The raised guidance and margin expansion signal accelerating operational leverage; monitor Q3 outlook for demand sustainability and tariff impacts. The consistent beat-and-raise pattern suggests analyst estimates will move higher, potentially driving further upside.
Price Chart
Executive Summary
Helios Technologies reported Q2 2026 adjusted diluted EPS of $0.88, a 10% beat versus consensus of $0.80, on revenue of $231.9M (in line with $230.6M consensus, +9% YoY). The company raised its full-year 2026 adjusted EPS guidance to $3.05-$3.25 (up from $2.75-$3.00) and revenue guidance to $880M-$900M (up from $840M-$870M), citing strong margin expansion, record operating cash flow of $42M, and net-debt-to-EBITDA leverage down to 1.4x.
Key Financial Metrics
Key Facts
- Q2 adjusted EPS $0.88 beat consensus $0.80 by 10% (GAAP EPS $0.66, up 94% YoY)
- Revenue $231.9M (+9% reported YoY, +16% pro forma for divestiture and FX)
- Gross margin expanded 280bps to 34.6%; adjusted EBITDA margin 21.2% (+260bps)
- Full-year 2026 guidance raised: revenue $880M-$900M, adjusted EPS $3.05-$3.25
- Record Q2 operating cash flow $42M; free cash flow $31M
- Net-debt-to-adjusted EBITDA improved to 1.4x from 2.6x a year ago
- Electronics segment sales +19% YoY; Hydraulics +4% reported (+14% pro forma)
Financial Impact
Q2 adjusted EPS beat by $0.08 vs consensus; full-year EPS guidance raised by ~$0.30 at the midpoint
Risk Factors
- Tough H2 comparisons as pro forma growth may decelerate
- Geopolitical uncertainty and tariff dynamics could impact margins
- APAC hydraulics revenue declined 8% YoY, signaling regional softness
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-342609 |
| Document: hlio-20260810.htm | 0001193125-26-342609 |
| Document: 0001193125-26-342609-index-headers.html | 0001193125-26-342609 |
| Document: 0001193125-26-342609-index.html | 0001193125-26-342609 |
| Document: 0001193125-26-342609.txt | 0001193125-26-342609 |
| 8-K Data (Synthetic) | 0001193125-26-342609 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 29, 2026 28d ago | 8-K | $68.43 $67.67 | ▼ −1.11% | ▼ −1.77% | $67.53 (−1.32%) |
Aug 10, 2026 11w ago | 8-K | $81.06 $70.73 | ▼ −12.74% | ▼ −11.68% | $67.53 (−16.69%) |
Jun 17, 2026 18w ago | 8-K | $84.60 $81.47 | ▼ −3.70% | ▼ −5.02% | $67.53 (−20.18%) |
Jun 15, 2026 19w ago | 8-K | $85.75 $81.06 | ▼ −5.47% | ▼ −5.67% | $67.53 (−21.25%) |
May 11, 2026 24w ago | 8-K | $77.57 $79.99 | ▲ +3.12% | ▲ +4.85% | $67.53 (−12.94%) |
US Market Status
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