Company / Return on Assets (ROA)
HELIOS TECHNOLOGIES, INC. Return on Assets (ROA) History
FY2016-FY2026 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.5%
FY2026
5-year range
2.4% / 7.4%
FY2022-FY2026
Trend
-4.2%
vs FY2025
Sector context
#229 of 350
Industrials
What the data says
At 2.5%, HELIOS TECHNOLOGIES, INC.'s return on assets (roa) ranks #229 of 350 in the Industrials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.1% in FY2020 to 18.1% in FY2016.
Based on SEC 10-K filings.
2.5% in FY2026 with a 10-year CAGR of -15.6%.
Improved from 2.4% to 2.5% over the past 3 years.
Industrials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.1pp
- 5-Year Change
- -4.9pp
- 10-Year Change
- -15.6pp
Sector benchmark
#229 of 350 in IndustrialsTop 65% of 350This company 2.5% Sector average 1.9%
▼
+27.6% above sector average
Key checks
Key Insights
- In FY2026, return on assets (roa) decreased 4.2% year-over-year.
- Currently 0.5pp above the Industrials sector average.
- Peak return on assets (roa) was recorded in FY2016.
- Lowest return on assets (roa) in the period was in FY2020.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2026 | 2.5% | -4.2% |
| FY2024 | 2.6% | +9.7% |
| FY2023 | 2.4% | -64.9% |
| FY2022 | 6.7% | -9.1% |
| FY2021 | 7.4% | +578.0% |
| FY2020 | 1.1% | -81.5% |
| FY2019 | 5.9% | +31.7% |
| FY2018 | 4.5% | -39.9% |
| FY2017 | 7.4% | -58.9% |
| FY2016 | 18.1% | +6.3% |
As of FY2026 · SEC 10-K · Updated Jun 30, 2026