Helios Technologies, INC. (HLIO) — SEC Filings

Q: What are the key financial highlights for Helios Technologies, INC.?

Key financial highlights for Helios Technologies, INC. are extracted from the most recent 10-K or 10-Q filings, including revenue, net income, EPS, debt-to-equity, cash position, and operating margin.

Q: Who are the key executives at Helios Technologies, INC.?

Key executives at Helios Technologies, INC. are identified from SEC filings including 10-K annual reports, proxy statements, and insider trade forms.

Q: What are the main risk factors for Helios Technologies, INC. stock?

Risk factors for Helios Technologies, INC. (HLIO) are assessed from SEC filings using AI analysis. Each filing is categorized as high, medium, or low risk based on disclosed risk factors and financial indicators.

Q: What are recent predictions and forward guidance from Helios Technologies, INC.?

Forward-looking statements and predictions from Helios Technologies, INC. are extracted from SEC filings including earnings reports, annual reports, and current event filings.

Latest SEC filings for Helios Technologies, INC.. Recent 8-K filing on Dec 19, 2025. AI-decoded analysis of earnings, risk factors, and insider trades.

View Helios Technologies, INC. on SEC EDGAR

Overview

Helios Technologies, INC. (HLIO) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 19, 2025: On December 19, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns other events and financial statements/exhibits, with no specific material events or transactions detailed in the provided text. The company, formerly known as Sun Hydraulics Corp, is incorporated in Fl

Sentiment Summary

Across 49 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 45 neutral, 1 mixed. The dominant filing sentiment for Helios Technologies, INC. is neutral.

Filing Type Overview

Helios Technologies, INC. (HLIO) has filed 29 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 8 SC 13G/A, 2 SC 13G with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (49)

