Helios Technologies Management
Management criteria checks 3/4
Helios Technologies' CEO is Sean Bagan, appointed in Aug 2023, has a tenure of 1.33 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 $282.00K. The average tenure of the management team and the board of directors is 3.6 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 | 3.6yrs |
| Board average tenure | 6.3yrs |
Recent management updates
Recent updates
Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09
Sep 27
Returns On Capital At Helios Technologies (NYSE:HLIO) Paint A Concerning Picture
Sep 22Should You Investigate Helios Technologies, Inc. (NYSE:HLIO) At US$44.34?
Aug 22Shareholders Should Be Pleased With Helios Technologies, Inc.'s (NYSE:HLIO) Price
Jul 18These 4 Measures Indicate That Helios Technologies (NYSE:HLIO) Is Using Debt Extensively
Jul 02We Think You Can Look Beyond Helios Technologies' (NYSE:HLIO) Lackluster Earnings
May 21Is Now An Opportune Moment To Examine Helios Technologies, Inc. (NYSE:HLIO)?
Apr 30An Intrinsic Calculation For Helios Technologies, Inc. (NYSE:HLIO) Suggests It's 48% Undervalued
Apr 01Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09
Mar 11US$57.80 - That's What Analysts Think Helios Technologies, Inc. (NYSE:HLIO) Is Worth After These Results
Feb 29Here's What To Make Of Helios Technologies' (NYSE:HLIO) Decelerating Rates Of Return
Feb 16Helios Technologies (NYSE:HLIO) Takes On Some Risk With Its Use Of Debt
Feb 01Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09
Dec 29Helios: Reorganization Efforts, M&A Growth, And Quite Undervalued
Dec 22Is Now The Time To Look At Buying Helios Technologies, Inc. (NYSE:HLIO)?
Dec 20Helios Technologies, Inc. (NYSE:HLIO) Shares Could Be 48% Below Their Intrinsic Value Estimate
Dec 05Helios Technologies (NYSE:HLIO) Has Some Way To Go To Become A Multi-Bagger
Nov 06Does Helios Technologies (NYSE:HLIO) Have A Healthy Balance Sheet?
Sep 22What Is Helios Technologies, Inc.'s (NYSE:HLIO) Share Price Doing?
Sep 03Are Investors Undervaluing Helios Technologies, Inc. (NYSE:HLIO) By 34%?
Jul 20Helios Technologies: Make Sure To Look Under The Hood
Jul 11Helios Technologies (NYSE:HLIO) Is Reinvesting At Lower Rates Of Return
Jun 11At US$50.38, Is It Time To Put Helios Technologies, Inc. (NYSE:HLIO) On Your Watch List?
May 26Is Helios Technologies (NYSE:HLIO) A Risky Investment?
May 11Helios Technologies, Inc.'s (NYSE:HLIO) Intrinsic Value Is Potentially 55% Above Its Share Price
Apr 05Helios Technologies: A Good Opportunity For The Long-Term At Current Share Prices
Jan 26Helios technologies signs definitive agreement to acquire schultes precision manufacturing
Jan 17Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance Sheet
Dec 14CEO Compensation Analysis
| 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 US market ($USD5.50M).
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 |
|---|---|---|---|---|
| Executive Chairman | 17.5yrs | US$348.15k | 0.19% $ 2.9m | |
| CFO and Interim President & CEO | 1.3yrs | US$1.10m | 0.019% $ 282.0k | |
| General Counsel & Secretary | 2.9yrs | US$893.68k | 0.017% $ 252.2k | |
| President of Hydraulics - EMEA | 5.5yrs | US$963.12k | 0.035% $ 529.0k | |
| President | no data | US$5.72m | 0.24% $ 3.5m | |
| President of Electronics | 2yrs | US$465.12k | 0.0044% $ 65.5k | |
| Vice President of Investor Relations | no data | no data | no data | |
| Chief Engineer of Design | 3.9yrs | no data | no data | |
| Chief Engineer of R&D | 3.9yrs | no data | no data | |
| President of Hydraulics - Americas | 4.9yrs | no data | 0.032% $ 484.0k | |
| Senior VP & MD of Balboa Water Group | 3.3yrs | no data | no data | |
| Global Lead of CVT Sales & Business Development | 8.3yrs | US$536.08k | no data |
3.6yrs
Average Tenure
52.5yo
Average Age
Experienced Management: HLIO's management team is considered experienced (3.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 17.5yrs | US$348.15k | 0.19% $ 2.9m | |
| Independent Director | 4.7yrs | US$262.74k | 0.038% $ 562.2k | |
| Independent Director | 8yrs | US$242.82k | 0.070% $ 1.1m | |
| Independent Director | 10.5yrs | US$252.78k | 0.042% $ 623.5k | |
| Independent Director | 2.5yrs | US$240.55k | 0.014% $ 212.0k | |
| Independent Director | 4.7yrs | US$252.78k | 0.034% $ 512.6k |
6.3yrs
Average Tenure
59.5yo
Average Age
Experienced Board: HLIO's board of directors are considered experienced (6.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 06:17 |
| End of Day Share Price | 2024/12/27 00:00 |
| Earnings | 2024/09/28 |
| Annual Earnings | 2023/12/30 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 here.
Analysis Model and Snowflake
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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 .
Analyst Sources
Helios Technologies, Inc. is covered by 10 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.
| Analyst | Institution |
|---|---|
| Mircea Dobre | Baird |
| Holden Lewis | BB&T Capital Markets |
| Christopher Moore | CJS Securities, Inc. |