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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 Quarterly (10-Q)
Showing 14 of 44 quarterly reports available
Breakdown Q4 2025
(Jan 03, 2026)
Q3 2025
(Sep 30, 2025)
Q2 2025
(Jun 30, 2025)
Q1 2025
(Mar 31, 2025)
Q4 2024
(Dec 31, 2024)
Q3 2024
(Sep 30, 2024)
Q2 2024
(Jun 30, 2024)
Q1 2024
(Mar 31, 2024)
Q4 2023
(Dec 31, 2023)
Q3 2023
(Sep 30, 2023)
Q2 2023
(Jun 30, 2023)
Q1 2023
(Mar 31, 2023)
Q4 2022
(Dec 31, 2022)
Q3 2022
(Sep 30, 2022)
+ Total Revenue $210.80M $220.30M $212.50M $195.50M $179.50M $194.50M $219.90M $212.00M $193.40M $201.40M $227.60M $213.20M $195.98M $207.21M
Revenue Growth % (YoY) 17.4% 13.3% -3.4% -7.8% -7.2% -3.4% -3.4% -0.6% -1.3% -2.8% nan% nan% nan% nan%
Cost of Revenue $139.90M $147.30M $145.00M $135.60M $125.50M $134.00M $149.30M $144.80M $138.20M $141.70M $151.80M $142.20M $132.70M $137.94M
+ Gross Profit $70.90M $73.00M $67.50M $59.90M $54.00M $60.50M $70.60M $67.20M $55.20M $59.70M $75.80M $71.00M $63.28M $69.27M
Gross Margin % 33.6% 33.1% 31.8% 30.6% 30.1% 31.1% 32.1% 31.7% 28.5% 29.6% 33.3% 33.3% 32.3% 33.4%
Selling General & Admin $37.60M $38.20M $37.30M $34.60M $32.80M $30.40M $36.70M $39.00M $35.10M $37.70M $38.00M $38.10M $35.04M $31.75M
+ Operating Income $25.70M $1.30M $21.90M $17.00M $13.30M $22.20M $26.00M $20.30M $11.90M $13.80M $29.50M $24.80M $20.70M $30.74M
Operating Margin % 12.2% 0.6% 10.3% 8.7% 7.4% 11.4% 11.8% 9.6% 6.2% 6.9% 13.0% 11.6% 10.6% 14.8%
Other Income/Expense $200.00K $19.00M $500.00K - $3.20M $200.00K $300.00K $200.00K $1.10M - $200.00K $-200.00K $1.81M $-177.00K
Income Before Tax $25.20M $12.80M $14.90M $9.50M $7.60M $13.30M $17.60M $12.00M $4.40M $5.00M $21.80M $18.00M $17.13M $26.67M
Income Tax Expense $5.70M $2.50M $3.50M $2.20M $2.80M $1.90M $4.00M $2.80M $1.00M $1.50M $5.00M $4.10M $-382.00K $6.29M
+ Net Income $19.50M $10.30M $11.40M $7.30M $4.80M $11.40M $13.60M $9.20M $3.40M $3.50M $16.80M $13.90M $17.51M $20.38M
Net Margin % 9.3% 4.7% 5.4% 3.7% 2.7% 5.9% 6.2% 4.3% 1.8% 1.7% 7.4% 6.5% 8.9% 9.8%
Basic EPS 0.59 0.31 0.34 0.22 0.14 0.34 0.41 0.28 0.10 0.11 0.51 0.43 0.54 0.63
Diluted EPS 0.58 0.31 0.34 0.22 0.14 0.34 0.41 0.28 0.10 0.11 0.51 0.42 0.54 0.63
Basic Shares Outstanding - 33.1M 33.3M 33.3M - 33.2M 33.2M 33.1M 100K 33.0M 32.8M 32.6M 7K 32.5M
Diluted Shares Outstanding - 33.3M 33.3M 33.4M 100K 33.2M 33.3M 33.3M - 33.1M 32.9M 32.7M 3K 32.6M
Breakdown Q4 2025
(Jan 03, 2026)
Q3 2025
(Sep 30, 2025)
Q2 2025
(Jun 30, 2025)
Q1 2025
(Mar 31, 2025)
Q4 2024
(Dec 31, 2024)
Q3 2024
(Sep 30, 2024)
Q2 2024
(Jun 30, 2024)
Q1 2024
(Mar 31, 2024)
Q4 2023
