HLIO NYSE Week ended 24 Jul 2026

Weekly Investor Report

Helios Technologies Inc · Industrials · Specialty Industrial Machinery

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Latest close 79.83 USD
-1.6% latest week
Weekly setup

Mixed setup

The weekly trend is active. Price is 10.0% above the Trend Line and sits at 74.9% of its 52-week range. The latest completed week returned -1.6%, after a -11.6% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks strongly; valuation is expensive relative to peers. Options positioning is volatility with 57/100 conviction, while the latest news-sentiment score is 58/100. Near-term considerations: volume confirmation is below normal; earnings are due in 2d.

Setup score 58 out of 100
Latest Close 79.83 USD 24 Jul 2026
1W Return -1.6% latest completed week
4W Return -11.6% short-term follow-through
12W Return 19.4% quarterly tape
Trend Breadth 96.2% 50 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 50-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 9 reversal markers appear in the recent smart-money tape.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -1.6% Latest completed week; four-week move -11.6%. Indicator stack 98/47 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Volatility 57/100 conviction; expected move 10.6%. News sentiment 58/100 57 relevant articles in the latest sentiment read. Event risk 2d Next report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 10.0% above the Trend Line and sits at 74.9% of its 52-week range. The latest completed week returned -1.6%, after a -11.6% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9512-week average 0.82

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure9/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.95Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers99 reversal markers

No recent accumulation markers. 9 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -11.6% over four weeks, 19.4% over 12 weeks, and 110.1% over one year. The current trend has remained active for 50 consecutive weeks.

Performance by holding period

1W-1.6%
4W-11.6%
12W19.4%
26W21.3%
52W110.1%
Active trend streak50 weeks
Active weeks in one year50
Trend breadth96.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.19Latest activity-pressure read.
Pressure change-86.6%Four-week change in activity pressure.
Leadership16.08Latest relative-leadership reading.
RS change-58.6%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks strongly; valuation is expensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength45/100Blend of value, momentum, and quality. Underlying universe rank 56; rank 1 is best.
Value9/100Relative valuation strength. Underlying universe rank 92; rank 1 is best.
Quality75/100Profitability and accounting quality. Underlying universe rank 26; rank 1 is best.
Momentum95/100Medium-term price momentum. Underlying universe rank 6; rank 1 is best.
Growth95/100Revenue and earnings growth. Underlying universe rank 6; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework27/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
43.3x
Price divided by trailing earnings.
Price / sales
3.0x
Market value relative to trailing revenue.
EV / EBITDA
16.7x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
5.8%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
32.0%
Gross profit retained from each unit of revenue.
Operating margin
11.3%
Operating profit retained from revenue.
Free-cash-flow margin
17.9%
Free cash flow generated from revenue.
Return on invested capital
7.8%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
10.5%
Latest one-year revenue growth.
EPS growth
64.2%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
2.0%
Latest one-year free-cash-flow growth.
Piotroski F-score
9/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
0.5%
Cash dividends relative to market value.
Buyback yield
0.6%
Net share repurchases relative to market value.
Shareholder yield
1.1%
Dividend yield plus net buyback yield.
Net debt / EBITDA
0.2x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningVolatility

HLIO shows volatility options pressure with a 57/100 conviction score, put-call volume ratio of 0.01, expected move of 10.6%, and Sharemaestro trend signal active.

Conviction57/100
Expected move10.6%
Put/call volume0.01
Pressure100
Speculation31
Volatility78
Trend agreement0
Open options detail
Insider activity14 / 6

14 acquisitions and 6 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment58/100

Weighted news tone is neutral across 57 relevant articles.

25 positive · 30 neutral · 2 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings2dNext report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
Options expected move10.6%Nearest-chain priced movement where available.
52-week drawdown-15.9%Distance below the 52-week high.
13-week volatility5.2%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher12 of 2614 weeks finished lower.
Best week+12.9%Week of 15 May.
Worst week-8.9%Week of 3 Jul.
Latest week-1.6%Week of 24 Jul.

Shape of recent returns

Strong gains8
Modest gains4
Flat weeks0
Modest losses12
Sharp losses2
Recent vol5.2%13-week weekly-return volatility.
Base vol7.1%52-week weekly-return volatility.
Up/down split28/24Count of positive and negative weeks in the 52-week window.
Average skew5.8% / -3.2%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape63/100

Trend, activity pressure, participation, and risk combine to a 63/100 tape read.

 Indicator analysis77/100

Latest 12-week confirmation: trend 12/12, activity pressure 9/12, relative leadership 12/12.

Activity pressure 0.95; 9 reversal markers Factors54/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 34; Small Cap Core rank 87 SVQF27/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 740.5 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options37/100

HLIO shows volatility options pressure with a 57/100 conviction score, put-call volume ratio of 0.01, expected move of 10.6%, and Sharemaestro trend signal active.

Volatility · Volatility expansion watch · Expected move 10.6% Sentiment58/100

Weighted news tone is neutral across 57 relevant articles.

(HLIO) and the Role of Price-Sensitive Allocations Insiders14 / 6

14 acquisitions and 6 disposals in the latest 180-day insider tape.

 Earnings2d

Next report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202679.83 USD-1.6%72.59 USD50.22 USD0.1916.081.5MOn
17 Jul 202681.15 USD1.4%71.78 USD50.09 USD0.6518.471.3MOn
10 Jul 202680.03 USD-2.7%70.89 USD49.96 USD1.0416.271.5MOn
3 Jul 202682.27 USD-8.9%70.11 USD49.85 USD1.3422.381.9MOn
26 Jun 202690.33 USD-0.0%69.17 USD49.72 USD1.4238.852.6MOn
19 Jun 202690.35 USD7.0%67.95 USD49.55 USD1.1337.631.7MOn
12 Jun 202684.45 USD4.1%66.67 USD49.37 USD0.8631.801.7MOn
5 Jun 202681.15 USD-2.3%65.64 USD49.22 USD0.6229.052.0MOn
29 May 202683.09 USD5.0%64.74 USD49.09 USD0.1730.481.1MOn
22 May 202679.12 USD2.7%63.81 USD48.91 USD-0.2027.752.3MOn
15 May 202677.03 USD12.9%63.04 USD48.72 USD-0.5127.072.8MOn
8 May 202668.22 USD2.1%62.23 USD48.56 USD-0.7414.091.1MOn
1 May 202666.84 USD-1.9%61.52 USD48.46 USD-0.4615.411.1MOn
24 Apr 202668.16 USD-0.8%61.04 USD48.42 USD-0.2120.031.3MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.