Helios Technologies Q3 2026 Earnings Call Transcript - Helios Technologies (NYSE:HLIO)

Helios Technologies (NYSE:HLIO) said it generated record third-quarter sales of $230 million, a 4% increase year over year, and reported growth of 13% on an adjusted basis including acquisitions and foreign exchange impacts. The company also raised its full-year 2026 sales outlook, expecting it to be the highest in its history despite ongoing cost pressures and a challenging operating environment. Management noted diversification efforts: an acquisition of Radio Sound assets to expand audio capabilities and the first data-center thermal management order for Faster. By segment, Hydraulics delivered 15% pro forma sales growth, supported by share gains and commercial execution, while Electronics rose 10% on new business wins. Gross profit increased 4% to $76 million, though adjusted EBITDA margin faced pressure from inflationary costs and higher R&D spending. The company reiterated a 5%+ organic CAGR target through 2030.