Helios Technologies Unveils CORE 2030 Strategy, Targets Doubling Sales by 2030, and Announces Significant Dividend Increase

Introduction

Helios Technologies, Inc. (NYSE: HLIO), a global leader in highly engineered motion control and electronic control technologies, made several major announcements at its 2026 Investor Day that are highly relevant to current and prospective investors. The company unveiled its new long-term CORE 2030 Strategy, set ambitious financial targets for 2030, and approved a substantial 33% increase in its quarterly dividend, underscoring its confidence in future growth and cash generation.

Key Highlights from the Report

• CORE 2030 Strategy Launched: Helios is executing a comprehensive strategic plan focused on sustainable, profitable growth, leveraging its “Momentum Model” to drive value creation for shareholders.
• 2030 Financial Targets Announced:
  • Sales Target: \$1.6 billion by 2030 (including acquisitions), effectively doubling the company’s expected 2025 sales of ~\$792 million (pro forma for the Custom Fluidpower divestiture).
  • Adjusted EBITDA Margin: 25%+ of sales, representing significant expansion from current levels.
  • Adjusted Operating Income Margin: 20% of sales.
  • Return on Invested Capital: Targeting low- to mid-teens, reflecting disciplined capital deployment.
• Operational Excellence and Growth Drivers:
  • Helios returned to sales growth in 2025, with a strong Q4 exit marked by margin expansion and a strengthened foundation.
  • Key segment initiatives included operational excellence programs, a go-to-market transformation, and an accelerated new product innovation pipeline.
  • These efforts delivered 100 basis points in annual gross margin expansion, over \$60 million in projected annual value from new business wins, and the launch of 11 major new products.
• Capital Allocation and Shareholder Returns:
  • Helios paid down approximately \$158 million of debt over the past two years, fortifying its balance sheet.
  • The company has maintained a streak of 116 consecutive quarterly dividends since 1997, and initiated share repurchases under a \$100 million authorization.
  • Dividend Increase: The Board approved a 33% increase in the quarterly dividend, now set at \$0.12 per common share, reflecting management’s confidence in long-term growth and cash generation.

Details That Matter to Shareholders

• Dividend Announcement & Payout: The increased dividend will be payable on April 27, 2026, to shareholders of record as of April 13, 2026. The company has approximately 33.1 million shares outstanding.
• Long-Term Growth Outlook: The doubling of sales and ambitious margin expansion targets are clear signals of Helios’s intent to outperform its historical growth trajectory.
• Solid Balance Sheet: Substantial debt reduction and ongoing share repurchases reflect disciplined capital management and a focus on increasing shareholder value.
• Product Innovation Pipeline: The launch of 11 major new products and a robust pipeline highlight Helios’s commitment to innovation and market leadership.
• Potential Share Price Impact:
  • The announcement of a 33% dividend increase is a strong sign of confidence from management and is likely to be viewed favorably by the market.
  • The ambitious 2030 targets, if met or exceeded, could re-rate the stock higher as investors price in stronger growth and profitability.
  • Continued operational improvements, debt reduction, and innovation-driven wins position Helios as a compelling long-term investment in industrial technology.

Forward-Looking Statements & Risks

The company’s forward-looking statements—including sales, margin, and capital return targets—are subject to risks including global economic trends, supply chain disruptions, capital market conditions, geopolitical events, and new product introductions. Investors should review the company’s risk disclosures in its latest SEC filings for a full assessment of potential uncertainties.

Investor Relations Information

• A replay of the Investor Day presentations and the accompanying slides will be available at Helios Technologies Investor Relations.
• Contact information for investor relations is provided for further inquiries.

About Helios Technologies

Helios Technologies is a global leader in highly engineered motion control and electronic controls technology, serving diverse end markets including construction, material handling, agriculture, energy, recreational vehicles, marine, and health and wellness. The company sells its products in over 90 countries and has paid a cash dividend every quarter since 1997.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. All forward-looking statements are subject to risks and uncertainties. Investors should carefully review Helios Technologies’ official filings with the SEC and consult with a financial advisor before making investment decisions.

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