Helios Technologies Management

Management criteria checks 3/4

Helios Technologies' CEO is Sean Bagan, appointed in Aug 2023, has a tenure of 1.25 years. total yearly compensation is $1.10M, comprised of 15.9% salary and 84.1% bonuses, including company stock and options. directly owns 0.019% of the company’s shares, worth €322.97K. The average tenure of the management team and the board of directors is 3.5 years and 6.3 years respectively.

Key information

Sean Bagan

Chief executive officer

US$1.1m

Total compensation

CEO salary percentage	15.9%
CEO tenure	1.3yrs
CEO ownership	0.02%
Management average tenure	3.5yrs
Board average tenure	6.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Sean Bagan's remuneration changed compared to Helios Technologies's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 28 2024	n/a	n/a	US$38m
Jun 29 2024	n/a	n/a	US$30m
Mar 30 2024	n/a	n/a	US$33m
Dec 30 2023	US$1m	US$176k	US$38m

Compensation vs Market: Sean's total compensation ($USD1.10M) is below average for companies of similar size in the German market ($USD1.64M).

Compensation vs Earnings: Insufficient data to compare Sean's compensation with company performance.

CEO

Sean Bagan (48 yo)

1.3yrs

Tenure

US$1,104,027

Compensation

Mr. Sean Bagan serves as Chief Financial Officer at Helios Technologies, Inc. since joined its in August 9, 2023 and serves as its Interim President & CEO since July 01, 2024. He had been employed at Polar...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Philippe Lemaitre	Executive Chairman	17.4yrs	US$348.15k	0.19% € 3.3m
Sean Bagan	CFO and Interim President & CEO	1.3yrs	US$1.10m	0.019% € 323.0k
Marc Greenberg	General Counsel & Secretary	2.8yrs	US$893.68k	0.017% € 288.9k
Matteo Arduini	President of Hydraulics - EMEA	5.4yrs	US$963.12k	0.047% € 811.9k
Josef Matosevic	President	no data	US$5.72m	0.24% € 4.0m
Lee Wichlacz	President of Electronics	1.9yrs	US$465.12k	0.0044% € 75.0k
Tania Almond	Vice President of Investor Relations	no data	no data	no data
Jonathan Kaufmann	Chief Engineer of Design	3.8yrs	no data	no data
Benjamin Kaufmann	Chief Engineer of R&D	3.8yrs	no data	no data
Rick Martich	President of Hydraulics - Americas	4.8yrs	no data	0.032% € 554.3k
Jean-Pierre Parent	Senior VP & MD of Balboa Water Group	3.3yrs	no data	no data
Craig Roser	Global Lead of CVT Sales & Business Development	8.3yrs	US$536.08k	no data

3.5yrs

Average Tenure

52.5yo

Average Age

Experienced Management: SH7's management team is considered experienced (3.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Philippe Lemaitre	Executive Chairman	17.4yrs	US$348.15k	0.19% € 3.3m
Laura Brown	Independent Director	4.6yrs	US$262.74k	0.034% € 588.4k
Douglas M. Britt	Independent Director	7.9yrs	US$242.82k	0.068% € 1.2m
Alexander Schuetz	Independent Director	10.4yrs	US$252.78k	0.040% € 677.4k
Diana Sacchi	Independent Director	2.4yrs	US$240.55k	0.011% € 187.3k
Cariappa Chenanda	Independent Director	4.6yrs	US$252.78k	0.031% € 534.6k

6.3yrs

Average Tenure

59.5yo

Average Age

Experienced Board: SH7's board of directors are considered experienced (6.3 years average tenure).

Helios Technologies Management

Management criteria checks 3/4

Key information

Recent management updates

Helios Technologies, Inc. Announces Management Changes

President of Hydraulics - EMEA recently sold €346k worth of stock

Helios Technologies, Inc., Annual General Meeting, Jun 06, 2024

Helios Technologies, Inc. Announces Retirement of Tricia L. Fulton as Executive Vice President, Effective August 9, 2023

Insufficient new directors

Helios Technologies, Inc. Appoints Lee Wichlacz as President, Electronics

Recent updates

Helios Technologies Launches PowerView U35, the First Round Display in the Ultimate Series

Helios Technologies, Inc. Announces Market Introduction of the Powerview® U150 and Powerview® U120

Helios Technologies, Inc. Revises Earnings Guidance for the Year 2024

Helios Technologies, Inc. to Report Q3, 2024 Results on Nov 05, 2024

Helios Technologies, Inc. Provides Update on Status of Affected Locations from Hurricane Milton

Second quarter dividend of US$0.09 announced

Helios Technologies, Inc. Announces Quarterly Cash Dividend, Payable on October 21, 2024

Helios Technologies, Inc. Releases High Capacity, Electro-Proportional Flow Control Solution for Precise Motion Control At High Flow Rates

Second quarter 2024 earnings released: EPS: US$0.41 (vs US$0.51 in 2Q 2023)

Helios Technologies, Inc. Revises Earnings Guidance for the Year 2024

Helios Technologies, Inc. to Report Q2, 2024 Results on Aug 05, 2024

Helios Technologies, Inc. Announces Management Changes

Helios Technologies Unveils SenderCAN® Plus: The Next Generation of I/O Modules for Rugged Applications

