Helios Technologies (HLIO) Invested Capital (2011 - 2026)

Helios Technologies (HLIO) reported Invested Capital of $936.4 million for Q2 2026, up 4.36% year-over-year from $897.3 million in Q2 2025, and little changed quarter-over-quarter from $936.9 million in Q1 2026.

Helios Technologies (HLIO) Invested Capital (2011 - 2026) Analysis & Trends

Helios Technologies (HLIO) has 16 years of Invested Capital data on file, last reported at $936.4 million in Q2 2026.

  • Invested Capital for Q2 2026 came in at $936.4 million, up 4.36% year-over-year; the trailing twelve-month figure through Apr 2026 was $936.4 million (up 4.36% YoY), and the FY2026 annual result was $936.9 million, up 6.42% from the prior year.
  • Invested Capital steadied at $936.4 million in Q2 2026 per HLIO's latest filing, from $936.9 million in the prior quarter.
  • Over five years, Invested Capital peaked at $936.9 million in Q1 2026 and troughed at $727.1 million in Q1 2022.
  • A 5-year average of $858.9 million and a median of $878.8 million in 2023 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2024: Invested Capital grew 17.58% in 2022, then increased 0.3% in 2024.
  • A 5-year view of Invested Capital shows it stood at $813.9 million in 2022, then gained by 7.85% to $877.8 million in 2023, then climbed by 0.3% to $880.4 million in 2024, then climbed by 6.36% to $936.4 million in 2025, then changed by 0.0% to $936.4 million in 2026.
  • Business Quant data shows HLIO's Invested Capital at $936.4 million in Q2 2026, $936.9 million in Q1 2026, and $936.4 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 GE Vernova 251.14 Bn 242.11 Bn 1.78 Bn 15.07 Bn
2 Eaton 153.70 Bn 153.00 Bn 2.65 Bn 38.34 Bn
3 Parker-Hannifin 111.44 Bn 110.97 Bn 2.02 Bn 14.61 Bn
4 Cummins 90.06 Bn 87.33 Bn 2.24 Bn 20.26 Bn
5 Emerson Electric 77.51 Bn 75.74 Bn 2.42 Bn 26.11 Bn
6 Illinois Tool Works 72.86 Bn 72.03 Bn 1.76 Bn 8.13 Bn
7 Ametek 51.86 Bn 51.38 Bn 717.56 Mn 12.03 Bn
8 Rockwell Automation 50.08 Bn 49.71 Bn 1.13 Bn 4.69 Bn
9 Dover 28.99 Bn 27.35 Bn 798.14 Mn 10.78 Bn
10 Helios Technologies 2.69 Bn 2.63 Bn 74.90 Mn 936.40 Mn

Historic Data

Download Data
DateValue
Apr 4, 2026 936.40 Mn
Jan 3, 2026 936.90 Mn
Sep 27, 2025 936.40 Mn
Jun 28, 2025 936.20 Mn
Mar 29, 2025 897.30 Mn
Dec 28, 2024 880.40 Mn
Sep 28, 2024 903.10 Mn
Jun 29, 2024 883.70 Mn
Mar 30, 2024 879.80 Mn
Dec 30, 2023 877.80 Mn
Sep 30, 2023 863.80 Mn
Jul 1, 2023 868.00 Mn
Apr 1, 2023 828.80 Mn
Dec 31, 2022 813.90 Mn
Oct 1, 2022 770.30 Mn
Jul 2, 2022 766.16 Mn
Apr 2, 2022 753.84 Mn
Jan 1, 2022 727.10 Mn
Oct 2, 2021 703.81 Mn
Jul 3, 2021 674.01 Mn