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Helios TechnologiesHLIO +0.63%81 Pretax Margin % is 12.12% as of Jun. 2026, which is 2% below its 10-year median of 12.34. GuruFocus rates HLIO with a GF Score™ of 81/100 and a GF Value™ of $51.67 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 3,037 Industrial Products companies, Helios Technologies ranks better than 67.17% on this metric.
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Helios Technologies Pretax Margin % Related Terms
Helios Technologies Pretax Margin % Historical Data
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The historical data trend for Helios Technologies's Pretax 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.
For the Specialty Industrial Machinery subindustry, Helios Technologies's Pretax Margin %, along with its competitors' market caps and Pretax 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 Pretax Margin % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Helios Technologies's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Helios Technologies's Pretax Margin % falls into.
* 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 (HLIO) has a Pretax Margin % of 12.12% as of Jun. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Helios Technologies and its competitors. This is near median its historical median of 12.34. Over the past decade, Helios Technologies' Pretax Margin % has ranged from 4.59 to 17.72. According to the industry distribution chart, Helios Technologies ranks #997 out of 3037 companies in the Industrial Products industry, placing it in the top 32.8%.
Is Helios Technologies' Pretax Margin % too high?
Helios Technologies' current Pretax Margin % of 12.12% is near median its 10-year median of 12.34. Over the past 10 years, this metric has ranged from a low of 4.59 to a high of 17.72. The Industrial Products industry median Pretax Margin % is 5.87. Helios Technologies' value of 12.12% is 106.5% above this industry median. Based on the distribution chart, Helios Technologies ranks #997 out of 3037 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Helios Technologies has a GF Score™ of 81/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helios Technologies' Pretax Margin % compare to SMR and CXT?
According to the Industrial Products industry distribution chart, Helios Technologies ranks #997 out of 3037 companies for Pretax Margin %. This puts Helios Technologies in the upper half of its industry. The industry median Pretax Margin % is 5.87. Helios Technologies' value of 12.12% is 106.5% above this benchmark. Historically, Helios Technologies' own Pretax Margin % has ranged from 4.59 to 17.72 over the past decade. While the company's 10-year median is 12.34 vs. the industry median of 5.87, Helios Technologies has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Industrial Products company?
The median Pretax Margin % among Industrial Products companies is 5.87, based on 3,037 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helios Technologies's current Pretax Margin % of 12.12% is 106.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Helios Technologies and its competitors. For the Industrial Products industry, the median Pretax Margin % is 5.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helios Technologies's current Pretax Margin % is 12.12%, which is near median its own 10-year median of 12.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Technologies stock overvalued right now?
Based on GuruFocus' analysis, Helios Technologies (HLIO) is currently considered Significantly Overvalued. The stock's GF Value™ is $51.67, compared to a current price of $82.00 — trading 58.7% above its estimated fair value. The current Pretax Margin % is 12.12%, which is near median its 10-year median of 12.34 and 106.5% above the Industrial Products industry median of 5.87. Helios Technologies' overall GF Score™ is 81/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Helios Technologies (HLIO), the current Pretax Margin % is 12.12% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Helios Technologies (HLIO) Overvalued in 2026?
Based on GuruFocus' analysis, Helios Technologies stock appears to be overvalued.
The current stock price of $82.00 is trading 58.7% above its estimated GF Value™ of $51.67.
GuruFocus considers Helios Technologies to be Significantly Overvalued.
Key valuation signals for HLIO:
Pretax Margin %: 12.12% (near median its 10-year median of 12.34)
GF Value™: $51.67 vs. price of $82.00 (58.7% above fair value)
Industry Position: 106.5% above the Industrial Products median (#997 of 3037)
No single metric tells the full story. See the HLIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Helios Technologies Inc is an 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 components and systems used to transmit power and control force, speed, and motion. There are two categories based on Hydraulic system architecture: MCT and FCT. The Electronics segment provides complete, fully-tailored display and control solutions for engines, engine-driven equipment, specialty vehicles, therapy baths, and traditional and swim spas. The company generates the majority of its revenue from the Hydraulics segment. Geographically, the company generates key revenue from the Americas region.
81GF Score
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