Helios Technologies

HLIO

Market cap $2.28B

Helios Technologies is upgraded to a soft "Buy" as recent financial results and management's growth outlook improve the risk-reward profile. HLIO's Electronics segment drove strong 2025 results, with revenue up to $298.2 million, while Hydraulics showed modest growth aided by an extra sales week. Management projects flat revenue but higher profitability for 2026, targeting $170.1 million EBITDA and $2.60–$2.90 adjusted EPS.

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Helios Technologies remains a buy as growth drivers have become more tangible, notably from successful GTM strategy execution and data center liquid cooling exposure. HLIO's revamped go-to-market strategy is yielding results, evidenced by $60 million in new business wins and double-digit year-over-year order growth for ten consecutive months. Data center opportunities are now clearer, with tested liquid cooling products, a dedicated supply chain, and potential expansion into energy storage applications for AI infrastructure.

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Helios Technologies (HLIO) reported earnings 30 days ago. What's next for the stock?

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Helios Technologies, Inc. (HLIO) Analyst/Investor Day Transcript

Helios trades above peers and its history, with a premium multiple signaling markets are pricing in recovery and raising the bar for execution.

HLIO bets on new products, cross-sell and funnel growth to drive 2026 gains, but execution, tariffs, and customer concentration pose key risks.

Helio heads into 2026 with firm orders, rising margins and stronger demand, but a tougher second half and execution risks could test momentum.