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Helios Technologies (HLIO)

(Delayed Data from NYSE)

$48.20 USD

48.20
152,018

-1.07 (-2.17%)

Updated Jun 17, 2024 04:00 PM ET

After-Market: $48.24 +0.04 (0.08%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.08%
2Buy17.91%
3Hold9.44%
4Sell5.10%
5Strong Sell2.55%
S&P50011.04%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value D Growth F Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 32% (80 out of 250)

Industry: Manufacturing - General Industrial

Better trading starts here.

Balance Sheet

Research for HLIO

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Helios Technologies, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 32 44 29 25 22
Receivables 126 135 137 99 70
Notes Receivable 0 0 0 0 0
Inventories 215 192 166 110 85
Other Current Assets 23 18 20 20 15
Total Current Assets 397 389 352 254 193
Net Property & Equipment 228 176 174 163 146
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 2 2 3 7 6
Intangibles 940 874 873 863 672
Deposits & Other Assets 24 24 14 10 5
Total Assets 1,590 1,464 1,415 1,297 1,022
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 70 74 85 59 30
Current Portion Long-Term Debt 23 19 18 16 8
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 46 53 57 48 30
Income Taxes Payable 2 4 6 1 5
Other Current Liabilities 3 3 3 3 4
Total Current Liabilities 145 152 170 128 76
Mortgages 0 0 0 0 0
Deferred Taxes/Income 57 61 72 79 49
Convertible Debt 0 0 0 0 0
Long-Term Debt 498 426 426 446 293
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 36 30 39 36 26
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 736 669 706 689 444
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 434 404 395 372 365
Retained Earnings 476 450 363 270 268
Other Equity -55 -59 -49 -34 -55
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 855 795 709 608 578
Total Liabilities & Shareholder's Equity 1,590 1,464 1,415 1,297 1,022
Total Common Equity 855 795 709 608 578
Shares Outstanding 33.00 32.50 32.40 32.10 32.00
Book Value Per Share 25.90 24.46 21.88 18.93 18.05

Fiscal Year End for Helios Technologies, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents 37 32 35 38 36
Receivables 136 126 141 147 148
Notes Receivable 0 0 0 0 0
Inventories 214 215 209 206 202
Other Current Assets 22 23 25 22 22
Total Current Assets 409 397 410 413 409
Net Property & Equipment 224 228 220 218 203
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 2 2 2 2 2
Intangibles 922 940 929 952 922
Deposits & Other Assets 26 24 29 26 22
Total Assets 1,584 1,590 1,591 1,611 1,557
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable 0 0 0 0 0
Accounts Payable 68 70 65 72 72
Current Portion Long-Term Debt 23 23 0 0 20
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 46 46 42 45 50
Income Taxes Payable 5 2 5 6 8
Other Current Liabilities 3 3 25 24 3
Total Current Liabilities 145 145 136 146 153
Mortgages 0 0 0 0 0
Deferred Taxes/Income 53 57 57 62 61
Convertible Debt 0 0 0 0 0
Long-Term Debt 495 498 522 529 505
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 34 33 27 30
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 727 736 749 763 748
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 437 434 432 428 406
Retained Earnings 482 476 475 475 461
Other Equity -63 -55 -65 -56 -59
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 857 855 842 848 809
Total Liabilities & Shareholder's Equity 1,584 1,590 1,591 1,611 1,557
Total Common Equity 857 855 842 848 809
Shares Outstanding 33.20 33.00 33.00 33.00 32.60
Book Value Per Share 25.80 25.90 25.52 25.68 24.80