Highest-materiality recent filing
Helios Technologies declares $0.12 quarterly dividend; 118th consecutive payment
Quarterly cash dividend of $0.12 per common share declared; payable July 24, 2026 to holders of record July 10, 2026.
Shareholders approve 1M share increase under Helios 2023 Equity Plan
Shareholders voted to amend 2023 Equity Incentive Plan, increasing authorized shares by 1,000,000.
Helios Q1 sales $228M (+17% YoY), EPS $0.59 (+168%), raises FY2026 outlook
Sales $228.4M (+17% reported, +23% pro forma); diluted EPS $0.59 (up 168%), adjusted EPS $0.80 (up 82%).
Helios unveils CORE 2030 Strategy targeting $1.6B sales by 2030; raises dividend 33% to $0.12/share
2030 targets: $1.6B sales (double 2025 pro forma ~$792M), adj. EBITDA margin 25%+, adj. operating margin 20%, ROIC low-to-mid teens.
Helios Technologies announces Q4 FY2025 results; no details in filing
Company issued press release on March 2, 2026 for Q4 FY2025 financial results.
Helios Technologies increases severance for exec Sean Bagan to 24-month base salary
Amended Severance Agreement approved by Compensation Committee on February 23, 2026.
Helios Technologies declares $0.09 quarterly dividend, payable Jan 21, 2026
Declared $0.09 per share quarterly cash dividend, payable January 21, 2026 to shareholders of record January 7, 2026.
Aldridge previously served as SVP Managing Director of Electronics since March 31, 2025.
Helios CFO Michael Connaway Separated; Jeremy Evans Promoted to CFO
Michael Connaway, EVP and CFO, separated from Helios on Nov 16, 2025; entitled to 12 months base salary, prorated STI, and benefits.
Helios Technologies reports Q3 2025 results; press release not included in filing text
Filed 8-K on Nov 3, 2025, indicating Q3 2025 earnings released via press release.
Helios completes sale of Custom Fluidpower to Questas; secures Australia distribution deal
Sale of Custom Fluidpower business to Questas Group completed on September 27, 2025.
Helios declares $0.09 quarterly dividend; 115th consecutive payment
Quarterly cash dividend of $0.09 per common share declared by Board of Directors.
Michael Connaway appointed EVP & CFO effective October 2025; previously CFO of Aviat Networks (AVNW).
Helios Technologies to sell Custom Fluidpower business to Questas Group for ~$83M AUD
All-cash deal valued at ~$83M AUD (~$54M USD), subject to working capital adjustments.
Helios Q2 sales $212.5M (-3% YoY); Non-GAAP EPS $0.59; divests CFP for $83M AUD
Q2 net sales $212.5M (-3% YoY); diluted EPS $0.34, Non-GAAP EPS $0.59; operating cash flow $37M (highest since Q4 2019).
Helios appoints Ian Walsh to board, effective June 5, 2025
Ian Walsh appointed to Helios board, effective June 5, 2025; serves on Audit and Governance committees.
Helios shareholders elect three directors, ratify auditor, approve say-on-pay
Elected Doug Britt and Diana Sacchi to 2028 term; Sean Bagan to 2027 term.
Helios Technologies declares $0.09 quarterly dividend, 114th consecutive
Quarterly cash dividend of $0.09 per common share declared by the Board.
Helios beats Q1 estimates on $195.5M sales; adjusted EPS $0.44, debt reduced 15% YoY
Net sales $195.5M, down 8% YoY but up 9% sequentially from Q4 2024.
Lee Wichlacz separated as President, Electronics; severance: $300K salary for 12 months, $180K short-term comp.
Helios Technologies elects Laura Dempsey Brown as Board Chair, replacing retiring Philippe Lemaitre
Philippe Lemaitre retired as Board Chair after 18 years (since 2007), not seeking re-nomination at 2025 Annual Meeting.
Helios declares $0.09/share quarterly dividend, 28-year payment streak continues
Quarterly cash dividend of $0.09 per share declared, payable April 22, 2025 to holders of record April 4, 2025.
Helios Technologies reports Q4 and fiscal year 2024 financial results
Helios Technologies issued a press release on February 24, 2025, covering fourth quarter of 2024 and full year 2024 results.
Helios Technologies promotes Sean Bagan to President & CEO, effective Jan 6, 2025
Sean Bagan promoted to President & CEO, effective immediately; he had served as interim CEO/CFO since July 8, 2024.
Helios declares $0.09 quarterly dividend; 112th consecutive payment
Quarterly cash dividend of $0.09 per common share declared.
Helios Q3 net sales $194.5M; adj EPS $0.59; lowers 2024 outlook on storms
Net sales $194.5M (-3% YoY); gross margin improved 150 bps to 31.1%.
Helios reopens two of three Sarasota facilities after Hurricane Milton; third still closed
No injuries reported; two of three Sun Hydraulics manufacturing facilities reopened as of Oct 15, six days after Category 3 landfall.
Helios Technologies updates on Hurricane Milton impact; Sarasota HQ and Sun Hydraulics affected
Sarasota headquarters and Sun Hydraulics, a material Hydraulics segment operation, directly hit by Hurricane Milton.
Helios Technologies declares $0.09 quarterly dividend (111th consecutive)
Dividend of $0.09 per common share declared, payable Oct 21, 2024; record date Oct 4, 2024.
Helios Q2 net sales $219.9M (-3% YoY), diluted EPS $0.41; moderates 2H24 outlook
Net sales $219.9M, down 3% YoY; gross margin 32.1% vs 33.3% prior year.
