Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year.
Helios Technologies's 1-Year ROIIC % for the quarter that ended in Jun. 2026 was -32.54%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Helios Technologies's 1-Year ROIIC % or its related term are showing as below:
HLIO's 1-Year ROIIC % is ranked worse than 79.16% of 2855
companies
in the Industrial Products industry
Industry Median: 3.18
vs HLIO: -32.54
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Helios Technologies 1-Year ROIIC % Related Terms
Helios Technologies 1-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Helios Technologies's 1-Year ROIIC % 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 1-Year ROIIC %, along with its competitors' market caps and 1-Year ROIIC % 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 1-Year ROIIC % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Helios Technologies's 1-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Helios Technologies's 1-Year ROIIC % falls into.
Helios Technologies's 1-Year ROIIC % for the quarter that ended in Jun. 2026 is calculated as:
1-Year ROIIC %
=
1-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
1-Year Incremental Invested Capital
=
( 90.1131 (Jun. 2026) - 57.2464 (Jun. 2025) )
/
( 1308 (Jun. 2026) - 1409 (Jun. 2025) )
=
32.8667
/
-101
=
-32.54%***
* 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.
** TTM data of NOPAT and Invested Capital was used to calculate 1-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Helios Technologies (HLIO) has a 1-Year ROIIC % of -32.54 as of Jun. 2026. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Helios Technologies and its competitors. According to the industry distribution chart, Helios Technologies ranks #2260 out of 2855 companies in the Industrial Products industry, placing it in the top 79.2%.
Is Helios Technologies' 1-Year ROIIC % too high?
Helios Technologies' current 1-Year ROIIC % is -32.54. Based on the distribution chart, Helios Technologies ranks #2260 out of 2855 companies in the Industrial Products industry, which is in the bottom quartile relative to peers. 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' 1-Year ROIIC % compare to SMR and CXT?
According to the Industrial Products industry distribution chart, Helios Technologies ranks #2260 out of 2855 companies for 1-Year ROIIC %. This places Helios Technologies in the lower half of its industry. The industry median 1-Year ROIIC % is 3.18. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year ROIIC % for an Industrial Products company?
The median 1-Year ROIIC % among Industrial Products companies is 3.18, based on 2,855 companies in the industry. Companies in the top quartile (top 25%) have a 1-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 1-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year ROIIC % mean?
A high 1-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Helios Technologies and its competitors. For the Industrial Products industry, the median 1-Year ROIIC % is 3.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helios Technologies's current 1-Year ROIIC % is -32.54. 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 1-Year ROIIC % is -32.54. 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 1-Year ROIIC % calculated?
1-Year ROIIC % is calculated from a company's financial statements. For Helios Technologies (HLIO), the current 1-Year ROIIC % is -32.54 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:
1-Year ROIIC %: -32.54
GF Value™: $51.67 vs. price of $82.00 (58.7% above fair value)
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
Get the complete analysis for HLIO
1-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HLIO has been successfully added to your 
