속보 • 14h
Helios Technologies Delivers Record Q1 With Higher Guidance and Dividend After Sales Surge Helios Technologies reported Q1 FY 2026 revenue growth of 16.8% year over year and adjusted EPS of $0.80, which came in more than 18% above analyst estimates.
Both core segments contributed, with Hydraulics sales up 10% and Electronics sales up 29%, helping the company reach record quarterly sales and cash generation.
Management raised full-year revenue and adjusted EPS guidance, increased the quarterly dividend by 33%, and highlighted plans for disciplined M&A and investments under its CORE 2030 plan, while President Matteo Arduini sold 3,000 shares near the stock’s 52-week high.
The combination of a guidance increase, margin improvement from operational efficiencies, and a higher dividend indicates management confidence in the current business trajectory and cash generation profile.
At the same time, the insider sale and analyst caution after prior estimate cuts present reasons to weigh execution risks and sector headwinds against the company’s stated ambition under its CORE 2030 plan. Reported Earnings • May 12
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$0.59 (up from US$0.22 in 1Q 2025). Revenue: US$228.4m (up 17% from 1Q 2025). Net income: US$19.7m (up 170% from 1Q 2025). Profit margin: 8.6% (up from 3.7% in 1Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. 공시 • May 05
Helios Technologies, Inc., Annual General Meeting, Jun 15, 2026 Helios Technologies, Inc., Annual General Meeting, Jun 15, 2026. Location: at the mayo hotel, 115 west 5th street, tulsa, oklahoma 74103, tulsa. United States 공시 • Apr 27
Helios Technologies, Inc. to Report Q1, 2026 Results on May 11, 2026 Helios Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026 Upcoming Dividend • Apr 06
Upcoming dividend of US$0.12 per share Eligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.2%). Buy Or Sell Opportunity • Mar 27
Now 21% undervalued Over the last 90 days, the stock has risen 16% to US$64.44. The fair value is estimated to be US$81.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Declared Dividend • Mar 23
Fourth quarter dividend increased to US$0.12 Dividend of US$0.12 is 33% higher than last year. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 12%. 공시 • Mar 21
Helios Technologies, Inc. announces Quarterly dividend, payable on April 27, 2026 Helios Technologies, Inc. announced Quarterly dividend of USD 0.1200 per share payable on April 27, 2026, ex-date on April 13, 2026 and record date on April 13, 2026. Buy Or Sell Opportunity • Mar 06
Now 20% undervalued Over the last 90 days, the stock has risen 20% to US$65.00. The fair value is estimated to be US$81.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Price Target Changed • Mar 04
Price target increased by 8.5% to US$76.83 Up from US$70.83, the current price target is an average from 6 analysts. New target price is 9.8% above last closing price of US$70.00. Stock is up 87% over the past year. The company is forecast to post earnings per share of US$1.97 for next year compared to US$1.46 last year. Reported Earnings • Mar 03
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: US$1.46 (up from US$1.18 in FY 2024). Revenue: US$839.0m (up 4.1% from FY 2024). Net income: US$48.4m (up 24% from FY 2024). Profit margin: 5.8% (up from 4.8% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings. 공시 • Mar 03
Helios Technologies, Inc. Provides Revenue Guidance for First Quarter and Fiscal Year 2026 Helios Technologies, Inc. provided revenue guidance for first quarter and Fiscal Year 2026. For the quarter, the company expects sales of $218 million to $223 million.
