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HLIO on NYSE

HELIOS TECHNOLOGIES, INC.

American miscellaneous fabricated metal products company based in Sarasota2

In its 2026 annual report the company says: “We operate under two business segments: Hydraulics and Electronics. Our actions build trust, strengthen collaboration, and create clarity in every relationship we touch.”6 Its shares trade on NYSE under the symbol HLIO.2

Price unavailable

Last updated Oct 21, 2026.

Overview

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

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  • 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

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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.6 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

Revenue7893$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 profit7893$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 income7893$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 income7893$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

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Corporate structure

HELIOS TECHNOLOGIES, INC. sits at the top of its group. 25 entities, 12 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of HELIOS TECHNOLOGIES, INC.

  • HELIOS TECHNOLOGIES, INC. Sarasota, Florida, United States
    • Balboa Water Group, LLC Subsidiary · Delaware, United States
    • Custom Fluidpower Vietnam Company Ltd. Subsidiary · Vietnam
    • Daman Products Company, LLC Subsidiary · Indiana, United States
    • Enovation Controls Europe, Ltd. Subsidiary · United Kingdom
    • Enovation Controls India Private Limited Subsidiary · India
    • Enovation Controls, LLC Subsidiary · Oklahoma, United States
    • Faster do Brasil Ltda. Subsidiary · Brazil
    • Faster Hydraulics Canada Corp. Subsidiary · Canada
    • Faster Hydraulics Pvt. Ltd. Subsidiary · India
    • Faster Inc. Subsidiary · Ohio, United States
    • Faster S.r.l. Subsidiary · Italy
    • Guwing Holdings Pty. Ltd. Subsidiary · Australia
    • Helios Center of Engineering Excellence Subsidiary · Delaware, United States
    • Helios Hydraulics Americas, LLC Subsidiary · Delaware, United States
    • HydroAir International ApS Subsidiary · Denmark
    • i3 Product Development, LLC Subsidiary · Wisconsin, United States
    • NEM S.r.l. Subsidiary · Italy
    • Polyusus Lux IV S.A.R.L. Subsidiary · Luxembourg
    • Schultes Precision Manufacturing, Inc. Subsidiary · Illinois, United States
    • Spa & Bath Holdings, Inc Subsidiary · Delaware, United States
    • Sun Hydraulics Korea Corporation Subsidiary · South Korea
    • Sun Hydraulics LLC Subsidiary · Florida, United States
    • Sun Hydraulik GmbH Subsidiary · Germany
    • Sun Hydraulik Holdings Limited Subsidiary · United Kingdom

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What HELIOS TECHNOLOGIES, INC. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Construction in progress$16.0M3 Jan 3, 2026$27.2M3 Dec 28, 2024−41.2%
Property and equipment, before depreciation$469.4M3 Jan 3, 2026$429.5M3 Dec 28, 2024+9.3%
Accumulated depreciation$296.4M3 Jan 3, 2026$263.2M3 Dec 28, 2024+12.6%
Property and equipment, net$189.0M3 Jan 3, 2026$193.5M3 Dec 28, 2024−2.3%
Operating-lease assets (leased space)$17.6M3 Jan 3, 2026$22.9M3 Dec 28, 2024−23.1%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$73.0M3 Jan 3, 2026$44.1M3 Dec 28, 2024+65.5%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$498.1M3 Jan 3, 2026$498.9M3 Dec 28, 2024−0.2%
Finite-lived intangibles, gross$580.0M3 Jan 3, 2026$556.8M3 Dec 28, 2024+4.2%
Accumulated amortization$210.1M3 Jan 3, 2026$172.8M3 Dec 28, 2024+21.6%
Finite-lived intangibles, net$369.9M3 Jan 3, 2026$384.0M3 Dec 28, 2024−3.7%

Inventory

ItemLatestA year beforeChange
Inventory, total$188.6M3 Jan 3, 2026$190.1M3 Dec 28, 2024−0.8%
Raw materials$106.9M3 Jan 3, 2026$105.3M3 Dec 28, 2024+1.5%
Work in process$50.5M3 Jan 3, 2026$48.7M3 Dec 28, 2024+3.7%
Finished goods$43.1M3 Jan 3, 2026$46.7M3 Dec 28, 2024−7.7%

Properties, in its own words

Corporate Office

We lease office space in Sarasota, Florida, that is used as our corporate headquarters and customer experience center.

