HLIOMEDIUM SIGNALFINANCIAL10-K

HLIO shows mixed financial performance with declining revenue and operating income offset by improved net income and strengthened cash position through debt reduction.

The company appears to be managing through a challenging revenue environment (-11.8%) while maintaining profitability through cost management and financial optimization. The 65% increase in cash combined with 18% debt reduction suggests improved financial flexibility, though the operating income decline warrants monitoring of underlying business fundamentals.

Comparing 2026-03-03 vs 2025-02-25View on EDGAR →
FINANCIAL ANALYSIS

HLIO's financials present a mixed but generally stabilizing picture, with revenue declining 11.8% to $200.7M and operating income falling 19.3% to $66.0M, indicating operational headwinds. However, net income increased 24.1% to $48.4M despite higher interest expenses, while the company significantly strengthened its balance sheet with cash rising 65.5% to $73.0M and total debt decreasing 18.3% to $368.0M. The overall picture suggests a company successfully managing through a softer operating environment by optimizing its capital structure and maintaining profitability.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+745.1%
$483K$4.1M

Interest expense surged 745.1% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+65.5%
$44.1M$73.0M

Cash position surged 65.5% — strong cash generation or capital raise providing significant financial cushion.

Net Income
P&L
+24.1%
$39.0M$48.4M

Net income grew 24.1% — bottom-line growth signals improving overall business health.

Operating Income
P&L
-19.3%
$81.8M$66.0M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Total Debt
Balance Sheet
-18.3%
$450.6M$368.0M

Debt reduced 18.3% — deleveraging strengthens balance sheet and reduces financial risk.

Revenue
P&L
-11.8%
$227.7M$200.7M

Revenue softened 11.8% — monitor whether this is cyclical or structural.

Accounts Receivable
Balance Sheet
+10.9%
$104.6M$116.0M

Receivables grew 10.9% — monitor days sales outstanding for collection efficiency.

LANGUAGE CHANGES
NEW — 2026-03-03
PRIOR — 2025-02-25
ADDED
10-K --01-03 false FY 0001024795 P3M http://www.heliostechnologies.com/20260103#OtherAccruedExpensesAndCurrentLiabilities http://www.heliostechnologies.com/20260103#OtherAccruedExpensesAndCurrentLiabilities http://fasb.org/us-gaap/2025#OtherLiabilitiesNoncurrent http://fasb.org/us-gaap/2025#OtherLiabilitiesNoncurrent http://fasb.org/us-gaap/2025#Liabilities http://fasb.org/us-gaap/2025#Liabilities May 31, 2023 May 31, 2023 October 31, 2024 December 31, 2024 Jun.
The Registrant had 33,107,113 shares of common stock, par value $.001, outstanding as of February 20, 2026.
Management's Discussion and Analysis of Financial Condition and Results of Operations 37 Item 7A.
The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds and quick release couplings as well as engineers complete hydraulic system solutions.
Our Shared Values At Helios, our shared values define how we show up for our customers, our colleagues, and our shareholders every day.
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REMOVED
The Registrant had 33,296,057 shares of common stock, par value $.001, outstanding as of February 14, 2025.
Management's Discussion and Analysis of Financial Condition and Results of Operations 36 Item 7A.
BUSINESS Our Business Overview and Strategy Helios Technologies, Inc.
The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds and quick release couplings as well as engineers complete hydraulic system solutions and in some cases complete systems.
We are a global operating company and the framework of the Helios Business System, ( HBS ) (pictured below), is at the heart of all we do.
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