{"filings":[{"id":1103156,"accession_number":"0001193125-26-273766","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2026-06-17T16:49:22+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.12 quarterly dividend; 118th consecutive payment","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.12 per common share declared; payable July 24, 2026 to holders of record July 10, 2026.","118th consecutive quarterly dividend, maintaining streak since Q1 1997 (over 29 years).","Company has approximately 33.0 million shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1058796,"accession_number":"0001193125-26-271280","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2026-06-15T21:09:24+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 1M share increase under Helios 2023 Equity Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders voted to amend 2023 Equity Incentive Plan, increasing authorized shares by 1,000,000.","Laura Dempsey Brown, Cariappa Chenanda, Alexander Schuetz re-elected for 3-year terms; Ian Walsh elected for 1-year term.","Grant Thornton LLP ratified as auditor for FY ending January 2, 2027.","Advisory vote on named executive officer compensation passed with 27,181,272 for vs 345,922 against.","Quorum of 29,462,603 shares represented out of 33,046,358 outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":14882,"accession_number":"0001193125-26-217028","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2026-05-11T20:56:21+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q1 sales $228M (+17% YoY), EPS $0.59 (+168%), raises FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $228.4M (+17% reported, +23% pro forma); diluted EPS $0.59 (up 168%), adjusted EPS $0.80 (up 82%).","Gross margin 32.8% (up 220 bps); adjusted EBITDA $46.5M, margin 20.4% (up 310 bps).","Electronics segment sales $89.2M (+29%) set record; Hydraulics $139.2M (+10%).","Net debt $284M, leverage ratio 1.6x (lowest since 1Q18); dividend increased 33%; $4.6M share repurchased.","Raising 2026 sales and EPS outlook; initiated strong Q2 outlook with continued YoY improvements."],"consensus_eps_estimate":0.6664,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":228400000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100406,"accession_number":"0001193125-26-116883","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2026-03-20T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Helios unveils CORE 2030 Strategy targeting $1.6B sales by 2030; raises dividend 33% to $0.12/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2030 targets: $1.6B sales (double 2025 pro forma ~$792M), adj. EBITDA margin 25%+, adj. operating margin 20%, ROIC low-to-mid teens.","Board approved 33% dividend increase to $0.12/share, payable April 27, 2026 to holders of record April 13, 2026.","2025 highlights: 100 bps gross margin expansion, >$60M annual value from new business wins, and 11 major product launches.","Paid down ~$158M debt over two years; maintained 116 consecutive quarterly dividends; $100M share repurchase authorization.","CORE 2030 Strategy leverages 'Momentum Model' for sustainable profitable growth and value creation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100405,"accession_number":"0001193125-26-085812","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Technologies announces Q4 FY2025 results; no details in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company issued press release on March 2, 2026 for Q4 FY2025 financial results.","Press release attached as Exhibit 99.1 but not included in provided text.","Specific EPS, revenue, or segment data cannot be extracted from filing alone.","Investors should refer to the exhibit or company website for full results."],"consensus_eps_estimate":null,"consensus_eps_actual":1.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":839000000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100404,"accession_number":"0001193125-26-075430","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios Technologies increases severance for exec Sean Bagan to 24-month base salary","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended Severance Agreement approved by Compensation Committee on February 23, 2026.","Continuation of base salary upon involuntary termination increased from 12 to 24 months.","Agreement amends and restates the prior Executive Officer Severance Agreement dated Dec 31, 2024.","Sean Bagan is an executive officer of Helios Technologies, Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116733,"accession_number":"0001193125-25-326163","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend, payable Jan 21, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Declared $0.09 per share quarterly cash dividend, payable January 21, 2026 to shareholders of record January 7, 2026.","This is the 116th consecutive quarterly dividend, extending over 28 years of consecutive payments.","Approximately 33.1 million common shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116732,"accession_number":"0001193125-25-311347","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios Technologies promotes Billy Aldridge to President of Electronics Segment effective Jan 4, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aldridge previously served as SVP Managing Director of Electronics since March 31, 2025.","Compensation: base salary $300k; short-term incentive target 60% of base; LTI target 110% of base.","CEO cites record quarter at Enovation Controls and traction in go-to-market strategy as rationale.","Aldridge will enter standard indemnification, continuity, and severance agreements previously disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116731,"accession_number":"0001193125-25-284785","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios CFO Michael Connaway Separated; Jeremy Evans Promoted to CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Connaway, EVP and CFO, separated from Helios on Nov 16, 2025; entitled to 12 months base salary, prorated STI, and benefits.","Jeremy Evans promoted to EVP and CFO effective immediately; salary increased to $425,000, STI target 60%, LTI target 120%.","Connaway's departure is not related to any disagreement on accounting, financial statements, internal controls, or operations.","Evans joined Helios in Jan 2024, previously Chief Accounting Officer; prior 25 years at TD SYNNEX (NYSE: SNX)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116730,"accession_number":"0001193125-25-262948","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Technologies reports Q3 2025 results; press release not included in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filed 8-K on Nov 3, 2025, indicating Q3 2025 earnings released via press release.","No specific financial figures available; press release exhibit not provided in this submission.","Ticker HLIO; earnings release date confirmed as November 3, 2025."],"consensus_eps_estimate":0.6712,"consensus_eps_actual":0.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":628200000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116729,"accession_number":"0001193125-25-226855","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios completes sale of Custom Fluidpower to Questas; secures Australia distribution deal","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Sale of Custom Fluidpower business to Questas Group completed on September 27, 2025.","Long-term exclusive distribution agreement for Sun Hydraulics in Australia via CFP network.","Proceeds to be used for debt repayment, organic investment, and return of capital to shareholders.","No financial terms (sale price or gain/loss) disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133183,"accession_number":"0001193125-25-210946","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios declares $0.09 quarterly dividend; 115th consecutive payment","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per common share declared by Board of Directors.","Dividend payable on October 21, 2025, to shareholders of record as of October 7, 2025.","Represents 115th consecutive quarterly dividend, spanning over 28 years.","Approximately 33.2 million shares of common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133182,"accession_number":"0001024795-25-000004","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios appoints Michael Connaway as CFO (Oct 2025); Jeremy Evans as Chief Accounting Officer (Sept 1)","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Connaway appointed EVP & CFO effective October 2025; previously CFO of Aviat Networks (AVNW).","Jeremy Evans promoted to SVP, Chief Accounting Officer & Corporate Controller effective Sept 1, 2025.","Sean Bagan, President & CEO, will relinquish CFO role when Connaway joins, remaining CEO.","Connaway: $530k base salary, $150k sign-on bonus, 6,500 RSUs; STI target 75%, LTI target 150%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133181,"accession_number":"0000950170-25-102060","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q2 sales $212.5M (-3% YoY); Non-GAAP EPS $0.59; divests CFP for $83M AUD","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $212.5M (-3% YoY); diluted EPS $0.34, Non-GAAP EPS $0.59; operating cash flow $37M (highest since Q4 2019).","Reduced debt $67M YoY; net debt/EBITDA improved to 2.6x; repurchased 200k shares at avg $32 in Q2.","Announced definitive agreement to sell Custom Fluidpower for ~$83M AUD to refocus on core brands.","Raising FY25 outlook; Q3 guidance established; tariff uncertainty remains for H2.","Gross margin expanded 120 bps sequentially to 31.8%; operating margin up 160 bps sequentially."],"consensus_eps_estimate":0.5182,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":408000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133180,"accession_number":"0000950170-25-102046","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies to sell Custom Fluidpower business to Questas Group for ~$83M AUD","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash deal valued at ~$83M AUD (~$54M USD), subject to working capital adjustments.","CFP 2024 sales reached $92M AUD ($61M USD); earnings more than doubled since Helios' 2018 acquisition.","Helios will enter exclusive long-term distribution agreement with Questas for Sun Hydraulics products.","Net proceeds to be used for debt repayment, organic investment, and return of capital.","Transaction expected to close within 60-90 days; CFP reported as held for sale from Q2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149792,"accession_number":"0000950170-25-084882","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Helios appoints Ian Walsh to board, effective June 5, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ian Walsh appointed to Helios board, effective June 5, 2025; serves on Audit and Governance committees.","Walsh is CEO of FDH Aero, former CEO of Kaman Aerospace (NYSE: KAMN), and 20-year Textron veteran.","Board expands back to seven members; Walsh's term expires at the 2026 Annual Meeting.","Compensation consistent with other non-employee directors, prorated for remainder of term."