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HLIO (Helios Technologies) Operating Margin % : 11.41% (As of Sep. 2024)


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What is Helios Technologies Operating Margin %?

Operating Margin % is calculated as Operating Income divided by its Revenue. Helios Technologies's Operating Income for the three months ended in Sep. 2024 was $22.2 Mil. Helios Technologies's Revenue for the three months ended in Sep. 2024 was $194.5 Mil. Therefore, Helios Technologies's Operating Margin % for the quarter that ended in Sep. 2024 was 11.41%.

Warning Sign:

Helios Technologies Inc operating margin has been in a 5-year decline. The average rate of decline per year is -6.1%.

The historical rank and industry rank for Helios Technologies's Operating Margin % or its related term are showing as below:

HLIO' s Operating Margin % Range Over the Past 10 Years
Min: 9.56   Med: 17.12   Max: 28.14
Current: 9.81


HLIO's Operating Margin % is ranked better than
64.22% of 2968 companies
in the Industrial Products industry
Industry Median: 6.725 vs HLIO: 9.81

Helios Technologies's 5-Year Average Operating Margin % Growth Rate was -6.10% per year.

Helios Technologies's Operating Income for the three months ended in Sep. 2024 was $22.2 Mil. Its Operating Income for the trailing twelve months (TTM) ended in Sep. 2024 was $80.4 Mil.


Helios Technologies Operating Margin % Historical Data

The historical data trend for Helios Technologies's Operating Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Helios Technologies Operating Margin % Chart

Helios Technologies Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Operating Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 17.05 12.87 17.18 15.51 9.56

Helios Technologies Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
Operating Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.85 6.15 9.58 11.82 11.41

Competitive Comparison of Helios Technologies's Operating Margin %

For the Specialty Industrial Machinery subindustry, Helios Technologies's Operating Margin %, along with its competitors' market caps and Operating Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Helios Technologies's Operating Margin % Distribution in the Industrial Products Industry

For the Industrial Products industry and Industrials sector, Helios Technologies's Operating Margin % distribution charts can be found below:

* The bar in red indicates where Helios Technologies's Operating Margin % falls into.



Helios Technologies Operating Margin % Calculation

Operating Margin % - also known as operating income margin, operating profit margin and return on sales (ROS) - is the ratio of Operating Income divided by net sales or Revenue, usually presented in percent.

Helios Technologies's Operating Margin % for the fiscal year that ended in Dec. 2023 is calculated as

Operating Margin %=Operating Income (A: Dec. 2023 ) / Revenue (A: Dec. 2023 )
=79.9 / 835.6
=9.56 %

Helios Technologies's Operating Margin % for the quarter that ended in Sep. 2024 is calculated as

Operating Margin %=Operating Income (Q: Sep. 2024 ) / Revenue (Q: Sep. 2024 )
=22.2 / 194.5
=11.41 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Helios Technologies  (NYSE:HLIO) Operating Margin % Explanation

Just like Gross Margin %, it is important to see a company maintains its operating margin over time. Among the same industry, a company with higher operating margin is more efficient in its operation. It is also more stable during industry slowdown or recessions. Peter Lynch prefers those with higher margins than those with lower margins.


Be Aware

Operating Margin % can be manipulated by adjusting the rate of depreciation, depletion and amortization (DDA).

If a company is facing competition, its Operating Margin % may decline. Often the Operating Margin % declines well before the company's Revenue or even profit decline. Therefore, Operating Margin % is a very important indicator of whether the company is facing problems.

For instance, by 2012, Nokia (NOK)'s problems were well known and its stock had lost more than 90% of its market value since 2007. But Nokia’s Operating Margin % had already been in decline since 2002, although its Earnings per Share (Diluted) were still rising. Investors who paid attention to Operating Margin % would have avoided this huge loss. The same can be said for Research-in-Motion (RIMM).

Therefore, Operating Margin % is a very important screening filter for GuruFocus. GuruFocus's Buffett-Munger screener requires that the profit margin is either consistent or expanding. The Model Portfolio of the Buffett-Munger screener has outperformed the market every year since inception in 2009.


Helios Technologies Operating Margin % Related Terms

Thank you for viewing the detailed overview of Helios Technologies's Operating Margin % provided by GuruFocus.com. Please click on the following links to see related term pages.


Helios Technologies Business Description

Traded in Other Exchanges
Address
7456 16th Street E, Sarasota, FL, USA, 34243
Helios Technologies Inc is a industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic cartridge valves, hydraulic quick release couplings as well as engineers complete hydraulic systems. The Electronics segment designs and manufactures customized electronic controls systems and displays for a variety of end markets including industrial and mobile, recreational and health and wellness.
Executives
Matteo Arduini officer: Officer 7456 16TH STREET EAST, SARASOTA FL 34243
Diana Sacchi director 2227 WELBILT BLVD, NEW PORT RICHEY FL 34655
Sean Bagan officer: Chief Financial Officer C/O HELIOS TECHNOLOGIES, INC., 7456 16TH STREET EAST, SARASOTA FL 34243
Philippe Lemaitre director 7456 16TH STREET EAST, SARASOTA FL 34243
Frederick Joseph Martich officer: Pres. of Hydraulics, Americas C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA FL 34243
Lee Francis Wichlacz officer: President, Electronics C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA FL 34243
Marc A Greenberg officer: General Counsel and Secretary 7456 16TH STREET EAST, SARASOTA FL 34243
Melanie M Nealis officer: Chief Legal & Compliance Offic 7456 16TH STREET EAST, SARASOTA FL 34243
Marc Bertoneche director 7456 16TH STREET EAST, SARASOTA FL 33316
Tricia L Fulton officer: Chief Financial Officer 7456 16TH STREET EAST, SARASOTA FL 34243
Jason Lemar Morgan officer: President, CVT 1500 WEST UNIVERSITY PKWY, SARASOTA FL 34243
Josef Matosevic officer: President and CEO 1500 WEST UNIVERSITY PARKWAY, SARASOTA FL 34243
Cary Chenanda director 7456 16TH STREET EAST, SARASOTA FL 34243
Gregory C Yadley director 101 E. KENNEDY BLVD., SUITE 2800, TAMPA FL 33602
Alexander Schuetz director 7456 16TH STREET EAST, SARASOTA FL 34243