Helios Technologies (HLIO) Return on Invested Capital [ROIC] (2017 - 2026)
Helios Technologies (HLIO) posted Return on Invested Capital [ROIC] of 6.65% for Q2 2027, up 1.25 percentage points from 5.40% a year earlier and up 0.78 percentage points from the prior quarter.
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Analysis
Helios Technologies (HLIO) Return on Invested Capital [ROIC] (2017 - 2026) Analysis & Trends
For FY2026, Helios Technologies' Return on Invested Capital [ROIC] came in at 4.95%.
- Annual Return on Invested Capital [ROIC] shows a five-year change of -7.93 percentage points (FY2021 to FY2026).
- In prior years, Helios Technologies' Return on Invested Capital [ROIC] was 6.00% in FY2024 (+0.34 pp), 5.66% in FY2023 (-5.19 pp) and 10.85% in FY2022 (-2.02 pp).
- The Q2 2027 figure stands as the highest quarterly Return on Invested Capital [ROIC] since Q3 2022.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 5.87% (Q1 2027), 4.84% (Q4 2026) and 3.75% (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 388.70 Bn | 360.40 Bn | 7.76 Bn | 15.86% |
| 2 | Amphenol | 214.42 Bn | 209.12 Bn | 3.55 Bn | 16.52% |
| 3 | Deere | 185.30 Bn | 194.07 Bn | 4.66 Bn | 9.33% |
| 4 | Eaton | 169.35 Bn | 166.59 Bn | 2.86 Bn | 10.34% |
| 5 | Parker-Hannifin | 122.64 Bn | 120.77 Bn | 2.25 Bn | 15.40% |
| 6 | Vertiv Holdings | 97.12 Bn | 87.74 Bn | 1.23 Bn | 23.98% |
| 7 | Emerson Electric | 90.13 Bn | 82.89 Bn | 2.66 Bn | 10.94% |
| 8 | 3M | 83.49 Bn | 64.94 Bn | 2.68 Bn | 22.67% |
| 9 | Illinois Tool Works | 74.89 Bn | 71.45 Bn | 1.90 Bn | 27.10% |
| 10 | Helios Technologies | 2.37 Bn | 2.11 Bn | 80.20 Mn | 6.65% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 4, 2026 | 6.65% |
| Apr 4, 2026 | 5.87% |
| Jan 3, 2026 | 4.84% |
| Sep 27, 2025 | 3.75% |
| Jun 28, 2025 | 5.40% |
| Mar 29, 2025 | 5.86% |
| Dec 28, 2024 | 6.00% |
| Sep 28, 2024 | 5.94% |
| Jun 29, 2024 | 5.09% |
| Mar 30, 2024 | 5.33% |
| Dec 30, 2023 | 5.66% |
| Sep 30, 2023 | 6.84% |
| Jul 1, 2023 | 7.67% |
| Apr 1, 2023 | 8.63% |
| Dec 31, 2022 | 10.50% |
| Oct 1, 2022 | 10.91% |
| Jul 2, 2022 | 11.96% |
| Apr 2, 2022 | 11.41% |
| Oct 2, 2021 | 10.31% |
| Jul 3, 2021 | 9.43% |
API Access
Helios Technologies Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=HLIO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=HLIO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();