Skip to content
Industry
This is research, not advice. We’re not SEBI-registered.

Helios Technologies share price today

Helios Technologies, Inc. · HLIO · Industrials · Specialty Industrial Machinery · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

Helios Technologies share price: $66.95 at the close on 4 November 2026, +23.3% in a year.

MixedBusiness trend from the last 12 quarters
$66.95Price +23.3% in a year
31.3×P/E lower than 56% of the last 4.6 years
$232 MRevenue (Jul 2026) +9.1% on a year ago
$21.9 MProfit (Jul 2026) +92.1% on a year ago
14.0%Operating margin +3.7 points on a year ago
5%ROE FY26
7.3%ROIC against a 10.4% cost of capital: −3.1 points

Helios Technologies, Inc.'s earnings have grown faster than its share price. Earnings per share grew +23.9% in a year while the price moved +23.3%.

Biggest thing to watch: the price is not yet in a clear uptrend, so timing is the risk more than the business.

The price has been moving sideways for 9 weeks, and the P/E is lower than 56% of its own last 4.6 years. Over the last four quarters, results have been improving, with profit +92.1% on a year earlier, and 267% of the last 3 years' profit came in as cash. What will decide it: the next one or two quarters of results.

What is the Helios Technologies share price today?

Helios Technologies, Inc.'s share price was $66.95 at the close on 4 November 2026. It has been moving sideways for 9 weeks. That is 8.9% below its average price over the last 200 trading days. In the last 52 weeks it traded between $52 and $90, and at that close it sat 39% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Helios Technologies, Inc. is in stage 1. The phase helps read everything below.

Over the past 13 weeks it has done worse than the S&P 500, and it has been behind for 12 weeks running.

1Y

Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.

  • Price $66.95
  • 50-day avg $69.14
  • 200-day avg $73.48
Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$55.36$53.65$40.48
7 Nov 2025$54.30$53.79$40.75
14 Nov 2025$53.75$53.74$40.99
21 Nov 2025$52.09$53.40$41.19
28 Nov 2025$53.99$53.34$41.42
5 Dec 2025$54.19$53.37$41.74
12 Dec 2025$56.80$53.67$42.13
19 Dec 2025$54.66$54.13$42.58
26 Dec 2025$55.50$54.58$42.96
2 Jan 2026$54.71$54.60$43.33
9 Jan 2026$60.59$54.85$43.93
16 Jan 2026$64.09$55.48$44.67
23 Jan 2026$65.95$56.36$45.44
30 Jan 2026$64.78$57.58$46.39
6 Feb 2026$72.52$59.42$47.49
13 Feb 2026$75.65$61.44$48.64
20 Feb 2026$74.23$63.03$49.57
27 Feb 2026$71.32$64.70$50.63
6 Mar 2026$65.00$66.16$51.55
13 Mar 2026$64.17$67.24$52.42
20 Mar 2026$63.00$68.03$53.27
27 Mar 2026$64.44$68.55$54.10
2 Apr 2026$67.27$68.63$54.75
10 Apr 2026$71.13$68.95$55.68
17 Apr 2026$68.73$69.09$56.58
24 Apr 2026$68.16$68.69$57.40
1 May 2026$66.84$68.05$58.21
8 May 2026$68.22$67.47$58.99
15 May 2026$77.03$67.90$59.93
22 May 2026$79.12$69.13$60.86
29 May 2026$83.09$70.59$61.53
5 Jun 2026$81.27$72.43$62.32
12 Jun 2026$84.58$74.22$63.06
18 Jun 2026$90.49$75.77$63.71
26 Jun 2026$90.47$77.80$64.63
2 Jul 2026$82.39$79.23$65.26
10 Jul 2026$80.03$80.45$65.91
17 Jul 2026$81.15$81.82$66.60
24 Jul 2026$79.83$82.85$67.31
31 Jul 2026$77.91$82.87$68.02
7 Aug 2026$83.39$83.05$68.75
14 Aug 2026$81.49$82.81$69.38
21 Aug 2026$76.18$82.32$69.92
28 Aug 2026$73.08$81.25$70.39
4 Sep 2026$71.62$79.31$70.85
11 Sep 2026$70.66$77.86$71.23
18 Sep 2026$69.29$76.54$71.58
25 Sep 2026$68.64$75.35$71.95
2 Oct 2026$71.71$74.18$72.27
9 Oct 2026$69.53$73.39$72.64
16 Oct 2026$67.64$72.15$72.98
23 Oct 2026$66.16$70.75$73.26
30 Oct 2026$66.15$69.58$73.42
4 Nov 2026$66.95$69.14$73.48
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.

  • Price $66.95
  • 50-day avg $69.14
  • 200-day avg $73.48
Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$44.01$54.49$60.35
10 Nov 2023$41.23$52.97$59.78
17 Nov 2023$42.68$51.34$59.14
24 Nov 2023$39.77$50.04$58.58
1 Dec 2023$39.83$48.37$57.88
8 Dec 2023$39.81$46.93$57.21
15 Dec 2023$45.74$45.77$56.58
22 Dec 2023$44.90$44.78$55.94
29 Dec 2023$45.35$44.08$55.51
5 Jan 2024$42.35$43.39$55.06
12 Jan 2024$42.56$42.49$54.51
19 Jan 2024$42.01$41.97$54.04
26 Jan 2024$42.87$42.12$53.60
2 Feb 2024$41.32$42.12$53.13
9 Feb 2024$42.37$42.32$52.63
16 Feb 2024$44.95$42.63$52.18
23 Feb 2024$43.83$42.96$51.84
1 Mar 2024$43.65$43.04$51.58
8 Mar 2024$45.16$42.93$51.35
15 Mar 2024$42.23$42.81$51.15
22 Mar 2024$43.25$42.99$50.89
28 Mar 2024$44.69$43.08$50.51
5 Apr 2024$44.46$43.21$50.02
12 Apr 2024$46.13$43.55$49.59
19 Apr 2024$45.94$44.02$49.12
26 Apr 2024$45.57$44.42$48.62
3 May 2024$48.05$44.62$48.16
10 May 2024$51.11$45.08$47.84
17 May 2024$53.47$45.95$47.57
24 May 2024$49.87$46.78$47.38
31 May 2024$50.08$47.22$47.20
7 Jun 2024$47.20$47.67$46.95
14 Jun 2024$49.27$48.15$46.73
21 Jun 2024$48.56$48.37$46.53
28 Jun 2024$47.75$48.58$46.31
5 Jul 2024$46.54$48.70$46.13
12 Jul 2024$44.00$48.52$45.86
19 Jul 2024$44.07$48.36$45.63
26 Jul 2024$46.37$47.85$45.42
2 Aug 2024$41.91$47.01$45.16
9 Aug 2024$43.65$46.30$44.93
16 Aug 2024$43.11$45.79$44.73
23 Aug 2024$43.66$45.36$44.60
30 Aug 2024$44.19$44.88$44.66
6 Sep 2024$40.82$44.30$44.64
13 Sep 2024$41.10$43.61$44.66
20 Sep 2024$44.28$43.54$44.77
27 Sep 2024$47.15$43.51$44.90
4 Oct 2024$47.89$43.74$45.00
11 Oct 2024$48.50$43.98$45.07
18 Oct 2024$49.12$44.59$45.17
25 Oct 2024$47.59$45.01$45.31
1 Nov 2024$47.95$45.40$45.45
8 Nov 2024$52.80$46.25$45.69
15 Nov 2024$49.86$47.15$45.90
22 Nov 2024$53.08$48.21$46.15
29 Nov 2024$52.32$48.97$46.38
6 Dec 2024$51.48$49.75$46.58
13 Dec 2024$51.56$50.26$46.78
20 Dec 2024$46.20$50.31$46.90
27 Dec 2024$44.98$50.06$46.92
3 Jan 2025$44.37$49.75$46.95
10 Jan 2025$44.00$49.56$46.99
17 Jan 2025$43.89$49.22$47.00
24 Jan 2025$43.94$48.58$47.02
31 Jan 2025$44.61$47.89$46.96
7 Feb 2025$42.39$47.10$46.90
14 Feb 2025$40.82$45.98$46.80
21 Feb 2025$38.76$45.00$46.68
28 Feb 2025$39.45$43.75$46.45
7 Mar 2025$37.10$42.63$46.07
14 Mar 2025$35.98$41.73$45.67
21 Mar 2025$33.64$40.74$45.32
28 Mar 2025$32.27$39.67$44.98
4 Apr 2025$26.43$38.19$44.51
11 Apr 2025$27.10$36.49$43.98
17 Apr 2025$26.42$35.10$43.55
25 Apr 2025$27.87$33.56$43.08
2 May 2025$28.16$32.26$42.65
9 May 2025$31.49$31.21$42.25
16 May 2025$32.66$30.76$41.94
23 May 2025$29.63$30.24$41.64
30 May 2025$30.32$29.84$41.39
6 Jun 2025$32.34$29.56$41.09
13 Jun 2025$32.70$29.63$40.83
20 Jun 2025$31.36$30.10$40.60
27 Jun 2025$33.55$30.59$40.37
3 Jul 2025$36.03$31.31$40.26
11 Jul 2025$36.25$32.12$40.07
18 Jul 2025$36.28$32.91$39.82
25 Jul 2025$38.18$33.45$39.56
1 Aug 2025$35.43$33.86$39.29
8 Aug 2025$48.70$35.41$39.22
15 Aug 2025$51.37$37.49$39.32
22 Aug 2025$54.23$39.45$39.44
29 Aug 2025$54.24$41.61$39.50
5 Sep 2025$55.55$43.41$39.56
12 Sep 2025$54.30$45.48$39.66
19 Sep 2025$54.35$47.34$39.70
26 Sep 2025$52.73$49.13$39.72
3 Oct 2025$52.77$50.70$39.72
10 Oct 2025$47.11$51.93$39.76
17 Oct 2025$52.98$52.76$39.92
24 Oct 2025$56.20$53.17$40.18
31 Oct 2025$55.36$53.65$40.48
7 Nov 2025$54.30$53.79$40.75
14 Nov 2025$53.75$53.74$40.99
21 Nov 2025$52.09$53.40$41.19
28 Nov 2025$53.99$53.34$41.42
5 Dec 2025$54.19$53.37$41.74
12 Dec 2025$56.80$53.67$42.13
19 Dec 2025$54.66$54.13$42.58
26 Dec 2025$55.50$54.58$42.96
2 Jan 2026$54.71$54.60$43.33
9 Jan 2026$60.59$54.85$43.93
16 Jan 2026$64.09$55.48$44.67
23 Jan 2026$65.95$56.36$45.44
30 Jan 2026$64.78$57.58$46.39
6 Feb 2026$72.52$59.42$47.49
13 Feb 2026$75.65$61.44$48.64
20 Feb 2026$74.23$63.03$49.57
27 Feb 2026$71.32$64.70$50.63
6 Mar 2026$65.00$66.16$51.55
13 Mar 2026$64.17$67.24$52.42
20 Mar 2026$63.00$68.03$53.27
27 Mar 2026$64.44$68.55$54.10
2 Apr 2026$67.27$68.63$54.75
10 Apr 2026$71.13$68.95$55.68
17 Apr 2026$68.73$69.09$56.58
24 Apr 2026$68.16$68.69$57.40
1 May 2026$66.84$68.05$58.21
8 May 2026$68.22$67.47$58.99
15 May 2026$77.03$67.90$59.93
22 May 2026$79.12$69.13$60.86
29 May 2026$83.09$70.59$61.53
5 Jun 2026$81.27$72.43$62.32
12 Jun 2026$84.58$74.22$63.06
18 Jun 2026$90.49$75.77$63.71
26 Jun 2026$90.47$77.80$64.63
2 Jul 2026$82.39$79.23$65.26
10 Jul 2026$80.03$80.45$65.91
17 Jul 2026$81.15$81.82$66.60
24 Jul 2026$79.83$82.85$67.31
31 Jul 2026$77.91$82.87$68.02
7 Aug 2026$83.39$83.05$68.75
14 Aug 2026$81.49$82.81$69.38
21 Aug 2026$76.18$82.32$69.92
28 Aug 2026$73.08$81.25$70.39
4 Sep 2026$71.62$79.31$70.85
11 Sep 2026$70.66$77.86$71.23
18 Sep 2026$69.29$76.54$71.58
25 Sep 2026$68.64$75.35$71.95
2 Oct 2026$71.71$74.18$72.27
9 Oct 2026$69.53$73.39$72.64
16 Oct 2026$67.64$72.15$72.98
23 Oct 2026$66.16$70.75$73.26
30 Oct 2026$66.15$69.58$73.42
4 Nov 2026$66.95$69.14$73.48
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.

