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Net Sales by Segment
Breaks down revenue by business area so you can see where demand is coming from and how fast each segment is growing. For Helios, this highlights exposure to OEM cycles versus steadier aftermarket sales and shows concentration risks or opportunities across end markets and geographies.Both Hydraulics and Electronics reversed multi-quarter softness through 2025, with Electronics delivering the sharper H2 rebound while Hydraulics gained steadier sequential strength—consistent with management’s H2 order acceleration. That divergence matters: Electronics is providing clearer near-term upside, whereas Hydraulics’ recovery depends on distributor channel timing and remains exposed to tariff/supply risks. Management’s conservative FY26 guide recognizes tougher comps despite strong Q1 momentum and margin expansion, so upside is real but execution and supply/ tariff headwinds will determine whether growth outperforms the cautious mid-single‑digit outlook.
Date | Hydraulics | Electronics |
|---|---|---|
Jun 30, 2026 | $146.40M | $85.50M |
Mar 31, 2026 | $139.20M | $89.20M |
Dec 31, 2025 | $132.10M | $78.60M |
Sep 30, 2025 | $141.30M | $79.00M |
Jun 30, 2025 | $140.90M | $71.60M |
Mar 31, 2025 | $126.40M | $69.10M |
Dec 31, 2024 | $119.70M | $59.80M |
Sep 30, 2024 | $129.40M | $65.10M |
Jun 30, 2024 | $145.70M | $74.20M |
Mar 31, 2024 | $142.40M | $69.60M |