Here is how Helios Technologies (HLIO) and Kennametal (KMT) have performed compared to their sector so far this year.
Helios Towers maintains strong growth momentum, with Q3 results and the 2030 roadmap validating a positive investment case and target price upgrade. The company exceeded consensus in Q3, raising 2025 guidance, accelerating tenancy growth, EBITDA, and FCF, while further deleveraging its balance sheet. 2030 targets include >9% EBITDA CAGR, >$1.3 billion in cumulative FCF, and >$400M in shareholder returns via buybacks and dividends, supporting a 20% upside potential. Our buy is then confirmed.
The mean of analysts' price targets for Helios Technologies (HLIO) points to a 26.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
| Machinery Industry | Industrials Sector | Sean Bagan CEO | XSTU Exchange | US42328H1095 ISIN |
| US Country | 2,500 Employees | 7 Oct 2025 Last Dividend | 18 Jul 2011 Last Split | 9 Jan 1997 IPO Date |
Helios Technologies, Inc., along with its subsidiaries, stands as a pivotal provider of engineered motion control and electronic control technology solutions across a diverse geographic landscape, encompassing the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Operating through two primary segments, Hydraulics and Electronics, Helios Technologies caters to a wide range of industrial and mobile applications. Originally founded in 1970 and initially known as Sun Hydraulics Corporation, the company embraced its new identity as Helios Technologies, Inc. in June 2019, marking a new era of innovation and expansion. Headquartered in Sarasota, Florida, Helios Technologies continues to lead the way in delivering cutting-edge solutions, leveraging its extensive portfolio of brands and products.
Hydraulics Segment:
Electronics Segment:
Sales channels for Helios Technologies encompass value-add distributors and direct to original equipment manufacturers (OEMs) for hydraulic products, further emphasizing the company's broad market reach and customer-centric approach. Meanwhile, electronic products find their route to market through OEMs, distributors, and system integrators, showcasing the company's flexible and adaptive market strategy.