Helios Technologies, Inc. Declares Quarterly Cash Dividend, Payable on July 19, 2024

First quarter dividend of US$0.09 announced

President of Hydraulics - EMEA recently sold €346k worth of stock

Helios Technologies, Inc. Provides Earnings Guidance for the Year 2024

New minor risk - Earnings quality

Helios Technologies, Inc., Annual General Meeting, Jun 06, 2024

Helios Technologies, Inc. to Report Q1, 2024 Results on May 08, 2024

Upcoming dividend of US$0.09 per share

Fourth quarter dividend of US$0.09 announced

Helios Technologies, Inc. Declares Quarterly Cash Dividend, Payable on April 19, 2024

Helios Technologies, Inc. Provides Earnings Guidance for the First Quarter and Year 2024

Full year 2023 earnings released: EPS: US$1.14 (vs US$3.03 in FY 2022)

Helios Technologies, Inc. to Report Q4, 2023 Results on Feb 26, 2024

Upcoming dividend of US$0.09 per share at 0.8% yield

Helios Technologies, Inc. Declares Quarterly Cash Dividend, Payable on January 19, 2024

Investor sentiment deteriorates as stock falls 18%

Helios Technologies, Inc. Updates Earnings Guidance for 2023

Third quarter 2023 earnings released: EPS: US$0.11 (vs US$0.63 in 3Q 2022)

Helios Technologies, Inc. Introduces Clim8zone Ii to Heat and Cool Spa Water

Helios Technologies, Inc. to Report Q3, 2023 Results on Nov 02, 2023

Helios Technologies Announces Quarterly Cash Dividend, Payable on October 20, 2023

Helios Technologies Launches Next-Generation Premium Rugged Display-Controller – the Powerview™ P70 – with Initial Customer

New major risk - Financial position

Second quarter 2023 earnings released: EPS: US$0.51 (vs US$0.92 in 2Q 2022)

Helios Technologies, Inc. Announces Retirement of Tricia L. Fulton as Executive Vice President, Effective August 9, 2023

Helios Technologies, Inc. to Report Q2, 2023 Results on Aug 07, 2023

Helios Technologies, Inc. Introduces OpenPV™?

Insufficient new directors

Upcoming dividend of US$0.09 per share at 0.6% yield

Investor sentiment improves as stock rises 20%

Helios Technologies, Inc Declares Quarterly Cash Dividend, Payable on July 20, 2023

Helios Technologies, Inc Declares Quarterly Cash Dividend, Payable on July 20, 2023

Helios Technologies, Inc. (NYSE:HLIO) completed the acquisition of i3 Product Development, Inc.

First quarter 2023 earnings released: EPS: US$0.43 (vs US$0.94 in 1Q 2022)

Helios Technologies, Inc. Reiterates Outlook for 2023

Helios Technologies, Inc. (NYSE:HLIO) signed a definitive agreement to acquire i3 Product Development, Inc.

Helios Technologies, Inc. to Report Q4, 2022 Results on Feb 27, 2023

Helios Technologies, Inc. (NYSE:HLIO) completed the acquisition of Schultes Precision Manufacturing, Inc.

Helios Technologies, Inc. (NYSE:HLIO) entered into a definitive agreement to acquire Schultes Precision Manufacturing, Inc.

Helios Technologies Advances Augmented Strategy: Integrates and Consolidates to Create Two Operational Centers of Excellence in North America for Hydraulics Segment

Helios Technologies Advances Augmented Strategy: Integrates and Consolidates to Create Two Operational Centers of Excellence in North America for Hydraulics Segment

Upcoming dividend of US$0.09 per share

Helios Technologies, Inc. Appoints Lee Wichlacz as President, Electronics

Helios Technologies, Inc. Declares Quarterly Cash Dividend, Payable on January 20, 2023

Helios Technologies Leverages Next Display Platform and Announces SpaTouch4

Third quarter 2022 earnings released: EPS: US$0.63 (vs US$0.86 in 3Q 2021)

Helios Technologies, Inc. Revises Consolidated Earnings Guidance for the Year 2022

Helios Technologies, Inc. to Report Q3, 2022 Results on Nov 07, 2022

Helios Technologies Leverages Next Display Platform(TM) and Announces OpenView(TM) S50 and S70

Helios Technologies, Inc. Declares Quarterly Cash Dividend on Common Share, Payable on October 20, 2022

Helios Technologies, Inc. (NYSE:HLIO) completed the acquisition of Assets of Daman Products Company, Inc.

Helios Technologies Introduces the Next Display Platform

Helios Technologies, Inc. (NYSE:HLIO) entered into a definitiveagreement to acquire Assets of Daman Products Company, Inc.

Helios Technologies Expands Hydraulics Product Line with Universal Cartridge Valve Solution

Helios Technologies, Inc. Reaffirms Consolidated Revenue Guidance for the Year 2022

Second quarter 2022 earnings released: EPS: US$0.92 (vs US$0.95 in 2Q 2021)