Helios Technologies Company Leadership

HLIO Stock  USD 52.31  2.36  4.72%   
Helios Technologies employs about 2.7 K people. The company is managed by 22 executives with a total tenure of roughly 77 years, averaging almost 3.0 years of service per executive, having 122.73 employees per reported executive. Analysis of Helios Technologies' management performance can provide insight into the firm performance.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.

Helios Technologies' Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Helios Technologies' future performance. Based on our forecasts, it is anticipated that Helios will maintain a workforce of about 2700 employees by December 2024.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Helios Technologies Management Team Effectiveness

The company has return on total asset (ROA) of 0.0366 % which means that it generated a profit of $0.0366 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0435 %, meaning that it created $0.0435 on every $100 dollars invested by stockholders. Helios Technologies' management efficiency ratios could be used to measure how well Helios Technologies manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Helios Technologies' Return On Capital Employed is very stable compared to the past year. As of the 22nd of November 2024, Return On Assets is likely to grow to 0.11, while Return On Tangible Assets are likely to drop 0.1. At this time, Helios Technologies' Deferred Long Term Asset Charges is very stable compared to the past year. As of the 22nd of November 2024, Intangibles To Total Assets is likely to grow to 0.56, though Net Tangible Assets are likely to grow to (67.7 M).
As of the 22nd of November 2024, Net Income Applicable To Common Shares is likely to grow to about 118.8 M, while Common Stock Shares Outstanding is likely to drop about 27.8 M.

Helios Technologies Workforce Comparison

Helios Technologies is rated below average in number of employees category among its peers. The total workforce of Industrials industry is currently estimated at about 366,500. Helios Technologies maintains roughly 2,700 in number of employees contributing less than 1% to equities under Industrials industry.

Helios Technologies Profit Margins

The company has Profit Margin (PM) of 0.05 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.11 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.11.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.270.3
Moderately Down
Slightly volatile
Net Profit Margin0.0780.1
Significantly Down
Very volatile
Operating Profit Margin0.130.14
Significantly Down
Pretty Stable
Pretax Profit Margin0.110.12
Significantly Down
Pretty Stable
Return On Assets0.110.0773
Significantly Up
Pretty Stable
Return On Equity0.150.14
Notably Up
Very volatile

Helios Technologies Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helios Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helios Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Helios Technologies insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2024-12-01
3.5
7
2
 6,495 
 1,385 
2024-09-01
3.1429
22
7
 51,842 
 5,166 
2024-06-01
0.9444
17
18
 39,215 
 52,056 
2024-03-01
1.1389
41
36
 270,716 
 104,078 
2023-12-01
2.0
14
7
 16,502 
 5,355 
2023-09-01
1.4
14
10
 18,042 
 18,612 
2023-06-01
1.0909
12
11
 8,709 
 9,793 
2023-03-01
1.1667
42
36
 148,532 
 80,686 
2022-12-01
10.0
10
1
 83,623 
 4,000 
2022-09-01
3.0
9
3
 13,126 
 10,511 
2022-06-01
5.0
10
2
 30,097 
 3,069 
2022-03-01
0.8095
34
42
 87,861 
 48,276 
2021-12-01
0.75
6
8
 6,125 
 14,800 
2021-09-01
0.6667
10
15
 14,817 
 17,016 
2021-06-01
3.5
7
2
 6,875 
 544.00 
2021-03-01
1.6
32
20
 90,740 
 14,395 
2020-12-01
3.1667
19
6
 17,400 
 3,840 
2020-09-01
1.5
12
8
 35,326 
 11,602 
2020-06-01
2.0
6
3
 30,442 
 1,281 
2020-03-01
1.2917
31
24
 88,480 
 40,175 
2019-12-01
0.5833
7
12
 6,625 
 607,757 
2019-09-01
1.1667
7
6
 6,375 
 29,000 
2019-06-01
0.4375
7
16
 6,625 
 55,246 
2019-03-01
1.6923
22
13
 77,861 
 22,845 
2018-12-01
2.5
5
2
 5,125 
 1,400 
2018-09-01
0.3529
6
17
 5,175 
 107,372 
2018-06-01
0.5455
6
11
 5,875 
 70,125 
2018-03-01
2.0
8
4
 31,175 
 1,200 
2017-12-01
7.0
7
1
 6,625 
 300.00 
2017-09-01
0.5
7
14
 6,625 
 70,987 
2017-06-01
0.2308
6
26
 5,000 
 287,794 
2017-03-01
3.3333
10
3
 23,625 
 225.00 
2016-12-01
1.0
5
5
 4,875 
 72,045 
2016-09-01
0.75
6
8
 5,875 
 71,225 
2016-06-01
1.1667
7
6
 49,500 
 29,823 
2016-03-01
0.4375
7
16
 6,875 
 148,380 
2015-12-01
2.75
11
4
 36,075 
 4,925 
2015-09-01
3.5
7
2
 6,875 
 4,125 
2015-06-01
0.75
6
8
 5,900 
 10,085 
2015-03-01
0.381
8
21
 4,850 
 197,905 
2014-12-01
0.7333
11
15
 43,390 
 105,585 
2014-06-01
1.4
7
5
 4,500 
 10,000 
2014-03-01
1.0
6
6
 4,000 
 40,203 
2013-12-01
0.52
13
25
 48,035 
 136,625 
2013-09-01
0.1515
5
33
 3,375 
 288,603 
2013-06-01
0.1923
5
26
 3,375 
 119,587 
2013-03-01
0.2667
8
30
 14,521 
 236,172 
2012-12-01
0.381
16
42
 179,674 
 331,772 
2012-09-01
0.3684
7
19
 13,140 
 62,985 
2012-06-01
2.3333
14
6
 65,243 
 31,848 
2012-03-01
0.7727
17
22
 6,063 
 136,359 
2011-12-01
0.5238
11
21
 3,667 
 97,548 
2011-09-01
0.7059
12
17
 3,739 
 41,459 
2011-06-01
0.619
13
21
 6,518 
 82,959 
2011-03-01
0.0249
18
724
 2,869 
 266,260 
2010-12-01
0.0469
20
426
 19,053 
 170,742 
2010-09-01
0.0348
13
374
 3,470 
 162,667 
2010-06-01
0.0397
12
302
 2,664 
 157,549 
2010-03-01
0.2241
13
58
 5,449 
 40,255 
2009-12-01
0.5714
16
28
 16,807 
 132,087 
2009-09-01
0.5
12
24
 2,753 
 198,500 
2009-06-01
0.5714
12
21
 2,852 
 95,000 
2008-12-01
5.6667
17
3
 19,019 
 1,930 
2008-09-01
11.0
11
1
 2,618 
 5,000 
2008-06-01
0.1772
14
79
 2,104 
 69,376 
2008-03-01
3.5
14
4
 7,105 
 7,020 
2007-12-01
1.8182
20
11
 13,535 
 7,047 
2007-06-01
0.2012
34
169
 13,662 
 260,729 
2007-03-01
0.3404
16
47
 6,778 
 108,225 
2006-12-01
1.125
18
16
 15,228 
 25,665 
2006-09-01
12.0
12
1
 3,487 
 3,251 
2006-06-01
5.0
10
2
 3,732 
 6,000 
2006-03-01
1.3333
12
9
 3,304 
 25,550 
2005-12-01
1.0
20
20
 31,149 
 28,444 
2005-09-01
0.131
11
84
 10,083 
 191,090 
2005-06-01
0.0963
13
135
 6,285 
 259,441 
2005-03-01
0.2901
38
131
 167,044 
 433,354 
2004-12-01
0.75
24
32
 47,628 
 78,570 
2004-09-01
0.9048
19
21
 19,218 
 31,654 
2004-06-01
0.5263
30
57
 208,673 
 364,633 
2004-03-01
0.4
2
5
 44,609 
 8,003 
2003-09-01
0.4737
18
38
 269,189 
 270,824 

