, product launches and deeper customer relationships. He cited opportunities in health and wellness, including new Balboa products expected to enter the market over the next six to nine months, as well as growth in China and broader Asia-Pacific markets.

Cash Flow, Footprint Actions and Capital Allocation Helios generated a second-quarter record of $42 million in operating cash flow and $31 million in free cash flow. Capital expenditures totaled $11 million, or 4.9% of sales, reflecting increased strategic organic investment. The company said its cash conversion cycle improved by 11 days from the comparable period a year earlier.

During the quarter, Helios closed a Faster facility in Canada and further consolidated Faster’s North American operations. Bagan said the company is moving certain activities into a Maumee, Ohio, location while freeing capacity at its Mishawaka, Indiana, operation, where Daman manifold assemblies have experienced growth. The company expects the actions to produce efficiency and cost benefits beginning in the second half of 2026.

Capital spending is expected to support manufacturing capacity for data-center thermal-management couplings, low-cost engineering and manufacturing operations in Mexico, India and China, and automation and productivity projects. Evans said the company’s updated CapEx outlook is 4% to 4.5% of sales.

Helios ended the quarter with net debt of $264 million, its lowest level since the third quarter of 2020. Its trailing 12-month net debt-to-adjusted EBITDA ratio declined to 1.4 times from 2.6 times a year earlier, below the company’s 1.5 to 2.5 times target operating range.

The company paid a quarterly dividend of $0.12 per share and repurchased about 79,000 shares for $6 million during the quarter. Helios had $76 million remaining under its repurchase authorization and said year-to-date shareholder returns through dividends and buybacks totaled $18 million, up 40% from the first half of 2025.

Outlook Raised; Data-Center Opportunity Remains in Development Helios raised its 2026 sales outlook to a range of $880 million to $900 million, compared with $839 million reported in 2025 and $792 million on a pro forma basis excluding CFP sales. At the midpoint, the guidance implies 12% growth from 2025 and would represent the highest annual sales in company history, according to management.

Hydraulics sales are projected at $555 million to $565 million, representing approximately 13% pro forma growth at the midpoint. Electronics sales are expected at $325 million to $335 million, or 11% growth at the midpoint. Adjusted EBITDA margin is forecast at 20.2% to 21%. Adjusted diluted EPS is forecast at $3.05 to $3.25, representing 23% growth at the midpoint. For the third quarter, Helios expects sales of $215 million to $222 million, adjusted EBITDA margin of 19.8% to 20.6%, and adjusted diluted EPS of $0.70 to $0.77.

Management said it is seeing strong order trends and commercial-win activity, but remains mindful of tougher comparisons in the second half, along with energy and fuel prices, tariffs, inflation and geopolitical tensions.

Helios is also preparing to enter the data-center thermal-management market through Faster couplings. The company has completed qualifications required to meet industry standards, is building inventory and has product samples with approximately a dozen prospective customers. Management said it has not included data-center revenue in its 2026 guidance, though it would be disappointed if orders did not emerge in the second half.

Evans said Helios expects modest data-center sales in 2027 followed by a gradual ramp, subject to customer qualification processes. Bagan said the company generally expects to sell to equipment integrators building cooling racks, while its products must also be validated by hyperscale data-center operators.

About Helios Technologies (NYSE:HLIO)Helios Technologies, Inc develops and manufactures engineered motion control and electronic control products for a wide range of industrial and mobile equipment applications. The company's Hydraulics segment designs and produces hydraulic cartridge valves, manifold systems, pumps and motors, filtration solutions and off-highway joysticks. Its Electronic Controls segment offers programmable electronic control units, wireless telematics, human-machine interfaces and software to optimize performance, efficiency and safety for equipment OEMs and end users.

Through its global network of manufacturing facilities, service centers and technology centers, Helios Technologies serves markets in agriculture, construction, material handling, mining, municipal and recreational vehicles, as well as industrial automation and infrastructure equipment.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Should You Invest $1,000 in Helios Technologies Right Now?Before you consider Helios Technologies, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Helios Technologies wasn't on the list.

While Helios Technologies currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

Get This Free Report

Helios Technologies (HLIO - Free Report) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +10.00%. A quarter ago, it was expected that this maker of screw-in hydraulic cartridge valves and manifolds would post earnings of $0.68 per share when it actually produced earnings of $0.8, delivering a surprise of +17.65%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Helios Technologies, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $231.9 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.67%. This compares to year-ago revenues of $212.5 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Helios Technologies shares have added about 55.9% since the beginning of the year versus the S&P 500's gain of 13.3%.

What's Next for Helios Technologies?While Helios Technologies has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Helios Technologies was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.68 on $206.51 million in revenues for the coming quarter and $2.90 on $865.88 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - General Industrial is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Trimble Navigation (TRMB - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.

