NYSE$HLIO

Helios Technologies Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Reported strong finish to 2019 with operational efficiency leading to higher output and strong EPS performance.

Helios Technologies reported fourth-quarter sales of $125.9 million, a decrease of 9% compared to the prior year. The company's EPS was $0.43, and non-GAAP cash EPS was $0.54. They also reduced debt by $52 million in 2019.

  • Operational efficiency led to higher output per labor hour.
  • Incremental revenue and improved productivity drove better-than-expected margins.
  • Strong cash flow allowed the company to exceed its adjusted free cash flow goal for the year.
  • Debt was reduced by $52 million in 2019, closing the year with 2.1x net debt-to-adjusted EBITDA.

Headline financials

Total Revenue

$126M

Previous: $139M-9.2%
EPS (adj)

$0.54

Previous: $0.41+31.7%
Capital Expenditures

$5.44M

No prior period
Free Cash Flow

$34.1M

No prior period
Net Income

$13.8M

No prior period
Operating Income

$18.8M

No prior period
Gross Profit

$47.4M

No prior period
Cash & Equivalents

$22.1M

No prior period
Total Assets

$1.02B

No prior period
Stock-Based Comp

$1.15M

No prior period

Revenue & EPS history

Helios · Revenue · Quarterly

$126M

Q4 2019-9.2%vs Q4 2018
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Helios · $126M total across 2 segments · Q4 2019

  • Hydraulics
    $103M
  • Electronics
    $23.4M

Forward guidance

The Company’s expectations for 2020, compared with actual 2019 results: Consolidated revenue $555 million $520 - $555 million 0 - (6)% Hydraulics segment revenue $443 million $415 - $443 million 0 - (6)% Electronics segment revenue $112 million $105 - $112 million 0 - (6)% GAAP EPS $1.88 $1.55 - $1.88 0 - (17)% Non-GAAP cash EPS $2.43 $2.00 - $2.30 (5)% - (18)% Adjusted EBITDA margin 23.6% 22.0% - 23.0% (60) - (160) bps

Tailwinds

  • Hydraulics segment revenue will be evenly split between the first and second halves of the year, with the second quarter representing the strongest for the segment.
  • The progression tips slightly toward the back half of the year for the Electronics segment with a 48%/52% ratio, and the third quarter driving the second half strength.
  • The product development process for these opportunities is a joint effort between us and our OEM customers that takes place 12-24 months before we start selling the products.
  • We are confident that these efforts will result in future sales and significant profitable growth in this segment.

Headwinds

  • Given the economic backdrop including uncertainty surrounding the economic impact of the coronavirus, we are approaching 2020 guidance cautiously, with wider ranges than we have historically provided.
  • Current end markets continue to be challenging globally, with limited pockets of growth
  • Variations are due primarily to current global economic conditions, but are also impacted by known and potential delays in shipments to and from China in the early part of the year resulting from slowed business activity in the region after the discovery of the coronavirus.
  • 2020 requires significant investment for R&D and engineering resources to support the strong demand for projects with production starting in mid-to-late 2021 and continuing through 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2019

Historical avgQ4 2019

+1.1%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+0.9%

Avg return

30 days after

59%

37 / 63 earnings

Positive

+20.9%

Q3 2016

Best reaction

-23.8%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+2.5%+17.3%
Q4 2025-3.8%-12.6%-9.6%
Q3 2025-1.6%-4.0%-4.3%
Q1 2025+6.5%+21.0%+19.2%
Q4 2024+7.1%+1.6%-12.3%
Q3 2024+14.9%+7.8%+7.2%
Q2 2024+5.4%+4.2%-0.8%
Q1 2024+6.8%+5.7%-2.5%
Q4 2023+7.3%-0.4%-2.2%
Q3 2023-13.7%-16.7%-21.9%
Q2 2023-12.4%-7.3%-7.0%
Q1 2023-7.6%-12.2%-2.0%
Q4 2022+2.6%+9.6%-1.9%
Q3 2022-10.8%-5.1%-6.0%
Q2 2022-12.1%+0.5%-19.5%
Q1 2022-4.4%-1.7%+5.6%
Q4 2021-4.4%-4.2%+2.0%
Q3 2021+16.0%+15.2%+8.0%
Q2 2021+4.0%+2.3%+3.5%
Q1 2021-0.2%+3.6%-3.7%
Q3 2020+7.0%+5.8%+17.3%
Q2 2020+4.6%+11.6%+12.8%
Q1 2020+2.2%+2.4%+9.4%
Q4 2019-0.2%-4.9%-15.2%
Q3 2019+11.4%+7.2%+4.4%
Q2 2019+2.2%-3.2%-5.9%
Q1 2019-9.7%-9.9%-10.7%
Q4 2018+20.8%+27.9%+16.7%
Q3 2018-23.8%-17.1%-18.9%
Q2 2018-4.3%-8.0%-2.5%
Q1 2018-0.2%-0.8%+4.5%
Q4 2017-5.1%-6.4%-5.8%
Q3 2017-1.9%-0.3%-1.7%
Q2 2017+13.9%+12.3%+21.6%
Q1 2017+5.9%+5.0%+5.4%
Q4 2016-4.8%-8.8%-7.4%
Q3 2016+20.9%+32.8%+34.4%
Q2 2016+1.6%+0.6%+6.6%
Q1 2016-10.9%
Q4 2015+7.3%
Q3 2015+0.1%
Q2 2015-3.7%
Q1 2015-4.9%
Q4 2014+2.4%
Q3 2014+6.7%
Q2 2014+4.8%
Q1 2014-6.4%
Q4 2013+0.1%
Q3 2013+3.8%
Q2 2013+0.6%
Q1 2013-1.3%
Q4 2011+2.3%
Q4 2012+12.5%
Q3 2012+1.6%
Q2 2012+0.1%
Q1 2012+2.1%
Q4 2010+1.3%
Q3 2011-3.1%
Q2 2011+3.2%
Q1 2011+3.2%
Q3 2010-1.8%
Q2 2010-9.6%
Q1 2010+15.3%

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