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149791,"accession_number":"0000950170-25-083468","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Helios shareholders elect three directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Doug Britt and Diana Sacchi to 2028 term; Sean Bagan to 2027 term.","Ratified Grant Thornton LLP as independent auditor for FY ending Jan 3, 2026 (29.7M for, 0.4M against).","Advisory vote on executive compensation passed with 27.7M for, 1.4M against.","All proposals passed with majority support; quorum of 30.4M shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149790,"accession_number":"0000950170-25-082224","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend, 114th consecutive","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per common share declared by the Board.","Payable on July 21, 2025 to shareholders of record as of July 7, 2025.","This marks the 114th consecutive quarterly dividend, spanning over 28 years.","Approximately 33.3 million shares of common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149789,"accession_number":"0000950170-25-064564","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios beats Q1 estimates on $195.5M sales; adjusted EPS $0.44, debt reduced 15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $195.5M, down 8% YoY but up 9% sequentially from Q4 2024.","Diluted GAAP EPS $0.22; adjusted EPS $0.44, up 33% sequentially.","Operating income $17.0M, margin 8.7%; adjusted op. margin 13.4%.","Reduced total debt $75.7M YoY (15%); net debt/EBITDA leverage 2.7x vs 3.1x prior year.","Generated $19.0M cash from ops, up 7% YoY; inventory down 11% across businesses."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":195500000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168813,"accession_number":"0000950170-25-047827","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Helios Technologies separates Electronics President; appoints Billy Aldridge as SVP, Managing Director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lee Wichlacz separated as President, Electronics; severance: $300K salary for 12 months, $180K short-term comp.","Billy Aldridge promoted to SVP, Managing Director of whole Electronics Segment, replacing Wichlacz.","Aldridge previously SVP, Managing Director of Enovation Controls since May 2021; joined FW Murphy in 2008.","Company cites realignment to enhance customer engagement, focus on go-to-market strategy, and 2025 objectives.","Effective March 31, 2025; Wichlacz eligible for severance after signing release with restrictive covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168812,"accession_number":"0000950170-25-039854","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios Technologies elects Laura Dempsey Brown as Board Chair, replacing retiring Philippe Lemaitre","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Philippe Lemaitre retired as Board Chair after 18 years (since 2007), not seeking re-nomination at 2025 Annual Meeting.","Laura Dempsey Brown elected as new Board Chair effective March 13, 2025; Board member since 2020.","Brown previously chaired Audit and ESG Committees; retired SVP of Communications & IR at W.W. Grainger (GWW).","Departure not due to any disagreement; part of planned Board succession process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168811,"accession_number":"0000950170-25-039147","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios declares $0.09/share quarterly dividend, 28-year payment streak continues","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per share declared, payable April 22, 2025 to holders of record April 4, 2025.","Dividend marks over 28 consecutive years of quarterly payouts since Q1 1997.","CEO notes record 2024 operating cash flow of $122 million, underpinning the dividend.","Approximately 33.3 million shares of common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168810,"accession_number":"0000950170-25-025656","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Technologies reports Q4 and fiscal year 2024 financial results","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Helios Technologies issued a press release on February 24, 2025, covering fourth quarter of 2024 and full year 2024 results.","Press release attached as Exhibit 99.1 to the 8-K filed with the SEC.","Results announced by President and CEO Sean Bagan as principal executive and financial officer."],"consensus_eps_estimate":null,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":805900000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168809,"accession_number":"0000950170-25-002133","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Helios Technologies promotes Sean Bagan to President & CEO, effective Jan 6, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sean Bagan promoted to President & CEO, effective immediately; he had served as interim CEO/CFO since July 8, 2024.","Chairman Philippe Lemaitre resumes role as Non-Executive Chairman after serving as Executive Chairman during interim period.","Bagan retains CFO duties while company initiates search for permanent CFO, considering internal and external candidates.","Compensation includes base salary of $705,000, annual cash incentive target of 100% of base salary, and equity target of 200%.","Bagan nominated to Board of Directors, with election at June 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185935,"accession_number":"0000950170-24-133883","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios declares $0.09 quarterly dividend; 112th consecutive payment","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per common share declared.","Payable on January 20, 2025 to shareholders of record as of January 3, 2025.","112th consecutive quarterly dividend; over 27 years of uninterrupted payments.","Approximately 33.2 million shares of common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185934,"accession_number":"0000950170-24-121562","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q3 