  • Price $66.95
  • 50-day avg $69.14
  • 200-day avg $73.48
Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$91.05$85.32$75.25
12 Nov 2021$107.46$89.04$77.38
26 Nov 2021$102.65$93.40$79.61
10 Dec 2021$101.30$96.23$81.46
23 Dec 2021$103.11$98.56$82.68
7 Jan 2022$97.64$101.40$84.20
21 Jan 2022$78.75$100.28$84.93
4 Feb 2022$73.74$93.59$85.25
18 Feb 2022$75.43$88.85$85.47
4 Mar 2022$73.32$84.70$85.42
18 Mar 2022$77.06$78.67$85.49
1 Apr 2022$78.75$76.12$85.74
14 Apr 2022$74.30$75.74$85.68
29 Apr 2022$67.18$74.56$85.34
13 May 2022$67.53$73.17$84.87
27 May 2022$68.32$71.88$84.08
10 Jun 2022$70.20$70.68$83.65
24 Jun 2022$66.33$68.61$82.85
8 Jul 2022$63.92$67.13$81.94
22 Jul 2022$63.27$65.87$80.76
5 Aug 2022$69.60$66.13$79.84
19 Aug 2022$65.75$65.55$78.69
2 Sep 2022$53.89$64.06$76.45
16 Sep 2022$50.96$62.09$74.05
30 Sep 2022$50.60$59.77$71.61
14 Oct 2022$51.99$56.85$69.21
28 Oct 2022$56.79$54.10$66.93
11 Nov 2022$53.99$53.04$65.55
25 Nov 2022$55.81$53.25$64.60
9 Dec 2022$53.84$53.79$63.47
23 Dec 2022$54.79$54.15$62.48
6 Jan 2023$56.78$54.48$61.67
20 Jan 2023$63.14$55.20$60.83
3 Feb 2023$69.62$57.69$60.43
17 Feb 2023$68.60$60.31$60.27
3 Mar 2023$72.34$62.91$60.28
17 Mar 2023$64.81$65.57$60.36
31 Mar 2023$65.40$66.76$60.03
14 Apr 2023$60.43$65.91$59.89
28 Apr 2023$60.14$64.56$59.74
12 May 2023$54.37$62.87$59.53
26 May 2023$51.44$59.63$58.77
9 Jun 2023$62.39$58.18$58.30
23 Jun 2023$62.66$58.42$58.58
7 Jul 2023$63.72$58.95$59.05
21 Jul 2023$61.03$59.80$59.75
4 Aug 2023$62.49$61.62$60.27
18 Aug 2023$57.30$62.46$60.44
1 Sep 2023$59.22$61.35$60.62
15 Sep 2023$56.15$60.06$60.68
29 Sep 2023$55.48$58.03$60.75
13 Oct 2023$53.46$56.43$60.78
27 Oct 2023$50.78$55.22$60.59
10 Nov 2023$41.23$52.97$59.78
24 Nov 2023$39.77$50.04$58.58
8 Dec 2023$39.81$46.93$57.21
22 Dec 2023$44.90$44.78$55.94
5 Jan 2024$42.35$43.39$55.06
19 Jan 2024$42.01$41.97$54.04
2 Feb 2024$41.32$42.12$53.13
16 Feb 2024$44.95$42.63$52.18
1 Mar 2024$43.65$43.04$51.58
15 Mar 2024$42.23$42.81$51.15
28 Mar 2024$44.69$43.08$50.51
12 Apr 2024$46.13$43.55$49.59
26 Apr 2024$45.57$44.42$48.62
10 May 2024$51.11$45.08$47.84
24 May 2024$49.87$46.78$47.38
7 Jun 2024$47.20$47.67$46.95
21 Jun 2024$48.56$48.37$46.53
5 Jul 2024$46.54$48.70$46.13
19 Jul 2024$44.07$48.36$45.63
2 Aug 2024$41.91$47.01$45.16
16 Aug 2024$43.11$45.79$44.73
30 Aug 2024$44.19$44.88$44.66
13 Sep 2024$41.10$43.61$44.66
27 Sep 2024$47.15$43.51$44.90
11 Oct 2024$48.50$43.98$45.07
25 Oct 2024$47.59$45.01$45.31
8 Nov 2024$52.80$46.25$45.69
22 Nov 2024$53.08$48.21$46.15
6 Dec 2024$51.48$49.75$46.58
20 Dec 2024$46.20$50.31$46.90
3 Jan 2025$44.37$49.75$46.95
17 Jan 2025$43.89$49.22$47.00
31 Jan 2025$44.61$47.89$46.96
14 Feb 2025$40.82$45.98$46.80
28 Feb 2025$39.45$43.75$46.45
14 Mar 2025$35.98$41.73$45.67
28 Mar 2025$32.27$39.67$44.98
11 Apr 2025$27.10$36.49$43.98
25 Apr 2025$27.87$33.56$43.08
9 May 2025$31.49$31.21$42.25
23 May 2025$29.63$30.24$41.64
6 Jun 2025$32.34$29.56$41.09
20 Jun 2025$31.36$30.10$40.60
3 Jul 2025$36.03$31.31$40.26
18 Jul 2025$36.28$32.91$39.82
1 Aug 2025$35.43$33.86$39.29
15 Aug 2025$51.37$37.49$39.32
29 Aug 2025$54.24$41.61$39.50
12 Sep 2025$54.30$45.48$39.66
26 Sep 2025$52.73$49.13$39.72
10 Oct 2025$47.11$51.93$39.76
24 Oct 2025$56.20$53.17$40.18
7 Nov 2025$54.30$53.79$40.75
21 Nov 2025$52.09$53.40$41.19
5 Dec 2025$54.19$53.37$41.74
19 Dec 2025$54.66$54.13$42.58
2 Jan 2026$54.71$54.60$43.33
16 Jan 2026$64.09$55.48$44.67
30 Jan 2026$64.78$57.58$46.39
13 Feb 2026$75.65$61.44$48.64
27 Feb 2026$71.32$64.70$50.63
13 Mar 2026$64.17$67.24$52.42
27 Mar 2026$64.44$68.55$54.10
10 Apr 2026$71.13$68.95$55.68
24 Apr 2026$68.16$68.69$57.40
8 May 2026$68.22$67.47$58.99
22 May 2026$79.12$69.13$60.86
5 Jun 2026$81.27$72.43$62.32
18 Jun 2026$90.49$75.77$63.71
2 Jul 2026$82.39$79.23$65.26
17 Jul 2026$81.15$81.82$66.60
31 Jul 2026$77.91$82.87$68.02
14 Aug 2026$81.49$82.81$69.38
28 Aug 2026$73.08$81.25$70.39
11 Sep 2026$70.66$77.86$71.23
25 Sep 2026$68.64$75.35$71.95
9 Oct 2026$69.53$73.39$72.64
23 Oct 2026$66.16$70.75$73.26
4 Nov 2026$66.95$69.14$73.48
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.

