HLIO on NYSE

HELIOS TECHNOLOGIES, INC.

American miscellaneous fabricated metal products company based in Sarasota. Summary from the record

Price unavailable

Last updated Oct 19, 2026.

Overview

$839.0MRevenue, fiscal 20263
$48.4MNet income, fiscal 20263

Compare with Mueller Water Products, Crane NXT, Co. or Crane Co., or pick any stock.

  • TickerHLIO on NYSE2
  • IndustryMiscellaneous Fabricated Metal Products2
  • HeadquartersSarasota, United States2
  • Incorporated inFL4
  • Business address7456 Sixteenth Street East, Sarasota, Fl 342434
  • Filer categoryLarge accelerated filer4
  • Legal formProfit Corporation2
  • LEI5493000BCJSMIDRNTI782
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O C T CORPORATION SYSTEM, 33324 Plantation, United States2
  • Registered withFlorida Division of Corporations, J496652

See how the biggest companies compare on our leaderboards

Helios Technologies, Inc. (“Helios,” the “Company,” “we,” “us” or “our”), and its wholly owned subsidiaries, is a global leader in highly engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness.5 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

32.3%Gross margin3
7.9%Operating margin3
5.8%Net margin3
5.2%Return on equity3
0.28×Debt to equity3
$103.6MFree cash flow3

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Business segments

Hydraulics brought in 64% of the revenue HELIOS TECHNOLOGIES, INC. broke down this way in fiscal 2025.

  1. Hydraulics$540.8M364%up 1% from 2024
  2. Electronics$298.2M336%up 11% from 2024
Business segments by year
Business segments202320242025
Hydraulics$565.8M$537.2M$540.8M
Electronics$269.8M$268.7M$298.2M

Regions

Americas brought in 54% of the revenue HELIOS TECHNOLOGIES, INC. broke down this way in fiscal 2025.

  1. Americas$452.2M354%up 4% from 2024
  2. EMEA$198.6M324%up 8% from 2024
  3. Asia Pacific$188.2M322%up 1% from 2024
Regions by year
Regions202320242025
Americas$460.9M$435.0M$452.2M
EMEA$202.8M$183.8M$198.6M
Asia Pacific$171.9M$187.1M$188.2M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue68¢$567.8M
  • Research and development2¢$19.1M
  • Selling, general and admin18¢$147.6M
  • Other costs5¢$42.1M
  • Income tax2¢$14.0M
  • Profit6¢$48.4M

Out of $839.0M in revenue.3

Where each dollar of operating cash went, fiscal 2026

  • Capital spending19¢$23.7M
  • Dividends paid9¢$12.0M
  • Kept or used elsewhere72¢$91.6M

Out of $127.3M of cash from operations.3

Financial statements

Revenue6783$839.0M in 2026+51% since 2019
0$250.0M$500.0M$750.0M$1.0B2019: $554.7M$554.7M20192021: $523.0M$523.0M2021−6%2022: $885.4M$885.4M2022+69%2023: $835.6M$835.6M2023−6%2024: $805.9M$805.9M2024−4%2026: $839.0M$839.0M2026+4%
Gross profit6783$271.2M in 2026+28% since 2019
0$100.0M$200.0M$300.0M2019: $212.3M$212.3M20192021: $196.2M$196.2M2021−8%2022: $298.5M$298.5M2022+52%2023: $261.7M$261.7M2023−12%2024: $252.3M$252.3M2024−4%2026: $271.2M$271.2M2026+7%
Operating income6783$66.0M in 2026−27% since 2019
0$50.0M$100.0M$150.0M2019: $90.1M$90.1M20192021: $35.4M$35.4M2021−61%2022: $137.3M$137.3M2022+288%2023: $79.9M$79.9M2023−42%2024: $81.8M$81.8M2024+2%2026: $66.0M$66.0M2026−19%
Net income6783$48.4M in 2026−20% since 2019
0$25.0M$50.0M$75.0M$100.0M2019: $60.3M$60.3M20192021: $14.2M$14.2M2021−76%2022: $98.4M$98.4M2022+593%2023: $37.5M$37.5M2023−62%2024: $39.0M$39.0M2024+4%2026: $48.4M$48.4M2026+24%

Every line of the income statement as filed: the last 3 fiscal years, latest first.3

