HLIO · NYSE · CIK 0001024795
HELIOS TECHNOLOGIES, INC.
HELIOS TECHNOLOGIES, INC.’s most recent SEC filing in our snapshot is a Form 4 filed on Oct 5, 2026. In fiscal 2026 (year ended Jan 3, 2026) it reported revenue of $839.0M and net income of $48.4M, according to its XBRL data on EDGAR. Its EDGAR record lists 73 Form 4 insider filings from the 12 months before our last refresh.
SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.
Company overview
- Legal name (as filed)
- HELIOS TECHNOLOGIES, INC.
- Ticker
- HLIO
- SEC Central Index Key (CIK)
- 0001024795
- Industry (SIC)
- Miscellaneous Fabricated Metal Products (code 3490)
- Business address
- SARASOTA, FL
- State or country of incorporation
- FL
- Fiscal year ends
- December 30
- SEC filer category
- Large accelerated filer
- Position in SEC ticker list
- #1914 of the 3,000 companies we track
Five-year financial highlights
Full-year figures from HELIOS TECHNOLOGIES, INC.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.
| Item | FY2022 ended Jan 1, 2022 | FY2022 ended Dec 31, 2022 | FY2023 ended Dec 30, 2023 | FY2024 ended Dec 28, 2024 | FY2026 ended Jan 3, 2026 |
|---|---|---|---|---|---|
| Revenue | $869.2M | $885.4M | $835.6M | $805.9M | $839.0M |
| Net income | $104.6M | $98.4M | $37.5M | $39.0M | $48.4M |
| Diluted EPS | $3.22 | $3.02 | $1.14 | $1.17 | $1.45 |
| Total assets | $1.4B | $1.5B | $1.6B | $1.5B | $1.5B |
| Cash and equivalents | $28.5M | $43.7M | $32.4M | $44.1M | $73.0M |
XBRL tags used: revenue = RevenueFromContractWithCustomerExcludingAssessedTax; netIncome = NetIncomeLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.
How to read these numbers
Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.
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Latest key reports
The most recent filing of each major report type, even if it falls outside the 40 newest filings below.
| Filed | Form | What it is | Original |
|---|---|---|---|
| Mar 3, 2026 | 10-K | Annual report· period Jan 3, 2026 | Document · Index |
| Aug 11, 2026 | 10-Q | Quarterly report· period Jul 4, 2026 | Document · Index |
| Sep 29, 2026 | 8-K | Other events· period Sep 25, 2026 | Document · Index |
| May 4, 2026 | DEF 14A | Definitive proxy statement· period Jun 15, 2026 | Document · Index |
Recent SEC filings
The 40 newest documents filed by or about HELIOS TECHNOLOGIES, INC., by form type:
| Filed | Form | What it is | Original |
|---|---|---|---|
| Oct 5, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Oct 1, 2026 | Document · Index |
| Sep 29, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 25, 2026 | Document · Index |
| Sep 29, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 25, 2026 | Document · Index |
| Sep 29, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 25, 2026 | Document · Index |
| Sep 29, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 25, 2026 | Document · Index |
| Sep 29, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 25, 2026 | Document · Index |
| Sep 29, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 25, 2026 | Document · Index |
| Sep 29, 2026 | 8-K | Other events· period Sep 25, 2026 | Document · Index |
| Sep 22, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026 | Document · Index |
| Sep 22, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026 | Document · Index |
| Sep 22, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026 | Document · Index |
| Sep 22, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026 | Document · Index |
| Sep 22, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026 | Document · Index |
| Sep 22, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026 | Document · Index |
| Sep 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 11, 2026 | Document · Index |
| Sep 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 11, 2026 | Document · Index |
| Sep 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 11, 2026 | Document · Index |
| Sep 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 11, 2026 | Document · Index |
| Sep 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 11, 2026 | Document · Index |
| Aug 11, 2026 | 10-Q | Quarterly report· period Jul 4, 2026 | Document · Index |
| Aug 10, 2026 | 8-K | Results of operations· period Aug 10, 2026 | Document · Index |
| Jul 31, 2026 | SCHEDULE 13G | Passive beneficial ownership report (over 5%) | Document · Index |
| Jun 24, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 22, 2026 | Document · Index |
| Jun 23, 2026 | 144 | Notice of proposed sale of securities | Document · Index |
| Jun 23, 2026 | 11-K | Annual report of employee stock plans· period Dec 31, 2025 | Document · Index |
| Jun 18, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 16, 2026 | Document · Index |
| Jun 18, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 16, 2026 | Document · Index |
| Jun 18, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 16, 2026 | Document · Index |
| Jun 18, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 16, 2026 | Document · Index |
| Jun 18, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 16, 2026 | Document · Index |
| Jun 18, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 16, 2026 | Document · Index |
| Jun 17, 2026 | 8-K | Other events· period Jun 17, 2026 | Document · Index |
| Jun 16, 2026 | S-8 | Registration of employee benefit plan securities | Document · Index |
| Jun 15, 2026 | 8-K | Director or officer change; Shareholder vote results· period Jun 15, 2026 | Document · Index |
| Jun 9, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 5, 2026 | Document · Index |
| Jun 9, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 5, 2026 | Document · Index |
| Jun 9, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 5, 2026 | Document · Index |
| Jun 9, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 5, 2026 | Document · Index |
| Jun 9, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 5, 2026 | Document · Index |
| Jun 1, 2026 | SD | Specialized disclosure report (conflict minerals) | Document · Index |
Insider filing activity
73 Form 4 filings appear in HELIOS TECHNOLOGIES, INC.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.
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Source
- U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001024795 and XBRL company facts. HELIOS TECHNOLOGIES, INC. on EDGAR.
- Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.
Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.
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