HELIOS TECHNOLOGIES, INC. (HLIO) FY2026 10-K Annual Report

Filed: Mar 3, 2026
Industrials
Miscellaneous Fabricated Metal ProductsSEC EDGAR

HELIOS TECHNOLOGIES, INC. (HLIO) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Mar 3, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

HELIOS TECHNOLOGIES, INC. FY2026 10-K Analysis

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
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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
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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
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HELIOS TECHNOLOGIES, INC. FY2026 Key Financial Metrics
XBRL

Source: XBRL data from HELIOS TECHNOLOGIES, INC. FY2026 10-K filing on SEC EDGAR. All figures in USD.

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