Period ending2025-12-312024-12-312023-12-31
Net sales$839.0M$805.9M$835.6M
Cost of sales$567.8M$553.6M$573.9M
Gross profit$271.2M$252.3M$261.7M
Selling, engineering and administrative expenses$147.6M$139.0M$148.9M
Amortization of intangible assets$31.7M$31.5M$32.9M
Goodwill impairment$25.9M$0$0
Operating income$66.0M$81.8M$79.9M
Interest expense, net$21.9M$33.8M$31.2M
Foreign currency transaction loss, net$1.3M$1.3M$600.0K
Other non-operating (income), net-$19.6M-$3.8M-$1.1M
Income before income taxes$62.4M$50.5M$49.2M
Income tax provision$14.0M$11.5M$11.7M
Net income$48.4M$39.0M$37.5M
Basic$1.46$1.17$1.14
Diluted$1.45$1.17$1.14
Basic33.2M shares33.2M shares32.9M shares
Diluted33.3M shares33.3M shares33.0M shares
Dividends declared per share$0.36$0.36$0.36

Compare HELIOS TECHNOLOGIES, INC. with another company

Leadership

Who has led HELIOS TECHNOLOGIES, INC., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Allen J. Carlson2006–2016
  2. Wolfgang H. Dangel2016–2020
  3. Tricia L. Fulton2020
  4. Josef Matosevic2020–2024
  5. Sean Bagan2025–now

Chair

  1. Clyde G. Nixon2006–2007

President

  1. Allen J. Carlson2006–2016
  2. Wolfgang H. Dangel2016–2020
  3. Tricia L. Fulton2020
  4. Josef Matosevic2020–2024
  5. Matteo Arduini2022
  6. Lee Francis Wichlacz2022–2025
  7. Sean Bagan2025–2026
  8. Billy Vern Aldridge2026–now

Chief financial officer

  1. Tricia L. Fulton2006–2023
  2. Sean Bagan2023–2025
  3. Michael Connaway2025–2026
  4. Jeremy Scott Evans2026–now
2010201520202025
Board members and other officers (40)

Former names

  • SUN HYDRAULICS CORPMay 15, 1997 to Jun 11, 20194
  • SUN HYDRAULICS INCNov 7, 1996 to Mar 31, 19974

Timeline

  1. Jan 7, 2025New chief executive Sean Bagan becomes CEO13
  2. Jun 2, 2020New chief executive Josef Matosevic becomes CEO15
  3. Apr 29, 2020New chief executive Tricia L. Fulton becomes CEO14
  4. Apr 6, 2016New chief executive Wolfgang H. Dangel becomes CEO16
  5. Jun 28, 2006New chief executive Allen J. Carlson becomes CEO17
  6. Dec 31, 1986Founded HELIOS TECHNOLOGIES, INC. is founded2

Filings

502 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 68 major events, 340 insider forms, 38 large holders, 36 other. The latest 20:

  1. Oct 5, 20264 EDGAR
  2. Sep 29, 20264 EDGAR
  3. Sep 29, 20264 EDGAR
  4. Sep 29, 20264 EDGAR
  5. Sep 29, 20264 EDGAR
  6. Sep 29, 20264 EDGAR
  7. Sep 29, 20264 EDGAR
  8. Sep 29, 20268-K EDGAR
  9. Sep 22, 20264 EDGAR
  10. Sep 22, 20264 EDGAR
  11. Sep 22, 20264 EDGAR
  12. Sep 22, 20264 EDGAR
  13. Sep 22, 20264 EDGAR
  14. Sep 22, 20264 EDGAR
  15. Sep 15, 20264 EDGAR
  16. Sep 15, 20264 EDGAR
  17. Sep 15, 20264 EDGAR
  18. Sep 15, 20264 EDGAR
  19. Sep 15, 20264 EDGAR
  20. Aug 11, 202610-Q EDGAR

