HLIO HELIOS TECHNOLOGIES, INC.

company

SEC Filings & Insider Trading Activity 2026

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
• • Strategic shift includes divestiture of Custom Fluidpower APAC business, focusing on "in the region, for the region" manufacturing and regional supply chain alignment
• • Workforce count ~2,300 employees worldwide at fiscal 2025 year-end, down due to divestiture; global engineering team exceeds 300 engineers
• • Noteworthy fact: 2023 acquisitions of Schultes (precision machining) and i3 Product Development (custom engineering) added new end markets and enhanced capabilities

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
• • Operational risk from paused Electronics segment restructuring in Tijuana due to tariff uncertainty, impacting cost structure and production shifts
• • Market disruption risk from goodwill impairment of $25.9M in 3Q 2025 on i3PD business, signaling competitive challenges in Electronics segment
• • Financial risk from CEO and CFO transitions during 2024-2025, including interim dual roles for Sean Bagan until CFO appointment in Oct 2025

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
• • Best performing segment: Hydraulics revenue $295M, up 10% YoY; Worst performing: Electronics revenue $190M, up 2% YoY
• • Operating cash flow $75M; capital expenditures $17M; dividends paid $12M; share buybacks $8M
• • Management cautious on geopolitical risks from Ukraine and Middle East conflicts but no expected material financial impact

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.