The rest of Item 2

Segments

The table below presents information on the primary operating facilities in our Hydraulics and Electronics segments. These locations are generally used for manufacturing and distribution activities as well as sales, engineering and administrative functions.

We believe that our properties have been adequately maintained, are generally in good condition and are suitable and adequate for our business as presently conducted. The extent of utilization of our properties varies from time to time and among our facilities.

Hydraulics Segment

Square Footage (in thousands)

Region · Owned · Leased · Total

Americas · 1,953 · 63 · 2,016

Europe · 116 · 763 · 879

Asia/Pacific · 50 · 90 · 140

Total · 2,119 · 916 · 3,035

Electronics Segment

Square Footage (in thousands)

Region · Owned · Leased · Total

Americas · 529 · 377 · 906

Europe · 18 · 7 · 25

Asia/Pacific · — · 63 · 63

Total · 547 · 447 · 994

Item 2 of the 10-K filed Mar 3, 2026.6

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)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • Balboa Water Group, LLC Delaware5
  • Custom Fluidpower Vietnam Company Ltd. Vietnam5
  • Daman Products Company, LLC Indiana5
  • Enovation Controls Europe, Ltd. United Kingdom5
  • Enovation Controls India Private Limited India5
  • Enovation Controls, LLC Oklahoma5
  • Enovation Controls, Ltd. United Kingdom5
  • Faster Hydraulics Canada Corp. Canada5
  • Faster Hydraulics Pvt. Ltd. India5
  • Faster Inc. Ohio5
  • Faster S.r.l. Italy5
  • Faster do Brasil Ltda. Brazil5
  • Guwing Holdings Pty. Ltd. Australia5
  • Helios Center of Engineering Excellence Delaware5
  • Helios Hydraulics Americas, LLC Delaware5
  • HydroAir International ApS Denmark5
  • NEM S.r.l. Italy5
  • Polyusus Lux IV S.A.R.L. Luxembourg5
  • Schultes Precision Manufacturing, Inc. Illinois5
  • Spa & Bath Holdings, Inc Delaware5
  • Sun Hydraulics Korea Corporation South Korea5
  • Sun Hydraulics LLC Florida5
  • Sun Hydraulics Limited United Kingdom5
  • Sun Hydraulik GmbH Germany5
All 26 listed subsidiaries
  • Sun Hydraulik Holdings Limited United Kingdom5
  • i3 Product Development, LLC Wisconsin5

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

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

Timeline

  1. Sep 29, 20268-K Other events62
  2. Aug 10, 20268-K Results of operations63
  3. Jun 17, 20268-K Other events64
  4. Jun 15, 20268-K Executive or director change; Shareholder vote65
  5. May 11, 20268-K Results of operations66
  6. Mar 20, 20268-K Regulation FD disclosure; Other events67
  7. Mar 2, 20268-K Results of operations68
  8. Feb 26, 20268-K Executive or director change69
  9. Dec 19, 20258-K Other events70
  10. Dec 8, 20258-K Executive or director change71
  11. Nov 17, 20258-K Executive or director change72
  12. Nov 4, 20258-K Results of operations73
  13. Jan 7, 2025New chief executive Sean Bagan becomes CEO14
  14. Jun 2, 2020New chief executive Josef Matosevic becomes CEO16
  15. Apr 29, 2020New chief executive Tricia L. Fulton becomes CEO15
  16. Apr 6, 2016New chief executive Wolfgang H. Dangel becomes CEO17
  17. Jun 28, 2006New chief executive Allen J. Carlson becomes CEO18
  18. Dec 31, 1986Founded HELIOS TECHNOLOGIES, INC. is founded2

