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HELIOS TECHNOLOGIES, INC. 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on HELIOS TECHNOLOGIES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into HELIOS TECHNOLOGIES's regulatory disclosures and financial reporting.

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Helios Technologies, Inc. reported solid growth for the quarter ended July 4, 2026. Net sales rose to $231.9 million from $212.5 million a year earlier, and net income increased to $21.9 million from $11.4 million, with diluted EPS of $0.66 versus $0.34. For the first six months, net sales were $460.3 million compared with $408.0 million, and net income was $41.6 million versus $18.6 million, or diluted EPS of $1.25 versus $0.56.

Both segments contributed: Hydraulics six‑month sales were $285.6 million and Electronics $174.7 million, with higher operating income in each. Operating cash flow was strong at $65.8 million, funding $18.0 million of capital expenditures, dividends and share repurchases while reducing long‑term non‑revolving debt. The company recorded a net tariff‑related benefit to gross profit of approximately $1.2 million from refunded U.S. duties. Total assets were $1.52 billion and total shareholders’ equity $948.3 million as of July 4, 2026.

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Helios Technologies reported strong results for the second quarter ended July 4, 2026, with sales of $231.9 million, up 9% year over year, and described pro-forma growth of 16% after divestiture and FX effects. Hydraulics segment sales were $146.4 million, while Electronics reached $85.5 million, with both segments expanding gross and operating margins.

Consolidated gross margin improved to 34.6% from 31.8%, and operating margin rose to 14.0% from 10.3%. Diluted EPS increased to $0.66, up 94% from $0.34, and adjusted diluted EPS to $0.88, up 49% from $0.59. For the first six months, net income was $41.6 million, compared with $18.6 million a year earlier.

The company generated a second-quarter record $42 million of cash from operations and $31 million of free cash flow, contributing to trailing twelve-month adjusted EBITDA of $183.1 million. Net debt fell to $263.5 million, with net-debt-to-adjusted-EBITDA improving to 1.4x from 2.6x. Helios paid its 118th consecutive cash dividend, repurchased $6.0 million of stock in the quarter, and indicated that its raised full-year 2026 outlook implies the highest annual sales in its history.

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Vanguard Portfolio Management LLC filed a Schedule 13G reporting beneficial ownership of Helios Technologies Inc common stock. Vanguard and certain affiliated entities report beneficial ownership of 1,656,862 shares, representing 5.01% of the outstanding common stock.

Vanguard reports sole voting power over 15,756 shares and sole dispositive power over 1,656,862 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and managed accounts for which Vanguard-affiliated entities exercise dispositive and/or voting power, and no other single person’s interest exceeds 5% of the class.

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Helios Technologies executive Matteo Arduini reported option exercises and share sales in company stock. On June 22–23, 2026, he sold 10,027 shares of common stock in open-market transactions at weighted average prices of about $89.93 and $90.42 per share, with individual trades occurring within stated price ranges.

On the same date, he exercised stock options covering a total of 6,027 shares of common stock at exercise prices of $39.75, $50.60, and $55.03 per share. Following these transactions, Arduini directly holds 11,317 shares of Helios Technologies common stock.

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HLIO notice of proposed sale: the filer reports proposed dispositions of Common shares related to exercises of options under a registered plan, with sales scheduled for 06/23/2026. The filing lists quantities of 874, 1,153, 1,334 and 1,333 shares reported on 06/22/2026, with cash as the consideration.

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Sacchi Diana reported acquisition or exercise transactions in this Form 4 filing.

Helios Technologies director Diana Sacchi received a grant of 511 restricted stock units (RSUs) on June 16, 2026 as equity compensation. Each RSU represents one share of common stock that will be delivered after vesting, with no expiration once vested. Following this award, she holds 511 RSUs directly.

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Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.

HELIOS TECHNOLOGIES, INC. director Alexander Schuetz received a grant of 482 Restricted Stock Units on June 16, 2026. Each RSU represents one share of Common Stock upon vesting, with 482 shares underlying the award and 482 derivative shares reported as held directly after the grant.

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Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.

Helios Technologies director Chenanda Cary received a new equity award. She was granted 482 restricted stock units (RSUs) on June 16, 2026, each representing one share of common stock after vesting. Following this grant, she holds 482 RSUs directly as part of her compensation.

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Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.

HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 511 Restricted Stock Units on June 16, 2026. Each RSU represents one share of common stock that will be delivered after vesting, bringing his directly held RSU balance reported in this filing to 511 units. The grant was awarded at no cash cost to Britt as part of equity compensation.

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Brown Laura D reported acquisition or exercise transactions in this Form 4 filing.

HELIOS TECHNOLOGIES, INC. director Laura D. Brown received a grant of 761 Restricted Stock Units. Each RSU represents one share of common stock that can be delivered after the units vest. This is a compensation-related equity award, not an open-market stock purchase or sale.

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FAQ

How many HELIOS TECHNOLOGIES (HLIO) SEC filings are available on StockTitan?

StockTitan tracks 104 SEC filings for HELIOS TECHNOLOGIES (HLIO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for HELIOS TECHNOLOGIES (HLIO)?

The most recent SEC filing for HELIOS TECHNOLOGIES (HLIO) was filed on August 11, 2026.