Helios Technologies (NYSE: HLIO) unveils CORE 2030 plan and boosts dividend 33%

Rhea-AI Filing Summary

Helios Technologies, Inc. outlined its long-term CORE 2030 strategy and raised its quarterly dividend. Management targets 2030 sales of $1.6 billion including acquisitions, about double 2025 pro forma sales of roughly $792 million, with adjusted EBITDA margins of at least 25% and adjusted operating margins of 20%.

The company also aims for return on invested capital in the low- to mid-teens and highlighted 2025 progress, including 100 basis points of gross margin expansion, more than $60 million in projected annual value from new business wins, and 11 major new product launches. Over the past two years, Helios paid down approximately $158 million of debt, continued 116 consecutive quarterly dividends and began share repurchases under a $100 million authorization.

The Board approved a 33% increase in the quarterly cash dividend to $0.12 per share, payable on April 27, 2026 to shareholders of record on April 13, 2026. Helios has about 33.1 million common shares outstanding and has paid quarterly dividends for over 29 years.

Positive

• Ambitious 2030 financial targets: management is targeting sales of $1.6 billion including acquisitions, roughly double 2025 pro forma revenue of about $792 million, with adjusted EBITDA margins above 25% and adjusted operating margins of 20%.
• Material dividend increase and strong payout history: the Board approved a 33% rise in the quarterly dividend to $0.12 per share, extending a record of 116 consecutive quarterly dividends and over 29 years of uninterrupted payouts.
• Balance sheet strengthening and growth investments: Helios reports paying down approximately $158 million of debt over two years while also launching 11 major new products and securing more than $60 million in projected annual value from new business wins.

Negative

• None.

Insights

Equity income and strategy analyst

Helios pairs an aggressive 2030 growth plan with a sizable dividend hike.

Helios Technologies is signaling confidence through both strategy and capital returns. Management’s CORE 2030 plan targets sales of $1.6 billion and adjusted EBITDA margins above 25%, roughly doubling 2025 pro forma revenue while expanding profitability.

The company underscores execution capability with 2025 achievements: 100 basis points of gross margin expansion, over $60 million in projected annual new business value, 11 major product launches, and approximately $158 million of debt reduction. These moves support its goal of ROIC in the low- to mid-teens.

The 33% dividend increase to $0.12 per share, alongside a history of 116 consecutive quarterly dividends and an active $100 million repurchase authorization, emphasizes a shareholder-friendly capital allocation framework. Future filings and updates around progress toward the 2030 sales and margin targets will be important for assessing how well the CORE 2030 strategy translates into sustained performance.

8-K Event Classification

3 items: 7.01, 8.01, 9.01

3 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

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0001024795false00010247952026-03-202026-03-20

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): March 20, 2026

HELIOS TECHNOLOGIES, INC.

(Exact name of Registrant as Specified in Its Charter)

Florida			001-40935	59-2754337
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
7456 16th St E
Sarasota, Florida				34243
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: 941 362-1200

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock $.001 Par Value		HLIO		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

As previously announced, Helios Technologies, Inc. hosted an Investor Day on March 20, 2026 with presentations from management and a question and answer session.

Sean Bagan, President & Chief Executive Officer, and Jeremy Evans, Executive Vice President, Chief Financial Officer, along with members of the executive leadership team will present Igniting the Momentum: The CORE 2030 Strategy, which will include an in-depth review of the Company’s strategic plans to drive innovation, capture greater market and wallet share, and expand its serviceable markets. Financial targets for 2030 will also be provided.

The live webcast will be available at https://www.heliostechnologies.com/investors. Investors are encouraged to register for the event at least 15 minutes prior to the start time. A replay of the presentations, as well as a copy of the slides, will be available following the live event.

Item 8.01 Other Events.