Calendar

Coming up

  1. Nov 2, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported $0.72 a share, on Nov 3, 2025.74

When it reported results

  1. Aug 10, 2026Reported quarterly or annual results63
  2. May 11, 2026Reported quarterly or annual results66
  3. Mar 2, 2026Reported quarterly or annual results68
  4. Nov 4, 2025Reported quarterly or annual results73
  5. Aug 4, 2025Reported quarterly or annual results75
  6. May 6, 2025Reported quarterly or annual results76
  7. Feb 24, 2025Reported quarterly or annual results77
  8. Nov 5, 2024Reported quarterly or annual results78

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

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.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Sean Bagan$713.5K$3.4M90
2025Marc Greenberg$407.7K$1.3M90
2025Matteo Arduini$394.9K$1.2M90
2025Michael Connaway$112.1K$1.2M90
2025Rick Martich$305.8K$1.0M90
2025Jeremy Evans$269.7K$604.3K90
2024President & Chief Executive Officer$440.0K$1.6M90
2024Executive VicePresident,$400.0K$1.4M90
2024PresidentHydraulics EMEA$378.8K$1.2M90
2023Fluid Conveyance Technology$350.0K$963.1K90
2023General Counsel & Secretary$330.0K$893.7K90
2023and Chief Financial Officer$176.0K$834.6K90
2023Motion Control Technology$270.0K$474.2K90

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).

SEC filer profile

How HELIOS TECHNOLOGIES, INC. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARHELIOS TECHNOLOGIES, INC.1
  • CIK0001024795
  • Employer ID (EIN)59-27543376
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company6
  • Incorporated inFlorida6
  • Fiscal year endsDecember 301
  • Industry code (SIC)3490 Miscellaneous Fabricated Metal Products1
  • SEC reviewing officeOffice of Manufacturing, Division of Corporation Finance1
  • Business address7456 Sixteenth Street East, Sarasota, FL 342431
  • Phone94136212001
  • Shares outstanding32,950,577 as of Jul 31, 202611
  • Public float$1.1B as of Jun 28, 20256
  • AuditorGRANT THORNTON LLP, Tampa, Florida PCAOB ID 248; it also attests to the company’s internal control over financial reporting6
  • On EDGAR sinceOct 15, 19961
  • Filings2,472 in all: 4 (1,643), 8-K (316), SC 13G/A (114), 10-Q (89), 4/A (42), 3 (31), DEF 14A (30), 10-K (27)1
    All 40 form types

    11-K (22), SC 13G (19), ARS (18), SD (13), S-8 (12), DEFA14A (11), SCHEDULE 13G/A (10), UPLOAD (10), 3/A (9), 5 (7), 8-K/A (7), CORRESP (7), 144 (4), S-1/A (4), SCHEDULE 13G (4), 10-K405 (3), 10-K/A (2), 424B5 (2), SC TO-I/A (2), SEC STAFF LETTER (2), 25 (1), 424B1 (1), 8-A12B (1), 8-A12G (1), 8-A12G/A (1), CERT (1), NT 11-K (1), PRE 14A (1), S-1 (1), S-3ASR (1), S-8 POS (1), SC TO-I (1)

  • Latest filingsAnnual report (10-K) Mar 3, 2026
    Quarterly report (10-Q) Aug 11, 2026
    Proxy statement (DEF 14A) May 4, 2026
    Latest 8-K (8-K) Sep 29, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock $.001 Par ValueHLIOThe New York Stock Exchange

From the cover page of the 10-K filed Mar 3, 2026 (Section 12(b) of the Exchange Act).6

Risk factors and legal proceedings

The risks HELIOS TECHNOLOGIES, INC. names in Item 1A of its 10-K filed Mar 3, 2026: 29 risks under these headings, as written.6

