Helios Technologies, Inc.
HLIO
In Consumer-Linked Industrials as a Early Follower.
Jodie monitors HLIO’s market activity, durable peer group membership, and filing-linked connections.
SEC company filingsCIK 0001024795
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-12 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 16.8% versus the comparable filing period.
- Operating margin improved 4.4 percentage points.
- Net income increased 169.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Net interest expense decreased by $2.3 to $5.1 in the first quarter of 2026 primarily due to lower debt outstanding compared to the prior year period and a lower spread on our credit facility borrowings, because of reduced leverage.”
“Gross margin improved 170 basis points, primarily due to the impact of higher fixed costs leverage on higher volume and lower direct labor costs as a percentage of sales partially offset by unfavorable customer mix.”
“Gross margin improved 220 basis points, primarily due to better fixed cost leverage on higher volume, the Divestiture, and lower material costs partially offset by higher direct labor and variable overhead costs as a percentage of sales.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Exposure map
Depends on
Filing peers
Companies whose filings use similar operating language.
Showing a three-relationship preview. Filing receipts are in Pro. View plans →
Live connections
HLIO is currently in Consumer-Linked Industrials. 1 filing-linked name are shown in the exposure map.
Theme membership history
No durable theme membership has been observed for this name yet.