Every 8-K that Helios Technologies, Inc. (HLIO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HLIO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HLIO filings page.
Helios Technologies, Inc. (HLIO) declared a quarterly cash dividend of $0.12 per common share. The dividend is payable October 26, 2026, to stockholders of record October 13, 2026. This is Helios’ 119th consecutive cash dividend; the company says it has declared quarterly dividends for over 29 years, beginning with the first quarter of 1997.
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.
Helios Technologies, Inc. declared a quarterly cash dividend of $0.12 per common share, marking its 118th consecutive cash dividend since 1997. This continues the company’s long-standing practice of returning cash to shareholders.
The dividend is payable on July 24, 2026 to stockholders of record as of July 10, 2026. Helios Technologies reports approximately 33.0 million shares of common stock outstanding, highlighting the scale of this recurring cash distribution.
Helios Technologies, Inc. reported results from its 2026 Annual Meeting of Shareholders. Shareholders approved an amendment and restatement of the 2023 Equity Incentive Plan, increasing the shares of common stock available for awards by 1,000,000 shares.
As of the record date, 33,046,358 shares were outstanding, and 29,462,603 shares were represented in person or by proxy, establishing a quorum. Shareholders elected Laura Dempsey Brown, Cariappa Chenanda and Alexander Schuetz as directors with terms expiring at the 2029 Annual Meeting, and Ian Walsh with a term expiring at the 2027 Annual Meeting.
Shareholders also ratified Grant Thornton LLP as independent registered public accounting firm for the year ending January 2, 2027, approved on a non-binding, advisory basis the compensation of named executive officers, and approved the amended and restated 2023 Equity Incentive Plan, all by substantial majorities.
Helios Technologies reported strong first-quarter 2026 results, with net sales of $228.4 million, up 17% year over year. On a pro forma, constant-currency basis, sales grew 23%, led by 29% growth in Electronics and 19% in Hydraulics. Consolidated gross margin improved to 32.8%, up from 30.6%, as higher volume, mix, and cost efficiencies drove profitability.
GAAP diluted EPS rose to $0.59 from $0.22, while adjusted diluted EPS increased to $0.80 from $0.44, reflecting accelerated earnings growth. Net cash provided by operating activities was $23.9 million, a first-quarter record, with $17 million of free cash flow. Net debt fell to $284.2 million and net-debt-to-adjusted EBITDA improved to 1.6x from 2.7x. The Company raised its 2026 outlook for sales and EPS, increased its quarterly dividend by 33%, and repurchased $4.6 million of common stock.
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.
Helios Technologies reported a strong finish to 2025, with fourth quarter net sales of $210.7 million, up 17% year over year. Gross margin expanded to 33.6%, up 350 basis points, and diluted EPS rose to $0.58 from $0.14, while adjusted diluted EPS climbed to $0.81. Full-year net sales reached $839.0 million, up 4%, and adjusted EBITDA margin held at 19.2%.
The Hydraulics segment grew sales 10% and Electronics 31% in the quarter, both with higher margins. Helios generated record operating cash flow of $46 million in the quarter and $127.3 million for the year, cut total debt to $367.1 million, and improved net-debt-to-adjusted EBITDA leverage to 1.8x. For 2026, the Company guides to sales of $820–$860 million versus $792 million pro forma 2025, adjusted EBITDA margin of 19.5–21.0%, and adjusted diluted EPS of $2.60–$2.90, signaling expectations for continued growth and margin improvement.
Helios Technologies updated its severance protections for executive officer Sean Bagan. On February 23, 2026, the board’s Compensation Committee approved an Amended and Restated Executive Officer Severance Agreement that changes what he receives if his employment ends involuntarily.
The key revision doubles the continuation of Mr. Bagan’s base salary from 12 months to 24 months in an involuntary termination scenario. The full Amended Severance Agreement, which is an executive management compensatory arrangement, will be filed as Exhibit 10.4 and incorporated by reference.
Helios Technologies, Inc. reported that its board has approved a cash dividend of $0.09 per share on its common stock. This dividend provides direct cash returns to shareholders who own the company’s common shares as of a specified record date.
The dividend is scheduled to be paid on January 21, 2026 to shareholders of record on January 7, 2026. Investors holding Helios Technologies common stock on the record date will be eligible to receive the $0.09 per-share cash payment on the stated payment date.
Helios Technologies, Inc. reported a leadership change in its electronics business. The Board of Directors appointed Billy Aldridge as President of the Electronics Segment, effective January 4, 2026. This role oversees the company’s electronics operations, where he has already been serving in senior leadership positions.
Mr. Aldridge has led Helios’ electronics activities since March 2025 as Senior Vice President, Managing Director of Electronics, and previously headed Enovation Controls. His prior experience includes roles at FW Murphy and MerCruiser/Mercury, along with a Lean Six Sigma background. His compensation includes a $300,000 annual base salary, a short-term cash incentive target equal to 60% of base salary, and a long-term equity incentive target equal to 110% of base salary, split between time-based restricted stock units and performance-based equity. He will also enter into Helios’ standard indemnification, continuity, and severance agreements for executive officers.
Helios Technologies, Inc. reported that on November 16, 2025, Executive Vice President and Chief Financial Officer Michael Connaway was separated from the company and Jeremy Evans was promoted to Executive Vice President and Chief Financial Officer. Under an existing Severance Agreement, Mr. Connaway will receive continuation of his annual base salary for twelve months, a prorated payment of his current-year target short-term incentive award, and company-paid medical, dental, life, disability and hospitalization benefits for twelve months, subject to signing a general release with restrictive covenants. In connection with his appointment, Mr. Evans’ annual base salary is set at $425,000, with a short-term incentive target of 60% of salary and a long-term incentive target of 120% of salary. The company notes that Mr. Evans, age 50, brings 25 years of operational and financial leadership experience, including senior roles at TD SYNNEX Corporation.
Helios Technologies (HLIO) filed an 8-K noting it issued a press release announcing financial results for the third fiscal quarter of 2025. The press release is dated November 3, 2025 and is furnished as Exhibit 99.1 under Item 2.02.
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.
Helios Technologies, Inc. declared a cash dividend of $0.09 per share on its common stock. The dividend is payable on October 21, 2025 to shareholders who are on record as of October 7, 2025. This payment provides direct cash returns to investors holding the company’s common shares as of the record date.