On March 20, 2026, the Registrant issued the press release attached hereto as Exhibit 99.1 announcing a $0.12 per share cash dividend on its common stock, payable on April 27, 2026, to shareholders of record as of April 13, 2026.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

99.1 Press release dated March 20, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

			HELIOS TECHNOLOGIES, INC.
Date:	March 20, 2026	By:	/s/ Jeremy Evans
			Jeremy Evans Executive Vice President, Chief Financial Officer (Principal Financial and Accounting Officer)

SARASOTA, FL, March 20,2026 — Helios Technologies, Inc. (NYSE: HLIO) (“Helios” or the “Company”), a global leader in highly engineered motion control and electronic control technologies, will present The CORE 2030 Strategy and long-term financial targets today at its previously announced 2026 Investor Day.

“In 2025, Helios returned to sales growth and delivered a strong fourth quarter exit, expanding margins and strengthening our foundation for the future,” said Sean Bagan, President & Chief Executive Officer. “The CORE 2030 Strategy leverages our unique Momentum Model positioning Helios to deliver sustainable, profitable growth and drive value creation for our shareholders.”

As part of the event, Helios is introducing the following 2030 financial targets:

•Sales of $1.6 billion(including acquisitions), doubling the Company’s 2025 annual sales of ~$792 million (pro forma for the Custom Fluidpower divestiture)

•Adjusted EBITDA margin of 25%+ of sales, representing significant expansion from current levels

•Adjusted Operating Income margin of 20% of sales, leveraging the Momentum Model

•Return on Invested Capital in the low- to mid-teens, reflecting disciplined capital deployment

The Company will also discuss the key segment initiatives that drove the return to growth in 2025—including operational excellence, go-to-market transformation, and an accelerated new product innovation pipeline. These initiatives contributed to 100 basis points of year-over-year gross margin expansion, more than $60 million in projected annual value from new business wins, and the launch of 11 major new products.

The Company will review its capital allocation priorities going forward, which include maintaining a strong balance sheet, investing in growth, and returning capital to shareholders. Over the past two years, Helios strengthened its balance sheet by paying down approximately $158 million of debt. During this period, the Company also maintained its track record of paying 116 consecutive quarterly dividends and initiating share repurchases under a $100 million authorization.

Increases Quarterly Dividend By 33%

As part of its commitment to disciplined capital allocation and enhancing shareholder returns, the Board of Directors approved a 33% increase to the quarterly dividend, reflecting confidence in the Company’s long-term growth and cash generation outlook under The CORE 2030 Strategy. The Board of Directors declared a quarterly cash dividend of $0.12 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 29 years, beginning with the first quarter 1997.

	Exhibit 99.1
	NEWS RELEASE

FOR IMMEDIATE RELEASE

Helios Technologies Unveils The CORE 2030 Strategy at 2026 Investor Day and Announces 33% Increase in Quarterly Dividend

Targets Doubling Sales to $1.6 Billion and 25%+ Adjusted EBITDA margin by 2030 Declares Quarterly Dividend of $0.12 per share

Helios Technologies | 7456 16th St East | Sarasota, FL 34243 | 941-362-1200

The dividend will be payable on April 27, 2026 to stockholders of record as of April 13, 2026. Helios Technologies has approximately 33.1 million shares of common stock outstanding.

Investor Day Webcast

A live webcast of the event will be available at https://www.heliostechnologies.com/investors. Investors are encouraged to register for the event at least 15 minutes prior to the start time. A replay of the presentations as well as a copy of the slides will be available following the event.

About Helios Technologies
Helios Technologies is a global leader in highly engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, agriculture, energy, recreational vehicles, marine and health and wellness. Helios sells its products to customers in over 90 countries around the world. Its strategy for growth is to be the leading provider in niche markets, with premier products and solutions through innovative product development and acquisitions. The Company has paid a cash dividend to its shareholders every quarter since becoming a public company in 1997.

For more information please visit: www.heliostechnologies.com and follow us on LinkedIn.