(Dec 31, 2023)
Q3 2023
(Sep 30, 2023)
Q2 2023
(Jun 30, 2023)
Q1 2023
(Mar 31, 2023)
Q4 2022
(Dec 31, 2022)
Q3 2022
(Sep 30, 2022)
Cash & Cash Equivalents $73.00M $54.90M $53.00M $45.90M $44.10M $46.70M $45.00M $37.30M $32.40M $35.20M $37.50M $36.30M $43.70M $36.81M
Accounts Receivable $116.00M $133.70M $123.70M $121.10M $104.60M $120.80M $132.60M $126.50M $114.80M $131.20M $140.10M $139.50M $125.10M $131.65M
Inventory $188.60M $185.40M $187.20M $189.70M $190.10M $199.20M $206.30M $213.90M $215.10M $208.70M $205.70M $202.40M $191.60M $179.72M
Other Current Assets $21.90M $24.40M $24.20M $24.20M $30.30M $28.30M $28.80M $22.00M $23.10M $25.00M $22.40M $21.70M $17.90M $19.54M
Total Current Assets $414.90M $449.00M $439.10M $396.00M $384.20M $405.90M $422.60M $409.30M $396.70M $410.20M $413.00M $408.60M $388.50M $374.27M
Property Plant & Equipment $189.00M - - - - - - - - - - - - -
Goodwill $498.10M $497.60M $523.90M $508.40M $498.90M $517.00M $506.10M $507.90M $514.00M $502.70M $510.00M $483.50M $468.50M $447.14M
Intangible Assets $369.90M $377.30M $385.40M $382.00M $384.00M $404.50M $405.00M $414.20M $426.40M $426.40M $441.80M $438.70M $405.60M $396.53M
Other Non-current Assets $23.10M $22.00M $22.80M $21.00M $19.80M $18.80M $19.00M $26.30M $23.70M $28.90M $25.90M $21.60M $23.80M $24.30M
Total Assets $1.51B $1.56B $1.58B $1.53B $1.51B $1.57B $1.58B $1.58B $1.59B $1.59B $1.61B $1.56B $1.46B $1.42B
Accounts Payable $75.60M $73.90M $74.90M $62.00M $56.70M $56.90M $67.40M $67.70M $70.30M $65.00M $71.60M $71.70M $73.70M $64.92M
Deferred Revenue $400.00K - - - - - - - - - - - - -
Total Current Liabilities $143.20M $153.20M $179.00M $142.70M $138.60M $134.00M $144.70M $144.80M $144.90M $136.30M $146.00M $153.00M $152.30M $144.13M
Long-term Debt $368.00M - - - - - - - - - - - - -
Deferred Tax Liabilities $52.40M $59.00M $56.80M $45.70M $41.10M $56.70M $54.50M $53.00M $57.10M $57.20M $62.00M $61.00M $61.00M $57.04M
Other Non-current Liabilities $25.70M $25.10M $25.40M $30.00M $30.80M $33.10M $33.10M $34.40M $35.70M $33.00M $26.60M $29.70M $30.00M $29.93M
Total Liabilities $583.00M $637.90M $670.00M $645.10M $641.00M $686.20M $714.40M $727.00M $735.80M $748.60M $763.20M $748.20M $668.80M $668.13M
Common Stock - - - - - - - - - - - - - $33.00K
Retained Earnings $539.10M $522.60M $515.20M $506.90M $502.60M $500.80M $492.40M $481.80M $475.60M $475.30M $474.70M $460.90M $450.00M $435.39M
Treasury Stock $13.60M $9.20M $6.50M - - - - - - - - - - -
Total Stockholders Equity $931.50M $917.90M $911.70M $881.20M $864.40M $885.50M $866.50M $856.60M $854.60M $842.00M $847.50M $808.60M $794.90M $751.44M
