Helios Technologies SEC Filings

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.

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. is asking shareholders to vote at its June 15, 2026 annual meeting on four main items: electing four directors to staggered terms, ratifying Grant Thornton LLP as auditor for the year ending January 2, 2027, holding an advisory “Say on Pay” vote, and approving an amended and restated 2023 Equity Incentive Plan. Shareholders of record on April 20, 2026, when 33,046,358 common shares were outstanding, may vote by mail, internet, telephone or in person.

The proxy highlights a return to growth in 2025, stronger gross margins, record cash generation and reduced debt, along with the company’s first-ever share repurchase program and the divestiture of Custom Fluidpower. It emphasizes board refreshment, independence, robust committee structure, risk oversight, ethics and human capital initiatives, including global leadership development, safety programs, a net-zero greenhouse gas emissions goal by 2050, and strong prior support for executive pay, with about 99% of votes cast favoring Say on Pay in 2025.

Helios Technologies Inc ownership report: Vanguard Capital Management reported beneficial ownership of 1,721,842 shares of common stock, representing 5.2% of the class as of 03/31/2026. The filing shows sole dispositive power for 1,721,842 shares and sole voting power for 244,493 shares. The Schedule 13G was signed on 04/30/2026.

HELIOS TECHNOLOGIES, INC. Chief Financial Officer Jeremy Scott Evans exercised 278 Restricted Stock Units on April 1, 2026, receiving 278 shares of common stock at a reported price of $68.33 per share. According to the disclosure, 68 of these shares were withheld by the issuer to cover tax obligations tied to the RSU vesting, and no shares were sold in the market. Following these transactions, he holds 919 shares of common stock directly and 279 Restricted Stock Units, each representing the right to receive one share of common stock as they vest. The RSU awards vest in three equal annual installments on each anniversary of the grant date, unless forfeited under the plan’s terms.

Helios Technologies Inc ownership disclosure: The Vanguard Group amended its Schedule 13G to report 0 shares of Common Stock, representing 0% beneficial ownership. The filing states Vanguard completed an internal realignment on January 12, 2026, and certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.

The amendment is a reporting update reflecting disaggregation of prior holdings; it lists no voting or dispositive power for Vanguard in Helios common stock.

HELIOS TECHNOLOGIES, INC. director Ian K. Walsh received a grant of 608 Restricted Stock Units on March 19, 2026 as equity compensation. Each RSU represents one share of common stock that can be delivered after vesting, with no expiration once vested. Following this award, Walsh’s reported RSU holdings from this filing total 608 units, indicating a routine, compensation-related acquisition rather than an open-market purchase or sale.