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.
Helios Technologies filings document an industrial technology company with Hydraulics and Electronics segments, including financial results releases, dividend announcements, investor-day disclosures and material corporate events. Recent Form 8-K filings record operating results, cash dividend declarations, executive appointments, severance arrangements and management presentations tied to the company’s motion control and electronic control businesses.
The company’s proxy materials disclose governance matters, director and shareholder voting items, executive compensation, equity awards and pay-versus-performance information. These filings also describe compensatory plans and leadership changes that affect Helios’ public-company governance and management structure.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz exercised restricted stock units into common shares. He converted 1,177 restricted stock units into 1,177 shares of common stock on March 13, 2026. Of these shares, 354 were withheld to cover tax obligations, leaving him with 17,100 common shares held directly after the transactions.
Helios Technologies reported that Billy Vern Aldridge, President, Electronics, received equity awards on March 5, 2026. He acquired 2,441 Restricted Stock Units, each representing one share of common stock after vesting, with one-third scheduled to vest on each of January 3, 2027, January 3, 2028, and January 3, 2029.
He was also granted 5,051 performance stock options with an exercise term of 10 years from the grant date. The number of options ultimately earned can reach up to 225% of the granted amount, based on pre-established performance metrics measured over a three-year period from the first day of fiscal 2026 through the last day of fiscal 2028, and contingent on continued employment through March 15, 2029.
Arduini Matteo reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies reported that executive Matteo Arduini received equity-based compensation awards. He was granted 3,413 Restricted Stock Units, each representing one share of common stock after vesting. These RSUs vest in three equal installments on January 3 of 2027, 2028, and 2029.
Arduini was also granted 7,063 performance stock options, representing rights to receive options that can scale up to 225% of that amount, depending on pre-approved performance metrics over the fiscal years 2026–2028 and his continuous employment through March 15, 2029. The options expire 10 years from the grant date.
Evans Jeremy Scott reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies, Inc. Chief Financial Officer Jeremy Scott Evans received equity-based compensation on March 5, 2026. He was granted 3,772 Restricted Stock Units, each representing one share of common stock after vesting, with 33-1/3% scheduled to vest on each of January 3, 2027, January 3, 2028, and January 3, 2029, unless earlier forfeited.
He was also granted 7,806 performance stock options, which represent the right to receive, following vesting, up to 225% of that number of options based on pre-established performance metrics over a three-year period from the first day of fiscal 2026 through the last day of fiscal 2028, subject to continuous employment through March 15, 2029. These stock options expire 10 years from the grant date.
Martich Frederick Joseph reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies executive Frederick Joseph Martich received new equity awards. He was granted 2,807 restricted stock units, each representing one future share of common stock after vesting. These RSUs vest in three equal installments on January 3 of 2027, 2028, and 2029.
He was also granted 5,808 performance stock options, which provide the right to receive up to 225% of that number depending on pre-established performance metrics over a three-year period from the fiscal year 2026 through 2028. The options require continued employment through March 15, 2029 and will expire 10 years from the grant date.
Greenberg Marc A reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies reported that its General Counsel and Secretary, Marc A. Greenberg, received new equity awards. He was granted 3,417 restricted stock units, each representing one future share of common stock, vesting in three equal installments on January 3 of 2027, 2028, and 2029, if not forfeited.
He also received 7,071 performance stock options, with the ultimate number of options eligible upon vesting potentially reaching up to 225% of this amount. Vesting depends on achieving pre-approved performance metrics over the company’s fiscal years 2026–2028 and continued employment through March 15, 2029; the options expire 10 years from the grant date.
Helios Technologies, Inc. President and CEO Sean Bagan reported equity awards on March 5, 2026. He acquired 18,770 restricted stock units, 38,846 performance stock options and 3,698 shares of common stock at a reported price of $67.61 per share, all held directly.
According to the footnotes, the restricted stock units were approved as a one-time special equity award that vested immediately on March 5, 2026 and were settled in an equal number of common shares on the same date, subject to his continued employment through the vesting date. The performance stock options may deliver up to 225% of the granted amount depending on achievement of pre-established performance metrics over a three-year performance period, with a 10-year term from the grant date.
Helios Technologies provides an in-depth annual overview for the year ended January 3, 2026, describing its two core segments: Hydraulics and Electronics. The company positions itself as a global provider of mission‑critical motion control and electronic control technologies across construction, agriculture, industrial, mobile, marine and health and wellness end markets.
Management highlights an acquisition-driven history but notes no deals in 2024–2025 and the September 2025 divestiture of Guwing/Custom Fluidpower for a preliminary cash price of about $76.7 AUD. Hydraulics generated 64% of 2025 segment sales, with balanced geographic exposure, while Electronics was more Americas‑weighted. Helios reports a strong focus on innovation, regional Centers of Excellence, human capital development for its 2,300+ employees, sustainability initiatives, and an extensive risk discussion covering global economics, regulation, supply chain, competition, indebtedness of about $368 million, goodwill at 33% of total assets, cybersecurity and ESG expectations.
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.