Source-grounded facts extracted from HELIOS TECHNOLOGIES, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
HELIOS TECHNOLOGIES, INC. shareholders approved Approval of the Amendment and Restatement of the Helios Technologies, Inc. 2023 Equity Incentive Plan.
“Proposal 4. Approval of the Amendment and Restatement of the Helios Technologies, Inc. 2023 Equity Incentive Plan The proposal to approve the amendment and restatement of the Helios Technologies, Inc. 2023 Equity Incentive Plan, received the following votes: For 26,814,607 Against 713,697 Abstain 241,734 Broker Non-Votes 1,692,565”
HELIOS TECHNOLOGIES, INC. shareholders approved Advisory Vote to Approve Named Executive Officer Compensation.
“Proposal 3. Advisory Vote to Approve Named Executive Officer Compensation The proposal to approve, on a non-binding, advisory basis, the compensation of the Company’s named executive officers, as disclosed in the Company’s 2026 Proxy Statement, received the following votes: For 27,181,272 Against 345,922 Abstain 242,844 Broker Non-Votes 1,692,565”
HELIOS TECHNOLOGIES, INC. shareholders approved Ratification of the Appointment of Independent Registered Public Accounting Firm.
“Proposal 2. Ratification of the Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm”
HELIOS TECHNOLOGIES, INC. shareholders approved Election of Directors Laura Dempsey Brown, Cariappa Chenanda, Alexander Schuetz, and Ian Walsh.
“The votes cast for and withheld were as follows: Director For Against Abstain Broker Non-Votes Laura Dempsey Brown 26,201,933 1,547,698 20,407 1,692,565 Cariappa Chenanda 26,433,807 1,315,789 20,442 1,692,565 Alexander Schuetz 26,372,584 1,377,098 20,356 1,692,565 Ian Walsh 26,661,742 1,086,395 21,901 1,692,565”
HELIOS TECHNOLOGIES, INC. reported the first quarter ended April 4, 2026 results: revenue $228.4, net income $19.7, EPS $0.59.
“15 First Quarter 2026 Consolidated Results For The Three Months Ended ($ in millions, except per share data) (Unaudited) April 04, 2026 March 29, 2025 Change % Change Net sales $ 228.4 $ 195.5 $ 32.9 17 % Gross profit $ 74.9 $ 59.9 $ 15.0 25 % Gross margin 32.8 % 30.6 % 220 bps Operating income $ 29.9 $ 17.0 $ 12.9 76 % Operating margin 13.1 % 8.7 % 440 bps”
Ian Walsh was appointed as Director at HELIOS TECHNOLOGIES, INC..
“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”
Billy Aldridge was named as Senior Vice President, Managing Director, Electronics at HELIOS TECHNOLOGIES, INC..
“The Company has further announced that Billy Aldridge has been named Senior Vice President, Managing Director, Electronics.”
Lee Wichlacz departed as President of Electronics at HELIOS TECHNOLOGIES, INC..
“On March 31, 2025, Lee Wichlacz, the President of Electronics, was separated from the Company.”
Laura Dempsey Brown was elected as Chair of the Board of Directors at HELIOS TECHNOLOGIES, INC..
“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 retired as Chair of the Board of Directors at HELIOS TECHNOLOGIES, INC..
“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.”
Philippe Lemaitre changed role as Non-Executive Chairman at HELIOS TECHNOLOGIES, INC..
“Chairman Philippe Lemaitre, serving as Executive Chairman, will resume his role as Non-Executive Chairman.”
Sean Bagan changed role as President and Chief Executive Officer at HELIOS TECHNOLOGIES, INC..
“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.”
Josef Matosevic was terminated as President and Chief Executive Officer at HELIOS TECHNOLOGIES, INC..
“The Board terminated Mr. Matosevic as President, Chief Executive Officer and Board member without severance for cause, per his employment agreement.”
Philippe Lemaitre was appointed as Executive Chairman at HELIOS TECHNOLOGIES, INC..
“Mr. Philippe Lemaitre, has been appointed Executive Chairman in addition to his role as Chairman of the Board.”
Josef Matosevic departed as President, Chief Executive Officer and Director at HELIOS TECHNOLOGIES, INC..
“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.”
