HLIO HELIOS TECHNOLOGIES, INC.companySEC Filings & Insider Trading Activity 2026
Latest HELIOS TECHNOLOGIES, INC. (HLIO) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on March 3, 2026, a 10-Q quarterly report filed on May 12, 2026, an 8-K current report filed on June 17, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for HELIOS TECHNOLOGIES, INC. (HLIO) (SEC CIK 1024795), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2026-01-03)
Business Overview
- • Core business model: global leader in hydraulic motion control and electronic control systems for diverse industrial and mobile markets
- • New emphasis on expanding electro-hydraulic valves, AI-capable electronics, and next-gen touchscreen/haptic panels in Electronics segment
Risk Factors
- • Regulatory risk from tariffs imposed under International Emergency Economic Powers Act (IEEPA) with uncertain enforcement and cost impacts on U.S. imports from China, Mexico, and Canada
- • Geopolitical exposure with 15.9% of total sales as U.S. exports to 40+ countries, including $13.4M (1.6%) to China, amidst fluid U.S.-China trade relations
Management Discussion & Analysis
- • Revenue $485M, up 7% YoY driven by Hydraulics and Electronics segment growth
- • Operating margin 18.3% vs 16.7% YoY, benefiting from operational efficiencies and cost management
Annual Reports Archive10-K
AI-powered analysis of HELIOS TECHNOLOGIES, INC. (HLIO) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of HELIOS TECHNOLOGIES, INC. (HLIO) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of HELIOS TECHNOLOGIES, INC. (HLIO) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $885.4M | $835.6M | $805.9M | $839.0M |
| Gross Profit | $298.5M | $261.7M | $252.3M | $271.2M |
| Operating Income | — | $79.9M | $81.8M | $66.0M |
| Net Income | — | $37.5M | $39.0M | $48.4M |
| Gross Margin | 33.7% | 31.3% | 31.3% | 32.3% |
| Op. Margin | — | 9.6% | 10.2% | 7.9% |
| Net Margin | — | 4.5% | 4.8% | 5.8% |
| Balance Sheet | ||||
| Total Assets | — | $1.6B | $1.5B | $1.5B |
| Equity | — | $854.6M | $864.4M | $931.5M |
| ROE | — | 4.4% | 4.5% | 5.2% |
Source: XBRL financial data from HELIOS TECHNOLOGIES, INC. (HLIO) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jun 17, 2026 | — | — | — |
8-K | Jun 15, 2026 | — | — | — |
10-Q | May 12, 2026 | Apr 4, 2026 | — | |
8-K | May 11, 2026 | — | — | |
8-K | Mar 20, 2026 | — | — | — |
10-K | Mar 3, 2026 | Jan 3, 2026 | Analysis | |
8-K | Mar 2, 2026 | — | Analysis | — |
8-K | Feb 26, 2026 | — | Analysis | — |
8-K | Dec 19, 2025 | — | — | |
8-K | Dec 8, 2025 | — | — | |
10-Q | Nov 4, 2025 | Sep 27, 2025 | Analysis | |
10-Q | Aug 5, 2025 | Jun 28, 2025 | — | |
10-Q | May 7, 2025 | Mar 29, 2025 | — | |
10-K | Feb 25, 2025 | Dec 28, 2024 | — | |
10-Q | Nov 6, 2024 | Sep 28, 2024 | — | |
10-Q | Aug 6, 2024 | Jun 29, 2024 | — | |
10-Q | May 9, 2024 | Mar 30, 2024 | — | |
10-K | Feb 27, 2024 | Dec 30, 2023 | — | |
SC 13G | Feb 14, 2024 | — | — | |
SC 13G | Feb 8, 2024 | — | — | |
10-Q | Nov 7, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 8, 2023 | Jul 1, 2023 | — | |
10-Q | May 9, 2023 | Apr 1, 2023 | — | |
10-K | Feb 28, 2023 | Dec 31, 2022 | — | |
SC 13G | Feb 14, 2023 | — | — |
Frequently Asked Questions
What are the latest HLIO SEC filings in 2026?
HELIOS TECHNOLOGIES, INC. (HLIO) has filed a 10-K annual report on March 3, 2026, a 10-Q quarterly report on May 12, 2026, an 8-K current report on June 17, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did HLIO file its most recent 10-K annual report?
HELIOS TECHNOLOGIES, INC. (HLIO) filed its most recent 10-K annual report on March 3, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view HLIO 10-Q quarterly reports?
HELIOS TECHNOLOGIES, INC. (HLIO)'s most recent 10-Q quarterly report was filed on May 12, 2026. SignalX displays every HLIO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has HLIO filed recently?
HELIOS TECHNOLOGIES, INC. (HLIO)'s most recent 8-K was filed on June 17, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find HLIO insider trading activity (Form 4)?
SignalX aggregates every HLIO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does HLIO file with the SEC?
HELIOS TECHNOLOGIES, INC. (HLIO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new HLIO filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for HELIOS TECHNOLOGIES, INC. (HLIO).
What is HLIO's SEC CIK number?
HELIOS TECHNOLOGIES, INC. (HLIO)'s SEC CIK (Central Index Key) number is 1024795. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1024795 to look up all HLIO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find HLIO return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from HELIOS TECHNOLOGIES, INC. (HLIO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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