net sales $194.5M; adj EPS $0.59; lowers 2024 outlook on storms","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $194.5M (-3% YoY); gross margin improved 150 bps to 31.1%.","Diluted GAAP EPS $0.34, non-GAAP EPS $0.59; operating cash flow $34.8M (+195%).","Reduced debt $19.3M, fifth consecutive quarter; net debt leverage ratio improved to 2.8x.","Lost 18 production shifts from hurricanes; updating 2024 outlook for weaker market and storm impacts.","Adjusted EBITDA margin 20.9% (+320 bps); operating margin 11.4%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":626400000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185933,"accession_number":"0000950170-24-114484","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios reopens two of three Sarasota facilities after Hurricane Milton; third still closed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["No injuries reported; two of three Sun Hydraulics manufacturing facilities reopened as of Oct 15, six days after Category 3 landfall.","Third facility sustained more extensive damages and remains closed; team working to fully recover.","Company assessing impacts from regional suppliers, freight carriers, and infrastructure disruption.","Financial effect on Q4 projections to be provided with upcoming Q3 2024 earnings report."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185932,"accession_number":"0001193125-24-236037","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies updates on Hurricane Milton impact; Sarasota HQ and Sun Hydraulics affected","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Sarasota headquarters and Sun Hydraulics, a material Hydraulics segment operation, directly hit by Hurricane Milton.","Damage and disruption assessment ongoing at Florida facilities; no financial impact estimate provided yet.","Company engaged with insurance partners to minimize financial loss from physical damage.","Objective is to resume operations at affected locations as quickly as possible."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202509,"accession_number":"0000950170-24-108917","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-09-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend (111th consecutive)","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.09 per common share declared, payable Oct 21, 2024; record date Oct 4, 2024.","Marks 111th consecutive quarterly dividend, extending a streak of over 27 years.","Approximately 33.2 million shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202508,"accession_number":"0000950170-24-090928","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q2 net sales $219.9M (-3% YoY), diluted EPS $0.41; moderates 2H24 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $219.9M, down 3% YoY; gross margin 32.1% vs 33.3% prior year.","Diluted EPS $0.41; Non-GAAP diluted EPS $0.64, down 21% YoY.","Adjusted EBITDA $44.2M (20.1% margin) vs $50.1M (22.0%) a year ago.","Reduced debt $18.6M in Q2; fourth straight quarter of debt reduction.","Management moderates 2H24 outlook due to softening end market conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":431900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202507,"accession_number":"0000950170-24-087304","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios Technologies terminates CEO Josef Matosevic for cause; interim leadership in place","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board terminated CEO Josef Matosevic for cause after investigation confirmed policy violation (consensual relationship).","No financial misconduct; integrity of financial systems and controls unaffected.","Sean Bagan continues as interim CEO and CFO; Philippe Lemaitre remains Executive Chairman.","Board launching comprehensive search for permanent successor, considering internal and external candidates.","Interim leadership committed to executing strategy and delivering customer value during transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202506,"accession_number":"0000950170-24-082112","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-07-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios CEO Matosevic placed on paid leave; CFO Bagan named interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Josef Matosevic placed on paid leave effective July 1, 2024 due to alleged Code of Conduct violation.","Sean Bagan, current CFO, appointed Interim President and CEO effective July 8, 2024.","Philippe Lemaitre appointed Executive Chairman effective July 1, 2024, in addition to Chairman role.","Board investigation ongoing with outside counsel; alleged conduct unrelated to strategy or financial reporting.","Company states no impact on financial reporting or business strategy from the allegations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218639,"accession_number":"0000950170-24-077940","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Helios shareholders elect Matosevic, ratify auditor, approve say-on-pay at 2024 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Josef Matosevic elected as director with 27.6M votes for, 1.4M against; term expires 2027.","Grant Thornton LLP ratified as independent auditor for FY2024 with 29.6M for, 365K against.","Advisory vote on executive compensation approved with 18.2M for, 10.6M against.","Total shares outstanding 33.2M; 30.0M shares represented at meeting, quorum present."