Helios Technologies annual return on equity
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Helios Technologies Return on Equity (ROE) Growth & History (HLIO)
Helios Technologies's return on equity was 5.39% for fiscal 2025.
View full Helios Technologies company overviewHelios Technologies annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2026-01-03 | 5.39% | +0.85 pp |
| 2024 | 2024-12-28 | 4.54% | −0.01 pp |
| 2023 | 2023-12-30 | 4.55% | −8.54 pp |
| 2022 | 2022-12-31 | 13.09% | −2.80 pp |
| 2021 | 2022-01-01 | 15.89% | +13.49 pp |
| 2020 | 2021-01-02 | 2.40% | −8.48 pp |
| 2019 | 2019-12-28 | 10.88% | −0.76 pp |
| 2018 | 2018-12-29 | 11.63% | −0.77 pp |
| 2017 | 2017-12-30 | 12.40% | +2.23 pp |
| 2016 | 2016-12-31 | 10.16% | −5.60 pp |
| 2015 | 2016-01-02 | 15.76% | −6.70 pp |
| 2014 | 2014-12-27 | 22.47% | +0.56 pp |
| 2013 | 2013-12-28 | 21.91% | −2.97 pp |
| 2012 | 2012-12-29 | 24.89% | −4.06 pp |
| 2011 | 2011-12-31 | 28.95% | +9.72 pp |
| 2010 | 2011-01-01 | 19.22% | — |
Helios Technologies quarterly return on equity
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Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-07-04 | 2.32% | +1.05 pp |
| Q1 2026 | 2026-04-04 | 2.11% | +1.27 pp |
| Q4 2025 | 2026-01-03 | 2.10% | +1.55 pp |
| Q3 2025 | 2025-09-27 | 1.13% | −0.18 pp |
| Q2 2025 | 2025-06-28 | 1.27% | −0.31 pp |
| Q1 2025 | 2025-03-29 | 0.84% | −0.24 pp |
| Q4 2024 | 2024-12-28 | 0.55% | +0.16 pp |
| Q3 2024 | 2024-09-28 | 1.30% | +0.89 pp |
| Q2 2024 | 2024-06-29 | 1.58% | −0.45 pp |
| Q1 2024 | 2024-03-30 | 1.08% | −0.66 pp |
| Q4 2023 | 2023-12-30 | 0.39% | −1.87 pp |
| Q3 2023 | 2023-09-30 | 0.41% | −2.31 pp |
| Q2 2023 | 2023-07-01 | 2.03% | −2.02 pp |
| Q1 2023 | 2023-04-01 | 1.73% | −2.49 pp |
| Q4 2022 | 2022-12-31 | 2.26% | −1.11 pp |
| Q3 2022 | 2022-10-01 | 2.72% | −1.40 pp |
| Q2 2022 | 2022-07-02 | 4.05% | −0.74 pp |
| Q1 2022 | 2022-04-02 | 4.22% | +0.56 pp |
| Q4 2021 | 2022-01-01 | 3.37% | +2.44 pp |
| Q3 2021 | 2021-10-02 | 4.12% | +1.87 pp |
| Q2 2021 | 2021-07-03 | 4.78% | +2.47 pp |
| Q1 2021 | 2021-04-03 | 3.66% | +6.71 pp |
| Q4 2020 | 2021-01-02 | 0.93% | −1.50 pp |
| Q3 2020 | 2020-09-26 | 2.25% | −0.04 pp |
| Q2 2020 | 2020-06-27 | 2.31% | −0.83 pp |
| Q1 2020 | 2020-03-28 | −3.05% | −6.11 pp |
| Q4 2019 | 2019-12-28 | 2.43% | −0.68 pp |
| Q3 2019 | 2019-09-28 | 2.29% | +0.04 pp |
| Q2 2019 | 2019-06-29 | 3.14% | +1.82 pp |
| Q1 2019 | 2019-03-30 | 3.06% | +0.08 pp |
| Q4 2018 | 2018-12-29 | 3.11% | +2.08 pp |
| Q3 2018 | 2018-09-29 | 2.25% | −2.05 pp |
| Q2 2018 | 2018-06-30 | 1.32% | −1.57 pp |
| Q1 2018 | 2018-03-31 | 2.99% | −1.24 pp |
| Q4 2017 | 2017-12-30 | 1.02% | −0.29 pp |
| Q3 2017 | 2017-09-30 | 4.30% | +2.20 pp |
| Q2 2017 | 2017-07-01 | 2.89% | −0.11 pp |
| Q1 2017 | 2017-04-01 | 4.22% | +0.60 pp |
| Q4 2016 | 2016-12-31 | 1.31% | −1.00 pp |
| Q3 2016 | 2016-10-01 | 2.10% | −1.78 pp |
| Q2 2016 | 2016-07-02 | 3.00% | −1.42 pp |
| Q1 2016 | 2016-04-02 | 3.63% | −1.54 pp |
| Q4 2015 | 2016-01-02 | 2.31% | −2.97 pp |
| Q3 2015 | 2015-09-26 | 3.88% | −0.95 pp |
| Q2 2015 | 2015-06-27 | 4.42% | −1.40 pp |
| Q1 2015 | 2015-03-28 | 5.16% | −0.62 pp |
| Q4 2014 | 2014-12-27 | 5.28% | +0.82 pp |
| Q3 2014 | 2014-09-27 | 4.83% | +0.17 pp |
| Q2 2014 | 2014-06-28 | 5.83% | −1.22 pp |
| Q1 2014 | 2014-03-29 | 5.79% | −0.25 pp |
| Q4 2013 | 2013-12-28 | 4.46% | +0.41 pp |
| Q3 2013 | 2013-09-28 | 4.66% | −0.52 pp |
| Q2 2013 | 2013-06-29 | 7.05% | +0.08 pp |
| Q1 2013 | 2013-03-30 | 6.03% | −1.00 pp |
| Q4 2012 | 2012-12-29 | 4.06% | −0.18 pp |
| Q3 2012 | 2012-09-29 | 5.19% | −3.04 pp |
| Q2 2012 | 2012-06-30 | 6.96% | −1.37 pp |
| Q1 2012 | 2012-03-31 | 7.03% | — |
| Q4 2011 | 2011-12-31 | 4.24% | — |
| Q3 2011 | 2011-10-01 | 8.23% | — |
| Q2 2011 | 2011-07-02 | 8.34% | — |
Helios Technologies return on equity trends
Over the last five fiscal years, Helios Technologies's return on equity increased from 2.40% to 5.39%, a change of +2.99 percentage points. The latest reported quarter, Q2 2026, shows 2.32%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
Review Helios Technologies source filings ↗