FORWARD-LOOKING INFORMATION

This news release contains “forward‐looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934. Forward‐looking statements involve risks and uncertainties, and actual results may differ materially from those expressed or implied by such statements. They include statements regarding current expectations, estimates, forecasts, projections, our beliefs, and assumptions made by Helios Technologies, Inc. (“Helios,” the “Company,” "we," "us," or "our"), its directors or its officers about the Company and the industry in which it operates, and assumptions made by management, and include among other items, (i) the Company’s strategies regarding growth, and improving margins, including its intention to develop new products and undertake acquisitions and divestitures; (ii) the effectiveness of creating the Centers of Excellence; (iii) our financial plans; (iv) trends affecting the Company’s financial condition or results of operations; (v) the Company’s ability to continue to control costs and to meet its liquidity and other financing needs; (vi) the Company’s ability to declare and pay dividends; (vii) the Company’s ability to respond to changes in customer demand domestically and internationally, including as a result of the cyclical nature of our business; and (viii) the Company's ability to mitigate the impacts of changes in trade policy on our business. In addition, we may make other written or oral statements, which constitute forward-looking statements, from time to time. Words such as “may,” “expects,” “projects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” variations of such words, and similar expressions are intended to identify such forward-looking statements. Similarly, statements that describe our future plans, objectives or goals also are forward-looking statements. These statements are not guarantees of future performance and are subject to a number of risks and uncertainties. Our actual results may differ materially from what is expressed or forecasted in such forward-looking statements, and undue reliance should not be placed on such statements. All forward-looking statements are made as of the date hereof, and we undertake no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.

Factors that could cause actual results to differ materially from what is expressed or forecasted in such forward‐looking statements include, but are not limited to, (i) the Company’s ability to respond to global economic trends

Helios Technologies Unveils The CORE 2030 Strategy at 2026 Investor Day and Announces 33% increase in Quarterly Dividend

March 20, 2026

Page 2 of 4

Helios Technologies | 7456 16th St East | Sarasota, FL 34243 | 941-362-1200

and changes in customer demand domestically and internationally, including as a result of standardization and the cyclical nature of our business, which can adversely affect the demand for capital goods; (ii) supply chain disruption and the potential inability to procure goods; (iii) conditions in the capital markets, including the interest rate environment and the continued availability of capital on terms acceptable to us, or at all; (iv) global and regional economic and political conditions, including trade policy, tariffs and other trade barriers, inflation, exchange rates, changes in the cost or availability of energy, transportation, the availability of other necessary supplies and services and recession; (v) changes in the competitive marketplace that could affect the Company’s revenue and/or cost bases, such as increased competition, lack of qualified engineering, marketing, management or other personnel, and increased labor and raw materials costs; (vi) risks related to health epidemics, pandemics and similar outbreaks, which may among other things, adversely affect our supply chain, material costs, and work force and may have material adverse effects on our business, financial position, results of operations and/or cash flows; (vii) risks related to our international operations, including potential impacts from the ongoing geopolitical conflicts in Ukraine and the Middle East; (viii) risks relating to our recent management transition; (ix) new product introductions, product sales mix and the geographic mix of sales nationally and internationally; and (x) stakeholders, including regulators, views regarding our environmental, social and governance goals and initiatives, and the impact of factors outside of our control on such goals and initiatives. Further information relating to additional factors that could cause actual results to differ from those anticipated is included but not limited to information under the heading Item 1. “Business” and Item 1A. “Risk Factors” in the Company’s Form 10-K for the year ended January 3, 2026, filed with the Securities and Exchange Commission (SEC) on March 3, 2026.