This GPS manufacturer is expected to post quarterly earnings of $0.80 per share in its upcoming report, which represents a year-over-year change of +12.7%. The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level.

Trimble Navigation's revenues are expected to be $950.94 million, up 8.6% from the year-ago quarter.

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies (NYSE: HLIO) Reports Second Quarter 2026 Results; Profitable Sales Growth Momentum Continues, Raising Full Year 2026 Outlook.

Revenue increased 11% to $466.3 million, adjusted EBITDA rose 14% to $257 million, and the EBITDA margin expanded to 55%, supported by higher tenancy additions and improved asset utilization. Helios now expects 3,500–4,000 tenancy additions, adjusted EBITDA of $520–535 million, and recurring free cash flow of $220–235 million, reflecting a stronger commercial pipeline and continued demand from mobile operators. The company upgraded its 2026 outlook again. With an attractive valuation, we therefore confirm our buy rating.

37.69K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

SARASOTA, Fla.--(BUSINESS WIRE)--Enovation Controls, a Helios Technologies (NYSE: HLIO) Operating Company, Named a UK's Best Workplaces for Women™ for the Fifth Consecutive Year.

Last week was a big one for Advanced Micro Devices (AMD -5.09%) as it launched Helios, its rack-scale system that's designed for artificial intelligence (AI). The company already has some large tech companies lined up for it, including Microsoft and Meta Platforms.

Shares of AMD have already been flying high this year as investors have been bullish about the company's products potentially serving as viable alternatives to Nvidia's, with hopes that Helios may help take significant market share from the tech giant. Could the launch of Helios be what's needed for AMD's stock to rise even higher and for it to join the trillion-dollar club this year?

Image source: Getty Images.

AMD's growth rate has been improving, but it may need to go into another gear There's a lot of excitement around Helios, but what may matter most to investors is what the company's numbers and guidance look like when AMD releases earnings next week. AMD's growth rate has been picking up in recent years, but the company may need to do more to convince investors it deserves a higher valuation.

AMD Revenue (Quarterly YoY Growth) data by YCharts

While 38% growth is impressive, I would expect to see far better numbers for a stock trading at more than 160 times trailing earnings, as AMD is; investors are already pricing in high expectations for future growth.

Any guidance AMD releases in this upcoming quarter may be too early to suggest if demand for Helios is in line with expectations just yet. But later this year, that will certainly be a key growth metric for investors to watch.

For AMD to reach $1 trillion in market cap this year, it will need to rise by approximately 28% from today's valuation of roughly $780 billion. It's not unreasonable for that to happen, given how hot the tech stock has been, but it's not a scenario I think is likely, given its high valuation and the rising concerns investors have about AI stocks of late.

Today's Change

(

-5.09

%) $

-26.57

Current Price

$

495.38

Based on its current valuation, I think there's a stronger bearish case to be made for why AMD stock can go lower than a bullish one, and why it can go higher. I don't think AMD will get to $1 trillion this year, but it is a possibility in the long run. A lot, however, will depend on how well Helios performs and how much market share AMD ends up taking from Nvidia.

For long-term investors, AMD can still be a good buy, but it may require a best-case scenario for the stock to hit $1 trillion in market cap this year.

David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.

FREE REPORT (PLUS: TOP STOCKS TO SELL) Zacks' 7 Strongest Buys for August, 2026 See our "best of the best" short-term stocks. Chosen from 220 Strong Buys, they could be the most profitable stocks you buy this month. Recent picks climbed as much as +97.3% in 30 days. New selections may soar just as high. Bonus: Get today's list of Strong Sell stocks to dump ASAP.

FREE REPORT (PLUS: TOP STOCKS TO SELL) Zacks' 7 Strongest Buys for August, 2026 See our "best of the best" short-term stocks. Chosen from 220 Strong Buys, they could be the most profitable stocks you buy this month. Recent picks climbed up to +97.3% in 30 days. New selections may soar just as high. Today's market dip makes it an ideal time to get in. Bonus: Get our list of Strong Sell stocks to dump TODAY.

Mag 7 Earnings Preview: Did GOOGL's Results Raise Stakes? The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.

loading...

Zacks Private Picks Click for the easiest, most affordable way to get the 'Best of Our Best.

Click for the easiest, most affordable way to get the 'Best of Our Best.

The Best of Both Worlds: Healthcare's Rare Blend of Defense and AI Upside It's hard to believe that AI names can also be defensive in today's market, but that's what healthcare offers during the "great rotation." Bryan Hayes explains how investors can find quality at a reasonable price under the AI theme.

It's hard to believe that AI names can also be defensive in today's market, but that's what healthcare offers during the "great rotation." Bryan Hayes explains how investors can find quality at a reasonable price under the AI theme.

