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The Bull Case For Helios Technologies (HLIO) Could Change Following Off-Road CarPlay Expansion – Learn Why

Simply Wall St · 1d ago
  • On 1 September 2026, Helios Technologies’ Electronics segment expanded its No Roads platform to support Apple CarPlay and Android Auto, extending smartphone-style connectivity to marine, powersports, overlanding, and specialty vehicle applications beyond the roadway.
  • This integration deepens Helios’s push into higher-value electronic controls, broadening its addressable markets while aligning with customers’ rising expectations for connected work and recreation vehicles.
  • We’ll now explore how extending Apple CarPlay and Android Auto into off-road and specialty vehicles could reshape Helios Technologies’ broader investment narrative.

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Helios Technologies Investment Narrative Recap

To own Helios Technologies, you need to believe it can pivot from a hydraulics-centered past toward higher-value, electronics-rich systems while managing cyclical end-market swings. The No Roads expansion into Apple CarPlay and Android Auto supports this shift toward integrated, connected controls, but it does not change the near term risk that prolonged weakness in construction, agriculture, and recreational equipment could still pressure volumes and margins.

The most relevant recent development alongside No Roads is Helios’s Q2 2026 update, where management raised full-year sales guidance to US$880 million to US$900 million. That outlook, paired with more than 500 basis points of gross margin expansion in the Electronics segment, suggests investors are increasingly watching whether newer platforms like No Roads and OpenView can offset any drag from legacy hydraulic products and cyclical end markets.

Yet investors also need to think carefully about how long Helios can rely on traditional hydraulic solutions before electrification and digital controls start to reshape demand...

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

Helios Technologies' narrative projects $1.0 billion revenue and $118.7 million earnings by 2029. This requires 4.8% yearly revenue growth and a $47.3 million earnings increase from $71.4 million today.

Uncover how Helios Technologies' forecasts yield a $94.67 fair value, a 31% upside to its current price.

Exploring Other Perspectives

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

Compared with the baseline, the most optimistic analysts see a much stronger story, expecting revenue near US$1.1 billion and earnings around US$120 million by 2029, so if No Roads and other connected platforms scale faster than expected, your view on Helios’s upside and the risk of technological disruption could look very different.

Explore 3 other fair value estimates on Helios Technologies - why the stock might be worth just $94.67!

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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.