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SMR (26) KALU (49) PRLB (45) RYZ (54) ⌘ Pro Terminal β†’

Helios Technologies Inc. (HLIO) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$67.48 +2.01% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $67.60

Helios Technologies Inc. (HLIO) carries a Roarable Rating of D+ (Sell) with 52/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D+ β€’ SELL / AVOID Cap $2.18B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on HLIO Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is HLIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Helios Technologies Inc. (NYSE: HLIO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $67.48 (+2.01% 1D, market cap $2.18B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 5/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 12/20. Across 486 tracked Industrials issuers, HLIO ranks #206 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does HLIO compare to SMR and KALU in the Industrials sector?
β–Ό

Within the Industrials sector (Metal Fabrications), HLIO carries a Roarable D+ (52/100 RQD), trailing P/E of 46.5x, gross margin of 32.3%, and ROIC of 4.7%. By comparison, SMR (NuScale Power Corporation) holds a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $2.42B) and KALU (Kaiser Aluminum Corporation) posts a D grade (49/100 RQD, P/E 17.3x, ROIC 7.9%, cap $1.90B). Among the 5-stock peer group, KALU leads on earnings multiple (17.3x) while KALU leads on capital efficiency (7.9% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for HLIO?
β–Ό

Per HLIO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0001024795), Helios Technologies Inc. generated $839.0M in revenue (+4.1% YoY), $48.4M in net income, and $103.6M in free cash flow against $1.51B in total assets and $256.2M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $67.59 (+0.17%)🧬 Cannibal Buyback (-1.24% YoY Shares)βš™οΈ Cash Engine: 11/20 (D+) β€’ 12.3% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 52/100 (D+) historically posted market-perform odds over rolling 90-day windows (-1.1% avg 90D alpha vs SPY β€’ 50.1% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D+
025507510052
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D Β· Rk C-
Cash (11)Whales (5)SEC (16)Macro (8)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE-2.7% Base Target
$100 Bull$66 Base$51 Bear
πŸ“¬ FREE HLIO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for HLIO)Realized 20D OHLCV Swing Band: Β±5.7%
Deterministic 5-Pillar Attribution (52/100 Composite)
πŸ” WHY HLIO SCORES 52/100 (D+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (31% of score)

Altman Z-Score 3.73 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 9/9

β–² #2 Bullish Driver: Insider Conviction & Share Dilution+12/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 60% Net Buy β€’ Cannibal Buyback (-1.24% YoY Shares)

β–Ό #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
60
Grade C$69.46-2% Next Q
Q2 (-2Q)
57
Grade C$68.04-0.7% Next Q
Q3 (-1Q)
55
Grade C$67.53-0.1% Next Q
Current
52
Grade D+$67.48-1.1% Hist 90D Ξ±
Trajectory: C (60) β†’ D+ (52)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a HLIO Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While HLIO currently carries a cautious 52/100 (D+) rating due to Whale & Options Positioning (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Clean SEC annual filing review with no major hidden accounting time-bombs.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($69.26) and Max Pain ($70.85) forces dealer call-delta covering toward $99.80.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.24% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HLIOβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œHLIO Beats Next Quarter EPS Consensus (Jan 2, 2027) & Holds Above 200D SMA”
YES 52%NO 48%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

HLIO Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (HLIO)

No recent open-market Form 4 cluster sales or emergency dumps flagged on HLIO. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring HLIO)

  • βœ“Walkthrough of HLIO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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HLIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +3.04%β–² RESISTANCE BREAKOUT
2026-11-03O $68.26H $68.26L $66.15C $67.48VOL 308.6K
RES: $66.19SUP: $58.44SMA50: $69.26SMA200: $73.46
$97.62$86.98$76.33$65.69$55.05RES $66.19SUP $58.44$67.482026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HLIO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ HLIO Butterfly Map β†’ + Track HLIO β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
34.4%/yr Implied 5Y Growth

vs. +4.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on HLIO today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for HLIO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for HLIO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HLIO)

Industrials Rank #206 of 486 βš”οΈ SMR vs HLIO Full Matrix β†’

1. Head-to-Head Industrials Peer Comparison (HLIO vs. SMR, KALU, PRLB, RYZ)

Industry: Metal Fabrications (47 Tracked Issuers)

