Core Viewpoint - Helios Technologies (HLIO) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with earnings per share (EPS) expected to be $0.65, reflecting a 10.2% increase, and revenues projected at $213.1 million, up 9.6% from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for November 3, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The sustainability of any immediate price change will largely depend on management's commentary during the earnings call [2]. Estimate Revisions and Predictions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - Helios Technologies has an Earnings ESP of 0%, as the Most Accurate Estimate aligns with the Zacks Consensus Estimate, suggesting no recent changes in analyst views [12]. Historical Performance - In the last reported quarter, Helios Technologies exceeded the expected EPS of $0.49 by delivering $0.59, resulting in a surprise of +20.41% [14]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [15]. Comparative Industry Analysis - Middleby (MIDD), another player in the Zacks Manufacturing - General Industrial industry, is expected to report an EPS of $2.03, indicating a year-over-year decline of 12.9%, with revenues projected at $956.97 million, up 1.5% [19][20]. - Middleby has a negative Earnings ESP of -4.93% and a Zacks Rank of 4 (Sell), making it challenging to predict an earnings beat [21].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1]. Company Overview: Helios Technologies (HLIO) - Helios Technologies currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [2][3]. - The company specializes in manufacturing screw-in hydraulic cartridge valves and manifolds, positioning it as a promising momentum pick [3]. Price Performance - HLIO shares have increased by 12.46% over the past week, significantly outperforming the Zacks Manufacturing - General Industrial industry, which rose by 1.74% during the same period [5]. - Over the past quarter, HLIO shares have surged by 47.83%, and they have gained 17.51% over the last year, compared to the S&P 500's increases of 7.07% and 16.3%, respectively [6]. Trading Volume - The average 20-day trading volume for HLIO is 277,821 shares, which serves as a bullish indicator when combined with rising stock prices [7]. Earnings Outlook - In the last two months, one earnings estimate for HLIO has been revised upward, while none have been lowered, resulting in an increase in the consensus estimate from $2.40 to $2.41 [9]. - For the next fiscal year, one estimate has also moved upwards with no downward revisions, indicating positive earnings momentum [9]. Conclusion - Given the strong price performance, positive earnings outlook, and solid momentum score, HLIO is positioned as a compelling buy for investors seeking short-term gains [11].

Core Insights - Conestoga Capital Advisors reported that equity markets reached new all-time highs in Q3 2025, but the Conestoga Small Cap Composite underperformed the Russell 2000 Growth Index [1] - The performance of the Russell 2000 Growth Index was driven by low-quality stocks, particularly unprofitable, high-beta names [1] Company Overview: Helios Technologies, Inc. (NYSE:HLIO) - Helios Technologies operates in the Hydraulics and Electronics segments and reported a one-month return of -2.52% and a 52-week gain of 9.58% [2] - As of October 17, 2025, Helios Technologies had a market capitalization of $1.756 billion, with shares closing at $52.98 [2] Financial Performance - Helios Technologies reported Q2 2025 sales of $212 million, exceeding its guidance range [4] - The company raised its EPS guidance from $2.00-$2.40 to $2.30-$2.50 following strong Q2 results [3] Management and Strategy - New CEO Sean Bagan has improved the company's go-to-market strategy and operational efficiency over recent quarters [3] - The management team is reviewing its portfolio and divesting non-core assets to align with long-term strategy [3] Market Position - Helios Technologies was held by 23 hedge fund portfolios at the end of Q2 2025, an increase from 15 in the previous quarter [4] - Despite its potential, the company is not considered among the 30 most popular stocks among hedge funds [4]

Company Overview - Helios Technologies, Inc. (HLIO) shares increased by 8.1% to $53.69, following a period of 8.6% loss over the past four weeks, indicating a significant recovery in stock performance [1] - The company specializes in screw-in hydraulic cartridge valves and manifolds, with a strong focus on industrial and health & wellness markets [2] Performance Drivers - The recent stock rally is attributed to strong demand for Helios' quick-release coupling (QRC) products, effective pricing strategies, disciplined cost control, and improved operational efficiency [2] - The upcoming quarterly earnings report is expected to show earnings of $0.64 per share, reflecting an 8.5% year-over-year increase, with revenues projected at $212.1 million, a 9.1% increase from the previous year [3] Market Sentiment - The consensus EPS estimate for Helios has remained stable over the last 30 days, suggesting that the stock's price movement may not sustain without revisions in earnings estimates [5] - Helios Technologies holds a Zacks Rank of 3 (Hold), indicating a neutral outlook in the current market context [5] Industry Context - Helios is part of the Zacks Manufacturing - General Industrial industry, which includes other companies like Gates Industrial (GTES) [5] - Gates Industrial's EPS estimate has increased by 1.8% over the past month to $0.38, representing a 15.2% year-over-year change, and it also holds a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - Helios Technologies Inc. has shown strong stock performance with a 3.67% increase in the current session, a 7.27% rise over the past month, and a 25.59% increase over the past year, leading to optimism among long-term shareholders, while concerns about potential overvaluation arise from the price-to-earnings (P/E) ratio [1]. Group 1: Stock Performance - The current trading price of Helios Technologies Inc. is $55.61, reflecting a 3.67% spike [1]. - Over the past month, the stock has increased by 7.27% [1]. - In the past year, the stock has appreciated by 25.59% [1]. Group 2: P/E Ratio Analysis - The P/E ratio of Helios Technologies is 51.58, which is higher than the Machinery industry average P/E ratio of 37.9, suggesting that the company may be expected to perform better than its industry peers [6]. - A higher P/E ratio may indicate that investors expect better future performance, but it could also suggest that the stock is overvalued [5][6]. - The P/E ratio is a useful metric for analyzing market performance but should not be used in isolation; other financial metrics and qualitative factors should also be considered [10].