For the Fiscal Year 2026, the company expects sales of $820 million to $860 million. 공시 • Feb 17
Helios Technologies, Inc. to Report Q4, 2025 Results on Mar 02, 2026 Helios Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026 공시 • Feb 03
Helios Technologies Expands OpenView Platform with CODESYS Support for Its Customers and Distribution Channel Partners Helios Technologies, Inc. announced the expansion of its OpenView display platform with the addition of CODESYS functionality for its customers. Developed by Enovation Controls, part of Helios' Electronics segment, this enhancement strengthens the Company's open software strategy and provides greater flexibility for customers and distribution channel partners. By enabling CODESYS on its OpenView platform, customers can now use the same industrial development environment to program both uControl controllers and OpenView displays. This approach significantly reduces engineering effort and accelerates time to market for original equipment manufacturers (OEMs) and system integrators developing human-machine interface (HMI) solutions. CODESYS is widely used across factory automation, process control, mobile machinery, building automation and energy systems, making it a natural fit for customers seeking interoperability and future-ready control solutions. In addition, the CODESYS-enabled OpenView platform unlocks access to CODESYS WebVisu, a remote visualization and diagnostics capability provided by CODESYS. WebVisu allows users to remotely access and monitor their HMI applications, delivering added value for both developers and end users. Evolution Motion Solutions, a long-standing Enovation Controls customer and partner, is among the first to utilize the CODESYS enabled OpenView platform. The collaboration builds on an established relationship rooted in trust and confidence in Enovation Controls' proven products, providing Evolution Motion Solutions with a familiar, reliable foundation to continue supporting customers across a range of markets. Price Target Changed • Jan 26
Price target increased by 8.6% to US$70.83 Up from US$65.20, the current price target is an average from 6 analysts. New target price is 7.3% above last closing price of US$66.00. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$1.38 for next year compared to US$1.17 last year. Recent Insider Transactions Derivative • Jan 09
President exercised options to buy US$370k worth of stock. On the 3rd of January, Sean Bagan exercised 8.31k options to receive shares at no cost, then sold around 2.20k of them at US$54.71 each and kept the remainder. Since June 2025, Sean's direct individual holding has increased from 8.68k shares to 15.93k. Company insiders have collectively bought US$1.7m more than they sold, via options and on-market transactions, in the last 12 months. Buy Or Sell Opportunity • Jan 07
Now 20% undervalued Over the last 90 days, the stock has risen 17% to US$57.13. The fair value is estimated to be US$71.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 45%. Revenue is forecast to grow by 3.0% in a year. Earnings are forecast to grow by 68% in the next year. Declared Dividend • Dec 21
Third quarter dividend of US$0.09 announced Dividend of US$0.09 is the same as last year. Ex-date: 7th January 2026 Payment date: 21st January 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 35%. Cash payout ratio: 13%. 공시 • Dec 18
Helios Technologies, Inc. Declares 116 Consecutive Quarterly Cash Dividend on Common Share, Payable on January 21, 2026 Helios Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years, beginning with the first quarter 1997. The dividend will be payable on January 21, 2026, to stockholders of record as of January 7, 2026. Helios Technologies has approximately 33.1 million shares of common stock outstanding. Buy Or Sell Opportunity • Dec 12
Now 21% undervalued Over the last 90 days, the stock has risen 4.6% to US$56.80. The fair value is estimated to be US$71.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. 공시 • Dec 09
Helios Technologies, Inc. Appoints Billy Aldridge as President of Electronics Segment, Effective January 4, 2026 Helios Technologies, Inc. announced that Billy Aldridge has been appointed to the corporate officer position of President of Helios’ Electronics Segment effective January 4, 2026. Mr. Aldridge has been serving as the Senior Vice President, Managing Director, Electronics Segment since March 31, 2025. Prior to that he served as the Senior Vice President, Managing Director of Enovation Controls since May 3, 2021. He joined FW Murphy, a division of Enovation Controls, in 2008 as the OEM Sales Manager where he grew the marine market prior to stepping into a Director position in 2015 and then in 2018 moving to the Vice President of Business Development. Mr. Aldridge joined MerCruiser/Mercury, part of the Brunswick Corporation in 2000, where he earned his Lean Six Sigma and worked in many different functional areas including Supply Chain, Program Management & OEM Sales. He has a bachelor’s degree in Sociology from Oklahoma State University. New Risk • Nov 04
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 04
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: US$0.31 (down from US$0.34 in 3Q 2024). Revenue: US$220.3m (up 13% from 3Q 2024). Net income: US$10.3m (down 9.6% from 3Q 2024). Profit margin: 4.7% (down from 5.9% in 3Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Oct 22
