StockData
HLIONYSEMiscellaneous Fabricated Metal ProductsFiscal year ends December 30

HELIOS TECHNOLOGIES, INC.

Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 11, 2026
$67.72+0.08 (+0.12%)

Close on Oct 19, 2026

Market cap
$2.25B
P/E (TTM)
31.5
Dividend yield
0.53%

About Helios Technologies

Miscellaneous Fabricated Metal Products, SIC 3490

Helios Technologies, Inc. develops and manufactures engineered motion control and electronic controls technology. The company functions through two core segments: Hydraulics and Electronics. Its Hydraulics division produces fluid power solutions, including cartridge valves, quick release couplings, manifolds, and integrated hydraulic systems. The Electronics segment manufactures tailored electronic control systems, digital displays, wire harnesses, instrumentation panels, and specialized software. Helios sells its products to original equipment manufacturers and authorized distributors across diverse sectors, including construction, agriculture, material handling, marine, recreational vehicles, health and wellness, and industrial machinery.

The company maintains a global operating presence supported by regional manufacturing facilities in the United States, Canada, Mexico, Italy, Germany, South Korea, China, and India. Helios employs more than 2,300 personnel across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region, alongside contracted manufacturing operations in Mexico. The provided text details these worldwide production sites and regional operational hubs, but it does not specify the location of the corporate headquarters.

Summary of the business section of Helios Technologies's latest annual report, written by StockData.

Company profile

Company

Legal name
HELIOS TECHNOLOGIES, INC.
Headquarters
Sarasota, FL
Address
7456 Sixteenth Street East 34243
Phone
(941) 362-1200
Employees
2,300, Jan 3, 2026
Industry
Miscellaneous Fabricated Metal Products
Incorporated in
Florida
Fiscal year ends
December 30
Auditor
GRANT THORNTON LLP, Tampa, Florida

Stock & identifiers

Ticker
HLIO
Exchange
NYSE
IPO date
Jan 9, 1997
Shares outstanding
33M, Jul 31, 2026
Public float
$1.11B, Jun 28, 2025
Filer category
Large accelerated filer
Stock splits
3-for-2, Jul 18, 2011; 3-for-2, Jul 17, 2007; 3-for-2, Jul 18, 2005
SEC CIK
1024795
CUSIP
42328H109
ISIN
US42328H1095
LEI
5493000BCJSMIDRNTI78
EIN
59-2754337

Executives and directors

Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years

NamePositionShares owned
Sean BaganPresident and CEO, Director20,460
Matteo ArduiniPresident of Hydraulics, FCT12,064
Frederick Joseph MartichPres. of Hydraulics, MCT14,182
Marc A. GreenbergGeneral Counsel and Secretary10,752
Jeremy Scott EvansChief Financial Officer1,201
Billy Vern AldridgePresident, Electronics1,176
Michael ConnawayCFO–
Lee Francis WichlaczPresident, Electronics2,301
Alexander SchuetzDirector18,522
Laura D. BrownDirector20,442
Diana SacchiDirector11,162
Cary ChenandaDirector17,778
Douglas BrittDirector30,491
Ian K. WalshDirector697
Philippe LemaitreDirector66,178

CEO pay and shareholder return

Pay versus performance table from the proxy statement

Fiscal yearCEO total payCEO pay actually paidOther executives (avg)Value of $100 investedPeer group
FY2025
Sean Bagan
$3.38M$3.28M$967.26K$106$190
FY2024
Josef Matosevic
$6.09M-$6.29M$1.16M$86$206
FY2024
Sean Bagan
$1.58M$1.67M$1.16M$86$206
FY2023
Josef Matosevic
$5.72M$4.38M$1.11M$87$147
FY2022
Josef Matosevic
$6.54M$1.49M$1.04M$103$113
FY2021
Josef Matosevic
$5.33M$10.07M$1.22M$198$123

“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.

Employees

Headcount reported in annual reports

“At the end of fiscal year 2025, we employed over 2,300 colleagues worldwide.”

Corporate history

Events identified from SEC filings

DateEventDetails
Oct 29, 2021DelistingNotice of delisting from exchange (Form 25)
Oct 19, 2021Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Oct 19, 2021ListingRegistration of securities on an exchange (Form 8-A)
Nov 9, 2020Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Jun 11, 2019Name changeName changed from SUN HYDRAULICS CORP to HELIOS TECHNOLOGIES, INC.
Apr 5, 2018Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Dec 29, 2017Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Dec 7, 2016Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Mar 17, 2016Auditor changeChange in certifying accountant (8-K Item 4.01)
Dec 9, 2010Auditor changeChange in certifying accountant (8-K Item 4.01)
Jul 28, 2006Auditor changeChange in certifying accountant (8-K Item 4.01)
Jun 19, 2006Auditor changeChange in certifying accountant (8-K Item 4.01)
Mar 31, 1997Name changeName changed from SUN HYDRAULICS INC to SUN HYDRAULICS CORP