Helios Technologies (SH7) AI Stock Analysis
Helios Technologies
(Frankfurt:SH7)
No summary available
Helios Technologies (SH7) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 2.22B
- Dividend Yield
- 0.65%
- Average Volume (3M)
- 45
- Price to Earnings (P/E)
- 31.2
- Beta (1Y)
- 0.82
- Revenue Growth
- 6.35%
- EPS Growth
- 93.23%
- Country
- Germany
- Employees
- 2,300
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Industrial - Machinery
Helios Technologies Business Overview & Revenue Model
Company Description
Helios Technologies, Inc. is a global enterprise that designs, produces, and sells solutions for the hydraulics and electronics industries, with operations extending across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. T...
Helios Technologies Earnings Call Summary
The call presents a strongly positive operational and financial trajectory: raised guidance, consecutive quarters of margin expansion, record cash generation, reduced leverage and robust order momentum. Headwinds include tougher second-half comparables, some one-time tariff benefits, soft pockets of end markets (marine/recreation), and early-stage uncertainty around the sizable data center opportunity. Overall, achievements and improvements materially outweigh the manageable challenges.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Helios raised its 2026 outlook to $880–900 million in sales (vs. $839M reported in 2025 and $792M pro forma excluding ~$60M CFP), implying ~12% growth at the midpoint and potentially the highest annual sales in company history; segment guidance is Hydraulics $555–565M (~+13% pro forma at midpoint) and Electronics $325–335M (~+11% at midpoint). Full‑year profitability targets were raised to adjusted EBITDA margin of 20.2%–21.0% and adjusted diluted EPS of $3.05–$3.25 (≈+23% at the midpoint). Third‑quarter guidance is sales $215–222M (≈+8% at midpoint on a divestiture‑adjusted basis) with Hydraulics $133–138M (~+9% pro forma), Electronics $82–84M (~+5%), Q3 adjusted EBITDA margin 19.8%–20.6% (≈30 bps lower at midpoint YoY) and adjusted diluted EPS $0.70–$0.77 (≈+2% at midpoint). CapEx is guided to roughly 4.0%–4.5% of sales to fund thermal‑management capacity, low‑cost center buildouts (e.g., Tijuana) and automation.
Helios Technologies Risk Analysis
Helios Technologies disclosed 33 risk factors in its most recent earnings report. Helios Technologies reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
0 New RisksHelios Technologies Peers Comparison
Overall Rating
IEX79Outperform
EPAC77Outperform
GGG74.2Outperform
PH72Outperform
GTES67Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| IEX | 79Outperform | $17.18B | 32.76 | 13.31% | 1.23% | 6.93% | 14.08% |
| EPAC | 77Outperform | $2.08B | 24.97 | 20.90% | 0.09% | 5.73% | 0.90% |
| GGG | 74Outperform | $10.82B | 21.90 | 19.92% | 1.71% | 5.39% | 5.94% |
| PH | 72Outperform | $113.48B | 32.12 | 25.11% | 0.82% | 8.31% | 4.96% |
| GTES | 67Neutral | $6.03B | 16.56 | 10.70% | ― | 3.98% | 57.29% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:SH7 | Helios Technologies Inc | 60.50 | 13.01 | 27.41% | |
| EPAC | Enerpac Tool Group Corp. | 43.45 | 2.31 | 5.60% | |
| GGG | Graco Inc | 69.00 | -12.05 | -14.87% | |
| IEX | Idex Corporation | 236.52 | 70.53 | 42.49% | |
| PH | Parker-Hannifin Corp | 928.29 | 160.53 | 20.91% | |
| GTES | Gates Industrial Corp | 24.01 | 2.16 | 9.89% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.