Helios Technologies (NYSE: HLIO) completes Custom Fluid Power divestiture

Rhea-AI Filing Summary

Helios Technologies, Inc. reported that on September 27, 2025 it completed the previously announced divestiture of its Custom Fluid Power business to Questas Group under a Share Sell Deed dated August 1, 2025. This move removes the CFP business from Helios’s portfolio and converts it into cash proceeds.

The Company states that it intends to use the proceeds in line with its existing capital allocation priorities, which include repaying debt, making disciplined organic investments back into the business, and returning capital to shareholders. A press release dated September 29, 2025 with further details is referenced as an exhibit to the report.

Insights

Equity & Capital Allocation Analyst

Helios closes CFP sale and plans to direct proceeds to debt, investment, and shareholder returns.

Helios Technologies, Inc. completed the divestiture of its Custom Fluid Power business to Questas Group on September 27, 2025. This shifts Helios away from operating CFP and toward a more focused portfolio, while realizing cash proceeds from the sale, though the excerpt does not quantify the transaction size.

The Company states it will deploy proceeds consistent with its capital allocation priorities, specifically mentioning debt repayment, disciplined organic investment, and returning capital to shareholders. The ultimate financial impact depends on how much debt is reduced and which growth projects or capital return methods are chosen, details that may be described in the referenced September 29, 2025 press release or future disclosures.

8-K Event Classification

2 items: 8.01, 9.01

2 items

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.

Understanding 8-K Material Events →

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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): October 01, 2025

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 8.01 Other Events.

On September 27, 2025, Helios Technologies, Inc (the “Company”) completed the previously announced divestiture of its Custom Fluid Power (“CFP”) business to Questas Group (“Questas”), pursuant to the Share Sell Deed, dated August 1, 2025. The Company intends to use the proceeds from the transaction consistent with its stated capital allocation priorities, including debt repayment, disciplined organic investment into the business, and return of capital to shareholders.

A copy of the press release announcing the sale of CFP is attached hereto as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

99.1 Press release dated September 29, 2025

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:	October 1, 2025	By:	/s/ Sean Bagan
			Sean Bagan President, Chief Executive Officer, and Chief Financial Officer (Principal Executive Officer and Principal Financial and Accounting Officer)

FAQ

What transaction did Helios Technologies (HLIO) disclose in this 8-K?

Helios Technologies, Inc. disclosed that it completed the previously announced divestiture of its Custom Fluid Power (CFP) business to Questas Group on September 27, 2025.

Who acquired Helios Technologies’ Custom Fluid Power business?

The Custom Fluid Power business of Helios Technologies, Inc. was acquired by Questas Group under a Share Sell Deed dated August 1, 2025.

When did Helios Technologies complete the sale of Custom Fluid Power?

Helios Technologies, Inc. completed the sale of its Custom Fluid Power business to Questas Group on September 27, 2025.

How does Helios Technologies plan to use the proceeds from the CFP sale?

Helios Technologies, Inc. intends to use the sale proceeds consistent with its capital allocation priorities, including debt repayment, disciplined organic investment into the business, and return of capital to shareholders.

Where can investors find more details about the Custom Fluid Power divestiture?

Additional details are provided in a press release dated September 29, 2025, which is attached as Exhibit 99.1 to the report.

What form did Helios Technologies use to report the Custom Fluid Power sale?

Helios Technologies, Inc. reported the completion of the Custom Fluid Power sale on a Form 8-K under Item 8.01 Other Events.