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. 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 director Cary Chenanda exercised restricted stock units into common shares. On June 5, 2026, 1,291 RSUs converted into 1,291 shares of Common Stock at a reported price of $81.27 per share.
Following this derivative exercise, Chenanda directly owns 17,036 shares of Helios Technologies common stock. The RSU position related to this grant is now fully settled, with no remaining units shown in this filing.
HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares. On June 5, 2026, 1,369 restricted stock units converted into 1,369 shares of common stock at a stated price of $81.27 per share, with no sale reported. Following this transaction, she directly holds 10,375 shares of Helios Technologies common stock. The filing describes a compensation-related equity conversion rather than an open-market purchase or sale.
Helios Technologies director Laura D. Brown exercised restricted stock units into common shares. On 2026-06-05, she converted 2,042 restricted stock units into 2,042 shares of common stock. The filing shows she now directly holds 19,268 shares of Helios Technologies common stock after this transaction.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz reported routine equity compensation activity involving restricted stock units. On June 5, 2026, 1,291 restricted stock units converted into the same number of common shares, reflecting a derivative exercise.
Of these shares, 388 common shares were disposed of back to the issuer to cover tax withholding obligations, rather than sold in the open market, leaving a net increase of 903 shares. Following these transactions, Schuetz directly held 18,003 shares of common stock, indicating a small, compensation-driven change in his ownership.
HELIOS TECHNOLOGIES, INC. director Britt Douglas exercised restricted stock units into common shares. On 2026-06-05, 1,369 Restricted Stock Units converted into 1,369 shares of Common Stock, reflecting equity compensation vesting rather than an open-market trade.
Following the transaction, Douglas directly holds 29,704 shares of Common Stock. The RSU award was fully converted, leaving no remaining units from this grant. No shares were reported as sold; the filing shows only the derivative exercise and resulting increase in directly held common shares.
Helios Technologies executive Matteo Arduini sold 3,000 shares of Common Stock in an open-market transaction at $76.48 per share. After this sale, he directly holds 15,317 shares. The transaction reflects a net sale of 3,000 shares and involves no derivative securities.
Helios Technologies, Inc. ownership disclosure: an amendment to a Schedule 13G reports that Wellington-related entities beneficially own 3.95% of common stock. The filing lists shared voting power 1,107,351 and shared dispositive power 1,306,673 shares and identifies the reporting entities and ownership chain.
Helios Technologies delivered a strong first quarter of 2026, with higher sales and sharply improved profitability. Net sales rose to $228.4M, up 16.8% from a year earlier, driven by stronger demand in recreational, mobile, agriculture, health and wellness, and industrial markets. Excluding a prior-year divestiture, APAC sales also grew.
Gross profit increased to $74.9M, up 25.0%, and gross margin improved to 32.8% from 30.6%, helped by better fixed-cost leverage, favorable segment mix, and lower direct labor as a percentage of sales, partly offset by higher energy, maintenance, and tariff impacts. Operating income rose to $29.9M, or 13.1% of sales, compared with 8.7% a year ago.
Net income more than doubled to $19.7M, with diluted earnings per share increasing to $0.59 from $0.22, supported by margin expansion and lower interest expense as average net debt declined. Cash from operating activities improved to $23.9M, while the company ended the quarter with $64.2M in cash and $395.4M of available revolver capacity.