  • Risks Relating to Our Business: Global Regulatory and Economic Conditions
  • Risks Relating to Our Business: Environmental, Health & Safety
  • Risks Relating to Our Business: Growth Strategy
  • Risks Relating to Our Business: Operations
  • Risks Relating to Our Business: Financial
  • Risks Relating to Our Business: Intellectual Property
  • Risks Relating to Our Business: Other
  • Risks Relating to Our Common Stock
  • General global economic trends and industry trends may affect our sales.
  • Our business could be harmed by adverse global and regional economic and political conditions, including inflation, changes in the cost or availability of energy, transportation and other necessary supplies and services, as well as the impact of tariffs.
  • Failure to comply with laws, regulations and policies, including the U.S. Foreign Corrupt Practices Act and U.K. Anti-Bribery Act or other applicable anti-corruption legislation, could result in fines, criminal penalties and an adverse effect on our business.
  • Our operations expose us to risks of non-compliance with numerous countries’ import and export laws and regulations.
The other 25 risks
  • Our operations are subject to environmental, health and safety laws and regulations, and we may face significant costs or liabilities associated with environmental, health and safety matters.
  • Climate change and increased focus by governmental and non-governmental organizations and customers on sustainability issues, including those related to climate change, may adversely affect our business and financial results.
  • We may fail to successfully acquire or integrate companies that provide complementary products or technologies.
  • We are subject to intense competition.
  • If we are unable to continue our technological innovation and successful introduction of new commercial products in an efficient, cost-effective manner, our business will be adversely affected.
  • We are subject to fluctuations in the prices of parts and raw materials and are dependent on our suppliers of these parts.
  • Unforeseen or recurring operational problems at any of our facilities, or other catastrophic loss of one of our key manufacturing facilities, may cause significant lost production and adversely affect our results of operations.
  • Efforts to improve productivity and advance product development efforts through our regional Centers of Excellence may not be successful in growing or enhancing our business on the timelines we suspect, or at all.
  • We may need additional capital in the future, and it may not be available on acceptable terms, or at all.
  • Our existing indebtedness could adversely affect our business and growth prospects.
  • If our long-lived assets, goodwill or other intangible assets become impaired, we may be required to record significant non-cash charges to our earnings.
  • Fluctuations in exchange rates may affect our operating results and impact our financial condition.
  • Changes in tax rates, laws or regulations and the resolution of tax disputes could adversely impact our financial results.
  • The inability to protect our intellectual property could reduce or eliminate any competitive advantage and reduce our sales and profitability, and the cost of protecting our intellectual property may be significant.
  • If we are alleged to have infringed upon the intellectual property rights owned by others, our business and results of operations could be materially adversely affected.
  • If we are unable to protect the confidentiality of our trade secrets, our business and competitive position would be harmed.
  • Our use of open source software may expose us to additional risks.
  • We are dependent upon key individuals and skilled personnel.
  • We are subject to risks relating to international sales.
  • Increased cybersecurity threats and more sophisticated and targeted computer crime and cybersecurity incidents could pose a risk to our data, systems, networks, products, solutions and services.
  • Due to the nature of our business and products, we may be liable for damages based on product liability and other tort and warranty claims.
  • We are subject to a variety of claims, investigations and litigation that could adversely affect our results of operations and harm our reputation.
  • Expectations relating to environmental, social and governance considerations expose the Company to potential liabilities, increased costs, reputational harm and other adverse effects on the Company's business.
  • Future sales of our common stock in the public market or the issuance of securities senior to our common stock could adversely affect the trading price of our common stock and our ability to raise funds in new stock offerings.
  • We may not pay dividends on our common stock.

Legal proceedings

From time to time we are involved in routine litigation incidental to the conduct of our business. We do not believe that any pending litigation will have a material adverse effect on our consolidated financial position or results of operations.

The opening of Item 3, Legal Proceedings.6

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