How Many Stocks Should You Own? Three stocks or one hundred? Which are you? Plus 3 stocks with low PEG ratios. Tracey Ryniec sorts through the questions in the latest Zacks Value Trader podcast.

Three stocks or one hundred? Which are you? Plus 3 stocks with low PEG ratios. Tracey Ryniec sorts through the questions in the latest Zacks Value Trader podcast.

Forget AI Chips and Mag 7: Buy AI Infrastructure Stocks Now Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks.

Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks.

Top Research Reports for Intel, Dell & Progressive Intel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.

Intel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.

Mag-7 Suffers Biggest Rout Since April 2025: ETFs to Buy The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.

The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.

Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher Companies raising guidance, particularly on the earnings front, always deserve some level of attention from investors. Recently, JNJ, GM, and ABT have all raised their outlooks.

Companies raising guidance, particularly on the earnings front, always deserve some level of attention from investors. Recently, JNJ, GM, and ABT have all raised their outlooks.

›

‹

Featured Zacks Rank Stocks Learn to Profit from the Zacks Rank

#1 Rank Bull of the Day Corsair Gaming (CRSR) This stock is leveling up on AI infrastructure.

#5 Rank Bear of the Day AngloGold Ashanti (AU) When the metal turns, so does the mining trade.

Zacks #1 Rank Top Movers for Jul 27, 2026 Zacks #1 Rank Top Movers Zacks #1 Rank Top Movers for 07/27/26 Value Growth Momentum VGM Income Company Symbol Price %Chg Ono Pharmac... OPHLF 14.61 +9.19% Signet Jewe... SIG 96.34 +5.53% Yamaha Moto... YMHAY 16.12 +3.83% Sportsman's... SPWH 1.16 +3.57% China CITIC... CHCJY 20.96 +3.44% Zacks #1 Rank Top Movers7/16 The Zacks #1 Rank List is the best place to start your stock search each morning. It's made up of the top 5% of stocks with the most potential. Each weekday, you can quickly see the Zacks #1 Rank Top Movers from Value to Growth, Momentum and Income, even VGM Score.

Go to Zacks Rank #1 Top Movers

Full Zacks #1 Rank List8/16 You can see the full Zacks #1 Rank List or narrow it down to Zacks #1 Rank Stocks with a Value, Growth, Momentum or Income Style Score of A or B. Plus, you can see the Zacks #1 Rank Stocks with a VGM of A or B. You can also sort the list with criteria you choose, view Additions and Deletions by day, and Performance.

Go to the Zacks #1 Rank List

Zacks #1 Rank Additions Company (Symbol) Research Texas Instruments (TXN) Analyst Report Signet Jewelers (SIG) Analyst Report Richardson Electroni... (RELL) Snapshot Report JAKKS Pacific (JAKK) Analyst Report Coursera (COUR) Snapshot Report Investment Ideas Earnings Analysis More Analysis Reported Earnings Surprises View All Positive Negative Symbol Time Expected Reported %Surprise GLPEY 02:48 0.34 0.60 +76.47 NBN 07:49 3.40 4.05 +19.12 BMRC 08:31 0.52 0.58 +11.54 BCAL 08:21 0.41 0.44 +7.32 ENSG 06:04 1.80 1.92 +6.67 EPS Positive Surprises for Jul 27, 2026

Symbol Time Expected Reported %Surprise CZWI 08:31 0.41 0.11 -73.17 PERF 06:30 0.02 0.01 -50.00 BSRR 08:02 0.89 0.77 -13.48 PDLB 07:29 0.37 0.35 -5.41 EPS Negative Surprises for Jul 27, 2026

Upcoming Earnings ESP View More Symbol ESP Most Accurate Estimate Consensus Estimate AAPL 2.46% 1.93 1.88 AMZN 0.30% 1.82 1.81 V 0.12% 3.23 3.23 NUE 0.16% 4.58 4.57 Featured Stock Picks

Best Utility Stocks to Buy for July 2026 Utility stocks have long served as a cornerstone for investors seeking income. Here are the best utility stocks to buy today.

Best Nuclear Energy Stocks to Buy for July 2026 Nuclear energy is back in the spotlight as governments and corporations look for reliable, low-carbon power. Here are our top nuclear energy stock picks.

Best Bank Stocks to Buy in July 2026 Here are the best bank stocks to buy now according to Zacks Investment Research.

Best Crypto Stocks to Buy for July 2026 Here are our picks for the best publicly traded companies in the cryptocurrency business.

Best Pharmaceutical Stocks to Buy for July 2026 The pharmaceutical industry continues to grow thanks to an aging population and rising demand for new treatments. Which pharma stocks are best?