HELIOS TECHNOLOGIES, INC. reported first quarter ended March 30, 2024 results: revenue $212.0 million, net income $9.2 million, EPS $0.28. Guidance reaffirmed.
“RELEASE FOR IMMEDIATE RELEASE Helios Technologies Reports First Quarter 2024 Financial Results; Strong Sequential Growth for a Solid Start to the Year • Delivered net sales of $212.0 million up 10% over 4Q23 with Hydraulics up 7% and Electronics up 17% sequentially; Notably Electronics up 6% over the year-ago period • Demonstrated sequential margin improvement over”
HELIOS TECHNOLOGIES, INC. reported the 2023 fiscal year results: revenue $835.6 million, net income $37.5, EPS $1.14.
“Results; Focused on Execution During a Period of Sustained Market Headwinds • Delivered revenue and earnings in line with recent guidance; revenue of $193.4 million in 4Q23 and $835.6 million for FY23 • Demonstrated disciplined cost control during 2H23 resulting in 4Q23 SEA expenses at the lowest quarterly level in FY23 even while absorbing incremental expenses from”
HELIOS TECHNOLOGIES, INC. reported the fourth quarter ended December 30, 2023 results: revenue $193.4 million, net income $3.3, EPS $0.10.
“Quarter 2023 Financial Results; Focused on Execution During a Period of Sustained Market Headwinds • Delivered revenue and earnings in line with recent guidance; revenue of $193.4 million in 4Q23 and $835.6 million for FY23 • Demonstrated disciplined cost control during 2H23 resulting in 4Q23 SEA expenses at the lowest quarterly level in FY23 even while absorbing”
HELIOS TECHNOLOGIES, INC. reported third quarter ended September 30, 2023 results: revenue $201.4 million, net income $3.5 million, EPS $0.11. Guidance lowered.
“IMMEDIATE RELEASE Helios Technologies Reports Third Quarter 2023 Financial Results; Investing for the Future While Responding to Swiftly Changing Environment • 3Q23 revenue of $201.4 million reflects impact of swift change in demand dynamics as evolving macroeconomic conditions influenced customer behavior with push out of orders and delivery dates • Margins impacted”
HELIOS TECHNOLOGIES, INC. reported financial results for second fiscal quarter of 2023.
“issued the press release attached hereto as Exhibit 99.1 announcing its financial results for the second fiscal quarter of 2023”
Sean P. Bagan was appointed as Chief Financial Officer at HELIOS TECHNOLOGIES, INC..
“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 retired as Chief Financial Officer at HELIOS TECHNOLOGIES, INC..
“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.”
HELIOS TECHNOLOGIES, INC. shareholders approved Approval of the 2023 Equity Incentive Plan at the 2023-06-01 meeting.
“For 28,814,207 Against 818,788 Abstain 8,179 Broker Non-Votes 843,052”
HELIOS TECHNOLOGIES, INC. shareholders approved Advisory Vote on Executive Compensation at the 2023-06-01 meeting.
“For 23,018,569 Against 6,393,296 Abstain 238,866 Broker Non-Votes 833,495”
HELIOS TECHNOLOGIES, INC. shareholders approved Advisory Vote on the Frequency of an Advisory Vote to Approve Named Executive Officer Compensation at the 2023-06-01 meeting.
“1 Year 28,497,930 2 Years 16,496 3 Years 1,131,226 Abstain 5,162 Broker Non-Votes 833,412”
HELIOS TECHNOLOGIES, INC. shareholders approved Ratification of the Appointment of Independent Registered Public Accounting Firm at the 2023-06-01 meeting.
“For 30,342,354 Against 138,393 Abstain 3,479 Broker Non-Votes N/A”
HELIOS TECHNOLOGIES, INC. shareholders approved Election of Directors Laura Dempsey Brown, Cariappa Chenanda and Alexander Schuetz at the 2023-06-01 meeting.
“Director For Against Withhold Broker Non-Votes Laura Dempsey Brown 28,712,878 924,306 13,990 833,052 Cariappa Chenanda 28,584,741 1,053,778 12,655 833,052 Alexander Schuetz 27,704,257 1,934,195 12,722 833,052”
HELIOS TECHNOLOGIES, INC. incurred term loan of $150.0 million with PNC Bank, National Association at SOFR (subject to a 0% floor) for the applicable interest period plus a 0.10% SOF maturing October 28, 2025.
