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HELIOS TECHNOLOGIES, INC.

CIK: 1024795 SIC: 3490
$839.10M
Revenue
$48.50M
Net Income
32.33%
Gross Margin
7.85%
Op. Margin
$172.50M
Free Cash Flow
Financial Statements Annual (10-K)
Showing 10 of 15 annual reports available (2011 - 2026)
Breakdown TTM
(Jan 03, 2026)
FY 2026
(Jan 03, 2026)
FY 2024
(Dec 31, 2024)
FY 2023
(Dec 31, 2023)
FY 2022
(Dec 31, 2022)
FY 2021
(Dec 31, 2021)
FY 2020
(Dec 31, 2020)
FY 2019
(Dec 31, 2019)
FY 2018
(Dec 31, 2018)
FY 2017
(Dec 31, 2017)
FY 2016
(Dec 31, 2016)
+ Total Revenue $839.10M $839.00M $805.90M $835.60M $885.40M $869.18M $523.04M $554.66M $508.05M $342.84M $196.93M
Revenue Growth % 0.0% 4.1% -3.6% -5.6% 1.9% 66.2% -5.7% 9.2% 48.2% 74.1% nan%
Cost of Revenue $567.80M $567.80M $553.60M $573.90M $586.90M $556.38M $326.81M $342.38M $315.36M $206.31M $125.58M
+ Gross Profit $271.30M $271.20M $252.30M $261.70M $298.50M $312.81M $196.23M $212.28M $192.68M $136.53M $71.35M
Gross Margin % 32.3% 32.3% 31.3% 31.3% 33.7% 36.0% 37.5% 38.3% 37.9% 39.8% 36.2%
Research & Development - $19.10M - - - - - - - - -
Selling General & Admin $147.70M $147.60M $139.00M $148.90M $133.10M $130.69M $106.83M $99.67M $93.87M $65.58M $36.89M
+ Operating Income $65.90M $66.00M $81.80M $79.90M $137.30M $149.31M $35.41M $90.11M $75.55M $61.49M $34.46M
Operating Margin % 7.9% 7.9% 10.2% 9.6% 15.5% 17.2% 6.8% 16.2% 14.9% 17.9% 17.5%
Interest Expense - $29.80M $32.40M $29.50M $15.50M $15.86M $11.57M $14.25M $12.78M $3.72M $364.00K
Other Income/Expense $19.70M $19.60M $3.80M $1.10M $300.00K $-289.00K $366.00K $-267.00K $-243.00K $-742.00K $-743.00K
Income Before Tax $62.40M $62.40M $50.50M $49.20M $121.80M $131.18M $24.05M $75.31M $56.40M $47.54M $34.90M
Income Tax Expense $13.90M $14.00M $11.50M $11.70M $23.40M $26.58M $9.83M $15.04M $9.66M $15.99M $11.60M
+ Net Income $48.50M $48.40M $39.00M $37.50M $98.40M $104.60M $14.22M $60.27M $46.73M $31.56M $23.30M
Net Margin % 5.8% 5.8% 4.8% 4.5% 11.1% 12.0% 2.7% 10.9% 9.2% 9.2% 11.8%
Basic EPS 1.46 1.46 1.17 1.14 3.03 3.24 0.44 1.88 nan nan 0.87
Diluted EPS 1.45 1.45 1.17 1.14 3.02 3.22 0.44 1.88 nan nan 0.87
Basic Shares Outstanding - 33.2M 33.2M 32.9M 32.5M 32.3M 32.1M 32.0M - - 26.9M
Diluted Shares Outstanding - 33.3M 33.3M 33.0M 32.6M 32.5M 32.2M 32.1M - - 26.9M
Breakdown FY 2026
(Jan 03, 2026)
FY 2024
(Dec 31, 2024)
FY 2023
(Dec 31, 2023)
FY 2022
(Dec 31, 2022)
FY 2021
(Dec 31, 2021)
FY 2020
(Dec 31, 2020)
FY 2019
(Dec 31, 2019)
FY 2018
(Dec 31, 2018)
FY 2017
(Dec 31, 2017)
FY 2016
(Dec 31, 2016)
Cash & Cash Equivalents $73.00M $44.10M $32.40M $43.70M $28.54M $25.22M $22.12M $23.48M $63.88M $74.22M
Accounts Receivable $116.00M $104.60M $114.80M $125.10M $134.56M $97.62M $66.68M $72.81M $37.50M $25.73M
Inventory $188.60M $190.10M $215.10M $191.60M $165.63M $110.37M $85.19M $85.99M $41.55M $30.00M
Other Current Assets $21.90M $30.30M $23.10M $17.90M $20.10M $19.66M $15.36M $10.00M $3.81M $3.94M
Total Current Assets $414.90M $384.20M $396.70M $388.50M $351.63M $254.02M $192.59M $196.86M $146.78M $141.27M