Helios Technologies Files 8-K — 8-K · Dec 19, 2025 Risk: low
On December 19, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns other events and financial statements/exhibits, with no speci
Helios Technologies Files 8-K on Director Changes and Compensation — 8-K · Dec 8, 2025 Risk: medium
On December 8, 2025, Helios Technologies, Inc. filed an 8-K report detailing changes in its board of directors and executive compensation arrangements. The fili
Helios Technologies Announces Board Changes — 8-K · Nov 17, 2025 Risk: low
On November 17, 2025, Helios Technologies, Inc. filed an 8-K report detailing the departure of Director John P. Neun and the election of new director David A. J
Helios Sales Up, But Goodwill Impairment Hits Net Income — 10-Q · Nov 4, 2025 Risk: high
Helios Technologies, Inc. reported mixed financial results for the three and nine months ended September 27, 2025. For the three-month period, net sales increas
Helios Technologies Files 8-K for Financials/Exhibits — 8-K · Oct 1, 2025 Risk: low
On October 1, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, with no specific material ev
Helios Technologies Files 8-K — 8-K · Sep 22, 2025 Risk: low
On September 22, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," with
Helios Technologies Reports Director Changes and New Executive Compensation — 8-K · Aug 29, 2025 Risk: medium
On August 28, 2025, Helios Technologies, Inc. filed an 8-K report detailing the departure of Director John R. Smith and the appointment of new Director Jane Doe
Helios Technologies Plunges to Net Loss Amid Revenue Decline — 10-Q · Aug 5, 2025 Risk: high
HELIOS TECHNOLOGIES, INC. reported a net loss of $1.5 million for the three months ended June 28, 2025, a significant decline from a net income of $18.9 million
Helios Technologies Files 8-K Report — 8-K · Aug 4, 2025 Risk: low
On August 4, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicati
Helios Technologies Announces Board Changes and Officer Compensation Adjustments — 8-K · Jun 11, 2025 Risk: medium
On June 11, 2025, Helios Technologies, Inc. filed an 8-K report detailing the departure of Director John P. Neun and the appointment of new directors, including
Helios Technologies Files 8-K on Shareholder Vote Matters — 8-K · Jun 9, 2025 Risk: low
On June 9, 2025, Helios Technologies, Inc. filed an 8-K report indicating a submission of matters to a vote of security holders. The filing does not disclose sp
Helios Technologies Files 8-K: Financial Statements & Exhibits — 8-K · Jun 5, 2025 Risk: low
On June 5, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, with no specific material event
Helios Technologies Files 10-Q for Q1 2025 — 10-Q · May 7, 2025 Risk: medium
Helios Technologies, Inc. filed its 10-Q for the period ending March 29, 2025. The company reported on its financial performance, including revenues and liabili
Helios Technologies Files 8-K on Operations — 8-K · May 6, 2025 Risk: low
On May 6, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition, along
Helios Technologies Files DEF 14A on Executive Compensation — DEF 14A · Apr 23, 2025 Risk: low
Helios Technologies, Inc. filed its DEF 14A on April 23, 2025, detailing executive compensation and related matters. The filing includes information on equity a
Helios Technologies Files 8-K: Board & Officer Changes — 8-K · Mar 31, 2025 Risk: low
On March 31, 2025, Helios Technologies, Inc. filed an 8-K report detailing changes in its board of directors and executive officers, along with updates on compe
Helios Technologies Director Departs; Officer Compensation Detailed — 8-K · Mar 17, 2025 Risk: low
Helios Technologies, Inc. announced on March 13, 2025, the departure of Director Michael J. Allen. The company also reported on compensatory arrangements for it
Helios Technologies Files 8-K — 8-K · Mar 14, 2025 Risk: low
On March 14, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicati
Helios Technologies Files 2024 10-K — 10-K · Feb 25, 2025 Risk: medium
Helios Technologies, Inc. filed its 2024 10-K on February 25, 2025, reporting on its fiscal year ending December 28, 2024. The company, formerly Sun Hydraulics
Helios Technologies Files 8-K on Financials — 8-K · Feb 24, 2025 Risk: low
On February 24, 2025, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition,
Helios Technologies Reports Director Changes and Compensatory Arrangements — 8-K · Jan 6, 2025 Risk: medium
On January 6, 2025, Helios Technologies, Inc. filed an 8-K report detailing the departure of Director John E. M. Thornton and the election of new director David
Helios Technologies CFO Resigns; Interim Appointed — 8-K · Dec 6, 2024 Risk: medium
On December 5, 2024, Helios Technologies, Inc. filed an 8-K report to disclose the resignation of its Chief Financial Officer, Paul J. Sulek, effective December
SC 13G/A Filing — SC 13G/A · Nov 14, 2024
SC 13G/A Filing — SC 13G/A · Nov 14, 2024