Now 23% undervalued Over the last 90 days, the stock has risen 42% to US$53.16. The fair value is estimated to be US$69.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 48%. Revenue is forecast to grow by 6.3% in a year. Earnings are forecast to grow by 54% in the next year. 공시 • Oct 21
Helios Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025 Helios Technologies, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025 Declared Dividend • Sep 24
Second quarter dividend of US$0.09 announced Dividend of US$0.09 is the same as last year. Ex-date: 7th October 2025 Payment date: 21st October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 12%. 공시 • Sep 23
Helios Technologies, Inc. Declares Quarterly Dividend, Payable on October 21, 2025 Helios Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. The dividend will be payable on October 21, 2025, to stockholders of record as of October 7, 2025. Helios Technologies has approximately 33.2 million shares of common stock outstanding. Major Estimate Revision • Aug 12
Consensus EPS estimates increase by 33% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$784.6m to US$820.5m. EPS estimate increased from US$1.11 to US$1.48 per share. Net income forecast to grow 54% next year vs 14% growth forecast for Machinery industry in the US. Consensus price target up from US$45.20 to US$57.40. Share price rose 5.0% to US$50.53 over the past week. Price Target Changed • Aug 06
Price target increased by 23% to US$55.40 Up from US$45.20, the current price target is an average from 5 analysts. New target price is 15% above last closing price of US$48.02. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$1.33 for next year compared to US$1.17 last year. New Risk • Aug 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change). Reported Earnings • Aug 05
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$0.34 (down from US$0.41 in 2Q 2024). Revenue: US$212.5m (down 3.4% from 2Q 2024). Net income: US$11.4m (down 16% from 2Q 2024). Profit margin: 5.4% (down from 6.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. 공시 • Jul 29
Helios Technologies, Inc. Announces the Launch of the Atlas Connect Gateway, an Advanced Connectivity Solution Developed by Enovation Controls Helios Technologies, Inc. announced the launch of the Atlas Connect Gateway, an advanced connectivity solution developed by Enovation Controls, part of Helios' Electronics segment. Engineered to meet the rigorous demands of modern applications across a wide range of industries, this new offering delivers the next generation of secure connectivity, remote diagnostics, and real-time system intelligence. With seamless integration into Helios' broader ecosystem, Atlas Connect Gateway is purpose-built to support original equipment manufacturers (OEM) that require both performance and serviceability, allowing them to connect different devices and systems which ordinarily may not be compatible. The Atlas Connect Gateway gives equipment manufacturers and operators greater insight and control by allowing them to monitor critical data, send remote commands, and update software on equipment in the field without needing to be on site. Its powerful processing capabilities enable fast, reliable performance even in the field, making it easier to keep machines running smoothly and efficiently. Atlas Connect Gateway can be wired into any CAN enabled system in a matter of minutes. Using Cygnus Reach can monitor the CAN bus, take CAN recordings, and effortlessly share data, all using cellular mobile device. Built to thrive in demanding field conditions, the Atlas Connect Gateway is IP67-rated and engineered for durability in extreme environments. It operates reliably in temperatures ranging from -4degF to 158degF (-20degC to 70degC) and can be safely stored between -13degF and 167degF (-25degC to 75degC). Its wide operating voltage of 6-36 VVDC makes it suitable for use across many types of equipment. This innovative solution will be available in August 2025, with feature demonstrations scheduled in the Enovation Controls' booth at both The Utility Expo and IBEX later this year. These premier industry events will give attendees an opportunity to experience its capabilities up close and explore how it enables smarter equipment in even the toughest environments. 공시 • Jul 21
Helios Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025 Helios Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025 공시 • Jul 01
Helios Technologies Expands Electronics Portfolio with Rugged High Current Power Distribution Module Helios Technologies, Inc. announced the launch of the High Current Power Distribution Module, a rugged and intelligent solution developed by Enovation Controls, a Helios operating company within its Electronics segment. The HCPDM excels in managing high current loads in extreme environments and applications which is ideal for construction equipment, recreational marine applications, specialty vehicles, military platforms, and more. Engineered to extend the functionality of control systems, the HCPDM is a powerful evolution of the popularIX3212 power distribution module and delivers advanced switching capabilities with high diagnostic fidelity. Designed and manufactured by Enovation Controls, the HCPDM is built to