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Helios Technologies, Inc. Unveils Core 2030 Strategy with $1.6 Billion Sales Target

Helios Technologies, Inc. has unveiled its Core 2030 strategy at the 2026 investor day, setting ambitious financial targets for the coming years. The company aims to double its sales to $1.6 billion, reflecting a significant increase from its 2025 annual sales of approximately $792 million. This growth plan is accompanied by a target for an adjusted EBITDA margin of 25% or more of sales, as well as an adjusted operating income margin of 20% of sales.

In 2025, Helios achieved a return to sales growth and closed the year with a strong fourth quarter, resulting in expanded margins and a more robust foundation for the future. Notably, the company's gross margin expanded by 100 basis points year-over-year, and it is projected to realize over $60 million in annual value from new business wins. Furthermore, Helios successfully launched 11 major new products during the same period.

The company's commitment to disciplined capital allocation and enhancing shareholder returns is evident in the 33% increase in its quarterly dividend. The board of directors approved a quarterly cash dividend of $0.12 per common share, reflecting confidence in the company's long-term growth and cash generation outlook under the Core 2030 strategy. Helios has declared consecutive quarterly dividends to its stockholders for over 29 years, beginning with the first quarter of 1997.

Additionally, Helios has focused on strengthening its balance sheet by paying down approximately $158 million of debt over the past two years. The company has also maintained its track record of paying 116 consecutive quarterly dividends and has initiated share repurchases under a $100 million authorization.

The company's focus on operational excellence, go-to-market transformation, and an accelerated new product innovation pipeline were key segment initiatives that drove the return to growth in 2025. These efforts contributed to the aforementioned gross margin expansion and the projected annual value from new business wins.

Helios Technologies is a global leader in highly engineered motion control and electronic controls technology, serving diverse end markets across over 90 countries worldwide. As part of its growth strategy, the company aims to be the leading provider in niche markets, offering premier products and solutions through innovative product development and acquisitions.

Investors and stakeholders can access a live webcast of the investor day event to learn more about Helios Technologies' Core 2030 strategy and long-term financial targets. A replay of the presentations and a copy of the slides will be available following the event. The market has reacted to these announcements by moving the company's shares 1.88% to a price of $64.09. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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