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218638,"accession_number":"0000950170-24-077641","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Helios Technologies upsizes credit facility to $800M, reduces spreads, extends maturity to 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased from $400M to $500M; new $300M term loan refinances prior debt.","Accordion feature raised by $100M to $400M; total commitments capped at $1.2B.","Maturity extended five years to June 25, 2029; borrowing spreads reduced 25–50 bps.","Quarterly term loan amortization starts at $3.75M, rising to $7.5M in 2028; covenants: max leverage 3.75x, min interest coverage 3.00x.","PNC Bank serves as administrative agent; LIBOR-to-SOFR transition spread of 10 bps eliminated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218637,"accession_number":"0000950170-24-071099","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend, 110th consecutive payment","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Declared quarterly cash dividend of $0.09 per common share, payable July 19, 2024.","Record date for dividend is July 5, 2024; approximately 33.2M shares outstanding.","Represents the 110th consecutive quarterly dividend, extending a streak of over 27 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218636,"accession_number":"0000950170-24-055913","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q1 2024: sales $212M, EPS $0.28; sequential growth 10% but YoY declines","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $212.0M, down 1% YoY from $213.2M; up 10% sequentially from Q4 2023.","GAAP diluted EPS $0.28; Non-GAAP diluted EPS $0.53, down 26% YoY but up 40% sequentially.","Gross margin 31.7% (down 160 bps YoY); operating margin 9.6% (down 200 bps YoY).","Adjusted EBITDA margin 18.2% (down 210 bps YoY); cash from ops $17.8M, up 45% YoY.","Affirming 2024 outlook; net debt reduced for third consecutive quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":212000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238531,"accession_number":"0000950170-24-028443","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-03-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend; marks 27 consecutive years","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.09 per share declared, payable April 19, 2024 to holders of record April 4, 2024.","Over 27 consecutive years of quarterly dividend payments since Q1 1997.","CEO Josef Matosevic highlights strong cash generation and disciplined working capital.","Approximately 33.1 million shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238530,"accession_number":"0000950170-24-020220","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q4 revenue $193.4M, down 1% YoY; EPS $0.10; guides FY2024 rev ~$840-860M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $193.4M (-1% YoY); diluted GAAP EPS $0.10, Non-GAAP EPS $0.38.","FY2023 revenue $835.6M (-6% YoY); GAAP EPS $1.14, Non-GAAP EPS $2.34.","Q4 operating cash flow $33.7M; debt paydown $19.7M in quarter.","Guidance: FY2024 revenue approx $840-860M (1-3% growth).","Gross margin declined to 28.6% Q4 vs 32.2% prior year."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":835600000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256046,"accession_number":"0000950170-23-069535","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios declares $0.09 quarterly dividend; 108th consecutive cash dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per common share declared.","Payable January 19, 2024 to shareholders of record as of January 4, 2024.","108th consecutive quarterly dividend, extending a streak of over 26 years.","Approximately 33.1 million shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256045,"accession_number":"0000950170-23-058325","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q3 revenue down 3% to $201.4M; EPS $0.11 vs $0.63; cuts full-year outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $201.4M (-3% YoY); gross margin 29.6% vs 33.4% due to volume and product mix.","Operating income $13.8M (-55% YoY); operating margin 6.9% vs 14.8%.","Net income $3.5M (-83%); diluted EPS $0.11; adjusted cash EPS $0.44 vs $0.90.","Adjusted EBITDA $35.6M (-26%); margin 17.7% vs 23.2%.","Company updating 2023 outlook and expects slower start to 2024 due to macro push-outs."],"consensus_eps_estimate":null,"consensus_eps_actual":1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":642200000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273444,"accession_number":"0000950170-23-049711","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-09-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend, 107th consecutive cash dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per common share declared by Board of Directors.","Dividend payable on October 20, 2023 to shareholders of record as of October 5, 2023.","This marks the 107th consecutive quarterly dividend, covering over 26 years.","Approximately 33 million shares of common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273443,"accession_number":"0000950170-23-039115","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Technologies announces Q2 2023 financial results","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["No specific financial figures available; filing refers to attached press release.","The press release has not been included in the provided text.","Investors should refer to the full press release for detailed results."],"consensus_eps_estimate":null,"consensus_eps_actual":0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":440800000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273442,"accession_number":"0000950170-23-033266","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-07-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios CFO Tricia Fulton retiring Aug 8; Sean Bagan (ex-Polaris) named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Tricia