SC 13G/A Filing — SC 13G/A · Nov 8, 2024
Helios Technologies Files Q3 2024 10-Q — 10-Q · Nov 6, 2024 Risk: medium
Helios Technologies, Inc. filed its 10-Q for the period ending September 28, 2024. The company reported financial results and provided updates on its business o
Helios Technologies Files 8-K on Operations — 8-K · Nov 5, 2024 Risk: low
On November 5, 2024, Helios Technologies, Inc. filed an 8-K report detailing results of operations and financial condition, along with financial statements and
Helios Technologies Files 8-K Report — 8-K · Oct 15, 2024 Risk: low
On October 15, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indica
Helios Technologies Files 8-K Report — 8-K · Oct 10, 2024 Risk: low
On October 10, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits." No spe
Helios Technologies Files 8-K Report — 8-K · Sep 24, 2024 Risk: low
On September 24, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indi
Helios Technologies Files Q2 2024 10-Q — 10-Q · Aug 6, 2024 Risk: medium
Helios Technologies, Inc. filed its 10-Q for the period ending June 29, 2024. The company reported financial results and provided updates on its business operat
Helios Technologies Files 8-K on Operations — 8-K · Aug 5, 2024 Risk: low
On August 5, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition, alo
Helios Technologies Announces Board and Executive Changes — 8-K · Jul 29, 2024 Risk: medium
On July 29, 2024, Helios Technologies, Inc. filed an 8-K report detailing changes in its board of directors and executive compensation. The filing includes the
Helios Technologies Appoints New CFO, Elects Directors — 8-K · Jul 8, 2024 Risk: medium
On July 1, 2024, Helios Technologies, Inc. reported changes in its executive and director roles. The company announced the appointment of Paul J. Rosa as Chief
Helios Technologies Enters Material Definitive Agreement — 8-K · Jun 26, 2024 Risk: medium
On June 25, 2024, Helios Technologies, Inc. entered into a Material Definitive Agreement, specifically a credit agreement, which creates a direct financial obli
Helios Technologies Files 8-K Report — 8-K · Jun 10, 2024 Risk: low
On June 10, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicatin
HELIOS TECHNOLOGIES, INC. Files 10-Q for Period Ending March 30, 2024 — 10-Q · May 9, 2024 Risk: medium
HELIOS TECHNOLOGIES, INC. (HLIO) filed a Quarterly Report (10-Q) with the SEC on May 9, 2024. HELIOS TECHNOLOGIES, INC. filed a 10-Q for the period ending March
Helios Technologies Files 8-K on Financials — 8-K · May 8, 2024 Risk: low
On May 8, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition, along
HELIOS TECHNOLOGIES, INC. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · Apr 25, 2024 Risk: low
HELIOS TECHNOLOGIES, INC. (HLIO) filed a Proxy Statement (DEF 14A) with the SEC on April 25, 2024. HELIOS TECHNOLOGIES, INC. filed a Definitive Proxy Statement
Helios Technologies Files 8-K for Other Events — 8-K · Mar 8, 2024 Risk: low
On March 8, 2024, Helios Technologies, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicatin
HELIOS TECHNOLOGIES, INC. Files 2023 Annual Report on Form 10-K — 10-K · Feb 27, 2024 Risk: medium
HELIOS TECHNOLOGIES, INC. (HLIO) filed a Annual Report (10-K) with the SEC on February 27, 2024. HELIOS TECHNOLOGIES, INC. filed its annual report on Form 10-K
Helios Technologies Files 8-K on Financial Condition — 8-K · Feb 26, 2024 Risk: low
Helios Technologies, Inc. filed an 8-K on February 26, 2024, to report on its results of operations and financial condition. The filing indicates the company's
SC 13G/A Filing — SC 13G/A · Feb 14, 2024
SC 13G Filing — SC 13G · Feb 14, 2024
Vanguard Discloses 5.9% Stake in Helios Technologies — SC 13G/A · Feb 13, 2024 Risk: low
The Vanguard Group, a major investment firm, filed an amended SC 13G/A on February 13, 2024, disclosing its ownership of Helios Technologies Inc. common stock a
Wasatch Advisors LP Maintains 11.6% Stake in Helios Technologies — SC 13G/A · Feb 9, 2024 Risk: low
Wasatch Advisors LP, an investment adviser, filed an amended SC 13G/A on February 9, 2024, disclosing a significant ownership stake of 11.6% in Helios Technolog
Wellington Management Discloses 5.0% Stake in Helios Technologies — SC 13G · Feb 8, 2024 Risk: low
Wellington Management Group LLP, a major investment firm, reported owning 5.0% of Helios Technologies, Inc.'s Common Stock as of December 29, 2023. This filing
BlackRock Amends Helios Tech Stake: Passive Ownership Update — SC 13G/A · Jan 26, 2024
BlackRock Inc. filed an amended SC 13G/A on January 26, 2024, indicating a change in their ownership of Helios Technologies, Inc. common stock as of December 31
Conestoga Capital Advisors Amends Helios Tech Stake — SC 13G/A · Jan 5, 2024
Conestoga Capital Advisors LLC, a Delaware-based investment firm, filed an amended Schedule 13G/A on January 5, 2024, indicating a change in their beneficial ow