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing PowerAt its Advancing AI 2026 event in San Francisco, Advanced Micro Devices NASDAQ: AMD laid out an expansive AI roadmap spanning data center racks, server CPUs, enterprise accelerators, developer software, personal AI systems and robotics platforms, while highlighting partnerships with major AI and enterprise customers.

AMD said AI demand is accelerating as usage shifts from training models to running them. The company said more than 35 quadrillion tokens are consumed each month, up nearly 160 times over two years, and estimated that roughly 60% of global AI compute capacity in 2026 will be used for inference. AMD also said agentic AI is driving a “step change” in compute demand because agents reason through multiple steps, call tools, access data and coordinate workloads.

Get Advanced Micro Devices alerts:

AMD’s $5 Billion Anthropic Deal Could Redraw the AI Chip BattleThe company updated its market outlook, saying it now expects the AI accelerator market to reach about $1.4 trillion by 2030. AMD also said it expects the server CPU market to grow from about $25 billion today to more than $200 billion by 2030, citing agentic AI as a new growth driver for CPUs.

AMD Launches Helios AI Rack AMD announced Helios, which it described as the “industry’s highest performance AI rack,” built around Instinct GPUs, EPYC CPUs and Pensando networking. The company said the rack includes MI455 accelerators, Venice EPYC processors, Pensando DPUs and Vulcano AI NICs using the open Ultra Ethernet standard.

The 2026 Blueprint: 6 Stocks for a Brand New PortfolioAMD said Helios is in full production, with shipments on track to begin at the end of the third quarter and ramp in the fourth quarter. The company claimed Helios delivers 15% more compute, 50% more HBM4 memory capacity and bandwidth, and 50% more scale-out bandwidth than competing systems. It also said the rack delivers up to 30% more tokens per dollar than the competition.

Anthropic Co-founder and Chief Compute Officer Tom Brown joined the event and said Anthropic will deploy up to 2 gigawatts of Helios. Brown said Anthropic’s evaluation of MI355X was faster than expected, saying one engineer connected the system to Claude and had it producing performance data over a weekend. Brown also said Claude is increasingly useful in software engineering and adjacent technical workloads such as design and layout.

OpenAI Head of Infrastructure Sachin Katti said OpenAI expects to deploy Helios at massive scale starting toward the end of the year and accelerating through 2027. Katti said OpenAI has been working side by side with AMD engineers to optimize software and run GPT-class workloads on Helios. He also said future AI infrastructure must be treated as a data-center-scale systems problem involving CPUs, GPUs, memory, networking, storage, power distribution and cooling.

Venice EPYC CPUs Target Agentic AI AMD also detailed Venice, its next-generation EPYC server CPU family built on Zen 6. The company said Venice is designed for the agentic era and delivers up to 1.8 times more performance than Turin, with support for up to 512 threads per socket. AMD said Venice is in full production, with major server OEMs and cloud providers expected to begin rolling out systems in the fourth quarter.

The company described several Venice variants, including Venice HF for AI host nodes, a 256-core EPYC Venice chip for agent sandboxes and a 128-core version for enterprise and general-purpose servers. AMD said it also plans Verano for AI host nodes and Venice-X for high-performance and technical computing workloads.

Meta Head of Infrastructure Santosh Janardhan said demand across inference, training, recommendation systems and content creation is growing rapidly. He said Meta is moving from optimizing individual servers to treating the data center as one integrated system involving servers, networking, cooling and power. Janardhan said Meta has worked with AMD across multiple EPYC generations and is also collaborating on accelerator deployments, including MI450.

ROCm AI and Enterprise Products Vamsi Boppana, AMD senior vice president of AI, introduced ROCm AI, an agentic AI platform intended to help developers build and optimize workloads for AMD GPUs through coding agents such as Cursor, Claude and Codex. Boppana said ROCm releases now go out every six weeks, compared with every four months previously, and said AMD has expanded support across open-source AI ecosystems including Hugging Face, PyTorch, JAX, vLLM and SGLang.

Boppana said ROCm AI includes HyperLoom, an AI-assisted optimization layer that can analyze workloads, tune configurations and iterate toward performance targets. In one example, he said ROCm AI produced a 38% tokens-per-second improvement for MiniMax M3 with vLLM on MI355s. Philippe Tillet, a researcher at OpenAI and creator of Triton, said OpenAI and AMD are collaborating across the software stack, including LLVM code generation, and said AMD’s open software approach has enabled performance gains that would be harder to achieve in a closed stack.

For enterprise AI, Dan McNamara, AMD senior vice president and general manager of compute and enterprise AI, announced the Instinct MI350P, an air-cooled GPU designed to fit within existing enterprise server power and cooling envelopes. AMD said a single MI350P can support up to 260 billion parameters and delivers more than four times the tokens per second per dollar than the competition.

