Q1 2026 Helios Technologies Inc Earnings Call Transcript

May 12, 2026 / 01:00 PM GMT

Release Date Price: $77.57 (+14.04%)

Transcript 10-Q8-K

Key Points

Positve

Helios Technologies Inc (HLIO) reported its highest quarterly sales ever for its Innovation Controls segment, contributing to a 17% year-over-year increase in total sales.
The company achieved a record first quarter of cash generation and announced its first-ever regular dividend increase of 33%.
Net leverage was reduced by more than a full turn in one year, bringing it to 1.6 times net debt to adjusted EBITDA, the lowest level since Q1 2018.
Helios Technologies Inc (HLIO) exceeded the high end of its sales outlook range, with a 23% year-over-year sales growth on a pro forma basis, excluding divestitures and foreign exchange impacts.
The company is executing its organic sales growth plans effectively, with improved margins year-over-year, and has a robust pipeline of new products and innovation initiatives.

Negative

The geopolitical environment remains choppy, which could impact future performance and growth opportunities.
There are inflationary pressures on fuel and energy costs, which could affect profitability.
The uncertain tariff landscape poses a risk, with potential impacts on costs and margins.
The APAC region experienced a year-over-year decline due to divestitures, although it grew on a pro forma basis.
Certain consumer-exposed end markets, such as marine, continue to show pockets of softness, affecting overall demand.

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

HLIO.N - Helios Technologies Inc
Q1 2026 Helios Technologies Inc Earnings Call
May 12, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Helios Technologies First Quarter Fiscal Year 2026 Financial Results Conference Call.

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 Allman, Vice President of Investor Relations and Corporate Communications.

Thank you. You may begin.

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Unidentified_2 [2]
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