Helios Technologies (HLIO) Invested Capital (2011 - 2026)
Helios Technologies (HLIO) reported Invested Capital of $1.05 billion for Q2 2027, down 2.2% from $1.08 billion a year earlier but up 1.3% from the prior quarter.
Powered by 
Analysis
Helios Technologies (HLIO) Invested Capital (2011 - 2026) Analysis & Trends
For FY2026, Helios Technologies posted Invested Capital of $1.04 billion.
- Invested Capital has a five-year compound annual growth rate of 1.5% (FY2021 to FY2026).
- By year, Invested Capital came in at $1.03 billion in FY2024 (-4.6%), $1.08 billion in FY2023 (+0.2%) and $1.08 billion in FY2022 (+10.9%).
- Five-year quarterly Invested Capital spans a low of $981.16 million in Q3 2022 and a high of $1.08 billion in Q2 2026.
- Per Business Quant data, the three quarters before Q2 2027 came in at $1.04 billion (Q1 2027), $1.04 billion (Q4 2026) and $1.08 billion (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 379.87 Bn | 351.57 Bn | 7.76 Bn | 64.54 Bn |
| 2 | Amphenol | 211.41 Bn | 206.11 Bn | 3.55 Bn | 34.42 Bn |
| 3 | Deere | 179.93 Bn | 188.69 Bn | 4.66 Bn | 51.21 Bn |
| 4 | Eaton | 169.93 Bn | 167.16 Bn | 2.86 Bn | 40.91 Bn |
| 5 | Parker-Hannifin | 121.78 Bn | 119.91 Bn | 2.25 Bn | 23.93 Bn |
| 6 | Vertiv Holdings | 94.75 Bn | 85.37 Bn | 1.23 Bn | 7.70 Bn |
| 7 | Emerson Electric | 88.42 Bn | 81.17 Bn | 2.66 Bn | 33.51 Bn |
| 8 | 3M | 84.08 Bn | 65.54 Bn | 2.68 Bn | 15.56 Bn |
| 9 | Illinois Tool Works | 74.29 Bn | 70.85 Bn | 1.90 Bn | 12.59 Bn |
| 10 | Helios Technologies | 2.27 Bn | 2.01 Bn | 80.20 Mn | 1.05 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 4, 2026 | 1.05 Bn |
| Apr 4, 2026 | 1.04 Bn |
| Jan 3, 2026 | 1.04 Bn |
| Sep 27, 2025 | 1.08 Bn |
| Jun 28, 2025 | 1.08 Bn |
| Mar 29, 2025 | 1.04 Bn |
| Dec 28, 2024 | 1.03 Bn |
| Sep 28, 2024 | 1.08 Bn |
| Jun 29, 2024 | 1.07 Bn |
| Mar 30, 2024 | 1.08 Bn |
| Dec 30, 2023 | 1.08 Bn |
| Sep 30, 2023 | 1.08 Bn |
| Jul 1, 2023 | 1.09 Bn |
| Apr 1, 2023 | 1.17 Bn |
| Dec 31, 2022 | 1.08 Bn |
| Oct 1, 2022 | 1.04 Bn |
| Jul 2, 2022 | 989.98 Mn |
| Apr 2, 2022 | 992.77 Mn |
| Jan 1, 2022 | 969.40 Mn |
| Oct 2, 2021 | 981.16 Mn |
API Access
Helios Technologies Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=HLIO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "HLIO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=HLIO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();