Helios Technologies, Inc.

NYSE:HLIO Stock Report

Market Cap: US$1.8b

Helios Technologies Management

Management criteria checks 3/4

Helios Technologies' CEO is Sean Bagan, appointed in Jul 2024, has a tenure of 1.5 years. total yearly compensation is $1.58M, comprised of 27.8% salary and 72.2% bonuses, including company stock and options. directly owns 0.03% of the company’s shares, worth $537.39K. The average tenure of the management team and the board of directors is 4.7 years and 5.8 years respectively.

Key information

Sean Bagan

Chief executive officer

US$1.6m

Total compensation

CEO salary percentage27.80%
CEO tenure1.5yrs
CEO ownership0.03%
Management average tenure4.7yrs
Board average tenure5.8yrs

Recent management updates

Recent updates

Helios Technologies: Signs Of Improvement, But Still Only A 'Hold'

Dec 18

Helios Technologies, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 07
Helios Technologies, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 34% Share Price Surge

Aug 06
Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 34% Share Price Surge

Is Helios Technologies (NYSE:HLIO) Using Too Much Debt?

Aug 04
Is Helios Technologies (NYSE:HLIO) Using Too Much Debt?

At US$36.28, Is It Time To Put Helios Technologies, Inc. (NYSE:HLIO) On Your Watch List?

Jul 21
At US$36.28, Is It Time To Put Helios Technologies, Inc. (NYSE:HLIO) On Your Watch List?

Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Jul 01
Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09

Jun 12
Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09

Be Wary Of Helios Technologies (NYSE:HLIO) And Its Returns On Capital

May 22
Be Wary Of Helios Technologies (NYSE:HLIO) And Its Returns On Capital

Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance Sheet

Apr 28
Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance Sheet

Helios Technologies, Inc.'s (NYSE:HLIO) Popularity With Investors Under Threat As Stock Sinks 29%

Apr 05
Helios Technologies, Inc.'s (NYSE:HLIO) Popularity With Investors Under Threat As Stock Sinks 29%

Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Apr 02
Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Mar 17
Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Helios Technologies, Inc. (NYSE:HLIO) Just Released Its Yearly Earnings: Here's What Analysts Think

Feb 27
Helios Technologies, Inc. (NYSE:HLIO) Just Released Its Yearly Earnings: Here's What Analysts Think

Should You Think About Buying Helios Technologies, Inc. (NYSE:HLIO) Now?

Feb 24
Should You Think About Buying Helios Technologies, Inc. (NYSE:HLIO) Now?

An Intrinsic Calculation For Helios Technologies, Inc. (NYSE:HLIO) Suggests It's 48% Undervalued

Jan 15
An Intrinsic Calculation For Helios Technologies, Inc. (NYSE:HLIO) Suggests It's 48% Undervalued

Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09

Sep 27
Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09

Returns On Capital At Helios Technologies (NYSE:HLIO) Paint A Concerning Picture

Sep 22
Returns On Capital At Helios Technologies (NYSE:HLIO) Paint A Concerning Picture
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Introduction of Cygnus Reach software as a market disruptor could significantly enhance revenue through new product sales and services.

Should You Investigate Helios Technologies, Inc. (NYSE:HLIO) At US$44.34?

Aug 22
Should You Investigate Helios Technologies, Inc. (NYSE:HLIO) At US$44.34?

Shareholders Should Be Pleased With Helios Technologies, Inc.'s (NYSE:HLIO) Price

Jul 18
Shareholders Should Be Pleased With Helios Technologies, Inc.'s (NYSE:HLIO) Price

CEO Compensation Analysis

How has Sean Bagan's remuneration changed compared to Helios Technologies's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 27 2025n/an/a

US$34m

Jun 28 2025n/an/a

US$35m

Mar 29 2025n/an/a

US$37m

Dec 28 2024US$2mUS$440k

US$39m

Sep 28 2024n/an/a

US$38m

Jun 29 2024n/an/a

US$30m

Mar 30 2024n/an/a

US$33m

Dec 30 2023US$1mUS$176k

US$38m

Compensation vs Market: Sean's total compensation ($USD1.58M) is below average for companies of similar size in the US market ($USD5.43M).

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


CEO

Sean Bagan (49 yo)

1.5yrs
Tenure
US$1,582,738
Compensation

Mr. Sean Bagan served as Chief Financial Officer at Helios Technologies, Inc. since joined its in August 9, 2023 until October 2025 and served as its Interim President & CEO since July 01, 2024 until Janua...


Leadership Team

NamePositionTenureCompensationOwnership
Sean Bagan
President1.5yrsUS$1.58m0.030%
$ 537.4k
Marc Greenberg
General Counsel & Secretary4yrsUS$1.36m0.023%
$ 422.8k
Matteo Arduini
President of Hydraulics - FCT6.6yrsUS$1.23m0.042%
$ 765.2k
Jeremy Evans
CFO & EVP2yrsno data0.0014%
$ 26.1k
Tania Almond
Vice President of Investor Relationsno datano datano data
Shaun Polasky
Vice President of Human Resources4yrsno datano data
Jonathan Kaufmann
Chief Engineer of Design5yrsno datano data
Benjamin Kaufmann
Chief Engineer of R&D5yrsno datano data
Rick Martich
President of Hydraulics - MCT6yrsno data0.037%
$ 665.4k
Jean-Pierre Parent
Senior VP & MD of Balboa Water Group4.4yrsno datano data
Billy Aldridge
Senior VP & MD of Electronics Segment4.7yrsno datano data
Craig Roser
Global Lead of CVT Sales & Business Development9.4yrsUS$536.08kno data
4.7yrs
Average Tenure
52.5yo
Average Age

Experienced Management: HLIO's management team is considered experienced (4.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Sean Bagan
Presidentless than a yearUS$1.58m0.030%
$ 537.4k
Laura Brown
Independent Chair5.8yrsUS$257.64k0.048%
$ 878.0k
Douglas M. Britt
Independent Director9.1yrsUS$262.55k0.082%
$ 1.5m
Ian Walsh
Directorless than a yearno datano data
Alexander Schuetz
Independent Director11.6yrsUS$252.63k0.049%
$ 890.5k
Diana Sacchi
Independent Director3.6yrsUS$262.55k0.023%
$ 424.3k
Cariappa Chenanda
Independent Director5.8yrsUS$242.71k0.044%
$ 800.9k
5.8yrs
Average Tenure
58yo
Average Age

Experienced Board: HLIO's board of directors are considered experienced (5.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/04 03:29
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/27
Annual Earnings2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Helios Technologies, Inc. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mircea DobreBaird
Christopher MooreCJS Securities, Inc.
Jonathan BraatzKansas City Capital Associates