HELIOS TECHNOLOGIES, INC. Return on Equity (ROE) History
HLIO / Industrials|10 years of SEC 10-K data (FY2015-FY2024)
4.5% in FY2024 with a 5-year CAGR of -5.9%.
Declined from 12.4% to 4.5% over the past 2 years.
At 4.5%, HELIOS TECHNOLOGIES, INC.'s return on equity (roe) ranks #243 of 337 in the Industrials sector. Return on Equity (ROE) returned to growth in FY2024 after 2 years of decline, reaching 4.5%.
Based on SEC 10-K filings.
Key Data Points
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
- 3-Year Change
- -10.2pp
- 5-Year Change
- -5.9pp
- 10-Year Change
- -
Return on Equity (ROE) Trend
#243 of 337 in IndustrialsTop 72% of 337This company 4.5% Sector average 12.1%
▼
-62.7% below sector average
Key Insights
- In FY2024, return on equity (roe) increased 2.7% year-over-year.
- Currently 7.6pp below the Industrials sector average.
- Peak return on equity (roe) was recorded in FY2015.
- Lowest return on equity (roe) in the period was in FY2020.
Annual Data
| Year | Return on Equity (ROE) | YoY Growth |
|---|---|---|
| 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% | -23.9% |
| FY2017 | 11.6% | +17.3% |
| FY2016 | 9.9% | -33.9% |
| FY2015 | 14.9% | -32.5% |
As of FY2024 · SEC 10-K · Updated Feb 28, 2026