account_id none on file
legal_name Helios Technologies, Inc.
ticker HLIO
cik 1024795
domain heliostechnologies.com
linkedin_company_url https://www.linkedin.com/company/helios-technologies-inc/
entry_point_account_id none on file
name Helios Technologies Inc.
exchange NYSE
sector Industrials
hq Sarasota, FL, United States
sector index/company/sector/industrials/
calls 1 filings 60 executives 6 family 0
why_now
OPTIMIZE CAPITAL ALLOCATION By investing in organic growth and driving sustainable shareholder returns
Aug 3, 2026 / receipt
calls
I'm not gonna call it a travel freeze, I'll call it a travel frost, unless it's really truly customer facing and we need to take that trip, dial that back.
Nov 6, 2024 / receipt, needs a key / Shawn Bagan, CEO | earnings call 2024-11-06 | transcript 0a4bf1a8-5e2c-43e1-8a60-f6acffabd173 | chars 20104-20259 | segment 20
filings
EXECUTE ON GROWTH PLAN By winning our share of the sales funnel and driving product innovation
ir_statement / Sep 17, 2026 / receipt
EXPAND GROSS MARGINS By driving productivity and leveraging our global footprint and capacity
ir_statement / Sep 17, 2026 / receipt
OPTIMIZE CAPITAL ALLOCATION By investing in organic growth and driving sustainable shareholder returns
ir_statement / Sep 17, 2026 / receipt
RAISING SALES AND ADJUSTED DILUTED EPS MID POINTS BASED ON STRONG START TO THE YEAR
ir_statement / Sep 17, 2026 / receipt
Continued optimization of facilities that drives positive SQDC rate of change
ir_statement / Sep 17, 2026 / receipt
Continuous improvement → converting the growing sales funnel into more new business wins
ir_statement / Sep 17, 2026 / receipt
Higher CapEx to support strategic organic investments
ir_statement / Sep 17, 2026 / receipt
PLAN TO DOUBLE SALES
ir_statement / Sep 17, 2026 / receipt
RAISING FULL YEAR 2026 OUTLOOK
ir_statement / Sep 17, 2026 / receipt
$0.10 above high end of outlook1
ir_statement / Sep 17, 2026 / receipt
$5M above high end of outlook1
ir_statement / Sep 17, 2026 / receipt
In line with high end of outlook1
ir_statement / Sep 17, 2026 / receipt
executives
| Josef Matosevic | President and Chief Executive Officer | - | receipt |
| Lee Wichlacz | President | - | receipt |
| Sean Bagan | Interim President and Chief Executive Officer | - | receipt |
| Shawn Bagan | CEO | - | receipt |
| Tricia L. Fulton | Interim President and Chief Executive Officer | receipt | |
| Wolfgang H. Dangel | President and Chief Executive Officer | - | receipt |
familynone on file
upcoming
| 2026-11-02 | earnings call | scheduled | ir |
changes
| 2024-07-08 | Interim President and Chief Executive Officer, appointed | sec_8k |
| 2022-12-09 | President, appointed | sec_8k |
| 2020-05-19 | President and Chief Executive Officer, appointed | sec_8k |
| 2020-04-09 | Interim President and Chief Executive Officer, appointed | sec_8k |
| 2016-04-06 | President and Chief Executive Officer, appointed | sec_8k |
mcp_package_hint
slug helios-technologies-inc
listing_url https://steadybase.io/company/data/index.json
mcp_url https://mcp.steadybase.io/mcp
steadybase-$