Helios Technologies, INC

Market Movers (8-K)

NYSE
Helios Technologies announced its Board of Directors has declared a quarterly cash dividend of $0.12 per common share, continuing its 29-year history of consecutive dividend payments.
NYSE
Helios Technologies shareholders approved the expansion of its 2023 Equity Incentive Plan and re-elected board members.
NYSE
Helios Technologies reported strong first quarter 2026 results, exceeding its outlook with significant sales growth and accelerated earnings, while also raising its full-year guidance.
Better than expected
NYSE
Helios Technologies announced its "CORE 2030 Strategy" targeting $1.6 billion in sales and a 25%+ Adjusted EBITDA margin, alongside a 33% increase in its quarterly cash dividend to $0.12 per share.
Better than expected
NYSE
Helios Technologies reported robust fourth-quarter 2025 financial results, showcasing 17% sales growth, expanded profitability, and record cash flow, alongside optimistic 2026 guidance.
Better than expected
NYSE
Helios Technologies, Inc. has amended its executive severance agreement with CEO Sean Bagan, extending his base salary continuation upon involuntary termination from 12 to 24 months.

Quarterly Earnings (10-Q)

NYSE
Helios Technologies, Inc. announced a significant increase in net sales and operating income for the first quarter of 2026, driven by strong performance in both its Hydraulics and Electronics segments.
Better than expected
NYSE
Helios Technologies saw Q3 net sales rise 13.3% but a significant goodwill impairment charge led to a 94.1% drop in operating income.
Delay expected
Worse than expected
NYSE
Helios Technologies reported a decline in second-quarter net sales and profitability, driven by reduced demand in key end markets, despite strategic restructuring and debt reduction efforts.
Delay expected
Worse than expected
Capital raise
NYSE
Helios Technologies' Q1 2025 net sales decreased by 7.8% compared to Q1 2024, driven by lower demand in the Hydraulics segment.
Worse than expected
NYSE
Helios Technologies experienced a decrease in net sales but an increase in operating income for the third quarter of 2024, alongside an executive leadership change and ongoing market challenges.
Worse than expected
NYSE
Helios Technologies experienced a decrease in net sales and profitability in the second quarter of 2024, impacted by reduced demand and economic uncertainty, despite some gains in specific markets.
Worse than expected
Delay expected

Annual Reports (10-K)

NYSE
Helios Technologies, a global leader in motion and electronic controls, reported a 4.1% increase in net sales for fiscal year 2025, alongside a strategic divestiture and significant management transitions.
Delay expected
NYSE
Helios Technologies navigates a challenging economic landscape in 2024, reporting a slight dip in net sales but improved operating income, while strategically focusing on acquisitions, debt reduction, and operational efficiencies.
Worse than expected
NYSE
Helios Technologies' 2023 annual report reveals a decrease in net sales and profitability amid a complex economic environment, while highlighting strategic acquisitions and restructuring efforts.
Worse than expected

Insider Trading (Form 4)

NYSE
Matteo Arduini, President of Hydraulics at Helios Technologies, reported transactions involving the sale and acquisition of company common stock.
NYSE
Helios Technologies Director Diana Sacchi acquired 511 Restricted Stock Units (RSUs) on June 16, 2026, as part of her compensation.
NYSE
Helios Technologies Director Alexander Schuetz acquired 482 Restricted Stock Units (RSUs) on June 16, 2026, with vesting scheduled for June 16, 2027.
NYSE
Helios Technologies Director Cary Chenanda acquired 482 Restricted Stock Units (RSUs) on June 16, 2026, as detailed in a Form 4 filing.
NYSE
Helios Technologies Director Britt Douglas acquired 511 Restricted Stock Units (RSUs) on June 16, 2026, as detailed in a Form 4 filing.
NYSE
Laura D. Brown, a Director at Helios Technologies, Inc., acquired 761 Restricted Stock Units (RSUs) on June 16, 2026.

Proxy Statements (Def-14A)

NYSE
Helios Technologies, Inc. will hold its annual shareholder meeting on June 4, 2025, to elect directors, ratify the appointment of Grant Thornton LLP, and approve executive compensation.
NYSE
Helios Technologies' proxy statement reveals key details about the upcoming annual shareholder meeting, director elections, and executive compensation, highlighting a year of leadership transition and strategic focus.
Worse than expected
NYSE
Helios Technologies will hold its annual shareholder meeting on June 6, 2024, to elect a director, ratify the appointment of Grant Thornton LLP, and conduct an advisory vote on executive compensation.
NYSE
Helios Technologies announces its annual shareholder meeting on June 6, 2024, detailing proposals for director election, auditor ratification, and executive compensation approval.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Vanguard Portfolio Management has reported a beneficial ownership stake of 5.01% in Helios Technologies Inc., as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 3.9% of Helios Technologies, Inc. common stock as of March 31, 2026.
NYSE
Vanguard Capital Management reports beneficial ownership of over 1.7 million shares, representing 5.2% of Helios Technologies' common stock.
NYSE
The Vanguard Group has reported 0% beneficial ownership in Helios Technologies Inc. following an internal realignment, with subsidiaries now reporting separately.
NYSE
Wellington Management Group LLP and its affiliates have reported a 6.0% beneficial ownership stake in Helios Technologies, Inc. common stock.
NYSE
Conestoga Capital Advisors has reported a 5.02% beneficial ownership stake in Helios Technologies, Inc. common stock as of December 31, 2025.