AT&T Chief Technology Officer Jeremy Legg said AT&T is consuming more than 1 trillion tokens per month and has more than 100 GenAI models in production. He said AT&T has used AMD technology to train and post-train models, manage token costs and support open-source telecom AI models. Legg also announced OTel 2.0, an updated Open Telco AI model trained on AMD and made available through open source.

Personal AI, Robotics and Roadmap Jack Huynh, AMD senior vice president and general manager of the computing and graphics group, outlined AMD’s personal AI strategy, including Ryzen AI Halo and a new Gorgon Halo system with 192 gigabytes of unified memory and support for models up to 300 billion parameters. Huynh said AMD is expanding its partnership with Hugging Face and that later this year every Ryzen AI Halo box will include a full year of Hugging Face Pro.

Cisco President and Chief Product Officer Jeetu Patel said enterprises will need management, security, observability and cost controls as inference spreads beyond data centers to desk-side systems. Patel said Cisco’s management apparatus for AMD Halo devices is in early availability for select customers and is expected to reach general availability in the U.S. in early fall.

AMD also introduced the Kria AI System-on-Module, powered by Ryzen AI Embedded X100, and a Kria AI robotics developer platform built on ROCm and ROS2. Huynh said the platform brings CPU, GPU, NPU and unified memory together for robotics workloads involving perception, reasoning and real-time control.

Looking ahead, AMD said it plans Florence EPYC CPUs with Zen 7 cores in 2028 and Ravenna with Zen 8 for 2030. On GPUs, AMD said MI500 will bring next-generation HBM, a larger scale-up domain and new copper and optical interconnects, while MI600 is in development for 2028. The company said customers should expect a new Helios system every year.

About Advanced Micro Devices (NASDAQ:AMD)Advanced Micro Devices, Inc NASDAQ: AMD is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company's product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Advanced Micro Devices Right Now?Before you consider Advanced Micro Devices, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Advanced Micro Devices wasn't on the list.

While Advanced Micro Devices currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Click the link to see MarketBeat's list of seven stocks and why their long-term outlooks are very promising.

Get This Free Report

Posted by Defense World Staff on Jul 22nd, 2026

D.A. Davidson & CO. raised its stake in Helios Technologies, Inc (NYSE:HLIO – Free Report) by 26.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 30,980 shares of the company’s stock after buying an additional 6,493 shares during the period. D.A. Davidson & CO. owned approximately 0.09% of Helios Technologies worth $2,005,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of HLIO. Triumph Capital Management acquired a new position in shares of Helios Technologies in the 3rd quarter worth $36,000. Quarry LP raised its position in shares of Helios Technologies by 948.6% during the third quarter. Quarry LP now owns 1,164 shares of the company’s stock worth $61,000 after purchasing an additional 1,053 shares during the period. Global Retirement Partners LLC purchased a new stake in shares of Helios Technologies during the fourth quarter valued at $66,000. Kemnay Advisory Services Inc. acquired a new position in shares of Helios Technologies in the 4th quarter valued at $104,000. Finally, Osaic Holdings Inc. boosted its position in shares of Helios Technologies by 14.1% in the 4th quarter. Osaic Holdings Inc. now owns 2,942 shares of the company’s stock valued at $158,000 after purchasing an additional 363 shares during the period. Institutional investors and hedge funds own 94.72% of the company’s stock.

Helios Technologies Trading Up 1.0% Shares of NYSE HLIO opened at $81.91 on Wednesday. Helios Technologies, Inc has a one year low of $34.95 and a one year high of $95.05. The firm has a market capitalization of $2.71 billion, a PE ratio of 45.00 and a beta of 1.25. The company has a current ratio of 2.86, a quick ratio of 1.58 and a debt-to-equity ratio of 0.37. The business has a 50-day moving average price of $83.05 and a two-hundred day moving average price of $72.94.

Helios Technologies (NYSE:HLIO – Get Free Report) last posted its quarterly earnings results on Monday, May 11th. The company reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.12. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The business had revenue of $228.40 million during the quarter. During the same period last year, the company earned $0.44 earnings per share. Helios Technologies’s revenue for the quarter was up 16.8% compared to the same quarter last year. Helios Technologies has set its Q2 2026 guidance at 0.780-0.830 EPS and its FY 2026 guidance at 2.750-3.000 EPS. As a group, analysts predict that Helios Technologies, Inc will post 2.9 earnings per share for the current fiscal year.

Helios Technologies Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.6%. Helios Technologies’s dividend payout ratio (DPR) is 26.37%.

Insider Activity at Helios Technologies In other news, insider Matteo Arduini sold 6,027 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the transaction, the insider directly owned 11,317 shares in the company, valued at $1,023,283.14. The trade was a 34.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. In the last 90 days, insiders have sold 13,027 shares of company stock worth $1,134,121. Insiders own 0.50% of the company’s stock.

