Helios Technologies, Inc. (HLIO)

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Helios Technologies, Inc. (HLIO) is up 73.3% since the beginning of the year. At $92 per share, HLIO is currently trading at its 52-week high. Investors who bought $1,000 worth of HLIO shares 5 years ago would now be looking at an investment worth $1,260.

Helios Technologies, Inc. (HLIO) has returned 73.32% so far this year and 196.87% over the past 12 months. Over the last ten years, HLIO has had an annualized return of 13.24%, just under the S&P 500 Index benchmark’s 13.88%.

Based on dividend-adjusted daily data since Jan 9, 1997, HLIO's average daily return is +0.10%, while the average monthly return is +1.99%. At this rate, an investment would double in approximately 2.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Mar 2005 with a return of +83.9%, while the worst month was Aug 2005 at -34.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HLIO closed higher 46% of trading days. The best single day was Aug 5, 2025 with a return of +31.1%, while the worst single day was Nov 8, 2005 at -24.8%.

Helios Technologies, Inc. has an annualized alpha of 16.52%, beta of 1.06, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since January 09, 1997.

• This stock captured 150.34% of S&P 500 Index gains and 115.37% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HLIO ranks 98 for risk / return — in the top 98% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Helios Technologies, Inc. provided a 0.42% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The company has been increasing its dividends for 8 consecutive years.

The table displays the monthly dividend distributions for Helios Technologies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Helios Technologies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Helios Technologies, Inc. was 76.93%, occurring on Apr 21, 2025. The portfolio has not yet recovered.

The current Helios Technologies, Inc. drawdown is 16.45%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Helios Technologies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Helios Technologies, Inc. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.