Helios Technologies (HLIO) Invested Capital (2016 - 2026)
Helios Technologies' (HLIO) quarterly Invested Capital came in at $5.4 million in Q1 2026, down 66.25% year-on-year from $16.0 million in Q1 2025, and down 70.81% on a QoQ basis from $18.5 million in Q3 2025.
Helios Technologies (HLIO) Invested Capital (2016 - 2026) Analysis & Trends
Helios Technologies (HLIO) has 11 years of Invested Capital data on file, last reported at $5.4 million in Q1 2026.
- On a quarterly basis, Invested Capital fell 66.25% year-over-year to $5.4 million in Q1 2026; TTM through Apr 2026 was $48.4 million, a 27.65% decrease from a year earlier, with the FY2026 full-year figure at $5.4 million, down 66.25% from the prior year.
- Invested Capital for Q1 2026 stood at $5.4 million, down from $18.5 million in the prior quarter.
- Over the last five years, Invested Capital for HLIO reached as high as $24.5 million in Q2 2025 and fell as low as $5.4 million in Q1 2026.
- Historically, Invested Capital has averaged $18.7 million across 5 years, with a median of $18.9 million in 2022.
- Across the five-year window, Invested Capital surged 42.44% in 2025 and slumped 66.25% in 2026, its largest moves.
- Year by year, Invested Capital stood at $19.0 million in 2022, then climbed by 22.11% to $23.2 million in 2023, then sank by 31.03% to $16.0 million in 2024, then increased by 15.62% to $18.5 million in 2025, then slumped by 70.81% to $5.4 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $5.4 million in Q1 2026, $18.5 million in Q3 2025, and $24.5 million in Q2 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | GE Vernova | 270.93 Bn | 257.81 Bn | 2.36 Bn | - |
| 2 | Eaton | 156.55 Bn | 155.79 Bn | 2.65 Bn | 2.51 Bn |
| 3 | Parker-Hannifin | 124.04 Bn | 123.57 Bn | 2.02 Bn | 2.81 Bn |
| 4 | Cummins | 91.66 Bn | 88.48 Bn | 2.24 Bn | 6.89 Bn |
| 5 | Emerson Electric | 82.90 Bn | 81.11 Bn | 2.42 Bn | 5.80 Bn |
| 6 | Illinois Tool Works | 81.54 Bn | 80.71 Bn | 1.76 Bn | 2.55 Bn |
| 7 | Ametek | 55.40 Bn | 54.92 Bn | 717.56 Mn | 1.11 Bn |
| 8 | Rockwell Automation | 51.78 Bn | 51.35 Bn | 1.13 Bn | 1.12 Bn |
| 9 | Ingersoll Rand | 32.99 Bn | 31.71 Bn | 792.40 Mn | 1.40 Mn |
| 10 | Helios Technologies | 2.63 Bn | 2.57 Bn | 74.90 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jan 3, 2026 | 5.40 Mn |
| Sep 27, 2025 | 18.50 Mn |
| Jun 28, 2025 | 24.50 Mn |
| Mar 29, 2025 | 16.10 Mn |
| Dec 28, 2024 | 16.00 Mn |
| Sep 28, 2024 | 17.60 Mn |
| Jun 29, 2024 | 17.20 Mn |
| Mar 30, 2024 | 23.20 Mn |
| Dec 30, 2023 | 23.20 Mn |
| Sep 30, 2023 | 21.80 Mn |
| Jul 1, 2023 | 20.50 Mn |
| Apr 1, 2023 | 20.20 Mn |
| Dec 31, 2022 | 19.00 Mn |
| Oct 1, 2022 | 18.90 Mn |
| Jul 2, 2022 | 19.16 Mn |
| Apr 2, 2022 | 18.14 Mn |
| Jan 1, 2022 | 18.10 Mn |
| Oct 2, 2021 | 15.37 Mn |
| Jul 3, 2021 | 15.66 Mn |
| Apr 3, 2021 | 15.84 Mn |