Analyst Ratings Changes Several analysts have issued reports on the company. Stifel Nicolaus boosted their price objective on Helios Technologies from $89.00 to $93.00 and gave the stock a “buy” rating in a report on Monday. Robert W. Baird raised their target price on shares of Helios Technologies from $81.00 to $85.00 and gave the stock an “outperform” rating in a report on Wednesday, May 13th. JPMorgan Chase & Co. lifted their target price on shares of Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. KeyCorp boosted their price target on shares of Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Finally, Zacks Research upgraded shares of Helios Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 27th. Two research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $93.25.

View Our Latest Stock Report on Helios Technologies

About Helios Technologies (Free Report)

Helios Technologies, Inc develops and manufactures engineered motion control and electronic control products for a wide range of industrial and mobile equipment applications. The company’s Hydraulics segment designs and produces hydraulic cartridge valves, manifold systems, pumps and motors, filtration solutions and off-highway joysticks. Its Electronic Controls segment offers programmable electronic control units, wireless telematics, human-machine interfaces and software to optimize performance, efficiency and safety for equipment OEMs and end users.

Through its global network of manufacturing facilities, service centers and technology centers, Helios Technologies serves markets in agriculture, construction, material handling, mining, municipal and recreational vehicles, as well as industrial automation and infrastructure equipment.

Featured Stories Five stocks we like better than Helios Technologies Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding HLIO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Helios Technologies, Inc (NYSE:HLIO – Free Report).

Receive News & Ratings for Helios Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Helios Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEBank of New York Mellon Corp Has $77.03 Million Stock Position in Applied Industrial Technologies, Inc. $AIT

NEXT HEADLINE »ABN Amro Investment Solutions Cuts Position in ServiceNow, Inc. $NOW

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies, Inc. (NYSE: HLIO) Named to TIME's 2026 America's Best Companies List.

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.

Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- that could keep the momentum in the stock going.

Our "Recent Price Strength" screen, which is created on a unique short-term trading strategy, could be pretty useful in this regard. This predefined screen makes it really easy to shortlist the stocks that have enough fundamental strength to maintain their recent uptrend. Also, the screen passes only the stocks that are trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness.

There are several stocks that passed through the screen and Helios Technologies (HLIO - Free Report) is one of them. Here are the key reasons why this stock is a solid choice for "trend" investing.

A solid price increase over a period of 12 weeks reflects investors' continued willingness to pay more for the potential upside in a stock. HLIO is quite a good fit in this regard, gaining 35.8% over this period.

However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened in a shorter time frame. It's important for a potential winner to maintain the price trend. A price increase of 6.9% over the past four weeks ensures that the trend is still in place for the stock of this maker of screw-in hydraulic cartridge valves and manifolds.

Moreover, HLIO is currently trading at 90.7% of its 52-week High-Low Range, hinting that it can be on the verge of a breakout.

Looking at the fundamentals, the stock currently carries a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises -- the key factors that impact a stock's near-term price movements.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Another factor that confirms the company's fundamental strength is its Average Broker Recommendation of #1 (Strong Buy). This indicates that the brokerage community is highly optimistic about the stock's near-term price performance.

So, the price trend in HLIO may not reverse anytime soon.

In addition to HLIO, there are several other stocks that currently pass through our "Recent Price Strength" screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.

This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.

However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.

Click here to sign up for a free trial to the Research Wizard today.

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies, Inc. (NYSE: HLIO) (“Helios” or the “Company”), a global leader in highly engineered motion control and electronic controls technology, announced that its Board of Directors declared a quarterly cash dividend of $0.12 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 29 years, beginning with the first quarter of 1997.

The dividend will be payable on July 24, 2026, to stockholders of record as of July 10, 2026. Helios Technologies has approximately 33.0 million shares of common stock outstanding.

About Helios Technologies

Helios Technologies is a global leader in highly engineered motion control and electronic controls technology, providing premium products that ensure safety, reliability, and seamless connectivity to diverse end markets including agriculture, construction, data centers, energy, health and wellness, industrial, marine, material handling, and recreational vehicles. Helios sells its products to customers in over 80 countries around the world. Its strategy is to be a diversified, customer-centric global enterprise distinguished by innovation, operational speed, and a high-performance culture. The Company has paid a cash dividend to its shareholders every quarter since becoming a public company in 1997. For more information please visit: www.heliostechnologies.com and follow us on LinkedIn.

More News From Helios Technologies, Inc.

Helios Towers upgraded its 2026 outlook, driven by robust tenancy growth and accelerating demand from mobile network operators. Revenue rose 12% year-on-year to $229 million, with Adjusted EBITDA up 14% to $127 million, highlighting strong operating leverage. Helios benefits from approximately $5.3 billion of contracted future revenue, an average remaining contract duration of nearly seven years, and an expanding pipeline across key markets including the Democratic Republic.

