Helios Technologies, Inc. (HLIO)

Helios Technologies' stock price increased by 37.70% from January 10, 2025, to January 9, 2026. Key events include the Q3 2025 earnings report, which showed a return to year-over-year sales growth, and a CEO leadership change in July 2024 due to alleged violations of the company's Code of Business Conduct and Ethics, leading to class-action lawsuits.

Demand for Helios Technologies' products is influenced by the cyclical nature of its end markets. The Hydraulics segment experienced revenue declines in 2023-2024 but saw a return to growth in Q3 2025. The Electronics segment also faced revenue contraction but demonstrated strong growth in Q3 2025, indicating a recovery in demand across both segments in late 2025.

Helios Technologies operates through two segments: Hydraulics, which designs and manufactures hydraulic motion control and fluid conveyance technology products for various end markets, and Electronics, which provides advanced manufacturing and engineering capabilities for electronic control solutions across diverse markets. The company aims to be a leading provider in niche markets through innovation and strategic acquisitions.

Helios Technologies has a significant global presence, selling its products in over 90 countries with operations in the US, UK, South Korea, Germany, Australia, China, Italy, Mexico, and India. The Electronics segment generates 80% of its revenue from the Americas, 10% from EMEA, and 10% from Asia Pacific. The Hydraulics segment derives 41% of its revenue from the Americas, 30% from Asia Pacific, and 29% from EMEA.

Helios Technologies' brand reputation was impacted by the departure of its CEO in July 2024 due to alleged violations of the company's code of business conduct and ethics, leading to class-action lawsuits alleging securities law violations. While the company stated the alleged conduct did not relate to its strategy or financial reporting, such incidents can still tarnish a company's image.

Helios Technologies' ownership is primarily institutional, with approximately 72.33% to 99.15% of the stock held by institutional investors such as Vanguard Group Inc. and BlackRock, Inc. Individual insiders own a smaller percentage, around 0.59% to 8.32% of the company's stock, with Christine L. Koski being a significant individual shareholder.