Helios Technologies, Inc.

The grade, in three tenses

Headline 4.1 out of ten, 9 of 9 metrics filed: past 3.7 out of ten, present 4.3 out of ten, future 4.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 0.5 out of ten. 1 warning event since 2017; the latest 2021-10-19. 5th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 6.0 out of ten. +17.5% a year over 10 filed years; profitable in 10 of 10. 60th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 3.8 out of ten. Share count grew 0.7% a year. 11% of cash flow returned. Insiders: 5 sales, 0 purchases. 38th percentile among 6 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 5.4 out of ten. ROE 5%: 5¢ of profit per shareholder dollar. Leverage 38%: owes 38¢ per asset dollar. 54th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 3.9 out of ten. bottom 39% of 9 in its family; net margin 5.8%. 39th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 2.5 out of ten. bottom 25% of 5 in its family for leadership; chief executive since 2025. 25th percentile among 5 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 4.3 out of ten. bottom 43% of 9 in its family for room to expand. 43rd percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 3.3 out of ten. bottom 33% of 9 in its family for growth drivers. 33rd percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 5.7 out of ten. top 43% of 9 in its family for expectations against reality. 57th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-03-03 for the period ended 2026-01-03 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-11 for the period ended 2026-07-04 (on EDGAR). Newest results release: Form 8-K filed 2026-08-10 (on EDGAR). Newest filing: Form 4, 2026-10-05. Filings on record since 1996. Read from EDGAR 2026-10-12.

Where the revenue comes from

By geography: Americas 54%, EMEA 24%, Asia Pacific 22%. As tagged in its annual report (Form 10-K, filed 2026-03-03).

Who runs it

Bagan, Sean (President and CEO); Arduini, Matteo (President of Hydraulics, FCT); Aldridge, Billy Vern (President, Electronics); Evans, Jeremy Scott (Chief Financial Officer); Connaway, Michael (CFO); Greenberg, Marc A (General Counsel and Secretary); Martich, Frederick Joseph (Pres. of Hydraulics, MCT); Britt, Douglas (director); Brown, Laura D (director); Chenanda, Cary (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-05.

This file: Overview · Past · Present · Future · Filings · every company on file

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