  • Price $66.95
  • 50-day avg $69.14
  • 200-day avg $73.48
Nov 2026: $66.95, 8.9% below its 200-day average. The price has been moving sideways for 9 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$29.30$30.43–
18 Nov 2016$39.50$31.74–
9 Dec 2016$41.78$34.48–
30 Dec 2016$39.97$37.12–
20 Jan 2017$37.71$39.44–
10 Feb 2017$38.27$39.24–
3 Mar 2017$35.45$38.50–
24 Mar 2017$35.87$37.48–
13 Apr 2017$34.52$36.70–
5 May 2017$40.15$36.51$35.01
26 May 2017$42.01$38.10$35.90
16 Jun 2017$43.25$40.19$36.82
7 Jul 2017$41.86$41.98$37.67
28 Jul 2017$41.49$42.37$38.47
18 Aug 2017$46.32$43.08$39.61
8 Sep 2017$49.46$44.42$40.41
29 Sep 2017$54.00$47.53$41.32
20 Oct 2017$55.61$51.34$42.50
10 Nov 2017$58.95$54.57$43.94
1 Dec 2017$59.84$57.17$45.45
22 Dec 2017$64.05$58.32$47.11
12 Jan 2018$67.59$60.88$49.02
2 Feb 2018$56.50$62.97$51.18
23 Feb 2018$56.66$61.71$52.32
16 Mar 2018$55.45$59.52$53.26
6 Apr 2018$50.40$55.69$53.97
27 Apr 2018$49.36$53.79$54.76
18 May 2018$50.00$51.99$55.28
8 Jun 2018$52.02$50.87$55.62
29 Jun 2018$48.19$49.92$55.71
20 Jul 2018$50.08$49.92$55.49
10 Aug 2018$47.17$50.03$55.07
31 Aug 2018$50.34$49.37$54.35
21 Sep 2018$57.96$50.29$53.85
12 Oct 2018$46.21$50.93$53.31
2 Nov 2018$49.81$50.38$51.81
23 Nov 2018$39.16$47.73$50.32
14 Dec 2018$36.78$43.34$49.22
4 Jan 2019$34.25$39.47$47.85
25 Jan 2019$34.44$36.76$46.58
15 Feb 2019$36.98$35.02$45.28
8 Mar 2019$48.33$37.45$45.00
29 Mar 2019$46.51$41.13$44.67
18 Apr 2019$50.87$45.33$44.72
10 May 2019$45.01$48.71$44.68
31 May 2019$41.75$47.27$44.20
21 Jun 2019$46.64$46.48$43.93
12 Jul 2019$46.72$44.76$43.37
2 Aug 2019$44.04$45.14$42.96
23 Aug 2019$38.50$44.55$42.59
13 Sep 2019$44.48$43.72$42.75
4 Oct 2019$38.61$42.24$42.91
25 Oct 2019$41.55$40.83$43.32
15 Nov 2019$44.51$41.59$43.99
6 Dec 2019$44.66$41.90$44.58
27 Dec 2019$45.50$43.94$44.45
17 Jan 2020$47.38$45.38$44.43
7 Feb 2020$44.56$45.32$43.98
28 Feb 2020$39.75$44.75$43.62
20 Mar 2020$39.30$42.88$43.37
9 Apr 2020$31.78$40.08$42.70
1 May 2020$33.95$36.40$41.69
22 May 2020$32.10$34.09$40.69
12 Jun 2020$34.99$33.58$40.39
2 Jul 2020$35.81$34.71$39.89
24 Jul 2020$36.67$35.43$39.56
14 Aug 2020$42.58$37.51$39.62
4 Sep 2020$41.06$38.92$39.43
25 Sep 2020$35.97$39.69$39.01
16 Oct 2020$42.36$40.10$38.52
6 Nov 2020$44.25$40.54$38.31
27 Nov 2020$49.83$43.06$38.66
18 Dec 2020$53.26$47.20$39.36
8 Jan 2021$57.52$50.10$40.34
29 Jan 2021$54.55$53.34$41.97
19 Feb 2021$62.97$56.33$43.91
12 Mar 2021$74.27$61.38$46.67
1 Apr 2021$72.98$65.75$49.15
23 Apr 2021$72.22$69.48$51.73
14 May 2021$78.68$72.41$54.60
4 Jun 2021$73.18$72.45$56.79
25 Jun 2021$75.85$73.42$59.27
16 Jul 2021$75.80$75.05$62.07
6 Aug 2021$81.87$76.54$65.00
27 Aug 2021$80.62$79.07$67.79
17 Sep 2021$86.38$81.10$70.23
8 Oct 2021$88.35$83.53$72.80
29 Oct 2021$91.05$85.32$75.25
19 Nov 2021$109.65$91.64$78.69
10 Dec 2021$101.30$96.23$81.46
31 Dec 2021$105.17$100.39$83.47
21 Jan 2022$78.75$100.28$84.93
11 Feb 2022$76.75$91.16$85.39
4 Mar 2022$73.32$84.70$85.42
25 Mar 2022$76.63$76.88$85.62
14 Apr 2022$74.30$75.74$85.68
6 May 2022$68.68$74.07$85.19
27 May 2022$68.32$71.88$84.08
17 Jun 2022$62.94$69.52$83.26
8 Jul 2022$63.92$67.13$81.94
29 Jul 2022$68.82$65.77$80.25
19 Aug 2022$65.75$65.55$78.69
9 Sep 2022$56.48$63.27$75.35
30 Sep 2022$50.60$59.77$71.61
21 Oct 2022$52.77$55.47$67.97
11 Nov 2022$53.99$53.04$65.55
2 Dec 2022$53.63$53.44$63.99
23 Dec 2022$54.79$54.15$62.48
13 Jan 2023$60.09$54.70$61.18
3 Feb 2023$69.62$57.69$60.43
24 Feb 2023$66.00$61.27$60.21
17 Mar 2023$64.81$65.57$60.36
6 Apr 2023$59.56$66.53$59.99
28 Apr 2023$60.14$64.56$59.74
19 May 2023$52.96$61.15$59.16
9 Jun 2023$62.39$58.18$58.30
30 Jun 2023$66.09$58.73$58.80
21 Jul 2023$61.03$59.80$59.75
11 Aug 2023$57.90$62.34$60.39
1 Sep 2023$59.22$61.35$60.62
22 Sep 2023$53.42$58.99$60.72
13 Oct 2023$53.46$56.43$60.78
3 Nov 2023$44.01$54.49$60.35
24 Nov 2023$39.77$50.04$58.58
15 Dec 2023$45.74$45.77$56.58
5 Jan 2024$42.35$43.39$55.06
26 Jan 2024$42.87$42.12$53.60
16 Feb 2024$44.95$42.63$52.18
8 Mar 2024$45.16$42.93$51.35
28 Mar 2024$44.69$43.08$50.51
19 Apr 2024$45.94$44.02$49.12
10 May 2024$51.11$45.08$47.84
31 May 2024$50.08$47.22$47.20
21 Jun 2024$48.56$48.37$46.53
12 Jul 2024$44.00$48.52$45.86
2 Aug 2024$41.91$47.01$45.16
23 Aug 2024$43.66$45.36$44.60
13 Sep 2024$41.10$43.61$44.66
4 Oct 2024$47.89$43.74$45.00
25 Oct 2024$47.59$45.01$45.31
15 Nov 2024$49.86$47.15$45.90
6 Dec 2024$51.48$49.75$46.58
27 Dec 2024$44.98$50.06$46.92
17 Jan 2025$43.89$49.22$47.00
7 Feb 2025$42.39$47.10$46.90
28 Feb 2025$39.45$43.75$46.45
21 Mar 2025$33.64$40.74$45.32
11 Apr 2025$27.10$36.49$43.98
2 May 2025$28.16$32.26$42.65
23 May 2025$29.63$30.24$41.64
13 Jun 2025$32.70$29.63$40.83
3 Jul 2025$36.03$31.31$40.26
25 Jul 2025$38.18$33.45$39.56
15 Aug 2025$51.37$37.49$39.32
5 Sep 2025$55.55$43.41$39.56
26 Sep 2025$52.73$49.13$39.72
17 Oct 2025$52.98$52.76$39.92
7 Nov 2025$54.30$53.79$40.75
28 Nov 2025$53.99$53.34$41.42
19 Dec 2025$54.66$54.13$42.58
9 Jan 2026$60.59$54.85$43.93
30 Jan 2026$64.78$57.58$46.39
20 Feb 2026$74.23$63.03$49.57
13 Mar 2026$64.17$67.24$52.42
2 Apr 2026$67.27$68.63$54.75
24 Apr 2026$68.16$68.69$57.40
15 May 2026$77.03$67.90$59.93
5 Jun 2026$81.27$72.43$62.32
26 Jun 2026$90.47$77.80$64.63
17 Jul 2026$81.15$81.82$66.60
7 Aug 2026$83.39$83.05$68.75
28 Aug 2026$73.08$81.25$70.39
18 Sep 2026$69.29$76.54$71.58
9 Oct 2026$69.53$73.39$72.64
30 Oct 2026$66.15$69.58$73.42
4 Nov 2026$66.95$69.14$73.48
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Sideways from Oct 2025 to Dec 2025; Rising from Dec 2025 to Sep 2026; Sideways from Sep 2026 to Nov 2026.

Price stage: Falling from Nov 2023 to May 2024; Sideways from May 2024 to Jul 2024; Falling from Aug 2024 to Sep 2024; Sideways from Sep 2024 to Dec 2024; Sideways from Dec 2024 to Apr 2025; Falling from Apr 2025 to Aug 2025; Sideways from Aug 2025 to Dec 2025; Rising from Dec 2025 to Sep 2026; Sideways from Sep 2026 to Nov 2026.

Price stage: Rising from Oct 2021 to Jan 2022; Sideways from Jan 2022 to Jul 2022; Falling from Jul 2022 to Jan 2023; Sideways from Jan 2023 to Aug 2023; Sideways from Aug 2023 to Nov 2023; Falling from Nov 2023 to Apr 2024; Sideways from May 2024 to Jul 2024; Falling from Jul 2024 to Sep 2024; Sideways from Sep 2024 to Dec 2024; Sideways from Jan 2025 to Mar 2025; Falling from Apr 2025 to Aug 2025; Sideways from Aug 2025 to Dec 2025; Rising from Dec 2025 to Aug 2026; Sideways from Sep 2026 to Nov 2026.

