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    Should CarPlay and Android Auto Expansion Require Action From Helios Technologies (HLIO) Investors?

    Simply Wall St·09/09/2026 06:23:39
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    • Helios Technologies recently expanded its No Roads electronics platform by adding Apple CarPlay and Android Auto, allowing compatible OEM displays in marine, powersports, overlanding, and specialty vehicles to mirror familiar smartphone functions for work and recreational use.
    • This move pushes Helios Technologies deeper into connected, software-centric electronics and can reinforce its positioning as equipment makers seek more integrated digital control and user interface solutions.
    • The focus now shifts to how extending No Roads with Apple CarPlay and Android Auto may influence Helios Technologies' broader investment narrative.

    Scan beyond Helios Technologies and size up other connected vehicle plays with a curated line up of 37 robotics and automation stocks riding the same push toward smarter hardware and software integration.

    Helios Technologies Investment Narrative Recap

    To stay invested in Helios Technologies, you need to believe the shift toward electronics and connected controls can offset pressure on traditional hydraulics over time. The No Roads expansion with Apple CarPlay and Android Auto fits that story, because it keeps the Electronics segment aligned with OEM demand for integrated, software heavy systems. The immediate impact on results is likely modest. The more relevant short term swing factor remains how cyclical end markets behave after a weak three year stretch. The biggest near term risk is that demand in construction, agriculture, or recreational equipment softens again before newer platforms scale.

    The current No Roads update lines up cleanly with the broader catalyst around IoT enabled platforms such as Cygnus Reach. Both live in the same Electronics ecosystem and speak to Helios Technologies trying to build more complete control and connectivity solutions for OEMs. Execution here matters. If these products gain traction, they can help diversify away from purely hydraulic exposure and support the post restructuring margin focus. If adoption is slow, the firm remains more exposed to swings in legacy systems while carrying the cost and complexity of a larger electronics portfolio.

    That said, there is one operational wrinkle in the Helios story that deserves closer attention before you lean too hard into the upside narrative...

    Read the full Helios Technologies narrative to see the case behind these numbers.

    Helios Technologies' narrative projects US$1.0b revenue and US$118.7 million earnings by 2029. This is based on an assumption of 4.8% yearly revenue growth and an earnings increase of about US$47.3 million from US$71.4 million today.

    Helios Technologies' forecasts flag fair value at $94.67 versus the $71.42 share price, a 33% potential upside to its current price.

    NYSE:HLIO 1-Year Stock Price Chart
    NYSE:HLIO 1-Year Stock Price Chart

    Exploring Other Perspectives

    Some of the most optimistic analysts frame the key catalyst as faster margin improvement, not just more gadgets from Helios Technologies. Before this CarPlay and Android Auto update, they were already modeling 6.0% yearly revenue growth and earnings of about US$120.4 million by 2029. You can treat that as one possible path and compare it with your own view of how this new electronics push could reshape the story.

    To see how other investors are framing fair value for Helios Technologies, compare your view with 2 other fair value estimates for Helios Technologies.

    Reach Your Own Conclusion

    Don't just follow the ticker. Dig into the data and build a conviction that's truly your own.

    Looking for more investment ideas beyond Helios Technologies?

    If the Helios Technologies story has you thinking about how to position your portfolio, it can help to line it up against other opportunities using the Simply Wall St Screener. You can filter by quality, risk profile, or income focus and quickly see which businesses fit the kind of setup you are looking for next.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.