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.
The Helios Technologies, Inc. (NYSE: HLIO) SEC filings page on Stock Titan provides access to the company’s official U.S. Securities and Exchange Commission disclosures. Helios, a Florida corporation, files current reports on Form 8-K that cover material events such as quarterly financial results, dividend declarations, executive appointments and separations, and strategic transactions.
Recent Form 8-K filings include announcements of quarterly cash dividends on Helios common stock, reflecting the company’s long history of paying a cash dividend every quarter since becoming a public company in 1997. Other 8-Ks report the release of quarterly financial results, where Helios discusses consolidated and segment performance for its Hydraulics and Electronics businesses, along with commentary on regional sales across the Americas, Asia Pacific (APAC), and Europe, the Middle East and Africa (EMEA).
Helios also uses Form 8-K to disclose corporate governance and leadership changes, including the appointment of executive officers such as the President of the Electronics Segment and the Executive Vice President and Chief Financial Officer. These filings describe compensation terms, severance arrangements, and references to standard company agreements for executive officers.
In addition, Helios has filed 8-Ks describing strategic actions such as the divestiture of its Custom Fluidpower (CFP) business to Questas Group and the intended use of proceeds in line with its capital allocation priorities, including debt repayment, organic investment, and return of capital to shareholders. On Stock Titan, these filings are updated from EDGAR and can be paired with AI-powered summaries that highlight key points, helping readers quickly understand the implications of Helios’ 8-K disclosures, quarterly and annual reporting, and other regulatory documents. Investors can also use this page to monitor material events that affect HLIO’s motion control and electronic controls operations and capital structure.
Helios Technologies (HLIO) reported an insider transaction on Form 4. Director Diana Sacchi sold 620 shares of common stock on 11/05/2025 at $58.355 per share (Code S). After the sale, she beneficially owns 6,923 shares, held directly.
The filing notes it was reported late due to an administrative oversight.
Helios Technologies (HLIO) received a Form 144 notice indicating a proposed sale of up to 620 shares of common stock. The filer plans to sell through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 11/05/2025 and an aggregate market value of $36,180.10.
The shares were acquired on 09/23/2023 via restricted stock vesting under a registered plan, with consideration labeled as services rendered. This filing is a notice of intent by a selling holder and does not involve the company issuing new shares.
Helios Technologies (HLIO) reported Q3 FY2025 results. Net sales were $220.3 million, up from $194.5 million, with gross profit of $73.0 million. The quarter included a non‑cash goodwill impairment of $25.9 million in the Electronics segment tied to i3 Product Development, reducing operating income to $1.3 million from $22.2 million a year ago.
Bottom line mixed by divestiture gain. Other non‑operating income included an $18.8 million pre‑tax gain related to the sale of Custom Fluidpower in Australia, contributing to net income of $10.3 million ($0.31 per diluted share) versus $11.4 million ($0.34) last year. Year‑to‑date, net income was $28.9 million on $628.2 million of sales.
Balance sheet and cash flow. Cash from operations reached $81.3 million for the nine months. Long‑term non‑revolving debt, net, was $261.8 million, with $138.8 million drawn on the revolving line and $360.3 million of available credit. The company repurchased 250,000 shares for $9.2 million and ended the quarter with shareholders’ equity of $917.9 million.
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 (HLIO) reported that CFO Michael Connaway acquired 6,500 restricted stock units (RSUs) on 10/27/2025, as disclosed on Form 4. Each RSU represents the right to receive one share of common stock after vesting. The award vests 50% on each of the first two anniversaries of the grant date. Following the transaction, 6,500 derivative securities were beneficially owned on a direct basis at a stated price of $0 for the RSUs.
Helios Technologies (HLIO) filed a Form 3 for its CFO, Michael Connaway. The filing states that no securities are beneficially owned. The Form 3 relates to the event date 10/13/2025 and was filed by one reporting person. This is a routine Section 16 initial ownership disclosure and does not detail any non-derivative or derivative holdings.
Diana Sacchi, a director of Helios Technologies, Inc. (HLIO), filed a Form 4 reporting transactions dated 10/04/2025. The filing shows a non-derivative transaction involving 914 shares of common stock at a price of $52.77, and reports 7,543 shares beneficially owned by the reporting person following the reported transaction. The filing also lists 914 restricted stock units (RSUs) mapped to 914 underlying common shares with an indicated price of $0 and 0 RSUs remaining beneficially owned after the transaction. The form is signed by an attorney-in-fact on behalf of the reporting person.
Insider transaction by a director: A Form 4 reports that Laura D. Brown, a director of Helios Technologies, Inc. (HLIO), was issued 862 restricted stock units that convert to common shares upon vesting. The RSUs were recorded with a transaction date of 10/04/2025 at an implicit per-share value of $52.77, and increase her reported beneficial ownership to 15,167 shares. The filing shows the RSUs carry no expiration and convert one-for-one into common stock when vested. The Form 4 was signed by an attorney-in-fact on 10/07/2025. This is a non-derivative issuance of equity-based compensation to an insider rather than an open-market purchase or sale.
Helios Technologies insider Cary Chenanda acquired 810 shares through the vesting of restricted stock units that convert into common stock at vesting. The reported transaction shows 810 RSUs were treated as an acquisition at an implied price of $52.77 per share, increasing the reporting person’s direct beneficial ownership to 13,901 shares. The RSUs convert one-for-one into common shares when they vest and carry no expiration once vested. The Form 4 reports the transaction was executed under a standard equity compensation arrangement for a director and was disclosed on the required SEC reporting form.
Helios Technologies (HLIO) director Douglas Britt received 914 restricted stock units that vested on 10/04/2025, resulting in the acquisition of 914 shares at no cash cost. The filing reports a transaction price of $52.77, which appears to be the reported market price for reference, and shows Mr. Britt's total beneficial ownership rising to 26,252 shares.
The Form 4 was filed by an attorney-in-fact and indicates the awards are standard restricted stock units that convert to common shares upon vesting with no expiration. No derivative securities remain owned following this transaction.