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
DateValue
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