Helios Technologies Notable Stakeholders

A Helios Technologies stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Helios Technologies often face trade-offs trying to please all of them. Helios Technologies' stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Helios Technologies' stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Josef MatosevicPresident, Chief Executive Officer, DirectorProfile
Rick MartichPresident AmericasProfile
Lee WichlaczPresident ElectronicsProfile
Tricia FultonChief Financial OfficerProfile
Marc GreenbergGeneral SecretaryProfile
Cariappa ChenandaIndependent DirectorProfile
Jason MorganPresident - Cartridge Valve TechnologyProfile
Marc BertonecheIndependent DirectorProfile
Jonathan KaufmannChief DesignProfile
Nicholas KaufmannChief InnovationProfile
Douglas BrittIndependent DirectorProfile
Tim LaCrosseChief SegmentProfile
Sean BaganChief OfficerProfile
Laura BrownIndependent DirectorProfile
Tania AlmondCorporate RelationsProfile
JeanPierre ParentLLC GroupProfile
Alexander SchuetzIndependent DirectorProfile
John SheaChief Commercial OfficerProfile
Benjamin KaufmannChief RDProfile
Melanie NealisChief Legal and Compliance Officer, SecretaryProfile
Matteo ArduiniPresident of Quick Release CouplingsProfile
Philippe LemaitreIndependent Chairman of the BoardProfile

About Helios Technologies Management Performance

The success or failure of an entity such as Helios Technologies often depends on how effective the management is. Helios Technologies management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Helios management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Helios management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.15  0.10 
Return On Capital Employed 0.12  0.20 
Return On Assets 0.08  0.11 
Return On Equity 0.14  0.15 

Helios Technologies Workforce Analysis

Traditionally, organizations such as Helios Technologies use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Helios Technologies within its industry.

Helios Technologies Manpower Efficiency

Return on Helios Technologies Manpower

Revenue Per Employee309.5K
Revenue Per Executive38M
Net Income Per Employee13.9K
Net Income Per Executive1.7M
Working Capital Per Employee93.3K
Working Capital Per Executive11.4M
When determining whether Helios Technologies offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Helios Technologies' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Helios Technologies Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Helios Technologies Stock:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.
You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helios Technologies. If investors know Helios will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helios Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.206
Dividend Share
0.36
Earnings Share
1.13
Revenue Per Share
24.693
Quarterly Revenue Growth
(0.03)
The market value of Helios Technologies is measured differently than its book value, which is the value of Helios that is recorded on the company's balance sheet. Investors also form their own opinion of Helios Technologies' value that differs from its market value or its book value, called intrinsic value, which is Helios Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helios Technologies' market value can be influenced by many factors that don't directly affect Helios Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helios Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Helios Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helios Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.