Price stage: Rising from Dec 2017 to Mar 2018; Sideways from Apr 2018 to Oct 2018; Falling from Nov 2018 to Feb 2019; Sideways from Mar 2019 to Feb 2020; Sideways from Feb 2020 to Apr 2020; Falling from May 2020 to Sep 2020; Sideways from Oct 2020 to Jan 2021; Rising from Jan 2021 to Dec 2021; Sideways from Jan 2022 to Jul 2022; Falling from Jul 2022 to Jan 2023; Sideways from Feb 2023 to Aug 2023; Sideways from Sep 2023 to Nov 2023; Falling from Nov 2023 to Apr 2024; Sideways from May 2024 to Jun 2024; Falling from Jul 2024 to Sep 2024; Sideways from Oct 2024 to Dec 2024; Sideways from Dec 2024 to Mar 2025; Falling from Apr 2025 to Jul 2025; Sideways from Aug 2025 to Nov 2025; Rising from Dec 2025 to Aug 2026; Sideways from Sep 2026 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 241 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016+1.6%
14 Oct 2016−2.0%
21 Oct 2016−1.0%
28 Oct 2016−0.9%
4 Nov 2016+4.5%
11 Nov 2016+38.9%
18 Nov 2016+32.9%
25 Nov 2016+28.5%
2 Dec 2016+25.2%
9 Dec 2016+36.9%
16 Dec 2016+30.2%
23 Dec 2016+26.4%
30 Dec 2016+20.5%
6 Jan 2017+18.3%
13 Jan 2017+22.6%
20 Jan 2017+21.8%
27 Jan 2017+25.3%
3 Feb 2017+21.4%
10 Feb 2017−12.8%
17 Feb 2017−12.1%
24 Feb 2017−10.9%
3 Mar 2017−17.7%
10 Mar 2017−18.6%
17 Mar 2017−13.6%
24 Mar 2017−13.2%
31 Mar 2017−15.1%
7 Apr 2017−9.9%
13 Apr 2017−13.5%
21 Apr 2017−8.7%
28 Apr 2017−4.3%
5 May 2017−1.2%
12 May 2017+6.9%
19 May 2017+7.9%
26 May 2017+6.0%
2 Jun 2017+20.5%
9 Jun 2017+21.0%
16 Jun 2017+15.2%
23 Jun 2017+13.8%
30 Jun 2017+15.6%
7 Jul 2017+14.0%
14 Jul 2017+15.2%
21 Jul 2017+11.3%
28 Jul 2017+3.1%
4 Aug 2017+0.6%
11 Aug 2017+8.9%
18 Aug 2017+10.5%
25 Aug 2017+10.2%
1 Sep 2017+8.7%
8 Sep 2017+9.8%
15 Sep 2017+15.4%
22 Sep 2017+22.5%
29 Sep 2017+22.7%
6 Oct 2017+29.2%
13 Oct 2017+28.3%
20 Oct 2017+29.3%
27 Oct 2017+32.1%
3 Nov 2017+37.4%
10 Nov 2017+20.3%
17 Nov 2017+20.3%
24 Nov 2017+22.6%
1 Dec 2017+18.0%
8 Dec 2017+8.0%
15 Dec 2017+7.9%
22 Dec 2017+14.0%
29 Dec 2017+13.6%
5 Jan 2018+6.8%
12 Jan 2018+13.6%
19 Jan 2018+14.6%
26 Jan 2018+12.0%
2 Feb 2018−11.0%
9 Feb 2018−11.5%
16 Feb 2018−11.3%
23 Feb 2018−11.7%
2 Mar 2018−13.1%
9 Mar 2018−6.6%
16 Mar 2018−8.4%
23 Mar 2018−12.8%
29 Mar 2018−15.8%
6 Apr 2018−16.5%
13 Apr 2018−16.4%
20 Apr 2018−16.5%
27 Apr 2018−22.3%
4 May 2018−9.7%
11 May 2018−12.4%
18 May 2018−9.2%
25 May 2018−9.9%
1 Jun 2018−6.6%
8 Jun 2018−7.3%
15 Jun 2018−9.6%
22 Jun 2018−13.5%
29 Jun 2018−13.1%
6 Jul 2018−5.7%
13 Jul 2018−11.4%
20 Jul 2018−12.3%
27 Jul 2018−4.6%
3 Aug 2018−2.2%
10 Aug 2018−6.9%
17 Aug 2018−9.8%
24 Aug 2018−8.8%
31 Aug 2018−6.2%
7 Sep 2018−6.8%
14 Sep 2018+0.5%
21 Sep 2018+10.0%
28 Sep 2018+6.5%
5 Oct 2018−1.0%
12 Oct 2018−6.7%
19 Oct 2018−6.4%
26 Oct 2018−4.4%
2 Nov 2018+1.3%
9 Nov 2018−10.5%
16 Nov 2018−7.3%
23 Nov 2018−11.5%
30 Nov 2018−12.2%
7 Dec 2018−17.8%
14 Dec 2018−20.7%
21 Dec 2018−26.9%
28 Dec 2018−24.3%
4 Jan 2019−22.3%
11 Jan 2019−15.8%
18 Jan 2019−19.9%
25 Jan 2019−23.3%
1 Feb 2019−26.5%
8 Feb 2019−17.0%
15 Feb 2019−13.8%
22 Feb 2019−7.1%
1 Mar 2019+17.1%
8 Mar 2019+26.2%
15 Mar 2019+18.0%
22 Mar 2019+19.7%
29 Mar 2019+25.4%
5 Apr 2019+31.8%
12 Apr 2019+29.6%
18 Apr 2019+34.7%
26 Apr 2019+38.9%
3 May 2019+28.7%
10 May 2019+29.1%
17 May 2019+12.4%
24 May 2019+8.3%
31 May 2019−13.9%
7 Jun 2019−11.7%
14 Jun 2019−6.4%
21 Jun 2019+1.4%
28 Jun 2019−3.9%
5 Jul 2019−12.2%
12 Jul 2019−12.2%
19 Jul 2019−12.4%
26 Jul 2019−12.6%
2 Aug 2019−11.3%
9 Aug 2019−6.5%
16 Aug 2019−4.2%
23 Aug 2019−10.1%
30 Aug 2019−3.8%
6 Sep 2019−4.4%
13 Sep 2019−4.6%
20 Sep 2019−9.0%
27 Sep 2019−13.3%
4 Oct 2019−14.1%
11 Oct 2019−16.5%
18 Oct 2019−14.0%
25 Oct 2019−10.5%
1 Nov 2019−9.2%
8 Nov 2019−0.2%
15 Nov 2019−0.2%
22 Nov 2019+5.5%
29 Nov 2019−2.8%
6 Dec 2019−5.6%
13 Dec 2019−0.6%
20 Dec 2019−1.6%
27 Dec 2019+2.8%
3 Jan 2020+10.2%
10 Jan 2020+7.2%
17 Jan 2020+8.5%
24 Jan 2020−2.5%
31 Jan 2020−4.0%
7 Feb 2020−8.7%
14 Feb 2020−8.2%
21 Feb 2020−12.5%
28 Feb 2020−5.5%
6 Mar 2020−2.4%
13 Mar 2020−3.9%
20 Mar 2020+14.8%
27 Mar 2020−1.0%
3 Apr 2020−6.4%
9 Apr 2020−14.7%
17 Apr 2020−16.7%
24 Apr 2020−17.0%
1 May 2020−8.1%
8 May 2020−10.0%
15 May 2020−17.4%
22 May 2020−11.8%
29 May 2020−12.7%
5 Jun 2020−8.9%
12 Jun 2020−20.3%
19 Jun 2020−44.4%
26 Jun 2020−14.6%
2 Jul 2020−16.1%
10 Jul 2020−6.6%
17 Jul 2020−0.9%
24 Jul 2020+6.6%
31 Jul 2020−4.0%
7 Aug 2020+7.1%
14 Aug 2020+24.3%
21 Aug 2020+11.7%
28 Aug 2020+0.8%
4 Sep 2020−5.8%
11 Sep 2020+3.0%
18 Sep 2020+1.2%
25 Sep 2020−11.3%
2 Oct 2020−2.6%
9 Oct 2020+7.5%
16 Oct 2020+7.4%
23 Oct 2020+12.6%
30 Oct 2020+10.6%
6 Nov 2020+0.2%
13 Nov 2020+7.6%
20 Nov 2020+14.5%
27 Nov 2020+16.4%
4 Dec 2020+13.4%
11 Dec 2020+23.4%
18 Dec 2020+26.5%
24 Dec 2020+34.4%
31 Dec 2020+30.6%
8 Jan 2021+34.3%
15 Jan 2021+28.3%
22 Jan 2021+21.9%
29 Jan 2021+17.0%
5 Feb 2021+25.3%
12 Feb 2021+15.3%
19 Feb 2021+20.3%
26 Feb 2021+26.7%
5 Mar 2021+37.0%
12 Mar 2021+33.8%
19 Mar 2021+33.8%
26 Mar 2021+31.4%
1 Apr 2021+29.8%
9 Apr 2021+13.5%
16 Apr 2021+11.0%
23 Apr 2021+14.6%
30 Apr 2021+19.7%
7 May 2021+17.3%
14 May 2021+23.7%
21 May 2021+6.8%
28 May 2021−1.8%
4 Jun 2021−5.8%
11 Jun 2021−9.9%
18 Jun 2021−7.3%
25 Jun 2021−4.1%
2 Jul 2021−2.0%
9 Jul 2021+7.0%
16 Jul 2021+4.1%
23 Jul 2021+3.8%
30 Jul 2021+6.8%
6 Aug 2021+3.0%
13 Aug 2021−0.6%
20 Aug 2021+4.0%
27 Aug 2021+6.3%
3 Sep 2021+8.5%
10 Sep 2021+11.7%
17 Sep 2021+10.9%
24 Sep 2021+12.3%
1 Oct 2021+6.1%
8 Oct 2021+11.6%
15 Oct 2021+8.3%
22 Oct 2021+10.7%
29 Oct 2021+7.9%
5 Nov 2021+8.1%
12 Nov 2021+23.6%
19 Nov 2021+33.1%
26 Nov 2021+25.4%
3 Dec 2021+16.1%
10 Dec 2021+13.8%
17 Dec 2021+7.0%
23 Dec 2021+10.8%
31 Dec 2021+18.3%
7 Jan 2022+4.1%
14 Jan 2022−0.2%
21 Jan 2022−9.0%
28 Jan 2022−11.6%
4 Feb 2022−16.7%
11 Feb 2022−22.8%
18 Feb 2022−23.8%
25 Feb 2022−20.9%
4 Mar 2022−20.8%
11 Mar 2022−19.4%
18 Mar 2022−16.4%
25 Mar 2022−21.9%
1 Apr 2022−20.5%
8 Apr 2022−19.0%
14 Apr 2022−9.8%
22 Apr 2022−5.8%
29 Apr 2022−6.1%
6 May 2022+1.5%
13 May 2022−3.2%
20 May 2022−3.4%
27 May 2022−5.6%
3 Jun 2022+3.5%
10 Jun 2022+6.5%
17 Jun 2022−0.6%
24 Jun 2022+0.4%
1 Jul 2022−1.9%
8 Jul 2022−1.8%
15 Jul 2022−4.7%
22 Jul 2022−4.9%
29 Jul 2022+2.4%
5 Aug 2022+0.8%
12 Aug 2022−2.8%
19 Aug 2022−7.4%
26 Aug 2022−11.6%
2 Sep 2022−20.9%
9 Sep 2022−23.9%
16 Sep 2022−24.4%
23 Sep 2022−20.0%
30 Sep 2022−15.6%
7 Oct 2022−13.7%
14 Oct 2022−8.8%
21 Oct 2022−11.3%
28 Oct 2022−11.9%
4 Nov 2022−9.3%
11 Nov 2022−16.1%
18 Nov 2022−5.2%
25 Nov 2022−4.3%
2 Dec 2022−4.2%
9 Dec 2022−1.4%
16 Dec 2022+2.5%
23 Dec 2022+7.0%
30 Dec 2022+0.5%
6 Jan 2023+4.6%
13 Jan 2023+4.2%
20 Jan 2023+13.9%
27 Jan 2023+12.3%
3 Feb 2023+12.8%
10 Feb 2023+21.1%
17 Feb 2023+14.9%
24 Feb 2023+19.7%
3 Mar 2023+35.6%
10 Mar 2023+25.4%
17 Mar 2023+23.0%
24 Mar 2023+12.1%
31 Mar 2023+13.1%
6 Apr 2023−0.5%
14 Apr 2023−2.9%
21 Apr 2023−6.4%
28 Apr 2023−11.7%
5 May 2023−11.1%
12 May 2023−19.3%
19 May 2023−25.6%
26 May 2023−28.0%
2 Jun 2023−28.9%
9 Jun 2023−17.6%
16 Jun 2023−15.6%
23 Jun 2023−10.4%
30 Jun 2023−7.2%
7 Jul 2023−0.2%
14 Jul 2023−1.8%
21 Jul 2023−10.8%
28 Jul 2023−6.5%
4 Aug 2023−7.4%
11 Aug 2023−1.8%
18 Aug 2023+3.9%
25 Aug 2023+6.1%
1 Sep 2023+1.0%
8 Sep 2023−11.3%
15 Sep 2023−11.7%
22 Sep 2023−14.1%
29 Sep 2023−12.5%
6 Oct 2023−12.7%
13 Oct 2023−13.4%
20 Oct 2023−8.6%
27 Oct 2023−8.2%
3 Nov 2023−26.9%
10 Nov 2023−27.7%
17 Nov 2023−28.8%
24 Nov 2023−33.7%
1 Dec 2023−34.5%
8 Dec 2023−34.2%
15 Dec 2023−24.4%
22 Dec 2023−26.0%
29 Dec 2023−29.4%
5 Jan 2024−30.9%
12 Jan 2024−30.9%
19 Jan 2024−33.2%
26 Jan 2024−34.3%
2 Feb 2024−19.8%
9 Feb 2024−11.0%
16 Feb 2024−5.5%
23 Feb 2024−1.3%
1 Mar 2024−2.1%
8 Mar 2024+2.2%
15 Mar 2024−16.3%
22 Mar 2024−13.7%
28 Mar 2024−11.5%
5 Apr 2024−5.8%
12 Apr 2024+1.2%
19 Apr 2024+6.7%
26 Apr 2024+2.0%
3 May 2024+12.9%
10 May 2024+16.7%
17 May 2024+13.0%
24 May 2024+9.5%
31 May 2024+11.9%
7 Jun 2024+0.2%
14 Jun 2024+10.2%
21 Jun 2024+7.8%
28 Jun 2024+2.8%
5 Jul 2024−2.3%
12 Jul 2024−14.2%
19 Jul 2024−14.9%
26 Jul 2024−5.4%
2 Aug 2024−17.0%
9 Aug 2024−16.9%
16 Aug 2024−24.1%
23 Aug 2024−18.6%
30 Aug 2024−18.6%
6 Sep 2024−14.7%
13 Sep 2024−20.1%
20 Sep 2024−13.2%
27 Sep 2024−6.3%
4 Oct 2024−0.4%
11 Oct 2024+6.7%
18 Oct 2024+5.0%
25 Oct 2024−3.7%
1 Nov 2024+7.3%
8 Nov 2024+8.7%
15 Nov 2024+10.0%
22 Nov 2024+15.6%
29 Nov 2024+11.5%
6 Dec 2024+13.6%
13 Dec 2024+17.9%
20 Dec 2024+0.3%
27 Dec 2024−8.7%
3 Jan 2025−10.7%
10 Jan 2025−9.4%
17 Jan 2025−12.9%
24 Jan 2025−12.7%
31 Jan 2025−12.4%
7 Feb 2025−20.1%
14 Feb 2025−22.2%
21 Feb 2025−27.7%
28 Feb 2025−23.2%
7 Mar 2025−22.7%
14 Mar 2025−23.4%
21 Mar 2025−22.6%
28 Mar 2025−21.6%
4 Apr 2025−25.8%
11 Apr 2025−30.4%
17 Apr 2025−27.9%
25 Apr 2025−27.1%
2 May 2025−31.0%
9 May 2025−19.6%
16 May 2025−17.4%
23 May 2025−20.1%
30 May 2025−22.3%
6 Jun 2025−16.9%
13 Jun 2025−15.2%
20 Jun 2025−12.2%
27 Jun 2025−6.7%
3 Jul 2025+12.6%
11 Jul 2025+17.0%
18 Jul 2025+18.1%
25 Jul 2025+21.3%
1 Aug 2025+16.1%
8 Aug 2025+41.7%
15 Aug 2025+49.0%
22 Aug 2025+71.6%
29 Aug 2025+69.4%
5 Sep 2025+63.7%
12 Sep 2025+55.9%
19 Sep 2025+61.6%
26 Sep 2025+49.5%
3 Oct 2025+39.4%
10 Oct 2025+25.2%
17 Oct 2025+40.2%
24 Oct 2025+40.9%
31 Oct 2025+46.5%
7 Nov 2025+6.2%
14 Nov 2025+0.2%
21 Nov 2025−6.1%
28 Nov 2025−6.4%
5 Dec 2025−8.4%
12 Dec 2025+0.9%
19 Dec 2025−2.0%
26 Dec 2025+0.9%
2 Jan 2026+1.6%
9 Jan 2026+22.3%
16 Jan 2026+16.9%
23 Jan 2026+15.6%
30 Jan 2026+15.6%
6 Feb 2026+30.6%
13 Feb 2026+39.3%
20 Feb 2026+37.9%
27 Feb 2026+31.7%
6 Mar 2026+21.9%
13 Mar 2026+15.8%
20 Mar 2026+20.0%
27 Mar 2026+24.3%
2 Apr 2026+27.0%
10 Apr 2026+19.5%
17 Apr 2026+4.6%
24 Apr 2026−0.2%
1 May 2026−1.0%
8 May 2026−12.7%
15 May 2026−6.6%
22 May 2026−1.6%
29 May 2026+6.2%
5 Jun 2026+15.3%
12 Jun 2026+19.8%
18 Jun 2026+28.5%
26 Jun 2026+25.4%
2 Jul 2026+8.9%
10 Jul 2026+1.4%
17 Jul 2026+13.4%
24 Jul 2026+13.6%
31 Jul 2026+12.9%
7 Aug 2026+17.4%
14 Aug 2026+0.8%
21 Aug 2026−6.4%
28 Aug 2026−13.7%
4 Sep 2026−16.3%
11 Sep 2026−19.5%
18 Sep 2026−25.4%
25 Sep 2026−29.9%
2 Oct 2026−16.3%
9 Oct 2026−16.2%
16 Oct 2026−19.3%
23 Oct 2026−20.0%
30 Oct 2026−16.3%
4 Nov 2026−18.9%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +123% while the S&P 500 moved +261%, so it is behind the index over that whole period. It was last ahead over 13 weeks in the week of 14 August 2026. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does Helios Technologies pay?