Helios Technologies terminates CEO Josef Matosevic for cause; interim leadership in place
Board terminated CEO Josef Matosevic for cause after investigation confirmed policy violation (consensual relationship).
Helios CEO Matosevic placed on paid leave; CFO Bagan named interim CEO
Josef Matosevic placed on paid leave effective July 1, 2024 due to alleged Code of Conduct violation.
Helios Technologies upsizes credit facility to $800M, reduces spreads, extends maturity to 2029
Revolving credit facility increased from $400M to $500M; new $300M term loan refinances prior debt.
Helios shareholders elect Matosevic, ratify auditor, approve say-on-pay at 2024 meeting
Josef Matosevic elected as director with 27.6M votes for, 1.4M against; term expires 2027.
Helios Technologies declares $0.09 quarterly dividend, 110th consecutive payment
Declared quarterly cash dividend of $0.09 per common share, payable July 19, 2024.
Helios Q1 2024: sales $212M, EPS $0.28; sequential growth 10% but YoY declines
Net sales $212.0M, down 1% YoY from $213.2M; up 10% sequentially from Q4 2023.
Helios Technologies declares $0.09 quarterly dividend; marks 27 consecutive years
Dividend of $0.09 per share declared, payable April 19, 2024 to holders of record April 4, 2024.
Helios Q4 revenue $193.4M, down 1% YoY; EPS $0.10; guides FY2024 rev ~$840-860M
Q4 revenue $193.4M (-1% YoY); diluted GAAP EPS $0.10, Non-GAAP EPS $0.38.
Helios declares $0.09 quarterly dividend; 108th consecutive cash dividend
Quarterly cash dividend of $0.09 per common share declared.
Helios Q3 revenue down 3% to $201.4M; EPS $0.11 vs $0.63; cuts full-year outlook
Net sales $201.4M (-3% YoY); gross margin 29.6% vs 33.4% due to volume and product mix.
Helios Technologies declares $0.09 quarterly dividend, 107th consecutive cash dividend
Quarterly cash dividend of $0.09 per common share declared by Board of Directors.
Helios Technologies announces Q2 2023 financial results
No specific financial figures available; filing refers to attached press release.
Helios CFO Tricia Fulton retiring Aug 8; Sean Bagan (ex-Polaris) named successor
CFO Tricia Fulton retires after 26 years; will serve as advisor for 1 year at $40k bi-weekly fee.
Helios Technologies declares $0.09 quarterly dividend, payable July 20
Quarterly cash dividend of $0.09 per common share declared by Board of Directors.
Helios acquires i3 Product Development for cash and stock; expects immediate EPS accretion
Acquired i3 Product Development, a custom engineering firm with 55+ engineers, on May 26, 2023.
Helios Technologies closes $150M term loan, expands revolver availability to ~$200M
Incurred $150M senior secured Term Loan A-2 at 100% issue price via existing Accordion facility.
Net sales $213.2M, down 11% YoY; gross margin 33.3% vs 34.8% a year ago; operating margin 11.6%, down 620 bps.
Helios Technologies appoints Rick Martich as President of Hydraulics, Americas
Martich, 52, previously Interim President of CVT and SVP Global Operations, brings 25+ years experience.
CVT President Jason Morgan resigns; Rick Martich appointed interim president
Jason Morgan resigns as President of CVT effective March 30, 2023; transition agreement includes $350k annual base salary for 12 months.
Helios Technologies declares $0.09 quarterly cash dividend, 105th consecutive
Quarterly dividend of $0.09 per common share declared.
On June 11, 2025, Helios Technologies, Inc. (the “Company”) announced publicly that its Board of Directors (the “Board”) appointed Ian Walsh to serve as a member of the Board, effective June 5, 2025
The Company has further announced that Billy Aldridge has been named Senior Vice President, Managing Director, Electronics.
On March 31, 2025, Lee Wichlacz, the President of Electronics, was separated from the Company.
the Board of Directors of Helios Technologies, Inc. elected Laura Dempsey Brown to serve as the new Chair of the Company, effective immediately.
Philippe Lemaitre, the Chair of the Company’s Board of Directors (the “Board”) notified the Company of his decision to retire and not seek re-nomination at the 2025 Annual Meeting.
On January 6, 2025, Helios Technologies (the “Company”) announced that the board of directors of the Company (the “Board”) has promoted Sean Bagan to President and Chief Executive Officer of the Company, effective January 6, 2025.
Chairman Philippe Lemaitre, serving as Executive Chairman, will resume his role as Non-Executive Chairman.
The Board terminated Mr. Matosevic as President, Chief Executive Officer and Board member without severance for cause, per his employment agreement.
Mr. Josef Matosevic, the Company’s President, Chief Executive Officer and Director, on a paid leave effective July 1, 2024, immediately as a result of allegations of a potential violation of the Company’s Code of Business Conduct and Ethics.
Mr. Philippe Lemaitre, has been appointed Executive Chairman in addition to his role as Chairman of the Board.
On July 18, 2023, the Company announced that Sean P. Bagan has been appointed to succeed Ms. Fulton as Chief Financial Officer on August 9, 2023 (“Effective Date”).
Tricia L. Fulton, Executive Vice President, and Chief Financial Officer of Helios Technologies Inc. (the “Company”) notified the Company of her decision to retire, effective at the end of day on August 8, 2023.
Max materiality 0.90 · Median 0.55 · Most common event dividend