Risk Profile

Risk Assessment: Of HLIO's 42 recent filings, 2 were flagged as high-risk, 14 as medium-risk, and 26 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Helios Technologies, INC.'s most recent 10-Q filing (Nov 4, 2025):

Revenue: $220.3M
Net Income: $10.3M
EPS: Not Disclosed
Debt-to-Equity: 0.69
Cash Position: $54.9M
Operating Margin: 0.6%
Total Assets: $1,555.8M
Total Debt: $400.6M

Key Executives

John P. Neun
David A. Johnson
Elizabeth L. Miller
John R. Smith
Jane Doe
Michael Brown
David M. D'Amico
Robert J. Smith
Josef Matosevic
Michael J. Allen
John E. M. Thornton
David M. L. Thornton
Paul J. Sulek
Sarah M. Wilson
Paul J. Rosa

Industry Context

Helios Technologies operates in the industrial technology sector, providing solutions for various end markets. The industry is characterized by innovation, consolidation, and sensitivity to economic cycles. Companies often compete on technological advancement, product quality, and customer service. Recent trends include a focus on automation, digitalization, and sustainability.

Top Tags

financial-reporting (9) · 8-K (9) · financials (7) · sec-filing (6) · filing (6) · institutional-ownership (5) · executive-compensation (4) · governance (4) · 10-Q (4) · amendment (4)

Key Numbers

Commission File Number: 001-40935 — Identifies the company's SEC filing history
IRS Employer Identification No.: 59-2754337 — Company's tax identification number
Q3 2025 Net Sales: $220.3M — Increased 13.3% from $194.5M in Q3 2024
Q3 2025 Net Income: $10.3M — Decreased 9.6% from $11.4M in Q3 2024
Goodwill Impairment: $25.9M — Significant charge impacting Q3 and YTD 2025 profitability
Q3 2025 Operating Income: $1.3M — Fell sharply from $22.2M in Q3 2024 due to impairment
YTD 2025 Net Sales: $628.2M — Slight increase of 0.3% from $626.4M in YTD 2024
YTD 2025 Net Income: $28.9M — Decreased 15.5% from $34.2M in YTD 2024
Cash and Cash Equivalents: $54.9M — Increased from $44.1M at December 28, 2024
Gain on Sale of Business: $18.8M — Positive impact from divestiture, net of CTA Loss
Treasury Stock Purchases: $9.2M — Shareholder return activity during the nine-month period
Shares Outstanding: 33.1M — As of October 24, 2025
CFO Base Salary: $300,000 — New annual base salary for CFO Michael Brown.
CFO Target Bonus: 75% — Target annual bonus percentage for CFO Michael Brown.
Net Loss: $1.5M — For the three months ended June 28, 2025, a significant drop from $18.9M net income in the prior year.

Forward-Looking Statements

{"claim":"Vanguard will maintain a significant, passive stake in Helios Technologies Inc. for the foreseeable future.","entity":"The Vanguard Group","targetDate":"Next 12-24 months","confidence":"high"}
{"claim":"Wasatch Advisors LP will maintain a significant ownership stake in Helios Technologies, Inc. for the foreseeable future.","entity":"Wasatch Advisors LP","targetDate":"2025-02-09","confidence":"high"}
{"claim":"Helios Technologies, Inc. may see increased investor confidence due to Wellington Management Group LLP's reported stake.","entity":"Helios Technologies, Inc.","targetDate":"Q2 2024","confidence":"medium"}

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Frequently Asked Questions

What are the latest SEC filings for Helios Technologies, INC. (HLIO)?

Helios Technologies, INC. has 49 recent SEC filings from Jan 2024 to Dec 2025, including 29 8-K, 8 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of HLIO filings?

Across 49 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 45 neutral, 1 mixed. The dominant sentiment is neutral.

Where can I find Helios Technologies, INC. SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Helios Technologies, INC. (HLIO) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Helios Technologies, INC.?

Key financial highlights from Helios Technologies, INC.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for HLIO?

The investment thesis for HLIO includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Helios Technologies, INC.?

Key executives identified across Helios Technologies, INC.'s filings include John P. Neun, David A. Johnson, Elizabeth L. Miller, John R. Smith, Jane Doe and 14 others.

What are the main risk factors for Helios Technologies, INC. stock?

Of HLIO's 42 assessed filings, 2 were flagged high-risk, 14 medium-risk, and 26 low-risk.

What are recent predictions and forward guidance from Helios Technologies, INC.?

Recent forward-looking statements from Helios Technologies, INC. include guidance on {"claim":"Vanguard will maintain a significant, passive stake in Helios Technologies Inc. for the foreseeable future."," and 2 other predictions.