Helios Technologies, Inc. paid $0.42 per share over the last four reported quarters. The most recent declaration was $0.12 for Jul 2026. At today's price of $66.95 that is a yield of 0.63%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.12 (Jul 2026)

  • Dividend per share $0.12
Dividend per share each quarter: latest $0.12 (Jul 2026)
QuarterDividend per share
Sep 2023$0.09
Dec 2023$0.09
Mar 2024$0.09
Jun 2024$0.09
Sep 2024$0.09
Dec 2024$0.09
Mar 2025$0.09
Jun 2025$0.09
Sep 2025$0.09
Jan 2026$0.09
Apr 2026$0.12
Jul 2026$0.12
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is Helios Technologies on?

Helios Technologies is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is Helios Technologies profitable?

Helios Technologies, Inc. earned $21.9 M of net profit in the Jul 2026 quarter, +92.1% on the same quarter a year earlier. That is the 2nd quarter in a row of profit growth. Full-year FY26 profit was $48.4 M. Over 4 years profit has grown −17.5% a year on average. That is 9.4% of the quarter's revenue.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

The same quarter a year earlier earned $11.4 M.

For the full year, FY26 profit was $48.4 M (+24.1% on the year before).

FY26 profit $48.4 M (+24.1% on the year before), −17.5% a year over 4 years

  • Net profit $48.4 M
FY26 profit $48.4 M (+24.1% on the year before), −17.5% a year over 4 years
QuarterNet profit
FY22$105 M
FY22$98.4 M
FY23$37.5 M
FY24$39.0 M
FY26$48.4 M

Growth on a year earlier

  • Growth on a year earlier 24.1%
Growth on a year earlier
QuarterGrowth on a year earlier
FY22–
FY22−5.9%
FY23−61.9%
FY244%
FY2624.1%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jul 2026: $21.9 M (+92.1% on a year earlier), the 2nd quarter in a row of growth

  • Net profit (quarterly) $21.9 M
Jul 2026: $21.9 M (+92.1% on a year earlier), the 2nd quarter in a row of growth
QuarterNet profit (quarterly)
Sep 2023$3.5 M
Dec 2023$3.4 M
Mar 2024$9.2 M
Jun 2024$13.6 M
Sep 2024$11.4 M
Dec 2024$4.8 M
Mar 2025$7.3 M
Jun 2025$11.4 M
Sep 2025$10.3 M
Jan 2026$19.5 M
Apr 2026$19.7 M
Jul 2026$21.9 M

Growth on a year earlier

  • Growth on a year earlier 92.1%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−82.8%
Dec 2023−80.6%
Mar 2024−33.8%
Jun 2024−19%
Sep 2024225.7%
Dec 202441.2%
Mar 2025−20.7%
Jun 2025−16.2%
Sep 2025−9.6%
Jan 2026–
Apr 2026169.9%
Jul 202692.1%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +9.1% on a year earlier and the margin moved +3.7 percentage points. Most of the change came from keeping more of each sale.

On average over the last four quarters, profit changed +84.1% and revenue +13.1%. Profit is growing faster than sales: fixed costs are spread over more sales, so each extra dollar of revenue adds more to profit.

How much revenue does Helios Technologies make, and is it growing?

Helios Technologies, Inc. reported $232 M of revenue in the Jul 2026 quarter, +9.1% on the same quarter a year earlier. That is the 2nd quarter in a row with growth on the year before. Over 4 years it has grown −0.9% a year on average. The last full year, FY26, came in at $839 M.

Revenue is everything the company billed its customers in the period.

The last four reported quarters add to $891 M.

FY26 revenue was $839 M, +4.1% on the year before.

FY26 revenue $839 M (+4.1% on the year before), −0.9% a year over 4 years

  • Revenue $839 M
FY26 revenue $839 M (+4.1% on the year before), −0.9% a year over 4 years
QuarterRevenue
FY22$869 M
FY22$885 M
FY23$836 M
FY24$806 M
FY26$839 M

Growth on a year earlier

  • Growth on a year earlier 4.1%
Growth on a year earlier
QuarterGrowth on a year earlier
FY22–
FY221.9%
FY23−5.6%
FY24−3.6%
FY264.1%
Top: revenue each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jul 2026: $232 M (+9.1% on a year earlier), the 2nd quarter in a row of growth

  • Revenue (quarterly) $232 M
Jul 2026: $232 M (+9.1% on a year earlier), the 2nd quarter in a row of growth
QuarterRevenue (quarterly)
Sep 2023$201 M
Dec 2023$193 M
Mar 2024$212 M
Jun 2024$220 M
Sep 2024$195 M
Dec 2024$180 M
Mar 2025$196 M
Jun 2025$213 M
Sep 2025$220 M
Jan 2026$211 M
Apr 2026$228 M
Jul 2026$232 M

Growth on a year earlier

  • Growth on a year earlier 9.1%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−2.8%
Dec 2023−1.3%
Mar 2024−0.6%
Jun 2024−3.4%
Sep 2024−3.4%
Dec 2024−7.2%
Mar 2025−7.8%
Jun 2025−3.4%
Sep 202513.3%
Jan 2026–
Apr 202616.8%
Jul 20269.1%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +13.1% on average, against −0.9% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +14.0%, against +3.8% a year over the last 8 quarters (accelerating); profit over the last 12 months grew +104.6%, against +55.0% a year (accelerating).

How much of every $100 of sales does Helios Technologies keep?

Helios Technologies, Inc.'s operating margin was 14.0% in the Jul 2026 quarter, 3.7 percentage points higher than the same quarter a year ago. Across 5 years it has been between 9.6% and 17.2%. The latest quarter is within that range.

Operating margin is what is left from every $100 of sales after the costs of running the business, before interest and tax. It shows pricing power and cost control.

Why the margin moved: operating margin changed +3.7 percentage points on the year while gross margin changed +2.8 points. So the gain came mostly from the gross margin, which means input costs and prices charged.

FY26: 11.1%, within a range of 9.6% to 17.2% over 5 years

  • Operating margin 11.1%
FY26: 11.1%, within a range of 9.6% to 17.2% over 5 years
QuarterOperating margin
FY2217.2%
FY2215.5%
FY239.6%
FY2410.7%
FY2611.1%

Change on the year before (points)

  • Change on the year before (points) +0.4 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY22–
FY22−1.7 pts
FY23−5.9 pts
FY24+1.1 pts
FY26+0.4 pts
Operating margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jul 2026: operating margin 14.0% (+3.7 points on a year earlier)

  • Operating margin 14.0%
Jul 2026: operating margin 14.0% (+3.7 points on a year earlier)
QuarterOperating margin
Sep 20236.9%
Dec 20236.2%
Mar 20249.6%
Jun 202411.8%
Sep 202411.4%
Dec 20249.9%
Mar 20258.7%
Jun 202510.3%
Sep 202512.3%
Jan 202612.8%
Apr 202613.1%
Jul 202614%

Change on a year earlier (points)

  • Change on a year earlier (points) +3.7 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023−8.0 pts
Dec 2023−4.4 pts
Mar 2024−2.0 pts
Jun 2024−1.2 pts
Sep 2024+4.5 pts
Dec 2024+3.7 pts
Mar 2025−0.9 pts
Jun 2025−1.5 pts
Sep 2025+0.9 pts
Jan 2026–
Apr 2026+4.4 pts
Jul 2026+3.7 pts
Top: quarterly operating margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Operating profit as a share of revenue, each quarter.

Is Helios Technologies' profit turning into cash?

Over the last 3 years, 267% of Helios Technologies, Inc.'s reported profit came in as cash from its operations, so the profit is backed by cash. In FY26 it brought in $127 M of operating cash against $48.4 M of profit. After $23.7 M of spending on assets, $104 M was left over as free cash.

The profit and loss account shows what was earned. The cash-flow statement shows the cash that actually came in. Comparing operating cash flow with profit is one of the best checks that a profit is real.

Cash-flow figures here are yearly, because quarterly cash statements are not published, so this section changes once a year.

FY26: operating cash $127 M against profit $48.4 M; 267% of 3 years' profit came in as cash

  • Operating cash $127 M
  • Net profit $48.4 M
  • Free cash $104 M
FY26: operating cash $127 M against profit $48.4 M; 267% of 3 years' profit came in as cash
QuarterOperating cashNet profitFree cash
FY22$113 M$105 M$86.3 M
FY22$110 M$98.4 M$78.0 M
FY23$83.9 M$37.5 M$49.6 M
FY24$122 M$39.0 M$95.1 M
FY26$127 M$48.4 M$104 M
Operating cash flow and net profit each year, $ M. The line is free cash flow: operating cash minus spending on assets. 5-year window, yearly figures.