Across 486 tracked Industrials securities in the Roarable RQD universe, Helios Technologies Inc. (HLIO) ranks #206 by composite RQD confidence (52/100, grade D+) and #204 by equity capitalization ($2.18B). Within this direct 5-issuer industry benchmark cohort, KALU leads on earnings valuation at 17.3x trailing P/E, while KALU leads on capital efficiency and profitability with 7.9% ROIC and 13.1% gross margin. RYZ currently holds the highest overall quantitative score in the immediate peer group at 54/100 (D+) compared with HLIO at 52/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
HLIO ACTIVE
Helios Technologies Inc.
D+ 52/100 46.5x 32.3% 4.7% +2.01% $2.18B Benchmark Subject
SMR
NuScale Power Corporation
E 26/100 β€” 36.3% -35.0% -4.80% $2.42B /smr-vs-hlio β†’
KALU
Kaiser Aluminum Corporation
D 49/100 17.3x 13.1% 7.9% -0.14% $1.90B /kalu-vs-hlio β†’
PRLB
Proto Labs Inc.
D 45/100 87.4x 44.5% 3.5% -2.41% $1.64B /prlb-vs-hlio β†’
RYZ
Ryerson Holding Corporation
D+ 54/100 β€” 17.1% -3.4% +6.77% $1.61B /ryz-vs-hlio β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2026-01-03 β€’ CIK 0001024795 β†—

In its most recent audited fiscal period (FY2025, filed 2026-01-03), Helios Technologies Inc. (HLIO) reported GAAP revenue of $839.0M (+4.1% vs. FY2024 revenue of $805.9M , and +0.4% cumulative change since FY2023) , GAAP net income of $48.4M, operating cash flow of $127.3M, and free cash flow of $103.6M (+8.9% YoY). On the balance sheet, HLIO closed FY2025 with $1.51B in total assets against $256.2M in total debt (Altman Z-Score: 3.73, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-01-03 $839.0M $48.4M $127.3M $103.6M $1.51B $256.2M
FY2024 (FY) 2025-12-28 $805.9M $39.0M $122.1M $95.1M $1.51B $283.2M
FY2023 (FY) 2024-12-30 $835.6M $37.5M $83.9M $83.9M β€” β€”

3. HLIO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HLIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Helios Technologies Inc. (NYSE: HLIO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $67.48 (+2.01% 1D, market cap $2.18B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 5/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 12/20. Across 486 tracked Industrials issuers, HLIO ranks #206 in composite RQD confidence.

How does HLIO compare to SMR and KALU in the Industrials sector?

Within the Industrials sector (Metal Fabrications), HLIO carries a Roarable D+ (52/100 RQD), trailing P/E of 46.5x, gross margin of 32.3%, and ROIC of 4.7%. By comparison, SMR (NuScale Power Corporation) holds a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $2.42B) and KALU (Kaiser Aluminum Corporation) posts a D grade (49/100 RQD, P/E 17.3x, ROIC 7.9%, cap $1.90B). Among the 5-stock peer group, KALU leads on earnings multiple (17.3x) while KALU leads on capital efficiency (7.9% ROIC).

What are the biggest fundamental strengths and SEC risk factors for HLIO?

Per HLIO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0001024795), Helios Technologies Inc. generated $839.0M in revenue (+4.1% YoY), $48.4M in net income, and $103.6M in free cash flow against $1.51B in total assets and $256.2M in total debt. Key quantitative strengths: Clean SEC annual filing review with no major hidden accounting time-bombs. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

Where is HLIO trading relative to its 50-day, 200-day, and 52-week technical levels?

HLIO last traded at $67.48 (+2.01% on volume of 211,536 shares), positioning the stock -2.57% below its 50-day simple moving average ($69.26) and -8.14% below its 200-day simple moving average ($73.46). Across its 52-week range of $49.00 to $95.05, HLIO sits at the 40.1% percentile with a 14-day RSI of 42.5 (NEUTRAL RANGE) and an implied next-earnings move of Β±5.7% ($63.63 to $71.33).

