Helios Technologies, Inc.
IndustrialsNYSE:HLIO · New York Stock Exchange
+$0.95 today
Vol 0.14M · Avg 0.38M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
5.2%
avg 9.0%
ROIC
3.7%
avg 6.8%
ROA
3.2%
avg 5.4%
Analysis
ROE is currently the strongest return metric at 5.2% versus its period average of 9.0%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Sean Bagan | President, Chief Executive Officer & Director | $1.99M | — | 50 | $38,846.00 | 0.12% |
Marc A. Greenberg | Executive Vice President, General Counsel & Secretary | $895,385.00 | — | 48 | $7,071.00 | 0.02% |
Matteo Arduini | President of Hydraulics - FCT | $825,593.00 | — | 53 | $15,317.00 | 0.05% |
Rick Martich | President of Hydraulics - MCT | $678,769.00 | — | 55 | $5,808.00 | 0.02% |
Jeremy Evans | CFO & EVP | $526,248.00 | — | — | $0.00 | <0.01% |
Craig Roser | Global Lead of CVT Sales & Business Development | $267,031.00 | — | 68 | $18,575.73 | 0.06% |
Gary A. Gotting | Global Lead of CVT Product Development & Marketing | $249,585.00 | — | 63 | $9,909.86 | 0.03% |
Benjamin Kaufmann | Chief Engineer of R&D | — | — | — | — | — |
Jonathan Kaufmann | Chief Engineer of Design | — | — | — | — | — |
Billy Aldridge | President of Electronics Segment | — | — | 53 | $0.00 | <0.01% |
Jean-Pierre Parent | Senior Vice President & MD of Balboa Water Group, LLC | — | — | — | — | — |
Shaun Polasky | Vice President of Human Resources | — | — | — | — | — |
Tania Almond | Vice President of Investor Relations, Corporate Communications & Risk Management | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
3
$374,840.10
Net Sentiment
$374,840.10
Net selling
Most Active
Arduini Matteo
2 transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| May 15, 2026 | Arduini Matteo Direct | Sell | 3.0K | $76.48 | $229,440.00 | |
| Dec 5, 2025 | Arduini Matteo Direct | Sell | 2.0K | $54.61 | $109,220.00 | |
| Nov 5, 2025 | Sacchi Diana Direct | Sell | 620 | $58.36 | $36,180.10 |
Analysis
Insiders reported 0 buys worth $0.00 and 3 sells worth $374,840.10 over the last 12 months. That adds up to net selling of $374,840.10. Arduini Matteo was the most active insider with 2 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | -4.9% | +8.6% (15yr)1 analysts |
| Revenue | N/A | N/A | -0.6% | +11.4% (15yr)1 analysts |
| Net Income | N/A | N/A | -4.0% | +10.2% (15yr)1 analysts |
| EBIT | N/A | N/A | -4.8% | +6.9% (15yr)1 analysts |
Analysis
Recent growth has been strongest in Revenue at -0.6% over three years. Forward estimates point to Revenue at +11.4% (15yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages HLIO?
Helios Technologies, Inc. (HLIO) lists 13 active executives. The top listed executive is Rick Martich, President of Hydraulics - MCT.
Are HLIO insiders buying or selling?
Recent insider activity shows net buying of $10.63M.
Explore More
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