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Helios Technologies
Helios Technologies (HLIO) investor relations material
Helios Technologies CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Company Overview, Strategy, and Transformation
Focuses on highly engineered hydraulics and electronic solutions for diverse markets, emphasizing quality, safety, and rugged environments.
Growth driven by diversification, product innovation, acquisitions since 2016, and recent divestitures to streamline the portfolio.
Leadership changes and talent development have supported strategic reviews, operational improvements, and future growth.
Maintains a strong financial profile with a market cap of $2.1 billion and ample liquidity.
Commitment to shareholder returns, with over 28 years of consecutive quarterly dividends and a share repurchase program.
Financial Performance, Capital Allocation, and Outlook
Achieved annual sales of $825 million, with adjusted EBITDA margin for 2025E projected at 19.3%.
Net debt to adjusted EBITDA improved to 2.4x by 3Q25, with over $400 million in liquidity and $419 million total debt.
Adjusted free cash flow conversion was 223% for TTM 3Q25, with strong cash flow generation and disciplined working capital management.
Initiated a share repurchase program in 2025, buying back over 300,000 shares year-to-date and 50,000 shares in 3Q25.
Capital allocation priorities include debt reduction, organic investment, shareholder returns, and strategic acquisitions.
Business Segments, Market Positioning, and Performance
Operates two main segments: Hydraulics (65% of sales) and Electronics (35% of sales), with flagship brands and global reach.
Hydraulics segment serves mobile, agriculture, industrial, and recreational markets, generating $528M in TTM 3Q25 sales.
Electronics segment focuses on health & wellness, industrial, and recreational markets, with $279M in TTM 3Q25 sales.
Geographic sales mix is balanced: 54% Americas, 23% EMEA, 23% APAC, with a global manufacturing and employee footprint.
Mobile, recreational, and agriculture markets showed year-over-year growth in Q3, with hydraulics up 9% and electronics up 21%.
What factors drive the Adj EBITDA margin decline?
How do CoEs enhance operating leverage?
Health & Wellness: segment growth driver or risk?
How has M&A strategy evolved post-2023?
What drives margin expansion given market choppiness?
Is Q3 growth sustainable given low 2024 comparables?
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Next Helios Technologies earnings date
Q4 202523 Feb, 2026
Helios Technologies
Next Helios Technologies earnings date
Q4 202523 Feb, 2026
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Frequently asked questions
Helios Technologies, Inc., designs and manufactures solutions for the hydraulics and electronics markets. The company offers hydraulic solutions, including various subassemblies and components, such as control assemblies, cylinders, pumps, motors, valves, power units, actuators and manifolds.
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