The 502 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

14 open-market trades by officers, directors and large owners since October 2021: 0 buys and 14 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 23, 2026Arduini MatteoPresident of Hydraulics, FCTSale6,027$90.42$545.0KForm 4
Jun 22, 2026Arduini MatteoPresident of Hydraulics, FCTSale4,000$89.93$359.7KForm 4
May 15, 2026Arduini MatteoPresident of Hydraulics, FCTSale3,000$76.48$229.4KForm 4
Dec 5, 2025Arduini MatteoPresident of Hydraulics, FCTSale2,000$54.61$109.2KForm 4
Nov 5, 2025Sacchi DianaDirectorSale620$58.36$36.2KForm 4
Nov 25, 2024Arduini MatteoPresident of Hydraulics, FCTSale4,000$53.98$215.9KForm 4
Nov 7, 2024Sacchi DianaDirectorSale615$53.91$33.2KForm 4
May 21, 2024Arduini MatteoPresident of Hydraulics, FCTSale7,000$53.72$376.0KForm 4
Jun 30, 2023LEMAITRE PHILIPPEDirectorSale2,750$65.52$180.2KForm 4
Nov 24, 2021Nealis Melanie MChief Legal & Compliance OfficSale5,000$108.91$544.6KForm 4
Nov 12, 2021BERTONECHE MARCDirectorSale5,000$107.06$535.3KForm 4
Nov 9, 2021Fulton Tricia LEVP, Chief Financial OfficerSale1,500$105.00$157.5KForm 4
Nov 8, 2021Fulton Tricia LEVP, Chief Financial OfficerSale2,000$100.02$200.0KForm 4
Nov 8, 2021Nealis Melanie MChief Legal & Compliance OfficSale1,000$100.07$100.1KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.2,592,872$231.4M0.0%+149,916
Vanguard Portfolio Management LLC1,641,106$146.5M0.0%+135,810
Dimensional Fund Advisors LP1,549,341$138.3M0.0%−69,371
Vanguard Capital Management LLC1,462,106$130.5M0.0%−15,243
Sara-Bay Financial1,146,658$102.3M27.3%−7,238
Conestoga Capital Advisors, LLC1,084,345$96.8M2.1%−240,861
Invesco Ltd.1,083,038$96.7M0.0%+863,860
Geode Capital Management, LLC979,448$87.4M0.0%+142,617
Jennison Associates LLC977,554$87.2M0.1%−58,423
Wellington Management Group Llp887,417$79.2M0.0%−419,256
State Street Corp841,953$75.1M0.0%+53,944
William Blair Investment Management, LLC834,221$74.5M0.2%−96,787
Neuberger Berman Group LLC761,883$68.0M0.0%+50,085
Ameriprise Financial Inc743,426$66.4M0.0%+4,165
Nomura Asset Management International Inc.718,688$64.1M0.1%−49,972
ACK Asset Management LLC681,000$60.8M7.1%−99,378
Wasatch Advisors LP660,085$58.9M0.4%−138,923
Nuveen, LLC507,047$45.3M0.0%+177,535
Goldman Sachs Group Inc449,107$40.1M0.0%+6
Bank Of America Corp /de/411,128$36.7M0.0%−99,391
Jupiter Topco LLC408,245$36.4M0.0%New
Charles Schwab Investment Management Inc407,860$36.4M0.0%−12,191
Aberdeen Group plc397,396$35.5M0.0%+108,163
Arrowstreet Capital, Limited Partnership395,605$35.3M0.0%−148,636
Northern Trust Corp334,725$29.9M0.0%+17,026

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

5 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Jul 18, 2023Josh GottheimerDemocratic, HouseSale$1,001 - $15,000+64.8%Report
Jun 12, 2023Josh GottheimerDemocratic, HousePartial sale$1,001 - $15,000+70.2%Report
Nov 3, 2021Josh GottheimerDemocratic, HousePartial sale$1,001 - $15,000+90.6%Report
Oct 29, 2020Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−71.6%Report
Jun 30, 2020Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−68.1%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
  25. 25
  26. 26
  27. 27
  28. 28
  29. 29
  30. 30
  31. 31
  32. 32
  33. 33
  34. 34
  35. 35
  36. 36
  37. 37
  38. 38
  39. 39
  40. 40
  41. 41
  42. 42
  43. 43
  44. 44
  45. 45
  46. 46
  47. 47
  48. 48
  49. 49
  50. 50
  51. 51
  52. 52
  53. 53
  54. 54
  55. 55
  56. 56
  57. 57
  58. 58
  59. 59
  60. 60
  61. 61
  62. 62
  63. 63
  64. 64
  65. 65
  66. 66
  67. 67
  68. 68
  69. 69
  70. 70