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Forensic Analysis · Machinery & Fabricated Metal Products · as of Nov 8, 2026

Helios Technologies, Inc. (HLIO)

A forensic read on Helios Technologies, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

B · Sound & dependable
Forensic grade
Safe
Financial health
4.3
Distress distance
Clean
Earnings quality
1
Forensic signals
5.4%
ROE
4.1%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Helios Technologies, Inc. earns a B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 4.3, placing it in the Safe zone. 1 forensic signal was flagged in its latest SEC filings, led by return on invested capital.

What the filings flag

3.9%
FY2025
Return on invested capital. Return on invested capital is 3.9% in the latest fiscal year and steady across FY2023–FY2025, inside a 0.7-point range. After-tax operating profit was $61M in FY2023 and $51M in FY2025, with operating income at 9.6% of revenue in FY2023, 10.2% in FY2024 and 7.9% in FY2025. The capital base behind it went from $1.4B in FY2023 to $1.3B in FY2025 (-8%), while the revenue it carried went from $836M to $839M.

Key fundamentals

Latest Revenue$839.0M
Revenue Growth YoY+4.1%
Revenue CAGR (2yr)+0.2%
Net Margin5.8%
Free Cash Flow$103.6M
Return on Equity5.4%
Debt / Equity0.28x

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Data from SEC EDGAR public filings · metrics as of Nov 8, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.