Helios Technologies (HLIO) Return on Assets [ROA] (2011 - 2026)
Helios Technologies (HLIO) recorded Return on Assets [ROA] of 4.72% in Q2 2027, up 2.47 percentage points from 2.25% a year earlier and up 0.69 percentage points from the prior quarter.
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Analysis
Helios Technologies (HLIO) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2026, Helios Technologies reported Return on Assets [ROA] of 3.21%.
- Annual Return on Assets [ROA] has a five-year change of -4.51 percentage points (FY2021 to FY2026).
- Across earlier years, Return on Assets [ROA] came in at 2.52% in FY2024 (+0.06 pp), 2.46% in FY2023 (-4.38 pp) and 6.84% in FY2022 (-0.88 pp).
- The Q2 2027 figure is the highest quarterly Return on Assets [ROA] since Q3 2022.
- Per Business Quant, the preceding three quarters came in at 4.02% (Q1 2027), 3.16% (Q4 2026) and 2.15% (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 379.87 Bn | 351.57 Bn | 7.76 Bn | 10.94% |
| 2 | Amphenol | 211.41 Bn | 206.11 Bn | 3.55 Bn | 11.93% |
| 3 | Deere | 179.93 Bn | 188.69 Bn | 4.66 Bn | 4.54% |
| 4 | Eaton | 169.93 Bn | 167.16 Bn | 2.86 Bn | 6.89% |
| 5 | Parker-Hannifin | 121.78 Bn | 119.91 Bn | 2.25 Bn | 11.86% |
| 6 | Vertiv Holdings | 94.75 Bn | 85.37 Bn | 1.23 Bn | 11.82% |
| 7 | Emerson Electric | 88.42 Bn | 81.17 Bn | 2.66 Bn | 6.12% |
| 8 | 3M | 84.08 Bn | 65.54 Bn | 2.68 Bn | 8.56% |
| 9 | Illinois Tool Works | 74.29 Bn | 70.85 Bn | 1.90 Bn | 19.50% |
| 10 | Helios Technologies | 2.27 Bn | 2.01 Bn | 80.20 Mn | 4.72% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 4, 2026 | 4.72% |
| Apr 4, 2026 | 4.02% |
| Jan 3, 2026 | 3.16% |
| Sep 27, 2025 | 2.15% |
| Jun 28, 2025 | 2.25% |
| Mar 29, 2025 | 2.45% |
| Dec 28, 2024 | 2.53% |
| Sep 28, 2024 | 2.39% |
| Jun 29, 2024 | 1.88% |
| Mar 30, 2024 | 2.07% |
| Dec 30, 2023 | 2.36% |
| Sep 30, 2023 | 3.23% |
| Jul 1, 2023 | 4.33% |
| Apr 1, 2023 | 5.42% |
| Dec 31, 2022 | 6.83% |
| Oct 1, 2022 | 7.70% |
| Jul 2, 2022 | 8.38% |
| Apr 2, 2022 | 7.83% |
| Oct 2, 2021 | 6.39% |
| Jul 3, 2021 | 5.54% |
API Access
Helios Technologies Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=HLIO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=HLIO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();