Property Plant & Equipment $189.00M - - - - - - $126.87M $91.93M $80.52M
Goodwill $498.10M $498.90M $514.00M $468.50M $459.94M $443.53M $377.57M $383.13M $108.87M $103.58M
Intangible Assets $369.90M $384.00M $426.40M $405.60M $412.76M $419.38M $294.65M $320.55M $104.13M $112.56M
Other Non-current Assets $23.10M $19.80M $23.70M $23.80M $13.87M $10.23M $5.29M $5.30M $3.40M $3.14M
Total Assets $1.51B $1.51B $1.59B $1.46B $1.42B $1.30B $1.02B $1.04B $459.77M $444.78M
Accounts Payable $75.60M $56.70M $70.30M $73.70M $85.30M $59.48M $29.73M $40.88M $15.47M $10.17M
Accrued Liabilities - - - - - - - $9.94M $8.98M $7.46M
Deferred Revenue $400.00K - - - - - - - - -
Total Current Liabilities $143.20M $138.60M $144.90M $152.30M $169.52M $128.01M $76.45M $92.99M $45.86M $31.08M
Long-term Debt $368.00M - - - - - - $91.72M - -
Deferred Tax Liabilities $52.40M $41.10M $57.10M $61.00M $71.84M $78.86M $49.29M - - -
Other Non-current Liabilities $25.70M $30.80M $35.70M $30.00M $38.82M $36.47M $25.60M $12.31M $6.38M $3.49M
Total Liabilities $583.00M $641.00M $735.80M $668.80M $706.38M $689.19M $444.12M $511.40M $187.09M $208.38M
Common Stock - - - - $32.00K $32.00K $32.00K $32.00K $27.00K $27.00K
Retained Earnings $539.10M $502.60M $475.60M $450.00M $363.28M $270.32M $267.66M $219.06M $183.77M $162.49M
Treasury Stock $13.60M - - - - - - - - -
Total Stockholders Equity $931.50M $864.40M $854.60M $794.90M $708.96M $607.79M $577.64M $530.77M $272.67M $236.40M
Total Liabilities & Equity $1.51B $1.51B $1.59B $1.46B $1.42B $1.30B $1.02B $1.04B $459.77M $444.78M
Breakdown TTM
(Jan 03, 2026)
FY 2026
(Jan 03, 2026)
FY 2024
(Dec 31, 2024)
FY 2023
(Dec 31, 2023)
FY 2022
(Dec 31, 2022)
FY 2021
(Dec 31, 2021)
FY 2020
(Dec 31, 2020)
FY 2019
(Dec 31, 2019)
FY 2018
(Dec 31, 2018)
FY 2017
(Dec 31, 2017)
FY 2016
(Dec 31, 2016)
Net Income $48.50M $48.40M $39.00M $37.50M $98.40M $104.60M $14.22M $60.27M $46.73M $31.56M $23.30M
Depreciation & Amortization $110.90M $63.00M $63.80M $63.80M $51.60M $54.40M $39.70M $35.22M $39.71M $19.19M $11.32M
Stock-based Compensation $9.50M $5.10M $3.40M $11.60M $8.60M $8.88M $5.78M $5.21M $4.27M $4.04M $4.85M
Deferred Income Tax - $-800.00K - - - - - - - - -
Change in Receivables $55.20M $16.50M $-7.30M $-16.30M $-9.10M $32.35M $-727.00K $-5.66M $5.98M $11.06M $3.16M
Change in Inventory $3.30M $2.70M $-19.40M $17.90M $27.00M $52.55M $-570.00K $1.45M $11.70M $13.06M $1.38M
Change in Payables $48.20M $22.00M $-11.80M $-5.20M $-11.50M $23.79M $10.57M $-10.75M $5.89M $5.78M $2.57M
Operating Cash Flow $202.30M $127.30M $122.10M $83.90M $109.90M $113.20M $108.56M $90.48M $77.45M $49.38M $38.51M
Capital Expenditure $29.80M $23.70M $27.00M $34.30M $31.90M $26.79M $14.58M $25.02M $28.38M $22.20M $6.19M
Acquisitions - - - $114.20M $67.30M $61.11M $217.03M - $534.66M $500.00K $200.06M
Investing Cash Flow $300.00K $20.30M $-30.30M $-153.90M $-90.80M $-90.27M $-235.90M $-22.35M $-565.51M $-15.97M $-169.79M
Debt Repayment $50.00M $38.20M $147.70M $21.50M $18.00M $16.24M $5.96M $5.46M $3.83M - -
