Key Highlights from the 2025 Annual Report

• Fiscal Year Ended: January 3, 2026
• Common Stock Outstanding: 33,107,113 shares as of February 20, 2026
• Aggregate Market Value of Public Float: Approximately \$1.11 billion as of the last business day of the most recent second fiscal quarter
• Stock Exchange Listing: New York Stock Exchange under the symbol HLIO
• Issuer Status: Large Accelerated Filer; Well-Known Seasoned Issuer; Not a Shell Company; Not an Emerging Growth Company
• Incorporation: Florida, USA
• Key Compliance: Management attestation on internal controls over financial reporting with registered public accounting firm’s report filed as required by Section 404(b) of the Sarbanes-Oxley Act
• Proxy Statement: Portions to be incorporated by reference into Part III of the 10-K from the 2026 Annual Meeting Proxy Statement (expected filing: April 30, 2026)

Potentially Price-Sensitive Information

• Stable Share Structure: The company reports 33,107,113 shares outstanding, a key figure for any analysis of per-share metrics, dilution risk, and ownership changes.
• Strong Public Float Value: With a public float valued at \$1.11 billion, Helios Technologies remains a substantial mid-cap presence, attracting institutional investor attention and liquidity.
• Sarbanes-Oxley Compliance: The company’s compliance with SOX Section 404(b), including an attestation by a registered accounting firm, signals robust internal controls and should reassure investors about financial statement reliability.
• No Error Corrections or Restatements: The financial statements do not reflect corrections of errors or restatements, reducing the risk of historical accounting issues.
• Regulatory Standing: The company is not a shell company, not an emerging growth company, and is a well-known seasoned issuer, indicating maturity and regulatory stability.
• Active Electronic Data Compliance: All Interactive Data File submissions are up to date, ensuring transparency and facilitating easier investor analysis.

Additional Investor-Relevant Topics Listed in This Annual Report

The 10-K’s table of contents indicates detailed disclosures on the following potentially material topics that may impact share value and investor outlook:

• Business Overview – Details regarding the company’s operations, strategy, and market position.
• Risk Factors – An analysis of business, industry, and financial risks relevant to Helios Technologies.
• Cybersecurity – Insights into the company’s cybersecurity posture and potential vulnerabilities.
• Market for Common Equity – Information on stockholder matters, equity purchases, and market liquidity.
• Management’s Discussion and Analysis (MD&A) – Breakdown of financial condition and results of operations, likely to contain forward-looking statements and management’s view of current challenges and opportunities.
• Quantitative and Qualitative Market Risk Disclosures – Assessment of interest rate, currency, and other market risks.
• Financial Statements – Audited financials and supplementary data.
• Internal Controls – Attestation and discussion on financial reporting controls.
• Executive Compensation and Ownership – Executive pay, beneficial ownership, and related party transactions will be disclosed via the Proxy Statement to be filed in April 2026.

What Shareholders Should Watch For

• Upcoming Proxy Statement: Items related to directors, executive compensation, and shareholder proposals will be detailed in the forthcoming Proxy Statement, which could impact governance and alignments of interests.
• Continued Compliance: As a seasoned issuer, Helios’s continued adherence to regulatory and financial reporting standards is a positive sign, but any future lapses or regulatory changes could affect share value.
• Business and Risk Updates: The full report will contain more details on business performance, market risks, and operational developments—investors should review those sections closely for strategic shifts, unexpected risks, or new opportunities.

Summary

Helios Technologies, Inc. continues to present itself as a stable, mature, and compliant company with significant public float and a large base of outstanding shares. There are no restatements, error corrections, or regulatory lapses reported, which should boost investor confidence in the company’s financial integrity. The full annual report, along with the upcoming proxy statement, will provide further details on performance, risks, executive decisions, and governance that could influence share value. Investors are advised to monitor these disclosures for any emerging trends or significant changes.

Disclaimer: This article is based on a review of Helios Technologies, Inc.’s 2025 Annual Report and is intended for informational purposes only. It does not constitute investment advice or a recommendation to buy or sell securities. Investors should conduct their own due diligence and consult with financial advisors before making investment decisions.

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