Direct Sub-Reports: HLIO RQD Cockpit HLIO 12M Forecast HLIO Earnings & Move HLIO Dividends & DRIP HLIO Insiders & 13F HLIO Whale Options HLIO Profit Sankey HLIO News & Why
ROARABLE RATING BRIEF β€’ RQD 52/100 (D+) βœ“ SEC XBRL & RQD VERIFIED

HLIO β€” Helios Technologies Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-01-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Helios Technologies Inc. (HLIO) earns a live Roarable RQD composite score of 52/100, corresponding to a D+ letter grade (Roarable Sell) at a spot price of $67.48 (+2.01% 1D, market capitalization $2.18B).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of 4.7%, gross margin of 32.3%, operating margin of 7.9%, and free cash flow yield of 4.60%.
  • Whale 13F & Options Flow (5/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (8/20) + Forensic Balance Sheet (16/20): Incorporates a 1.00x equity beta, Altman Z-Score of 3.73, Piotroski F-Score of 9/9, and Debt/Equity of 0.28x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Helios Technologies Inc. Is a NYSE-listed issuer in the Industrials sector, Metal Fabrications industry. Per the recent news wire, its operating company Enovation Controls was recognized on a 2026 Best Workplaces in Manufacturing & Production list.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-01-03), Helios Technologies Inc. (HLIO) reported $839.0M in annual revenue (up from $805.9M in FY2024, +4.1% YoY) and $48.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($835.6M revenue, $37.5M net income) through FY2025, HLIO scaled operating cash flow to $127.3M and free cash flow to $103.6M, backed by $1.51B in total assets against $256.2M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (D+ β€’ RQD 52/100): Clean SEC annual filing review with no major hidden accounting time-bombs. Free cash flow yield of 4.60% and institutional whale pillar of 5/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 5/20, sustained execution supports upside toward the upper end of the $49.00 – $95.05 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 46.5x trailing P/E and 28.3x EV/EBITDA against 7.9% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream suppliers, downstream customers, and sector correlations beyond the Industrials / Metal Fabrications classification are β€” A prospective investor would need supply-chain disclosure to assess second-order bottlenecks.

  • Key Question #1: Can HLIO sustain or expand its 7.9% operating margin and 4.7% ROIC against Metal Fabrications peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $839.0M and free cash flow of $103.6M, how will capital allocation balance growth reinvestment against $256.2M in total debt?
  • Key Question #3: How sensitive is HLIO's 43.2x forward P/E multiple to Industrials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

HLIO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Helios Technologies Inc. (HLIO) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to HLIO Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

HLIO Bull vs. Bear Conversation Board β€” What's Your Call at $67.48?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON HLIO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on HLIO:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
SI SiliconVal_Bull RQD DEBATE OPENER β€’ Growth & Tech Investor πŸ‚ BULLISH 🎯 Target: $84.01 (+27.0%)
πŸ“Œ Pinned Debate

Forensic balance sheet is strong, with Piotroski F 9/9, Altman Z 3.73, and Debt/Equity 0.28, and FY 2025 net income rose to $48.4M on $

Forensic balance sheet is strong, with Piotroski F 9/9, Altman Z 3.73, and Debt/Equity 0.28, and FY 2025 net income rose to $48.4M on $839.0M revenue.. When you look under the hood at HLIO, Fundamental Cash Engine is 11/20 with 32.3% gross margins and 4.7% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (5/20) has been quietly accumulating below $95.05. My 12M target is $84.01.

RetailWhale_TX πŸ‚ BULL

Both sides have a point here β€” HLIO's 16/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

CR CreditSpread_Watch RQD DEBATE OPENER β€’ Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $56.89 (-14.0%)
Spot @ $66.15

Cash-engine returns are thin, with ROIC at 4.7% and FCF yield at 4.6% against a P/E (TTM) of 46.5 and EV/EBITDA of 28.3.

Cash-engine returns are thin, with ROIC at 4.7% and FCF yield at 4.6% against a P/E (TTM) of 46.5 and EV/EBITDA of 28.3.. Look at the math on HLIO: paying 46.5x trailing P/E for 4.7% ROIC and 7.9% operating margins leaves zero margin of safety if Metal Fabrications demand softens. I'd wait for a retest of $58.21 before getting long.

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