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing, highlighting that while price momentum can be profitable, it requires solid fundamentals to maintain that momentum [1][2]. Group 1: Stock Performance - Helios Technologies (HLIO) has shown a significant price increase of 70.2% over the past 12 weeks, indicating strong investor interest [4]. - The stock has also maintained a price increase of 3.6% over the last four weeks, suggesting that the upward trend is still intact [5]. - HLIO is currently trading at 90.9% of its 52-week high-low range, indicating a potential breakout [6]. Group 2: Fundamental Strength - HLIO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. - The Zacks Rank system has a strong historical performance, with Rank 1 stocks generating an average annual return of +25% since 1988 [7]. Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like HLIO that are on an upward trend supported by strong fundamentals [3][8]. - There are over 45 Zacks Premium Screens available for investors to find stocks that align with their personal investing styles [8].

Group 1 - Hudson Technologies (HDSN) has shown significant year-to-date performance, returning 87.1%, outperforming the average gain of 7.2% in the Industrial Products sector [4] - The Zacks Rank for Hudson Technologies is 2 (Buy), indicating a positive earnings outlook and improving analyst sentiment, with a 27.4% increase in the full-year earnings estimate over the past three months [3][4] - Hudson Technologies is part of the Industrial Services industry, which has gained an average of 7.4% this year, positioning HDSN as a strong performer within this group [6] Group 2 - Helios Technologies (HLIO) has also outperformed the sector with a year-to-date return of 21.8% and a Zacks Rank of 1 (Strong Buy), reflecting a 34.1% increase in the consensus EPS estimate over the past three months [5] - The Manufacturing - General Industrial industry, to which Helios Technologies belongs, has seen a year-to-date increase of 6.7%, indicating a relatively weaker performance compared to Hudson Technologies [6]

Industry Overview - The Zacks Manufacturing – General Industrial industry is expected to grow due to increased investments in product development and technological advancements [1] - Industry participants are focusing on digitalizing operations and expanding market presence through strategic acquisitions [1] Current Challenges - Persistent weakness in the manufacturing sector has negatively impacted the industry's outlook, with the Manufacturing Purchasing Manager's Index at 48.7% in August, indicating contraction [2][6] - Despite a slight expansion in the New Orders Index to 51.4%, it had been in contraction territory for the previous six months [6] Major Trends - Continuous investments in innovation and technological advancements are driving growth, with a focus on product upgrades and new product development [4] - An acquisition-based growth strategy is being employed to broaden customer bases and enhance product portfolios, allowing companies to enter new markets [5] Industry Performance - The Zacks Manufacturing – General Industrial industry currently holds a Zacks Industry Rank of 46, placing it in the top 19% of 245 Zacks industries, indicating bright near-term prospects [7][8] - Over the past year, the industry has underperformed compared to the broader sector and the S&P 500, growing 6.4% versus 9.1% for the sector and 18.8% for the S&P 500 [10] Valuation Metrics - The industry is currently trading at a forward 12-month Price-to-Earnings (P/E) ratio of 21.01X, which is above the sector's P/E of 19.82X but below the S&P 500's 23.24X [13] Key Companies - **Oshkosh Corporation (OSK)**: Engaged in offering purpose-built vehicles and equipment, benefiting from higher demand for Next Generation Delivery Vehicles and international tactical wheeled vehicles. The Zacks Consensus Estimate for 2025 earnings has been revised upward by 6.2% to $10.93 per share [18][19] - **Flowserve Corporation (FLS)**: Manufactures precision-engineered flow control equipment, benefiting from strong demand in North America, the Middle East, and Africa. The Zacks Consensus Estimate for 2025 earnings has been revised upward by 5% to $3.37 per share [22][23] - **Helios Technologies, Inc. (HLIO)**: Supplies engineered motion control and electronic controls technology solutions, with increased demand in the health and wellness market. The consensus estimate for 2025 earnings has been revised upward by 34.1% [26][27] - **Crane Company (CR)**: Manufactures specialized industrial solutions, positioned to gain from higher commercial aircraft build rates. The Zacks Consensus Estimate for 2025 earnings has been revised upward by 4% [30][31]

Group 1 - Brown Capital Management's Small Company Fund reported an 8.59% return in Q2 2025, underperforming the Russell 2000® Growth index which returned 11.97% [1] - The underperformance was attributed to the last few weeks of the quarter [1] - The fund's top five holdings were highlighted as key picks for 2025 [1] Group 2 - Helios Technologies, Inc. (NYSE:HLIO) was mentioned as a notable stock, with a one-month return of 5.46% and a 52-week gain of 29.41% [2] - As of September 12, 2025, Helios Technologies, Inc. had a stock price of $54.30 and a market capitalization of $1.8 billion [2] - The Small Company Fund made three deletions in Q2 2025, including Helios Technologies, Inc. [3]

Core Insights - Helios Technologies' operating company, Enovation Controls, has been recognized as one of the 2025 Best Workplaces by Fortune Media and Great Place To Work [1] Company Summary - Enovation Controls, a subsidiary of Helios Technologies, has achieved a notable accolade by being named among the best workplaces for 2025 [1]