Company / Return on Equity (ROE)
HELIOS TECHNOLOGIES, INC. Return on Equity (ROE) History
FY2016-FY2026 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
4.3%
FY2026
5-year range
4.3% / 14.8%
FY2022-FY2026
Trend
-3.8%
vs FY2025
Sector context
#239 of 332
Industrials
What the data says
At 4.3%, HELIOS TECHNOLOGIES, INC.'s return on equity (roe) ranks #239 of 332 in the Industrials sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 2.3% in FY2020 to 22.1% in FY2016.
Based on SEC 10-K filings.
4.3% in FY2026 with a 10-year CAGR of -17.7%.
Remained stable around 4.3% over the past 3 years.
Industrials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -0.1pp
- 5-Year Change
- -10.4pp
- 10-Year Change
- -17.7pp
Sector benchmark
#239 of 332 in IndustrialsTop 72% of 332This company 4.3% Sector average 9.7%
▼
-55.4% below sector average
Key checks
Key Insights
- In FY2026, return on equity (roe) decreased 3.8% year-over-year.
- Currently 5.4pp below the Industrials sector average.
- Peak return on equity (roe) was recorded in FY2016.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2026 | 4.3% | -3.8% |
| FY2024 | 4.5% | +2.7% |
| FY2023 | 4.4% | -64.5% |
| FY2022 | 12.4% | -16.1% |
| FY2021 | 14.8% | +530.3% |
| FY2020 | 2.3% | -77.6% |
| FY2019 | 10.4% | +18.5% |
| FY2018 | 8.8% | -41.0% |
| FY2017 | 14.9% | -32.5% |
| FY2016 | 22.1% | +11.3% |
As of FY2026 · SEC 10-K · Updated Jun 30, 2026