simplify the interconnection of input devices and control of high current loads, up to 200 amps total output, in the harshest working conditions. The HCPDM features six configurable inputs, eight high-current outputs (40 amps each), and two low-current (100mA) outputs ideal for relay control or high-impedance loads. Its rugged sealed aluminum enclosure (rated to IP69K) is built to withstand vibration, shock, moisture, and extreme temperature swings. With CAN 2.0B support and SAE J1939 protocol compatibility, the HCPDM integrates seamlessly with modern machine networks. The module also features advanced startup behavior, a regulated 5V sensor supply, and per-channel current feedback with adjustable overcurrent protection, ensuring performance, visibility, and safety in every application. Upcoming Dividend • Jun 30
Upcoming dividend of US$0.09 per share Eligible shareholders must have bought the stock before 07 July 2025. Payment date: 21 July 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.6%). 공시 • Jun 12
Helios Technologies, Inc. Appoints Ian Walsh to the Board of Directors and Member of Audit Committee and Governance Committee, Effective June 5, 2025 Helios Technologies, Inc. announced that its Board of Directors has appointed Ian Walsh to serve as director, effective June 5, 2025. He will serve as a member of the class of directors whose term will expire at the 2026 Annual Meeting of Shareholders. The Board also appointed Mr. Walsh to serve on the Board’s Audit Committee and Governance Committee. Mr. Ian Walsh brings 35 years of extensive leadership experience in the commercial aerospace and defense industry. Ian’s current role as Chief Executive Officer of FDH Aero and track record of strong leadership experience across both private and public enterprises illustrate the highly relevant operational and strategic expertise he brings. Prior to his role at FDH Aero, he served as President, CEO, and Chairman of the Board at Kaman Aerospace Corporation, a global manufacturer of highly engineered subassemblies, components and parts. Before Kaman, he was the Chief Operating Officer for the REV Group, overseeing 30+ brands and 22 manufacturing facilities producing fire engines, ambulances, recreational vehicles, and commercial buses. Mr. Walsh spent 20 years at Textron Inc. where he led TRU Simulation + Training as the President and Chief Executive Officer, providing flight simulation and aircraft training products to the global commercial, civil and military aviation training markets. He also served on Textron’s Executive Leadership Team. Earlier roles at Textron included senior vice president and general manager of Textron Systems’ Weapon & Sensor Systems and several leadership roles at Textron Systems including senior vice president of operations, and senior vice president and general manager of Lycoming Engines. He began his Textron career in marketing at Bell Helicopter. Prior to joining Textron, Mr. Walsh served as an officer and naval aviator in the U.S. Marine Corps from 1989 to 1996, piloting Cobra attack helicopters with combat tours in Somalia, Haiti and Bosnia. He is an active pilot with more than 2,000 hours of flight time and is commercially rated in helicopters and fixed-wing aircraft. Walsh earned a bachelor’s degree from Hamilton College, a Master of Public Administration from Harvard University’s John F. Kennedy School of Government and a Master of Business Administration from the Harvard Business School. He completed Textron’s Global Leadership Program at the University of Pennsylvania’s Wharton School and the Senior Executive Leadership Training at Duke’s Fuqua School of Business. Mr. Walsh is a life member on the Council of Foreign Relations and is a certified Six Sigma Black Belt in operations. Declared Dividend • Jun 09
First quarter dividend of US$0.09 announced Dividend of US$0.09 is the same as last year. Ex-date: 7th July 2025 Payment date: 21st July 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 17% over the next year, which should provide support to the dividend and adequate earnings cover. 공시 • Jun 05
Helios Technologies, Inc. Declares Cash Dividend, Payable on July 21, 2025 Helios Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years beginning with the first quarter 1997. The dividend will be payable on July 21, 2025, to stockholders of record as of July 7, 2025. Helios Technologies has approximately 33.3 million shares of common stock outstanding. 공시 • Jun 03
Helios Technologies Launches Purezone, Bringing Smart Water to the Spa Experience Helios Technologies, Inc. announced the launch of Purezone™?, an advanced water quality management solution now available through its operating company Balboa Water Group. Designed in collaboration with WaterGuru, Purezone™? delivers a smarter, simpler, and more connected way to manage spa water quality for users across the wellness industry. Purezone™? is a compact, intelligent in-spa water monitoring device that takes the guesswork out of spa maintenance. It measures key water parameters: pH, free chlorine, total alkalinity, and temperature providing real-time insights and personalized recommendations delivered on the Purezone™? mobile app to help users maintain optimal water quality with ease and confidence. To accommodate a variety of spa configurations, Purezone™? is available in two models: Purezone™? Dock which mounts securely to the spa wall for a sleek, low-profile installation and usually fits easily in the filter well. Purezone™? Hover that floats freely in the water for easy placement and flexibility. Both models offer the same intelligent monitoring capabilities, allowing users to choose the setup that best fits their spa environment. This technology enables spa owners to consistently attain healthy spa water by fully automating the monitoring of spa water chemistry, with real-time data on the mobile app. For commercial applications, property and hotel managers overseeing multiple spas, viewing their water health data in a real-time single dashboard is a gameanger for detecting and eliminating water quality issues. 공시 • May 20