Jul 2026: operating cash $41.9 M = 191% of the quarter's profit

  • Operating cash (quarterly) $41.9 M
Jul 2026: operating cash $41.9 M = 191% of the quarter's profit
QuarterOperating cash (quarterly)
Sep 2023$11.8 M
Dec 2023$33.7 M
Mar 2024$17.8 M
Jun 2024$33.8 M
Sep 2024$34.8 M
Dec 2024$35.7 M
Mar 2025$19.0 M
Jun 2025$37.0 M
Sep 2025$25.3 M
Jan 2026$46.0 M
Apr 2026$23.9 M
Jul 2026$41.9 M

Operating cash as % of profit

  • Operating cash as % of profit 191%
Operating cash as % of profit
QuarterOperating cash as % of profit
Sep 2023337%
Dec 2023991%
Mar 2024193%
Jun 2024249%
Sep 2024305%
Dec 2024744%
Mar 2025260%
Jun 2025325%
Sep 2025246%
Jan 2026236%
Apr 2026121%
Jul 2026191%
Top: operating cash each quarter, $ M. Below: operating cash as a % of net profit; 100% means all of the quarter's profit came in as cash. Last 12 quarters.

Why: the cash figure is clear, but the day counts behind it are not in our data, so we show it without guessing the reason.

What to look at next: the main use of cash is spending on assets. The next section checks what that spending is building.

Where does Helios Technologies' cash go?

Helios Technologies, Inc. does not report the customer, stock and supplier day counts a cash cycle needs, so this section looks at its spending on assets instead. It spent $85.0 M on assets over the last 3 years. Averaged over those years that is 3.4% of FY26 revenue a year.

Working capital is the cash tied up between paying suppliers and getting paid. Debtor days: how long customers take to pay. Inventory days: how long stock sits. The cash cycle: the whole loop, in days of sales.

Nothing is estimated in place of the missing day counts, so no cash-cycle chart is drawn.

Spending on assets: $85.0 M over the last 3 years.

FY26: capex $23.7 M, steady spending

  • Capex $23.7 M
FY26: capex $23.7 M, steady spending
QuarterCapex
FY22$26.8 M
FY22$31.9 M
FY23$34.3 M
FY24$27.0 M
FY26$23.7 M
Capital spending each year, $ M.

Jul 2026: capex $11.3 M in the quarter

  • Capex (quarterly) $11.3 M
Jul 2026: capex $11.3 M in the quarter
QuarterCapex (quarterly)
Sep 2023$5.9 M
Dec 2023$8.8 M
Mar 2024$5.5 M
Jun 2024$8.1 M
Sep 2024$6.0 M
Dec 2024$7.4 M
Mar 2025$6.1 M
Jun 2025$5.4 M
Sep 2025$6.7 M
Jan 2026$5.5 M
Apr 2026$6.7 M
Jul 2026$11.3 M

Free cash

  • Free cash $30.6 M
Free cash
QuarterFree cash
Sep 2023$5.9 M
Dec 2023$24.9 M
Mar 2024$12.3 M
Jun 2024$25.7 M
Sep 2024$28.8 M
Dec 2024$28.3 M
Mar 2025$12.9 M
Jun 2025$31.6 M
Sep 2025$18.6 M
Jan 2026$40.5 M
Apr 2026$17.2 M
Jul 2026$30.6 M
Top: capital spending each quarter, $ M. Below: free cash flow, $ M. Last 12 quarters.

In short: the cash is going into new capacity, not getting stuck in the daily cycle. The question is whether the new capacity earns.

What is Helios Technologies' P/E ratio, and how does it compare with its own history?

Helios Technologies, Inc.'s P/E is 31.3×, in the middle of its own history: higher than 44% of past readings. Its usual P/E (the middle reading) is 34.1×, over 4.6 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

P/E is the share price divided by a year's profit per share: how many dollars the market pays for each dollar of yearly profit.

P/E 31.3× against a usual 34.1×: in the middle of its own history: higher than 44% of past readings

  • P/E 31.3×
  • Median 34.1×
P/E 31.3× against a usual 34.1×: in the middle of its own history: higher than 44% of past readings
WeekP/EMedian
8 Apr 202221.7×34.1×
14 Apr 202221.5×34.1×
22 Apr 202220.8×34.1×
29 Apr 202219.4×34.1×
6 May 202219.8×34.1×
13 May 202219.5×34.1×
20 May 202218.8×34.1×
27 May 202219.7×34.1×
3 Jun 202220.9×34.1×
10 Jun 202220.3×34.1×
17 Jun 202218.2×34.1×
24 Jun 202219.1×34.1×
1 Jul 202218.7×34.1×
8 Jul 202218.6×34.1×
15 Jul 202218.0×34.1×
22 Jul 202218.4×34.1×
29 Jul 202220.1×34.1×
5 Aug 202220.3×34.1×
12 Aug 202220.4×34.1×
19 Aug 202219.1×34.1×
26 Aug 202217.1×34.1×
2 Sep 202215.7×34.1×
9 Sep 202216.4×34.1×
16 Sep 202214.8×34.1×
23 Sep 202214.4×34.1×
30 Sep 202214.7×34.1×
7 Oct 202215.8×34.1×
14 Oct 202216.2×34.1×
21 Oct 202216.4×34.1×
28 Oct 202217.7×34.1×
4 Nov 202217.7×34.1×
11 Nov 202216.8×34.1×
18 Nov 202218.1×34.1×
25 Nov 202217.4×34.1×
2 Dec 202216.7×34.1×
9 Dec 202216.8×34.1×
16 Dec 202216.2×34.1×
23 Dec 202217.1×34.1×
30 Dec 202216.9×34.1×
6 Jan 202318.8×34.1×
13 Jan 202319.9×34.1×
20 Jan 202320.9×34.1×
27 Jan 202321.9×34.1×
3 Feb 202323.0×34.1×
10 Feb 202322.0×34.1×
17 Feb 202322.7×34.1×
24 Feb 202321.8×34.1×
3 Mar 202323.9×34.1×
10 Mar 202322.0×34.1×
17 Mar 202321.4×34.1×
24 Mar 202320.9×34.1×
31 Mar 202321.6×34.1×
6 Apr 202323.8×34.1×
14 Apr 202324.1×34.1×
21 Apr 202324.6×34.1×
28 Apr 202324.0×34.1×
5 May 202324.7×34.1×
12 May 202321.7×34.1×
19 May 202321.1×34.1×
26 May 202320.5×34.1×
2 Jun 202322.2×34.1×
9 Jun 202324.9×34.1×
16 Jun 202325.1×34.1×
23 Jun 202325.0×34.1×
30 Jun 202326.4×34.1×
7 Jul 202330.4×34.1×
14 Jul 202330.9×34.1×
21 Jul 202329.1×34.1×
28 Jul 202329.7×34.1×
4 Aug 202329.8×34.1×
11 Aug 202327.6×34.1×
18 Aug 202327.4×34.1×
25 Aug 202327.2×34.1×
1 Sep 202328.3×34.1×
8 Sep 202327.5×34.1×
15 Sep 202326.8×34.1×
22 Sep 202325.5×34.1×
29 Sep 202326.5×34.1×
6 Oct 202334.5×34.1×
13 Oct 202334.0×34.1×
20 Oct 202332.8×34.1×
27 Oct 202332.3×34.1×
3 Nov 202328.0×34.1×
10 Nov 202326.2×34.1×
17 Nov 202327.1×34.1×
24 Nov 202325.3×34.1×
1 Dec 202325.3×34.1×
8 Dec 202325.3×34.1×
15 Dec 202329.1×34.1×
22 Dec 202328.5×34.1×
29 Dec 202328.8×34.1×
5 Jan 202437.3×34.1×
12 Jan 202437.5×34.1×
19 Jan 202437.0×34.1×
26 Jan 202437.7×34.1×
2 Feb 202436.4×34.1×
9 Feb 202437.3×34.1×
16 Feb 202439.6×34.1×
23 Feb 202438.6×34.1×
1 Mar 202438.4×34.1×
8 Mar 202439.8×34.1×
15 Mar 202437.2×34.1×
22 Mar 202438.1×34.1×
28 Mar 202439.3×34.1×
5 Apr 202444.7×34.1×
12 Apr 202446.4×34.1×
19 Apr 202446.2×34.1×
26 Apr 202445.9×34.1×
3 May 202448.3×34.1×
10 May 202451.4×34.1×
17 May 202453.8×34.1×
24 May 202450.2×34.1×
31 May 202450.4×34.1×
7 Jun 202447.5×34.1×
14 Jun 202449.6×34.1×
21 Jun 202448.9×34.1×
28 Jun 202448.0×34.1×
5 Jul 202452.1×34.1×
12 Jul 202449.3×34.1×
19 Jul 202449.4×34.1×
26 Jul 202451.9×34.1×
2 Aug 202446.9×34.1×
9 Aug 202448.9×34.1×
16 Aug 202448.3×34.1×
23 Aug 202448.9×34.1×
30 Aug 202449.5×34.1×
6 Sep 202445.7×34.1×
13 Sep 202446.0×34.1×
20 Sep 202449.6×34.1×
27 Sep 202452.8×34.1×
4 Oct 202442.5×34.1×
11 Oct 202443.0×34.1×
18 Oct 202443.6×34.1×
25 Oct 202442.2×34.1×
1 Nov 202442.5×34.1×
8 Nov 202446.9×34.1×
15 Nov 202444.2×34.1×
22 Nov 202447.1×34.1×
29 Nov 202446.4×34.1×
6 Dec 202445.7×34.1×
13 Dec 202445.8×34.1×
20 Dec 202441.0×34.1×
27 Dec 202439.9×34.1×
3 Jan 202537.9×34.1×
10 Jan 202537.6×34.1×
17 Jan 202537.5×34.1×
24 Jan 202537.6×34.1×
31 Jan 202538.1×34.1×
7 Feb 202536.2×34.1×
14 Feb 202534.9×34.1×
21 Feb 202533.1×34.1×
28 Feb 202533.7×34.1×
7 Mar 202531.7×34.1×
14 Mar 202530.8×34.1×
21 Mar 202528.8×34.1×
28 Mar 202527.6×34.1×
4 Apr 202523.8×34.1×
11 Apr 202524.4×34.1×
17 Apr 202523.8×34.1×
25 Apr 202525.1×34.1×
2 May 202525.3×34.1×
9 May 202528.3×34.1×
16 May 202529.4×34.1×
23 May 202526.6×34.1×
30 May 202527.3×34.1×
6 Jun 202529.1×34.1×
13 Jun 202529.4×34.1×
20 Jun 202528.2×34.1×
27 Jun 202530.2×34.1×
3 Jul 202534.6×34.1×
11 Jul 202534.8×34.1×
18 Jul 202534.8×34.1×
25 Jul 202536.6×34.1×
1 Aug 202534.0×34.1×
8 Aug 202546.7×34.1×
15 Aug 202549.3×34.1×
22 Aug 202552.0×34.1×
29 Aug 202552.0×34.1×
5 Sep 202553.3×34.1×
12 Sep 202552.1×34.1×
19 Sep 202552.2×34.1×
26 Sep 202550.6×34.1×
3 Oct 202552.1×34.1×
10 Oct 202546.5×34.1×
17 Oct 202552.4×34.1×
24 Oct 202554.1×34.1×
31 Oct 202554.1×34.1×
7 Nov 202553.7×34.1×
14 Nov 202553.1×34.1×
21 Nov 202551.5×34.1×
28 Nov 202553.4×34.1×
5 Dec 202553.5×34.1×
12 Dec 202554.1×34.1×
19 Dec 202554.0×34.1×
26 Dec 202554.1×34.1×
2 Jan 202654.1×34.1×
9 Jan 202641.8×34.1×
16 Jan 202644.2×34.1×
23 Jan 202645.5×34.1×
30 Jan 202644.6×34.1×
6 Feb 202650.0×34.1×
13 Feb 202652.1×34.1×
20 Feb 202651.2×34.1×
27 Feb 202649.1×34.1×
6 Mar 202644.8×34.1×
13 Mar 202644.2×34.1×
20 Mar 202643.4×34.1×
27 Mar 202644.4×34.1×
2 Apr 202646.4×34.1×
10 Apr 202639.0×34.1×
17 Apr 202637.7×34.1×
24 Apr 202637.4×34.1×
1 May 202636.7×34.1×
8 May 202637.4×34.1×
15 May 202642.3×34.1×
22 May 202643.4×34.1×
29 May 202645.6×34.1×
5 Jun 202644.6×34.1×
12 Jun 202646.4×34.1×
18 Jun 202649.7×34.1×
26 Jun 202649.6×34.1×
2 Jul 202645.2×34.1×
10 Jul 202637.4×34.1×
17 Jul 202637.9×34.1×
24 Jul 202637.3×34.1×
31 Jul 202636.4×34.1×
7 Aug 202638.9×34.1×
14 Aug 202638.0×34.1×
21 Aug 202635.6×34.1×
28 Aug 202634.1×34.1×
4 Sep 202633.4×34.1×
11 Sep 202633.0×34.1×
18 Sep 202632.4×34.1×
25 Sep 202632.0×34.1×
2 Oct 202633.5×34.1×
9 Oct 202632.5×34.1×
16 Oct 202631.6×34.1×
23 Oct 202630.9×34.1×
30 Oct 202630.9×34.1×
4 Nov 202631.3×34.1×