Helios Technologies (HLIO - Free Report) reported $228.4 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 16.8%. EPS of $0.80 for the same period compares to $0.44 a year ago.

The reported revenue represents a surprise of +3.83% over the Zacks Consensus Estimate of $219.99 million. With the consensus EPS estimate being $0.68, the EPS surprise was +18.22%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Helios Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Sales- Electronics: $89.2 million versus $86.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +29.1% change.Net Sales- Hydraulics: $139.2 million compared to the $134.04 million average estimate based on two analysts. The reported number represents a change of +10.1% year over year.Operating income (loss)- Hydraulics: $23.4 million versus $22.48 million estimated by two analysts on average.Operating income (loss)- Corporate and other: $-7.7 million versus $-8.04 million estimated by two analysts on average.Operating income (loss)- Electronics: $14.2 million versus the two-analyst average estimate of $12.06 million.View all Key Company Metrics for Helios Technologies here>>>

Shares of Helios Technologies have returned -4.1% over the past month versus the Zacks S&P 500 composite's +9.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Key Takeaways Helios Q1 EPS surged 82% and beat estimates, while revenues increased 17% year over year.HLIO saw strong demand in recreational, mobile, agriculture and industrial markets.Margins expanded on higher volume and efficiencies as Helios raised its quarterly dividend. Helios Technologies, Inc. (HLIO - Free Report) reported strong first-quarter 2026 performance, driven by broad-based demand and improved profitability. Adjusted earnings were 80 cents per share, up 82% year over year, and beat the Zacks Consensus Estimate of 68 cents by 17.6%.

Top-Line DetailsRevenues came in at $228.4 million, up 17% year over year, and topped the consensus mark of $220 million by 3.8%. On a non-GAAP basis, Helios also emphasized that sales grew 23% on a pro forma basis, reflecting the divestiture of Custom Fluidpower (“CFP”) and the impact of foreign exchange.

Reported sales were weighted to the Americas, with EMEA and APAC also contributing meaningful shares of revenues. The top line exceeded expectations as both business segments contributed and geographic performance remained diversified.

Electronics segment’s sales increased 29% year over year to $89.2 million, supported by strong demand across recreational and mobile markets, along with stability in health and wellness, food service, commercial and industrial markets. Segment gross margin improved 170 bps to 34.3%, while operating income rose 78% to $14.2 million.

Hydraulics segment’s sales rose 10% to $139.2 million, driven by strength in mobile and agriculture markets. On a pro forma basis, excluding the Custom Fluidpower divestiture, Hydraulics growth was higher. Segment gross margin increased 220 bps to 31.8%, and operating income rose 34% to $23.4 million,

Margin PerformanceGross profit rose 25%, with the gross margin expanding 220 basis points to 32.8%, supported by higher volumes, segment mix and cost efficiencies. Operating income increased 75.9% to $29.9 million, with operating margin improving 440 basis points (bps) to 13.1%.

Adjusted EBITDA margin expanded 310 bps year over year to 20.4%, reflecting benefits from higher volume, segment mix and operating leverage, while management also highlighted record first-quarter operating cash generation.

Balance Sheet and Cash FlowIn the first three months of 2026, Helios generated net cash of $23.9 million from operating activities compared with $19 million in the year-ago period. Capital expenditure totaled $6.7 million in the same period, up 9.8% year over year. Free cash flow was $17 million in the quarter.

Exiting first-quarter 2026, the company had total debt of $348.5 million, down from $367.1 million at the end of fourth-quarter 2025. Net debt-to-adjusted EBITDA improved to 1.6x compared with 1.8x in the previous quarter, underscoring continued progress on deleveraging. Helios exited the quarter with cash and cash equivalents of $64.2 million compared with $73 million at the end of 2025.

Concurrent with the earnings release, the company hiked its quarterly dividend by 33% to 12 cents per share. The company also paid its 117th consecutive quarterly dividend and repurchased 70,000 shares for $4.6 million during the first quarter.

GuidanceFor 2026, Helios expects revenues in the range of $840-$870 million, implying growth of 6-10% year over year. The company projects an adjusted EBITDA margin of 19.5-21.0% and non-GAAP earnings per share of $2.75-$3.00.

For second-quarter 2026, the company issued an outlook calling for revenues of $227-$232 million, adjusted EBITDA margin of 20.0-21.0% and adjusted earnings of 78-83 cents per share.

Zacks Rank & Stocks to ConsiderThe company currently carries a Zacks Rank #4 (Sell). Some better-ranked stocks from the same space are discussed below:

Tennant Company (TNC - Free Report) presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Tennant’s earnings surpassed the consensus estimate by 141.7% in the last reported quarter. In the past 60 days, the Zacks Consensus Estimate for TNC’s 2026 earnings has increased 6.2%.