Helios Technologies, Inc. Introduces No Roads App, A Smarter, More Connected Off-Roading Experience Helios Technologies, Inc. announced the launch of No Roads™?, an innovative off-roading app developed by its subsidiaries, Enovation Controls and i3 Product Development (i3PD), leveraging its Cygnus software platform offering. This cutting-edge application addresses the growing demand for advanced tools among overlanding and off-road communities. Designed to work alone, or be a part of a larger system, No Roads™? offers intuitive trail mapping, with the ability to integrate into vehicle diagnostics and rugged displays from Enovation Controls. A couple of current performance features of No Roads™? include live friend tracking as well as crowd-sourced reporting capabilities. The friend tracking is a real-time location-sharing capability that helps riders stay connected with their group, making trail riding safer, more social, and more seamless than ever before.rowd-sourced reporting enables users to report hazards, upload pictures, tags and other data. While No Roads™? is currently tailored for off-road and overland adventure, the platform was developed with scalability in mind. Its adaptable architecture, along with the Cygnus platform Reach Remote Support, opens the door for future applications across adjacent markets such as marine and anywhere robust, remote-ready mapping and navigation are needed. No Roads™? was recently unveiled at Overland Expo West in Flagstaff, Arizona, where attendees saw the app in action and met the team behind it. The app and its capabilities will also be featured at additional shows and events throughout the year. No Roads™? is an off-road navigation app built for trail riders, overlanders, and outdoor explorers who demand performance beyond the pavement. Designed by Enovation Controls and i3PD, No Roads™? delivers intuitive mapping tools and the flexibility to connect with vehicle systems and support platforms for a fully integrated experience. Whether user ride with only the mobile app, or the mapping platform integrated into a smart vehicle ecosystem, No Roads™? is built to go where others don't. Major Estimate Revision • May 14
Consensus EPS estimates fall by 23% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.38 to US$1.06 per share. Revenue forecast steady at US$777.9m. Net income forecast to shrink 2.1% next year vs 15% growth forecast for Machinery industry in the US . Consensus price target down from US$53.25 to US$44.75. Share price rose 14% to US$33.28 over the past week. Reported Earnings • May 07
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$0.22 (down from US$0.28 in 1Q 2024). Revenue: US$195.5m (down 7.8% from 1Q 2024). Net income: US$7.30m (down 21% from 1Q 2024). Profit margin: 3.7% (down from 4.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings. 공시 • May 07
Helios Technologies, Inc. Provides Earnings Guidance for the Second Quarter 2025 Helios Technologies, Inc. provided earnings guidance for the second quarter 2025. For the quarter, the company expects total net sales to be $198 million to $206 million. 공시 • May 06
Helios Technologies Launches First Ever MultiSlide: A New Era of Hydraulic Coupling for Compact Excavators Helios Technologies, Inc. announced the launch of MultiSlide, a compact, user-friendly quick coupling system designed specifically for compact excavator applications from 30 to 70 hundredweights (3,000 to 7,000 lbs.). Engineered and built by Faster S.r.l. ("Faster"), part of Helios' Hydraulics segment, the MultiSlide represents a significant advancement in safety, efficiency and comfort for operators working in construction and earthmoving applications. MultiSlide; Engineered and built by FasterS.r.l. "We're proud to introduce MultiSlide, the latest addition to hydraulics product portfolio. This product innovation builds on the strengths of Faster's award-winning quick- release coupling engineering designs and its launch marks a step forward in how the company serves customers and grow business," said Sean Bagan, President, Chief Executive Officer and Chief Financial Officer of Helios. Designed in direct response to customer feedback, the MultiSlide delivers practical innovation for compact excavator applications while opening a new, high-value revenue stream for the Company. It's a great example of how listening to customers drives smarter solutions and long-term growth. This launch is also part of a broader, purposeful shift in product strategy--filling critical gaps and addressing underserved segments with targeted, high-impact innovations." Key Product Benefits: Quick retrofit