Here’s What Lifted Helios Technologies (HLIO) in Q3

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]