WEBULL

Does Helios Technologies’ (HLIO) New Electronics President Reveal a Shift in Its Growth Priorities?

Simply Wall St · 2d ago
  • Helios Technologies has announced that Billy Aldridge will become President of its Electronics Segment on January 4, 2026, after serving as Senior Vice President, Managing Director of the segment since March 31, 2025, and building a career across Enovation Controls, FW Murphy, and Brunswick’s MerCruiser/Mercury division.
  • This appointment elevates a leader with deep electronics and OEM experience at a time when Helios is emphasizing customer engagement and growth in its Electronics Segment.
  • We’ll examine how elevating Billy Aldridge to lead Helios’ Electronics Segment may influence the company’s investment narrative and growth priorities.

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Helios Technologies Investment Narrative Recap

To own Helios Technologies, you need to believe its pivot toward electronics and controls can offset slower growth in traditional hydraulics and cyclical end markets. Elevating Billy Aldridge to President of the Electronics Segment reinforces that pivot, but it does not materially change the near term catalyst around new product launches or the key risk that slower adoption of advanced, integrated technologies could limit Helios’s competitive position.

The most relevant recent announcement alongside Aldridge’s appointment is Helios’s raised 2025 sales guidance to US$820 million to US$830 million, despite a US$25.9 million goodwill impairment. That mix of slightly stronger revenue expectations and one off charges underlines how much depends on successfully scaling higher value electronics and IoT enabled platforms to support margins and earnings quality.

However, investors should also be aware that if customers continue to delay adopting Helios’s more advanced solutions while end markets stay cyclical...

Read the full narrative on Helios Technologies (it's free!)

Helios Technologies' narrative projects $881.8 million revenue and $95.2 million earnings by 2028. This requires 4.1% yearly revenue growth and a $60.3 million earnings increase from $34.9 million today.

Uncover how Helios Technologies' forecasts yield a $65.20 fair value, a 16% upside to its current price.

Exploring Other Perspectives

HLIO 1-Year Stock Price Chart
HLIO 1-Year Stock Price Chart

Two fair value estimates from the Simply Wall St Community cluster between US$65.20 and about US$71.84, showing how personal models can still land several dollars apart. You may want to weigh those views against the risk that slower uptake of integrated, IoT enabled solutions could restrict Helios’s pricing power and limit the benefit of any shift toward higher margin electronics.

Explore 2 other fair value estimates on Helios Technologies - why the stock might be worth as much as 28% more than the current price!

Build Your Own Helios Technologies Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.