Stock Issued $3.20M $1.80M $2.20M $2.00M $2.10M $1.82M $1.34M $1.65M $241.34M $1.16M $1.04M
Dividends Paid $21.00M $12.00M $11.90M $11.80M $11.70M $11.61M $11.55M $11.53M $11.00M $10.26M $10.74M
Financing Cash Flow $-171.70M $-121.90M $-78.40M $57.90M $-6.90M $-22.60M $137.74M $-71.74M $447.34M $-50.09M $128.22M
Net Change in Cash $39.60M $28.90M $11.70M $-11.30M $15.20M $3.32M $3.10M $-1.35M $-40.41M $-10.34M $-7.72M
SEC Filing Format - Data shown as it appears in the Q3 2025 (10-Q) filing Period ended: Sep 30, 2025
Condensed Consolidated Statements of Operations
Description Sep 30, 2025 Sep 30, 2025
Current Prior Year Current YTD Prior Year YTD
Total Revenue $220.30M $194.50M $628.20M $626.40M
Cost of Revenue $147.30M $134.00M $427.90M $428.10M
Gross Profit $73.00M $60.50M $200.30M $198.30M
Selling General & Admin $38.20M $30.40M $110.00M $106.20M
Operating Income $1.30M $22.20M $40.30M $68.50M
Other Income/Expense $19.00M $200.00K $19.40M $600.00K
Income Before Tax $12.80M $13.30M $37.20M $42.90M
Income Tax Expense $2.50M $1.90M $8.30M $8.70M
Net Income $10.30M $11.40M $28.90M $34.20M
Basic EPS 0.31 0.34 0.87 1.03
Diluted EPS 0.31 0.34 0.87 1.03
Basic Shares Outstanding $33.10M $33.20M $33.20M $33.20M
Diluted Shares Outstanding $33.30M $33.20M $33.30M $33.20M
Condensed Consolidated Balance Sheets
Description Sep 30, 2025 Dec 31, 2024
Cash & Cash Equivalents $54.90M $44.10M
Accounts Receivable $133.70M $104.60M
Inventory $185.40M $190.10M
Other Current Assets $24.40M $30.30M
Total Current Assets $449.00M $384.20M
Goodwill $497.60M $498.90M
Intangible Assets $377.30M $384.00M
Other Non-current Assets $22.00M $19.80M
Total Assets $1.56B $1.51B
Accounts Payable $73.90M $56.70M
Total Current Liabilities $153.20M $138.60M
Deferred Tax Liabilities $59.00M $41.10M
Other Non-current Liabilities $25.10M $30.80M
Total Liabilities $637.90M $641.00M
Common Stock - -
Retained Earnings $522.60M $502.60M
Treasury Stock $9.20M -
Total Stockholders Equity $917.90M $864.40M
Total Liabilities & Equity $1.56B $1.51B
Condensed Consolidated Statements of Cash Flows
Description Sep 30, 2025 Sep 30, 2025
Current Prior Year Current YTD Prior Year YTD
Net Income $10.30M $11.40M $28.90M $34.20M
Depreciation & Amortization - - $47.80M $47.80M
Stock-based Compensation - - $3.80M $2.50M
Change in Receivables - - $35.40M $5.50M
Change in Inventory - - $-1.00M $-16.20M
Change in Payables - - $20.30M $-13.40M
Operating Cash Flow - - $81.30M $86.40M
Capital Expenditure $6.70M $6.00M $18.20M $19.60M
Acquisitions - - $1.60M -
Investing Cash Flow - - $-21.60M $-22.10M
Debt Repayment - - $11.90M $142.20M
Stock Issued - - $1.40M $1.60M
Dividends Paid - - $9.00M $8.90M
Financing Cash Flow - - $-51.10M $-49.40M
Net Change in Cash - - $10.80M $14.30M

All values are in USD (United States Dollars). Data is sourced from SEC EDGAR 10-K filings.

Annual data represents full fiscal year results. FY = Fiscal Year ending.

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