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.
Helios |
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.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 Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Gross Profit Margin | 0.27 | 0.3 |
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Net Profit Margin | 0.078 | 0.1 |
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Operating Profit Margin | 0.13 | 0.14 |
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Pretax Profit Margin | 0.11 | 0.12 |
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Return On Assets | 0.11 | 0.0773 |
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Return On Equity | 0.15 | 0.14 |
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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.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
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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 Matosevic | President, Chief Executive Officer, Director | Profile | |
Rick Martich | President Americas | Profile | |
Lee Wichlacz | President Electronics | Profile | |
Tricia Fulton | Chief Financial Officer | Profile | |
Marc Greenberg | General Secretary | Profile | |
Cariappa Chenanda | Independent Director | Profile | |
Jason Morgan | President - Cartridge Valve Technology | Profile | |
Marc Bertoneche | Independent Director | Profile | |
Jonathan Kaufmann | Chief Design | Profile | |
Nicholas Kaufmann | Chief Innovation | Profile | |
Douglas Britt | Independent Director | Profile | |
Tim LaCrosse | Chief Segment | Profile | |
Sean Bagan | Chief Officer | Profile | |
Laura Brown | Independent Director | Profile | |
Tania Almond | Corporate Relations | Profile | |
JeanPierre Parent | LLC Group | Profile | |
Alexander Schuetz | Independent Director | Profile | |
John Shea | Chief Commercial Officer | Profile | |
Benjamin Kaufmann | Chief RD | Profile | |
Melanie Nealis | Chief Legal and Compliance Officer, Secretary | Profile | |
Matteo Arduini | President of Quick Release Couplings | Profile | |
Philippe Lemaitre | Independent Chairman of the Board | Profile |
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 Reported | Projected 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 Employee | 309.5K | |
Revenue Per Executive | 38M | |
Net Income Per Employee | 13.9K | |
Net Income Per Executive | 1.7M | |
Working Capital Per Employee | 93.3K | |
Working Capital Per Executive | 11.4M |
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.