installation with a dedicated metal plate included in the box; Exceptionally soft connection feel, minimizing operator fatigue; Compact design to reduce interference with hoses and external components; Hands-free operation due to a sliding bracket mechanism; Protected storage in a durable docking station when not in use. MultiSlide is equipped with Connection Under Pressure couplings rated at 350 Bar, fully meeting the operational needs of Construction Equipment applications. It is available in two layout configurations--either two 1/2" lines or three lines (two 1/2" and one 3/8 ")--providing flexibility for various machine types. Additional highlights include a CR III surface treatment for corrosion resistance and a temperature operating range of -25degC to +120degC, ensuring reliability in all working conditions. MultiSlide was also designed to be retrofitted onto existing machines as original equipment manufacturers can uncover added value. Installation is quick and straightforward, giving machine owners an easy way to upgrade without lengthy downtimes or modifications. The docking station, which keeps the mobile plate protected when not in use, is a simple and effective solution that can be parked by a hook on all types of attachments. The MultiSlide will be commercially available starting on May 19, 2025. 공시 • Apr 28
Helios Technologies Launches First Ever CAN Keypad Product in New Select Series Line Helios Technologies, Inc. unveiled the SK51, the debut model in the all-new Select Keypad Series of rugged, programmable CAN Keypads. Engineered and built by Enovation Controls, part of Helios' Electronics segment, the SK51 is built to deliver smart switching, seamless integration, and rugged control for virtually any CAN-based application or even a pre-existing display. Compact and durable, the SK51 features a five-button layout with tactile silicone buttons and crisp LED backlighting, with optional button customization available for those looking to tailor the keypad to specific preferences. Each button is fully programmable with 24-bit RGB color options, giving operators complete control over appearance, brightness, and flash behavior. With its IP67-rated sealed front and high-impact ABS housing, the SK51 performs reliably in the harshest environments. Later this year, additional models are planned for launch with more buttons to provide even more control and optionality. As the first in the Select Series, the SK51 represents the start of a powerful new platform from Enovation Controls. It enhances operator experience, while adapting to their required functions and form providing durability and control without compromise. The easy add on capability enables it to instantly enhance customer's electronics solutions creating immediate value for the end user. 공시 • Apr 24
Helios Technologies, Inc., Annual General Meeting, Jun 04, 2025 Helios Technologies, Inc., Annual General Meeting, Jun 04, 2025. Location: the deer path inn, 255 e. illinois rd., illinois 60045, lake forest United States 공시 • Apr 22
Helios Technologies, Inc. to Report Q1, 2025 Results on May 06, 2025 Helios Technologies, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025 공시 • Apr 17
Helios Technologies, Inc. Expands Electro-Proportional Hydraulics Cartridge Valve Family of Solutions Leveraging Strengths from its Electronics Segment Helios Technologies, Inc. is expanding its electro-proportional cartridge valve offerings with new solutions from its operating company Sun Hydraulics. Expansion of the Sun Hydraulics family of relief valve solutions. Designed to meet customer requirements and enhance operational performance for a wide range of applications, Sun Hydraulics has designed proportional relief valves that fit into the compact T-10A cavity, ensuring compatibility and seamless integration with existing systems. The new additions to the electro-proportional cartridge valves product lineup are model codes RPEP and RPEN. These valves are rated to a maximum pressure of up to 5000 psi (350 bar), have a flow capacity of up to 25 psi (95 L/min) and are fully compatible with the XMD Mobile Driver, which was co-developed with a sister operating company, Enovation Controls. The RPEP is well suited for industrial machines like a hydraulic press, which requires precise pressure regulation. This 2-port, pilot-operated, electro-proportional pressure regulating valve serves as an effective system relief valve. It electronically controls system pressure by adjusting the analog input signal to the soil, enabling seamless proportional control within the chosen pressure range. The RPEP ensures accurate, smooth pressure adjustments as demands fluctuate, maintaining system safety and efficiency. To maintain efficient operation of mobile equipment, system designers can incorporate the RPEN in fan drive applications to dynamically control fan speed and ensure proper temperature regulation. The RPEN provides two main functions: it acts as the relief valve to protect the system from overpressure if the fan motor stalls, and it modulates the pressure proportional to a given command to control the fan speed based on the system's cooling needs. In the event of electrical signal loss, this inverse proportional valve defaults to its customer specified setting to ensure the fan continues to operate, protecting components in the system from