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Helios Technologies SEC Filings

HLIO NYSE

Welcome to our dedicated page for Helios Technologies SEC filings (Ticker: HLIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Unpacking the performance of Helios Technologies’ hydraulics and electronics segments often means wading through hundreds of pages of dense regulatory text. If you have ever asked, “Where can I find Helios Technologies’ quarterly earnings report 10-Q filing?” or “How do I track Helios Technologies insider trading Form 4 transactions in real time?”, you know the challenge.

Stock Titan turns that challenge into clarity. Our AI-powered summaries break down every document—whether it’s the annual report 10-K, a mid-quarter 8-K on an acquisition, or the definitive proxy statement on executive compensation—into plain language you can act on. Need to monitor “Helios Technologies Form 4 insider transactions real-time”? You’ll see instant alerts the moment executives buy or sell shares, alongside context that links those trades to upcoming product launches or cyclical demand shifts.

From the first look at a Helios Technologies earnings report filing analysis to understanding Helios Technologies SEC documents with AI, each page offers:

  • Real-time feeds of every submission to EDGAR—including 10-Q, 10-K, 8-K, S-4 and more
  • AI-generated key-point digests that spotlight hydraulics backlog trends and electronics margin drivers
  • Side-by-side views of segment data so you can compare fluid-power revenue to control-system sales without manual cross-referencing
  • Instant access to Helios Technologies executive stock transactions Form 4 for pattern analysis

Stop skimming dense filings and start focusing on insights. Whether you’re tracking a Helios Technologies proxy statement executive compensation vote, or need Helios Technologies 8-K material events explained, our platform delivers the information investors actually use—fast, accurate, and always current.

Filing
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Helios Technologies (HLIO) received a Form 144 notice indicating a proposed sale of up to 620 shares of common stock. The filer plans to sell through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 11/05/2025 and an aggregate market value of $36,180.10.

The shares were acquired on 09/23/2023 via restricted stock vesting under a registered plan, with consideration labeled as services rendered. This filing is a notice of intent by a selling holder and does not involve the company issuing new shares.

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Helios Technologies (HLIO) reported Q3 FY2025 results. Net sales were $220.3 million, up from $194.5 million, with gross profit of $73.0 million. The quarter included a non‑cash goodwill impairment of $25.9 million in the Electronics segment tied to i3 Product Development, reducing operating income to $1.3 million from $22.2 million a year ago.

Bottom line mixed by divestiture gain. Other non‑operating income included an $18.8 million pre‑tax gain related to the sale of Custom Fluidpower in Australia, contributing to net income of $10.3 million ($0.31 per diluted share) versus $11.4 million ($0.34) last year. Year‑to‑date, net income was $28.9 million on $628.2 million of sales.

Balance sheet and cash flow. Cash from operations reached $81.3 million for the nine months. Long‑term non‑revolving debt, net, was $261.8 million, with $138.8 million drawn on the revolving line and $360.3 million of available credit. The company repurchased 250,000 shares for $9.2 million and ended the quarter with shareholders’ equity of $917.9 million.

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Helios Technologies (HLIO) filed an 8-KExhibit 99.1 under Item 2.02.

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Helios Technologies (HLIO) reported that CFO Michael Connaway acquired 6,500 restricted stock units (RSUs) on 10/27/2025, as disclosed on Form 4. Each RSU represents the right to receive one share of common stock after vesting. The award vests 50% on each of the first two anniversaries of the grant date. Following the transaction, 6,500 derivative securities were beneficially owned on a direct basis at a stated price of $0 for the RSUs.

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Helios Technologies (HLIO)10/13/2025 and was filed by one reporting person. This is a routine Section 16 initial ownership disclosure and does not detail any non-derivative or derivative holdings.

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Diana Sacchi, a director of Helios Technologies, Inc. (HLIO), filed a Form 4 reporting transactions dated 10/04/2025. The filing shows a non-derivative transaction involving 914 shares of common stock at a price of $52.77, and reports 7,543 shares beneficially owned by the reporting person following the reported transaction. The filing also lists 914 restricted stock units (RSUs) mapped to 914 underlying common shares with an indicated price of $0 and 0 RSUs remaining beneficially owned after the transaction. The form is signed by an attorney-in-fact on behalf of the reporting person.

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Insider transaction by a director: A Form 4 reports that Laura D. Brown, a director of Helios Technologies, Inc. (HLIO), was issued 862 restricted stock units that convert to common shares upon vesting. The RSUs were recorded with a transaction date of 10/04/2025 at an implicit per-share value of $52.77, and increase her reported beneficial ownership to 15,167 shares. The filing shows the RSUs carry no expiration and convert one-for-one into common stock when vested. The Form 4 was signed by an attorney-in-fact on 10/07/2025. This is a non-derivative issuance of equity-based compensation to an insider rather than an open-market purchase or sale.

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Helios Technologies insider Cary Chenanda acquired 810 shares through the vesting of restricted stock units that convert into common stock at vesting. The reported transaction shows 810 RSUs were treated as an acquisition at an implied price of $52.77 per share, increasing the reporting person’s direct beneficial ownership to 13,901 shares. The RSUs convert one-for-one into common shares when they vest and carry no expiration once vested. The Form 4 reports the transaction was executed under a standard equity compensation arrangement for a director and was disclosed on the required SEC reporting form.

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Helios Technologies (HLIO) director Douglas Britt received 914 restricted stock units that vested on 10/04/2025, resulting in the acquisition of 914 shares at no cash cost. The filing reports a transaction price of $52.77, which appears to be the reported market price for reference, and shows Mr. Britt's total beneficial ownership rising to 26,252 shares.

The Form 4 was filed by an attorney-in-fact and indicates the awards are standard restricted stock units that convert to common shares upon vesting with no expiration. No derivative securities remain owned following this transaction.

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Insider transaction summary for HELIOS TECHNOLOGIES, INC. (HLIO)

Director Alexander Schuetz had 862 restricted stock units vest on 10/04/2025, which converted into 862 shares of common stock. To satisfy tax withholding, 259 shares were withheld rather than sold on the open market, leaving the reporting person with 15,727 shares beneficially owned after the transactions. The reported per-share price used for the withholding calculation was $52.77. The Form 4 was signed by an attorney-in-fact on 10/07/2025.

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FAQ

What is the current stock price of Helios Technologies (HLIO)?

The current stock price of Helios Technologies (HLIO) is $54.3 as of November 7, 2025.

What is the market cap of Helios Technologies (HLIO)?

The market cap of Helios Technologies (HLIO) is approximately 1.9B.
Helios Technologies

NYSE:HLIO

HLIO Rankings

HLIO Stock Data

1.86B
32.54M
1.74%
98.29%
3.55%
Specialty Industrial Machinery
Miscellaneous Fabricated Metal Products
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United States
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