Q4 2025 Helios Technologies Inc Earnings Call Transcript

Mar 3, 2026 / 02:00 PM GMT

Release Date Price: $71.04 (-4.49%)

Transcript 10-K8-K

Key Points

Positve

Helios Technologies Inc (HLIO) reported a strong fourth quarter with sales exceeding expectations by 17%, reaching $211 million.
The company achieved full-year sales growth for the first time in three years, with a 4% increase to $839 million.
Helios Technologies Inc (HLIO) demonstrated operational excellence with four consecutive quarters of gross margin expansion.
The company successfully executed a share repurchase program, buying back 1% of its outstanding shares.
Helios Technologies Inc (HLIO) reported record free cash flow and reduced its net debt to adjusted EBITDA leverage ratio to 1.8 times.

Negative

The macroeconomic environment posed challenges, with extended contraction in key indicators like PMI and industrial production.
Global tariffs and geopolitical uncertainties added pressure to the company's operations.
The consumer market remained weak, impacting demand in certain segments.
There are concerns about potential supply chain disruptions, particularly in the electronics segment due to chip shortages.
The full-year outlook for 2026 appears cautious, with potential uncertainties in the second half of the year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HLIO.N - Helios Technologies Inc
Q4 2025 Helios Technologies Inc Earnings Call
Mar 03, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Helios Technologies 4th quarter fiscal year 2025 financial results conference call.

At this time, all participants are in a listen-only mode.

A brief question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Tanya Alman, Vice President of Investor Relations and Corporate communications.

Thank you. You may begin.

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Unidentified_2 [2]
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