HELIOS TECHS INC. DL-,01

Helios Technologies shares closed at a new 52-week high of $76.58. The company beat consensus expectations in the first quarter with adjusted earnings per share of $0.80 (expectation $0.69) and revenue of $228.4 million (+17% year-over-year; consensus $220.14 million). InvestingPro assigns a perfect Piotroski score of 9 but rates the stock as overvalued; KeyBanc raised the price target from $82 to $85 and maintained an "Overweight" rating. » Altro su de.investing.com

The board of CAB Payments unanimously recommends not accepting the Helios consortium's offer, calling it opportunistic and fundamentally undervalued. Among the criticisms were a premium of only around 18% (based on the closing price on January 30), a payout in US dollars with currency risk, and partial compensation in illiquid, non‑voting shares subject to a three‑year lock‑up. Separately, CAB published fiscal 2025 figures: total revenue +12%, adjusted EBITDA £35 million (+14%), and adjusted earnings per share +9%; the company also opened new offices in New York and Abu Dhabi and appointed a new USD clearing partner. Management forecasts a mid‑term revenue CAGR in the high teens to low twenties (excluding net interest income) and plans to announce a distribution policy in 2026. » Altro su de.investing.com

Helios Technologies closed Q4 2025 with adjusted diluted earnings per share of $0.81, up 145% year-on-year, and reported revenue of $211 million (+17%). The adjusted EBITDA margin rose to 20.1% and the gross margin to 33.6% in the quarter, while the record free cash flow year 2025 amounted to $103.6 million. The company further reduced debt (net leverage/net debt to EBITDA 1.8x) and sees 2026 revenue growth of 4–9% and adjusted earnings per share of $2.60–$2.90. » Altro su de.investing.com