RBC Bearings Incorporated (RBC - Free Report) presently carries a Zacks Rank #2 (Buy). RBC Bearings’ earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 5.3%. In the past 60 days, the Zacks Consensus Estimate for RBC Bearings’ fiscal 2026 earnings has inched down 0.2%.

Nordson Corporation (NDSN - Free Report) currently carries a Zacks Rank of 2. Nordson’s earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 2.5%. In the past 60 days, the Zacks Consensus Estimate for Nordson’s fiscal 2026 earnings has increased 0.5%.

2 hours ago

CocaCola (NYSE:KO) EVP Jennifer Mann Sells 23,984 SharesMarketBeat

CocaCola Company (The) (NYSE:KO - Get Free Report) EVP Jennifer Mann sold 23,984 shares of the firm's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares of the company's stock, valued at approximately $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

NYSE:KO

Read CocaCola (NYSE:KO) EVP Jennifer Mann Sells 23,984 Shares

2 hours ago

Dutch Bros (NYSE:BROS) Major Shareholder Sells $15,759,829.98 in StockMarketBeat

Dutch Bros Inc. (NYSE:BROS - Get Free Report) major shareholder Dm Individual Aggregator, Llc sold 261,054 shares of the company's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $60.37, for a total transaction of $15,759,829.98. Following the completion of the sale, the insider owned 2,671,855 shares in the company, valued at $161,299,886.35. This represents a 8.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own at least 10% of a company's shares are required to disclose their transactions with the SEC.

NYSE:BROS

Read Dutch Bros (NYSE:BROS) Major Shareholder Sells $15,759,829.98 in Stock

2 hours ago

Insider Selling: Dutch Bros (NYSE:BROS) Major Shareholder Sells 261,055 Shares of StockMarketBeat

Dutch Bros Inc. (NYSE:BROS - Get Free Report) major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the business's stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $63.02, for a total value of $16,451,686.10. Following the completion of the transaction, the insider owned 2,410,800 shares in the company, valued at approximately $151,928,616. This trade represents a 9.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own at least 10% of a company's shares are required to disclose their transactions with the SEC.

NYSE:BROS

Read Insider Selling: Dutch Bros (NYSE:BROS) Major Shareholder Sells 261,055 Shares of Stock

2 hours ago

Travis Boersma Sells 749,999 Shares of Dutch Bros (NYSE:BROS) StockMarketBeat

Dutch Bros Inc. (NYSE:BROS - Get Free Report) Chairman Travis Boersma sold 749,999 shares of Dutch Bros stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $60.39, for a total transaction of $45,292,439.61. Following the completion of the sale, the chairman owned 2,671,855 shares of the company's stock, valued at $161,353,323.45. This represents a 21.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

NYSE:BROS

Read Travis Boersma Sells 749,999 Shares of Dutch Bros (NYSE:BROS) Stock

2 hours ago

Insider Selling: Dutch Bros (NYSE:BROS) Chairman Sells 750,000 Shares of StockMarketBeat

Dutch Bros Inc. (NYSE:BROS - Get Free Report) Chairman Travis Boersma sold 750,000 shares of the company's stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $63.02, for a total value of $47,265,000.00. Following the sale, the chairman owned 2,410,800 shares in the company, valued at approximately $151,928,616. This trade represents a 23.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

NYSE:BROS

Read Insider Selling: Dutch Bros (NYSE:BROS) Chairman Sells 750,000 Shares of Stock

Sort By

Time Frame

Alert Type

Keywords

Page 1 of 324

For those looking to find strong Industrial Products stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Helios Technologies (HLIO - Free Report) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Industrial Products sector should help us answer this question.

Helios Technologies is one of 181 individual stocks in the Industrial Products sector. Collectively, these companies sit at #3 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Helios Technologies is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for HLIO's full-year earnings has moved 6% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.

Our latest available data shows that HLIO has returned about 44% since the start of the calendar year. At the same time, Industrial Products stocks have gained an average of 12.9%. This shows that Helios Technologies is outperforming its peers so far this year.

Luxfer (LXFR - Free Report) is another Industrial Products stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 14.3%.

The consensus estimate for Luxfer's current year EPS has increased 2.8% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

Looking more specifically, Helios Technologies belongs to the Manufacturing - General Industrial industry, a group that includes 41 individual stocks and currently sits at #93 in the Zacks Industry Rank. Stocks in this group have gained about 2.6% so far this year, so HLIO is performing better this group in terms of year-to-date returns. Luxfer is also part of the same industry.

Helios Technologies and Luxfer could continue their solid performance, so investors interested in Industrial Products stocks should continue to pay close attention to these stocks.