overheating. The RPEP and RPEN valves are available now and reflect Sun Hydraulics' ongoing efforts to expand their product range to address customers' needs. Since early 2025, Sun Hydraulics has also released the following innovative products: DNDU - 4-way, solenoid-operated directional blocking valve; Ideal for use in agricultural planter systems, where the DNDU valves are energized independently to control the function of individual cylinders; DFUA & DFUB - solenoid-operated directional poppet valves; Excellent options for selector circuits in mobile applications, such as hydro excavation systems. Each valve can be energized or de-energized to activate different functions within the hydraulic circuit; RBUA - bi-directional direct-acting relief valve; Well-suited for use on forklift clamp attachments. The direct-acting, bi-directional relief valve limits the force of the forklift clamp attachments. The directly-acting, bi-directionAL relief valve limits the force of The force of the fork, close, or shift sideways, ensuring that product is protected during material handling. These cartridge valves exemplify Sun Hydraulics' commitment to delivering versatile, high-performance solutions tailored to customer needs, with a strong focus on dependable motion control technology. Price Target Changed • Apr 14
Price target decreased by 9.7% to US$53.25 Down from US$59.00, the current price target is an average from 4 analysts. New target price is 96% above last closing price of US$27.10. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$1.34 for next year compared to US$1.17 last year. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to US$27.71, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Machinery industry in the US. Total loss to shareholders of 63% over the past three years. 공시 • Apr 01
Helios Technologies, Inc. Announces Executive Changes Helios Technologies, Inc. announced that it has streamlined the structure of its Electronics Segment with the naming of Billy Aldridge as Senior Vice President, Managing Director, Electronics Segment. Mr. Aldridge replaces Lee Wichlacz who has been separated from the Company. Company thank Mr. Wichlacz for his two years of service and wish him the best in his future endeavors. Mr. Aldridge has served as the Senior Vice President, Managing Director of Enovation Controls since May 3, 2021, and will now have responsibility for the complete group of operations that comprise the Electronics segment. He joined FW Murphy, a division of Enovation Controls, in 2008 as the OEM Sales Manager where he grew the marine market prior to stepping into a Director position in 2015 and then in 2018 moving to the Vice President of Business Development. Mr. Aldridge joined MerCruiser/Mercury, part of the Brunswick Corporation in 2000, where he earned his Lean Six Sigma and worked in many different functional areas including Supply Chain, Program Management & OEM Sales. He has a bachelor’s degree in Sociology from Oklahoma State University. Upcoming Dividend • Mar 31
Upcoming dividend of US$0.09 per share Eligible shareholders must have bought the stock before 04 April 2025. Payment date: 22 April 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.7%). 공시 • Mar 18
Helios Technologies, Inc. Announces Board Changes Helios Technologies, Inc. announced that the Board of Directors has elected Laura Dempsey Brown as the new Board Chair. Ms. Dempsey Brown, a dedicated member of the Board since 2020, will assume the role immediately, succeeding Philippe Lemaitre, who has announced his retirement from the Board in which he has served since 2007 and his role as Chair, which he has served since 2013. This change is an outcome of effective Board of Directors succession planning processes. Laura Dempsey Brown has been appointed successor to Board Chair as Philippe Lemaitre retires following nearly 18 years of service on the Board. Ms. Dempsey Brown joined the Helios Board of Directors in April 2020. During her tenure, she has served as both the Chair of the Audit Committee and, most recently, ESG Committee and has been a member of the most recent CEO search committee. Ms. Brown retired in 2018 from W.W. Grainger, Inc. (NYSE: GWW), a leading broad line supplier of maintenance, repair and operating products after 19 years. She was the Senior Vice President, Communications and Investor Relations since 2010. Previously Ms. Brown served as Vice President of Marketing, and she also led the strategy development and operational execution of Grainger’s multi-year market expansion initiative focused on the top 25 U.S. metro markets. In addition, Ms. Brown served as the Vice President of Finance for Grainger’s field sales, operations, marketing and e-business functions. Prior to joining Grainger, Ms. Brown was a Vice President at Alliant Foodservice and at Dietary Products at Baxter. She began her career at Baxter in 1985, focusing primarily on financial roles in the distribution and manufacturing businesses. She graduated from Indiana University with a bachelor’s degree in accounting and obtained designation as a CPA. Ms. Brown is a member of The Chicago Network, The International Women’s Forum, and served on the board of Make-A-Wish Illinois for six years, including two years as board chair. She is also a member of the Dean’s Council of the Kelley School of Business at Indiana University. 