Helios has presented net debt-to-adjusted EBITDA, a Non-GAAP measure. Helios believes that providing net debt-to-adjusted EBITDA is important for investors and other readers, as it is used as an analytical indicator by Helios management to better understand operating performance. The determination of the amounts that are excluded from this Non-GAAP measure is a matter of management judgment and depends upon, among other factors, the nature of the underlying expense or income recognized in a given period. You should not consider the inclusion of this additional information in isolation or as a substitute for results prepared in accordance with GAAP. Please carefully review the Non-GAAP reconciliations to the most directly comparable GAAP measures and the related additional information provided herein. Because net debt-to-adjusted EBITDA is a Non-GAAP measure and is thus susceptible to varying calculations, this figure, as presented, may not be directly comparable to other similarly titled measures used by other companies.

This news release also presents forward-looking statements regarding Non-GAAP measures, including adjusted EBITDA margin and Return on Invested Capital. The Company is unable to present a quantitative reconciliation of these forward-looking Non-GAAP financial measures to their most directly comparable forward-looking GAAP financial measures because such information is not available, and management cannot reliably predict the necessary components of such GAAP measures without unreasonable effort or expense. In addition, the Company believes that such reconciliations would imply a degree of precision that would be confusing or misleading to investors. The unavailable information could have a significant impact on the Company’s 2030 financial targets. These Non-GAAP financial measures are forecasts and are subject to risks and uncertainties. Any variation between the Company’s actual results and the forecasts set forth above may be material.

Helios Technologies Unveils The CORE 2030 Strategy at 2026 Investor Day and Announces 33% increase in Quarterly Dividend

March 20, 2026

Page 3 of 4

Helios Technologies | 7456 16th St East | Sarasota, FL 34243 | 941-362-1200

Helios Technologies Unveils The CORE 2030 Strategy at 2026 Investor Day and Announces 33% increase in Quarterly Dividend

March 20, 2026

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For more information, contact:
Tania Almond

Vice President, Investor Relations and Corporate Communication

(941) 362-1333

tania.almond@HLIO.com

Deborah Pawlowski
Alliance Advisors IR
(716) 843-3908
dpawlowski@allianceadvisors.com

###

Helios Technologies | 7456 16th St East | Sarasota, FL 34243 | 941-362-1200

FAQ

What long-term financial targets did Helios Technologies (HLIO) set for 2030?

Helios set 2030 targets of $1.6 billion in sales, including acquisitions, with adjusted EBITDA margins above 25%, adjusted operating margins of 20%, and ROIC in the low- to mid-teens, building on its 2025 pro forma sales base of roughly $792 million.

How much did Helios Technologies (HLIO) increase its quarterly dividend?

Helios increased its quarterly dividend by 33% to $0.12 per share. The dividend is payable on April 27, 2026 to shareholders of record on April 13, 2026, and continues a track record of 116 consecutive quarterly dividends over more than 29 years.

What recent operating achievements did Helios Technologies (HLIO) highlight?

Helios highlighted 100 basis points of year-over-year gross margin expansion, more than $60 million in projected annual value from new business wins, and the launch of 11 major new products, all supporting its CORE 2030 growth and profitability strategy.

How has Helios Technologies (HLIO) managed its balance sheet recently?

Over the past two years, Helios has paid down approximately $158 million of debt, strengthened its balance sheet, and maintained shareholder returns through 116 consecutive quarterly dividends and share repurchases under a $100 million authorization.

How many Helios Technologies (HLIO) shares are outstanding and who receives the new dividend?

Helios reports having approximately 33.1 million common shares outstanding. The new quarterly dividend of $0.12 per share will be paid on April 27, 2026 to stockholders of record as of April 13, 2026.

What is Helios Technologies’ (HLIO) CORE 2030 Strategy?

The CORE 2030 Strategy focuses on driving innovation, capturing more market and wallet share, and expanding serviceable markets, supported by operational excellence, go-to-market transformation, and an accelerated new product pipeline aimed at achieving the 2030 sales and margin targets.

Filing Exhibits & Attachments

2 documents

Press Releases

• EX-99.1 EX-99.1 72.7 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA WITH EMBEDDED LINKBASES DOCUMENT 23.4 KB