Fulton retires after 26 years; will serve as advisor for 1 year at $40k bi-weekly fee.","Sean Bagan appointed CFO effective Aug 9, 2023; previously 23 years at Polaris (PII).","Bagan base salary $440k; STI target 65%, LTI target 140% of base; 4,000 RSU sign-on award.","Bagan also receives $30k relocation; severance agreement includes 12-month salary continuation.","Transition advisory agreement includes restrictive covenants; Fulton exits after Aug 8 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290399,"accession_number":"0000950170-23-026253","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly dividend, payable July 20","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.09 per common share declared by Board of Directors.","Dividend payable July 20, 2023 to stockholders of record as of July 5, 2023.","Company has paid consecutive quarterly dividends for over 26 years.","Approximately 33.0 million shares of common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290398,"accession_number":"0000950170-23-026146","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["3.02","5.07"],"status":"ready","headline":"Helios acquires i3 Product Development for cash and stock; expects immediate EPS accretion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired i3 Product Development, a custom engineering firm with 55+ engineers, on May 26, 2023.","Consideration includes cash and 370,276 shares of HLIO common stock issued in private placement under Section 4(a)(2).","Acquisition expected to be immediately accretive to earnings; other terms not disclosed.","At June 1 annual meeting, shareholders elected three directors, ratified Grant Thornton as auditor, approved say-on-pay annually and 2023 equity incentive plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290397,"accession_number":"0000950170-23-022617","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Helios Technologies closes $150M term loan, expands revolver availability to ~$200M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Incurred $150M senior secured Term Loan A-2 at 100% issue price via existing Accordion facility.","Term Loan A-2 matures Oct 28, 2025; interest based on SOFR + 0.10% + margin 1.50%-2.75%.","Proceeds used to repay revolver borrowings; revolver availability increased to ~$200M.","Loan is leverage neutral, secured on pari passu basis, guaranteed by domestic subsidiaries.","CEO cites strong bank syndicate support and financial flexibility for growth strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290396,"accession_number":"0000950170-23-018861","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Helios Q1 revenue down 11% YoY to $213.2M; diluted EPS $0.42, Non-GAAP cash EPS $0.72; guides FY revenue $910-940M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $213.2M, down 11% YoY; gross margin 33.3% vs 34.8% a year ago; operating margin 11.6%, down 620 bps.","Diluted EPS $0.42 (down 55% YoY); Non-GAAP cash diluted EPS $0.72; adjusted EBITDA margin 20.3%.","Reiterates FY 2023 revenue outlook $910-940M; targets $1B run-rate revenue by year-end 2023.","Signed agreement to acquire i3 Product Development, adding ~55 engineers for electronics/software capabilities.","Planned capex $9M in Q1 (4% of sales) for long-term investments, including regional Hydraulics structure."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":213200000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290395,"accession_number":"0000950170-23-016041","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Helios Technologies appoints Rick Martich as President of Hydraulics, Americas","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martich, 52, previously Interim President of CVT and SVP Global Operations, brings 25+ years experience.","Appointment effective April 26, 2023; no family relationship with any director or executive officer.","Standard Executive Officer Continuity, Severance, and Indemnification Agreements entered; severance includes 12-month base salary continuation.","Martich holds a B.S. in Mechanical Engineering from Georgia Tech and an MBA from University of Tulsa."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311291,"accession_number":"0000950170-23-008780","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-03-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CVT President Jason Morgan resigns; Rick Martich appointed interim president","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason Morgan resigns as President of CVT effective March 30, 2023; transition agreement includes $350k annual base salary for 12 months.","2023 short-term incentive at target (60% of base salary) and COBRA benefits continuation for 12 months.","Lump-sum payment of $419,113 in lieu of vesting of 2024 time-based and performance shares based on HLIO closing price on March 17, 2023.","Rick Martich, SVP Global Operations & Systems Sales, assumes role of interim CVT President."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311290,"accession_number":"0000950170-23-006853","cik":1024795,"company_name":"HELIOS TECHNOLOGIES, INC.","ticker":"HLIO","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Helios Technologies declares $0.09 quarterly cash dividend, 105th consecutive","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.09 per common share declared.","Payable on April 20, 2023 to shareholders of record as of April 5, 2023.","Approximately 32.6 million shares of common stock outstanding.","This marks the 105th consecutive quarterly cash dividend, over 26 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2698730990.3898787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-03-09T23:59:59+00:00|311290"}