---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-116883"
form_type: "8-K"
ticker: "HLIO"
cik: "0001024795"
company_name: "HELIOS TECHNOLOGIES, INC."
filed_at: "2026-03-20T23:59:59+00:00"
generated_at: "2026-05-15T09:26:49.514940+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Helios unveils CORE 2030 Strategy targeting $1.6B sales by 2030; raises dividend 33% to $0.12/share

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-116883
- form_type: 8-K
- ticker: HLIO
- cik: 0001024795
- company_name: HELIOS TECHNOLOGIES, INC.
- filed_at: 2026-03-20T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1024795/000119312526116883/0001193125-26-116883-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1024795/000119312526116883/hlio-20260320.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-116883
- JSON: https://secwatch.observer/filing/0001193125-26-116883.json
- Plain text: https://secwatch.observer/filing/0001193125-26-116883.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