Total Liabilities & Equity $1.51B $1.56B $1.58B $1.53B $1.51B $1.57B $1.58B $1.58B $1.59B $1.59B $1.61B $1.56B $1.46B $1.42B
Breakdown Q4 2025
(Jan 03, 2026)
Q3 2025
(Sep 30, 2025)
Q2 2025
(Jun 30, 2025)
Q1 2025
(Mar 31, 2025)
Q4 2024
(Dec 31, 2024)
Q3 2024
(Sep 30, 2024)
Q2 2024
(Jun 30, 2024)
Q1 2024
(Mar 31, 2024)
Q4 2023
(Dec 31, 2023)
Q3 2023
(Sep 30, 2023)
Q2 2023
(Jun 30, 2023)
Q1 2023
(Mar 31, 2023)
Q4 2022
(Dec 31, 2022)
Q3 2022
(Sep 30, 2022)
Net Income $19.50M $10.30M $11.40M $7.30M $4.80M $34.20M $13.60M $9.20M $3.40M $3.50M $16.80M $13.90M $17.51M $20.38M
Depreciation & Amortization $15.20M $47.80M $31.90M $16.00M $16.00M $47.80M $31.70M $15.70M $16.10M $47.70M $31.30M $15.20M $14.24M $37.36M
Stock-based Compensation $1.30M $3.80M $2.90M $1.50M $900.00K $2.50M $6.70M $4.20M $2.40M $9.20M $6.50M $3.40M $2.39M $6.21M
Change in Receivables $-18.90M $35.40M $23.40M $15.30M $-12.80M $5.50M $19.50M $13.10M $-17.80M $1.50M $8.50M $9.50M $-11.96M $2.86M
Change in Inventory $3.70M $-1.00M $1.70M $-1.10M $-3.20M $-16.20M $-6.30M $700.00K $3.50M $14.40M $9.60M $6.50M $7.33M $19.67M
Change in Payables $1.70M $20.30M $21.40M $4.80M $1.60M $-13.40M $-1.90M $-1.80M $3.90M $-9.10M $-3.50M $-3.10M $5.73M $-17.23M
Operating Cash Flow $46.00M $81.30M $56.00M $19.00M $35.70M $86.40M $51.60M $17.80M $33.70M $50.20M $38.40M $12.30M $35.71M $74.19M
Capital Expenditure $5.50M $6.70M $11.50M $6.10M $7.40M $19.60M $13.60M $5.50M $8.80M $25.50M $19.60M $9.10M $9.98M $8.45M
Acquisitions - $1.60M - - - - - - $-600.00K $114.80M $114.80M $84.70M $48.00K $67.25M
Investing Cash Flow $41.90M $-21.60M $-13.20M $-6.80M $-8.20M $-22.10M $-15.40M $-6.30M $-9.40M $-144.50M $-135.80M $-94.60M $-5.64M $-85.16M
Debt Repayment $26.30M $11.90M $7.80M $4.00M $5.50M $142.20M $138.50M $5.20M $5.20M $16.30M $12.30M $4.10M $5.38M $12.62M
Stock Issued $400.00K $1.40M $900.00K $500.00K $600.00K $1.60M $1.00M $500.00K $400.00K $1.60M $1.00M $500.00K $418.00K $1.68M
Dividends Paid $3.00M $9.00M $6.00M $3.00M $3.00M $8.90M $6.00M $3.00M $3.00M $8.80M $5.90M $3.00M $2.93M $8.77M
Financing Cash Flow $-70.80M $-51.10M $-38.50M $-11.30M $-29.00M $-49.40M $-22.60M $-5.40M $-27.80M $85.70M $90.10M $73.80M $-22.45M $15.55M
Net Change in Cash $18.10M $10.80M $8.90M $1.80M $-2.60M $14.30M $12.60M $4.90M $-2.80M $-8.50M $-6.20M $-7.40M $6.93M $8.27M
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-Q filings.

Quarterly data represents single quarter results (Q1-Q4). Some items may show year-to-date values if quarterly breakdown is unavailable.

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