“the Company incurred a new senior secured term loan A-2 (the "Term Loan A-2") in an aggregate principal amount of $150.0 million.”
HELIOS TECHNOLOGIES, INC. amended Incremental Facility Amendment with PNC Bank, National Association, as administrative agent, and the various lenders party thereto valued at $150.0 million (effective 2023-05-17).
“On May 17, 2023, Helios Technologies, Inc., a Florida corporation (“Helios” or the “Company”), and certain of its guarantor subsidiaries entered into an Incremental Facility Amendment with PNC Bank, National Association (“PNC Bank”), as administrative agent, and the various lenders party thereto (the “Incremental Facility Amendment”).”
HELIOS TECHNOLOGIES, INC. reported first fiscal quarter of 2023 results: revenue $213.2, net income $13.9, EPS $0.42. Guidance reaffirmed.
“for Future Growth May 8, 2023 Page 2 of 16 First Quarter 2023 Consolidated Results ($ in millions, except per share data) (Unaudited) Q1 2023 Q1 2022 Change % Change Net sales $ 213.2 $ 240.5 $ (27.3 ) (11 %) Gross profit $ 71.0 $ 83.6 $ (12.6 ) (15 %) Gross margin 33.3 % 34.8 % (150 ) bps Operating income $ 24.8 $ 42.9 $ (18.1 ) (42 %) Operating margin 11.6 %”
Rick Martich was appointed as President of Hydraulics, Americas at HELIOS TECHNOLOGIES, INC..
“On April 26, 2023, the Board of Directors of Helios Technologies, Inc. (the “ Company ”), appointed Rick Martich to the corporate officer position of President of Hydraulics, Americas.”
Rick Martich was appointed as interim CVT President at HELIOS TECHNOLOGIES, INC..
“The Company has further announced, and consistent with its standard succession planning, that Rick Martich, presently the Senior Vice President, Global Operations & Systems Sales of Helios Technologies, will assume the role of interim CVT President.”
Jason Morgan resigned as President of CVT at HELIOS TECHNOLOGIES, INC..
“On March 20, 2023, Jason Morgan, the President of CVT, informed the Company of his intent to resign, effective March 30, 2023.”
HELIOS TECHNOLOGIES, INC. reported financial results for the fourth fiscal quarter of 2022 and the 2022 fiscal year.
“On February 27, 2023, Helios Technologies (the “Company”), issued the press release attached hereto as Exhibit 99.1 announcing its financial results for the fourth fiscal quarter of 2022 and the 2022 fiscal year.”
Lee Wichlacz was appointed as President, Electronics at HELIOS TECHNOLOGIES, INC..
“On December 7, 2022, the Board of Directors of Helios Technologies, Inc. (the “Company”), appointed Lee Wichlacz as President, Electronics.”
HELIOS TECHNOLOGIES, INC. reported financial results for the third fiscal quarter of 2022.
“On November 7, 2022, Helios Technologies (the “Company”), issued the press release attached hereto as Exhibit 99.1 announcing its financial results for the third fiscal quarter of 2022.”
Diana Sacchi was appointed as Director at HELIOS TECHNOLOGIES, INC..
“On March 9, 2022, the Board of Directors of Helios Technologies, Inc. nominated Diana Sacchi to stand for election as a Director at the Company's 2022 Annual Meeting of Shareholders.”
Marc Bertoneche retired as Director at HELIOS TECHNOLOGIES, INC..
“On On March 9, 2022, Marc Bertoneche, a member of the Board of Directors (the “Board”) of Helios Technologies, Inc. (the “Company”) notified the Company of his decision to retire effective at the end of his current term, and will not stand for re-election at the 2022 Annual Meeting of Shareholders.”
Marc Greenberg was appointed as General Counsel and Secretary at HELIOS TECHNOLOGIES, INC..
“The Company has further announced that Marc Greenberg, presently the Company’s Associate General Counsel, will be promoted with immediate effect to the position of General Counsel and Secretary.”
Melanie Nealis resigned as Chief Legal & Compliance Officer & Secretary at HELIOS TECHNOLOGIES, INC..
“On January 3, 2022, Melanie Nealis, the Company’s Chief Legal & Compliance Officer & Secretary informed the Company of her intent to resign, effective March 1, 2022, to pursue another opportunity.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.