Earnings per share, 12 months

  • Earnings per share, 12 months $2.14
Earnings per share, 12 months
WeekEarnings per share, 12 months
8 Apr 2022–
14 Apr 2022–
22 Apr 2022–
29 Apr 2022–
6 May 2022–
13 May 2022–
20 May 2022–
27 May 2022–
3 Jun 2022–
10 Jun 2022–
17 Jun 2022–
24 Jun 2022$3.46
1 Jul 2022$3.46
8 Jul 2022$3.46
15 Jul 2022$3.46
22 Jul 2022$3.46
29 Jul 2022$3.46
5 Aug 2022$3.46
12 Aug 2022$3.46
19 Aug 2022$3.46
26 Aug 2022$3.46
2 Sep 2022$3.46
9 Sep 2022$3.46
16 Sep 2022$3.46
23 Sep 2022$3.46
30 Sep 2022$3.43
7 Oct 2022$3.43
14 Oct 2022$3.43
21 Oct 2022$3.43
28 Oct 2022$3.43
4 Nov 2022$3.43
11 Nov 2022$3.43
18 Nov 2022$3.43
25 Nov 2022$3.43
2 Dec 2022$3.43
9 Dec 2022$3.43
16 Dec 2022$3.43
23 Dec 2022$3.43
30 Dec 2022$3.21
6 Jan 2023$3.21
13 Jan 2023$3.21
20 Jan 2023$3.21
27 Jan 2023$3.21
3 Feb 2023$3.21
10 Feb 2023$3.21
17 Feb 2023$3.21
24 Feb 2023$3.21
3 Mar 2023$3.21
10 Mar 2023$3.21
17 Mar 2023$3.21
24 Mar 2023$3.21
31 Mar 2023$3.02
6 Apr 2023$3.02
14 Apr 2023$3.02
21 Apr 2023$3.02
28 Apr 2023$3.02
5 May 2023$3.02
12 May 2023$3.02
19 May 2023$3.02
26 May 2023$3.02
2 Jun 2023$3.02
9 Jun 2023$3.02
16 Jun 2023$3.02
23 Jun 2023$3.02
30 Jun 2023$2.50
7 Jul 2023$2.50
14 Jul 2023$2.50
21 Jul 2023$2.50
28 Jul 2023$2.50
4 Aug 2023$2.50
11 Aug 2023$2.50
18 Aug 2023$2.50
25 Aug 2023$2.50
1 Sep 2023$2.50
8 Sep 2023$2.50
15 Sep 2023$2.50
22 Sep 2023$2.50
29 Sep 2023$2.10
6 Oct 2023$2.10
13 Oct 2023$2.10
20 Oct 2023$2.10
27 Oct 2023$2.10
3 Nov 2023$2.10
10 Nov 2023$2.10
17 Nov 2023$2.10
24 Nov 2023$2.10
1 Dec 2023$2.10
8 Dec 2023$2.10
15 Dec 2023$2.10
22 Dec 2023$2.10
29 Dec 2023$1.57
5 Jan 2024$1.57
12 Jan 2024$1.57
19 Jan 2024$1.57
26 Jan 2024$1.57
2 Feb 2024$1.57
9 Feb 2024$1.57
16 Feb 2024$1.57
23 Feb 2024$1.57
1 Mar 2024$1.57
8 Mar 2024$1.57
15 Mar 2024$1.57
22 Mar 2024$1.57
28 Mar 2024$1.14
5 Apr 2024$1.14
12 Apr 2024$1.14
19 Apr 2024$1.14
26 Apr 2024$1.14
3 May 2024$1.14
10 May 2024$1.14
17 May 2024$1.14
24 May 2024$1.14
31 May 2024$1.14
7 Jun 2024$1.14
14 Jun 2024$1.14
21 Jun 2024$1.14
28 Jun 2024$0.99
5 Jul 2024$0.99
12 Jul 2024$0.99
19 Jul 2024$0.99
26 Jul 2024$0.99
2 Aug 2024$0.99
9 Aug 2024$0.99
16 Aug 2024$0.99
23 Aug 2024$0.99
30 Aug 2024$0.99
6 Sep 2024$0.99
13 Sep 2024$0.99
20 Sep 2024$0.99
27 Sep 2024$0.89
4 Oct 2024$0.89
11 Oct 2024$0.89
18 Oct 2024$0.89
25 Oct 2024$0.89
1 Nov 2024$0.89
8 Nov 2024$0.89
15 Nov 2024$0.89
22 Nov 2024$0.89
29 Nov 2024$0.89
6 Dec 2024$0.89
13 Dec 2024$0.89
20 Dec 2024$0.89
27 Dec 2024$1.13
3 Jan 2025$1.13
10 Jan 2025$1.13
17 Jan 2025$1.13
24 Jan 2025$1.13
31 Jan 2025$1.13
7 Feb 2025$1.13
14 Feb 2025$1.13
21 Feb 2025$1.13
28 Feb 2025$1.13
7 Mar 2025$1.13
14 Mar 2025$1.13
21 Mar 2025$1.13
28 Mar 2025$1.17
4 Apr 2025$1.17
11 Apr 2025$1.17
17 Apr 2025$1.17
25 Apr 2025$1.17
2 May 2025$1.17
9 May 2025$1.17
16 May 2025$1.17
23 May 2025$1.17
30 May 2025$1.17
6 Jun 2025$1.17
13 Jun 2025$1.17
20 Jun 2025$1.17
27 Jun 2025$1.11
3 Jul 2025$1.11
11 Jul 2025$1.11
18 Jul 2025$1.11
25 Jul 2025$1.11
1 Aug 2025$1.11
8 Aug 2025$1.11
15 Aug 2025$1.11
22 Aug 2025$1.11
29 Aug 2025$1.11
5 Sep 2025$1.11
12 Sep 2025$1.11
19 Sep 2025$1.11
26 Sep 2025$1.04
3 Oct 2025$1.04
10 Oct 2025$1.04
17 Oct 2025$1.04
24 Oct 2025$1.04
31 Oct 2025$1.04
7 Nov 2025$1.04
14 Nov 2025$1.04
21 Nov 2025$1.04
28 Nov 2025$1.04
5 Dec 2025$1.04
12 Dec 2025$1.04
19 Dec 2025$1.04
26 Dec 2025$1.01
2 Jan 2026$1.01
9 Jan 2026$1.01
16 Jan 2026$1.01
23 Jan 2026$1.01
30 Jan 2026$1.01
6 Feb 2026$1.01
13 Feb 2026$1.01
20 Feb 2026$1.01
27 Feb 2026$1.01
6 Mar 2026$1.01
13 Mar 2026$1.01
20 Mar 2026$1.01
27 Mar 2026$1.45
2 Apr 2026$1.45
10 Apr 2026$1.45
17 Apr 2026$1.45
24 Apr 2026$1.45
1 May 2026$1.45
8 May 2026$1.45
15 May 2026$1.45
22 May 2026$1.45
29 May 2026$1.45
5 Jun 2026$1.45
12 Jun 2026$1.45
18 Jun 2026$1.45
26 Jun 2026$1.82
2 Jul 2026$1.82
10 Jul 2026$1.82
17 Jul 2026$1.82
24 Jul 2026$1.82
31 Jul 2026$1.82
7 Aug 2026$1.82
14 Aug 2026$1.82
21 Aug 2026$1.82
28 Aug 2026$1.82
4 Sep 2026$1.82
11 Sep 2026$1.82
18 Sep 2026$1.82
25 Sep 2026$2.14
2 Oct 2026$2.14
9 Oct 2026$2.14
16 Oct 2026$2.14
23 Oct 2026$2.14
30 Oct 2026$2.14
4 Nov 2026$2.14
Top: P/E each week. Below: earnings per share, trailing twelve months, a step line that moves once a quarter; 4.6 years of history; short peaks above 54× are drawn at the top edge.

PEG 2.76 at the Jul 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate

  • PEG 2.76×
  • PEG = 1.0 1.00×
PEG 2.76 at the Jul 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Oct 20212.15×1.00×
Jan 20222.09×1.00×
Apr 20221.47×1.00×
Jul 20221.19×1.00×
Oct 20221.08×1.00×
Dec 20221.69×1.00×
Apr 20231.70×1.00×
Jul 20231.69×1.00×
Sep 20231.69×1.00×
Dec 20232.03×1.00×
Mar 20241.81×1.00×
Jun 20241.80×1.00×
Sep 20241.76×1.00×
Dec 20242.09×1.00×
Mar 20251.48×1.00×
Jun 20251.63×1.00×
Sep 20251.83×1.00×
Jan 20261.92×1.00×
Apr 20262.40×1.00×
Jul 20262.76×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters.
31.3×P/E · lower than 56% of its last 4.6 years
2.02PEG · today, as reported

Why the multiple is where it is: over the past year earnings per share moved +23.9% while the price moved +23.3%. Earnings did better than the price, which pulled the multiple down within its own range.

Where the price move came from: over 3 years the price moved +15.0% a year; about +10.8% a year came from earnings growth and about +4.2 percentage points from the multiple (the market paying more). The split is approximate (price return minus earnings growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is about average against its own past, so the earnings trend underneath matters more than the multiple.

Is the Helios Technologies business getting better or worse?

Helios Technologies, Inc.'s business is giving mixed signals. Growth has been steadily positive, but ROCE at 8.5% is below the 15% level needed to call it steady growth. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +4.1% in FY26, profit +24.1%

  • Revenue growth 4.1%
Growth year by year: revenue +4.1% in FY26, profit +24.1%
QuarterRevenue growth
FY22–
FY221.9%
FY23−5.6%
FY24−3.6%
FY264.1%

Profit growth, EPS growth

  • Profit growth 24.1%
  • EPS growth 23.9%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY22––
FY22−5.9%−6.2%
FY23−61.9%−62.3%
FY244%2.6%
FY2624.1%23.9%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue accelerating, profit accelerating

  • Revenue 14%
Three growth lines over twelve quarters: revenue accelerating, profit accelerating
QuarterRevenue
Sep 2023−7.6%
Dec 2023−5.6%
Mar 2024−2.8%
Jun 2024−2%
Sep 2024−2.2%
Dec 2024−3.6%
Mar 2025−5.4%
Jun 2025−5.4%
Sep 2025−1.5%
Jan 20264.1%
Apr 202610.5%
Jul 202614%

Profit, EPS

  • Profit 104.6%
  • EPS 105.6%
Profit, EPS
QuarterProfitEPS
Sep 2023−50.5%−51%
Dec 2023−61.8%−62.4%
Mar 2024−59.8%−60.3%
Jun 2024−56.7%−57.3%
Sep 2024−27.3%−28.3%
Dec 20243.7%3%
Mar 202512.8%11.9%
Jun 202517.5%16.6%
Sep 2025−10.1%−10.2%
Jan 202624.4%24%
Apr 202664.2%63.9%
Jul 2026104.6%105.6%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROCE: the return line, worked out each quarter

  • ROCE 8.5%
ROCE: the return line, worked out each quarter
QuarterROCE
Sep 20236.5%
Dec 20235.8%
Mar 20245.3%
Jun 20245%
Sep 20245.6%
Dec 20246.1%
Mar 20255.9%
Jun 20255.6%
Sep 20255.9%
Jan 20266.8%
Apr 20267.7%
Jul 20268.5%
Operating profit over the last 12 months (before interest and tax) as a share of average capital employed (total assets minus current liabilities), %.
FlatRevenue growth · latest +14.0%, range −7.6% to +14.0%
RisingProfit growth · latest +104.6%, range −61.8% to +104.6%
RisingEPS growth · latest +105.6%, range −62.4% to +105.6%
RisingROCE · latest 8.5%, range 5.0% to 8.5%

Why it matters: when the lines disagree, each line above matters more than any single label.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue—+0.1%——
Profit—+8.9%——
EPS—+8.4%——
Stock price+23.3%+15.0%−6.4%+8.5%
+9.1%Revenue growth (Jul 2026) · latest quarter against a year ago
+92.1%Profit growth (Jul 2026) · latest quarter against a year ago
−0.9%Revenue, 4 years · yearly growth over the long run

How much does Helios Technologies earn on its capital?

Helios Technologies, Inc. earned a ROE of 5% in FY26. Its return on capital used (ROIC) is 3.1 percentage points below its cost of capital, so growth here does not yet pay for the capital it uses. It comes from a 5.8% net margin and 0.55× asset turnover (sales divided by assets).

Return on equity (ROE) is the profit the business earns on its shareholders’ money. We do not have the full capital split, so ROE is the longest history we can draw here.

Why the return is what it is (FY26): a 5.8% net margin × 0.55× asset turnover × 1.63× leverage (assets divided by equity) ≈ 5.2% on equity. The margin does its share; borrowing is a big part of it.

The key test, return on capital used minus the cost of capital: 7.3% − 10.4% = −3.1 percentage points. The 10.4% is an estimate of this company's own cost of capital. Read the sign and size of the gap, not the decimals. Negative: growth at these returns loses value until returns improve.

The 7.3% ROIC above is the latest reading, as reported. The yearly chart below shows FY26 at 5.7%, and the quarterly chart works out each 12-month window from the quarterly figures, so the readings differ by date, not by method.

FY26: ROE 5%, the full history

  • ROE 5.2%
  • ROIC (annual) 5.7%
  • Cost of capital 10.4%
FY26: ROE 5%, the full history
QuarterROEROIC (annual)Cost of capital
FY2214.8%9.4%10.4%
FY2212.4%9.4%10.4%
FY234.4%4.7%10.4%
FY244.5%5%10.4%
FY265.2%5.7%10.4%
Return on equity each year, % (line); ROIC each year, % (line). 5-year window, low years included. The flat line is the 10.4% cost of capital used on this page.

Jul 2026: ROIC 6.5% (last 12 months) against a 10.4% cost of capital

  • ROIC (12 months) 6.5%
  • ROE (12 months) 8.4%
  • Cost of capital 10.4%
Jul 2026: ROIC 6.5% (last 12 months) against a 10.4% cost of capital
QuarterROIC (12 months)ROE (12 months)Cost of capital
Sep 20236.9%8.1%10.4%
Dec 20235.6%1.7%10.4%
Mar 20244.6%1.6%10.4%
Jun 20244.2%4.3%10.4%
Sep 20244%6.3%10.4%
Dec 20244.7%5.2%10.4%
Mar 20254.9%2.2%10.4%
Jun 20254.8%3.3%10.4%
Sep 20254.6%5.1%10.4%
Jan 20264.9%4.5%10.4%
Apr 20265.6%8.4%10.4%
Jul 20266.5%8.4%10.4%
ROIC and ROE over the last 12 months, each quarter, %; the flat line is the cost of capital. Last 12 quarters, lined up with the yearly figure.

Does Helios Technologies have too much debt?

Helios Technologies, Inc. has total debt of $351 M against shareholder equity of $948 M as of Jul 2026, so its debt is 0.37× its equity. Year by year, that ratio went from 0.66 in FY22 to 0.41 in FY26. Keep that borrowing in mind when reading the returns on this page.

Debt-to-equity shows how much of the business is paid for with borrowed money. Lower is safer, and the direction matters as much as the level.

FY26: debt $386 M, 0.41× equity

  • Total debt $386 M
FY26: debt $386 M, 0.41× equity
QuarterTotal debt
FY22$471 M
FY22$465 M
FY23$549 M
FY24$471 M
FY26$386 M

Debt-to-equity

  • Debt-to-equity 0.41×
Debt-to-equity
QuarterDebt-to-equity
FY220.66×
FY220.58×
FY230.64×
FY240.55×
FY260.41×
Top: total debt each year, $ M. Below: debt-to-equity, ×. 5-year window.

Jul 2026: debt $351 M, debt-to-equity 0.37

  • Total debt (quarterly) $351 M
Jul 2026: debt $351 M, debt-to-equity 0.37
QuarterTotal debt (quarterly)
Sep 2023$567 M
Dec 2023$549 M
Mar 2024$545 M
Jun 2024$525 M
Sep 2024$506 M
Dec 2024$471 M
Mar 2025$468 M
Jun 2025$453 M
Sep 2025$437 M
Jan 2026$386 M
Apr 2026$368 M
Jul 2026$351 M

Debt-to-equity

  • Debt-to-equity 0.37×
Debt-to-equity
QuarterDebt-to-equity
Sep 20230.67×
Dec 20230.64×
Mar 20240.64×
Jun 20240.61×
Sep 20240.57×
Dec 20240.55×
Mar 20250.53×
Jun 20250.50×
Sep 20250.48×
Jan 20260.41×
Apr 20260.39×
Jul 20260.37×
Top: total debt each quarter, $ M. Below: debt-to-equity, ×. Last 12 quarters.

What is the Helios Technologies shareholding pattern?

1.7% of Helios Technologies, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so very few traders are betting against this stock. At normal trading volumes, closing those positions would take about 2.7 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

1.7%Short interest · of the tradable float
2.7Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is Helios Technologies from balance-sheet trouble?

For Helios Technologies, Inc., the Z-score is 3.72. A Z-score above about 3 is safe and below about 1.8 signals danger, so this is well clear of danger. It estimates how far the balance sheet is from trouble; it is not a forecast of failure.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

Why it matters: a Z-score of 3.72 is well clear of the danger zone, so the balance sheet is not the risk here.

How does Helios Technologies rank in its industry?

There is no score against its industry: Helios Technologies, Inc. is not among the largest members shown in this industry comparison for Specialty Industrial Machinery.

The score ranks a company within its industry: each measure is scored against the other members. Without that group there is no score, so none is shown.

Which companies is Helios Technologies compared with?

No sector comparison is shown here, not among the largest members shown in this industry comparison.

Which companies are close to Helios Technologies in size?

Helios Technologies is the 38th largest of 57 Specialty Industrial Machinery companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Kadant Inc., Crane NXT, Co. and Standex International Corporation. Just below it: NuScale Power Corporation, Enerpac Tool Group Corp. and The Gorman-Rupp Company.

Specialty Industrial Machinery companies close in size

  1. Kadant Inc. $3.6 billion
  2. Crane NXT, Co. $3.5 billion
  3. Standex International Corporation $3 billion
  4. Helios Technologies, Inc. $2.2 billion
  5. NuScale Power Corporation $2.2 billion
  6. Enerpac Tool Group Corp. $2.2 billion
  7. The Gorman-Rupp Company $2 billion

All 57 Specialty Industrial Machinery companies, largest first

Companies close in size in other industries

  1. PC Connection, Inc. $2.2 billion · Electronics & Computer Distribution
  2. Allegiant Travel Company $2.2 billion · Airlines
  3. Helios Technologies, Inc. $2.2 billion
  4. NuScale Power Corporation $2.2 billion · Specialty Industrial Machinery
  5. Lindblad Expeditions Holdings, Inc. $2.2 billion · Travel Services

What else do people ask about Helios Technologies?

What were Helios Technologies's latest quarterly results?

Helios Technologies, Inc. reported revenue of $232 M and net profit of $21.9 M for the Jul 2026 quarter. Revenue rose 9.1% and profit rose 92.1% compared with a year earlier. Earnings per share were $0.66.

The operating margin was 14.0%, 3.7 percentage points higher than a year earlier (as of 4 November 2026).

What is Helios Technologies's market cap?

Helios Technologies, Inc.'s market capitalisation is $2.2 B at a stock price of $66.95. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is Helios Technologies performing?

Helios Technologies, Inc.'s share price has been moving sideways for 9 weeks. In its latest quarter, revenue rose 9.1% and profit rose 92.1% compared with a year earlier. Over the past 13 weeks it has done worse than the S&P 500, for 12 weeks running (as of 4 November 2026).

Will Helios Technologies's stock price go up?

This page does not forecast Helios Technologies, Inc.'s stock price. What it shows instead: the stock price is $66.95, and it has been moving sideways for 9 weeks. Its P/E of 31.3× is higher than 44% of its own last 5 years (as of 4 November 2026).

Where is Helios Technologies in its business cycle?

Helios Technologies, Inc.'s FY26 operating margin was 11.1%, against a 5-year range of 9.6% to 17.2%: the low end of its own range, which is often where recoveries start. The latest quarter was 14.0%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the Helios Technologies story?

Biggest thing to watch: the price is not yet in a clear uptrend, so timing is the risk more than the business.

On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is Helios Technologies a stock worth studying right now?

What the numbers show: Helios Technologies, Inc.'s earnings have grown faster than its share price. Earnings per share grew +23.9% in a year while the price moved +23.3%. The main open question: the next one or two quarters of results.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

More lists

Every Sector Alpha list, grouped

X · Instagram · YouTube · About · Newsletter · Newsletter archive
This is research, not advice. We’re not SEBI-registered.