Mission Statement, Vision, & Core Values of Helios Technologies, Inc. (HLIO)

A company's Mission Statement, Vision, and Core Values aren't just HR boilerplate; they are the strategic blueprint that directly translates into financial performance, which is why Helios Technologies' (HLIO) recent return to growth is so compelling.

In the third quarter of 2025 alone, the company delivered net sales of $220 million, a 13% year-over-year increase, and their full-year 2025 net sales outlook is now a strong $810 million to $830 million, a clear sign that their focus on highly engineered motion and electronic controls is paying off. But how exactly do abstract concepts like 'innovative product development' and 'customer centricity'-their core strategic priorities-drive a 22% jump in diluted Non-GAAP EPS to $0.72 in a single quarter? Are your own company's values as tightly mapped to your balance sheet, or are you leaving performance on the table?

Helios Technologies, Inc. (HLIO) Overview

If you're looking at the industrial technology space, you defintely need to understand Helios Technologies, Inc. (HLIO). This isn't just another component manufacturer; they're a global leader in highly engineered motion control and electronic controls technology, which is the brains and muscle behind a lot of the machinery we rely on every day. They make the complex stuff simple, which is what good engineering does.

The company was founded back in 1970 by Robert E. Koski and John Allen, starting out as Sun Hydraulics Corporation. They built a reputation on high-quality screw-in hydraulic cartridge valves (HCVs), which are small but critical components for controlling fluid power in systems. They officially became Helios Technologies, Inc. in June 2019 to reflect their expansion beyond just hydraulics into sophisticated electronics.

Today, Helios Technologies operates in two core segments: Hydraulics and Electronics. The Hydraulics side, which includes the well-known Sun Hydraulics brand, focuses on cartridge valves and quick-release hydraulic couplings used in construction and agriculture. The Electronics segment, home to brands like Enovation Controls and Murphy, provides the displays, controls, and instrumentation for everything from off-highway vehicles to health and wellness equipment. For the trailing twelve months (TTM) ending Q3 2025, the company's total revenue stands at approximately $807.7 million.

Q3 2025 Financial Performance: A Return to Growth

Honestly, the third quarter of fiscal year 2025 was a significant turning point for Helios Technologies. After nearly three years of sales declines, the company returned to year-over-year growth, showing that their strategic focus on high-margin products is paying off. Net sales for the third quarter, which ended September 27, 2025, hit $220 million, marking a solid 13% increase compared to the prior year period.

Here's the quick math on where the growth came from:

• Electronics Segment: Sales grew by 21% year-over-year to $79 million. This segment is a powerhouse, delivering an all-time record quarter for the Enovation Controls brand.
• Hydraulics Segment: Sales increased by 9% year-over-year to $141.3 million. This segment still represents the bulk of the business, accounting for 64% of total sales.

Also, the geographic expansion is clear. Sales grew across all three major regions: the Americas, Asia Pacific (APAC), and Europe, the Middle East, and Africa (EMEA). This broad-based growth is a much healthier sign than relying on a single market. Plus, the company expanded its gross margin by 200 basis points to 33.1%, and diluted Non-GAAP Earnings Per Share (EPS) climbed 22% to $0.72. That's a strong signal of improved operational efficiency and pricing power.

What this estimate hides is the full-year picture, but management is optimistic, raising the lower end of their full-year 2025 revenue guidance to a range of $820 million to $830 million. You can dig deeper into the specifics of their balance sheet and cash flow in Breaking Down Helios Technologies, Inc. (HLIO) Financial Health: Key Insights for Investors.

A Global Leader in Industrial Technology

Helios Technologies is a true global leader in the industrial technology sector, specifically within the specialty industrial machinery industry. They don't just sell parts; they sell highly engineered solutions that solve complex motion and control problems for customers in over 90 countries.

Their success hinges on a two-pronged strategy: innovative product development and strategic acquisitions. On the innovation front, they are constantly launching new products, such as the Enovation S35 Display and the Faster MultiSlide, which keep them ahead of the curve. This focus on proprietary technology and niche markets is what allows them to maintain strong margins and a leadership position. They are a great example of a company that prioritizes being the best in a few focused areas rather than trying to be everything to everyone.

To understand why Helios Technologies is consistently positioned as a leader in motion control and electronic controls, you have to appreciate the depth of their engineering expertise and their commitment to solving high-stakes problems in diverse end markets-from construction to health and wellness. They are the definition of a precision-driven industrial technology firm.

Helios Technologies, Inc. (HLIO) Mission Statement

You're looking for the core DNA of Helios Technologies, Inc. (HLIO)-that guiding star that tells you where they're going and how they plan to get there. The mission statement isn't just a corporate plaque; it's the compass that directs every investment decision, product launch, and capital allocation strategy. For Helios Technologies, the mission is built on a clear, dual mandate: delivering premier, highly engineered technology while operating with a deep sense of environmental, social, and governance (ESG) responsibility. It's about making money, but also making a difference.

This mission is the foundation for their strategic goals, which helped them raise their full-year 2025 net sales guidance to a range of $810 million to $830 million. That's a defintely solid jump, showing their strategy is working. The whole point of a mission is to align the organization, from the factory floor to the boardroom, so everyone is pulling toward the same measurable outcomes. Exploring Helios Technologies, Inc. (HLIO) Investor Profile: Who's Buying and Why?

Core Component 1: Leading with Innovation and Premier Products

The first core component is simple: be the best at what they do. Helios Technologies is a global leader in highly engineered motion control and electronic controls technology. This isn't about mass-market widgets; it's about specialized, high-value components for niche markets-think construction, agriculture, and health and wellness.

Their mission mandates a focus on innovative product development to deliver premier products and solutions. A concrete example of this commitment in 2025 is the launch of the Atlas Connect Gateway, which is a next-generation, Internet of Things (IoT)-enabled product. This move is a clear action to solidify their push toward higher-value offerings, helping to offset the cyclical pressures often seen in traditional hydraulics. Honestly, innovation is the only way to drive margin expansion in the industrial sector. The Hydraulics segment, for instance, managed to increase its gross profit by 4% in Q2 2025, primarily through operational improvements and a focus on quality products.

• Develop innovative products like Atlas Connect Gateway.
• Serve over 90 countries with superior products.
• Ensure timely delivery of highly engineered, quality products.

Core Component 2: Driving Operational and Financial Discipline

A great mission needs great execution, and that's where operational excellence and financial responsibility come in. Helios Technologies' mission is explicitly inclusive of being financially responsible. This isn't vague; it's about instilling a stronger financial discipline and processes for accountability.

Here's the quick math on that discipline: they've been focused on debt reduction, achieving their ninth consecutive quarter of paying down debt, which improved their net debt-to-adjusted EBITDA leverage ratio to 2.4x as of Q3 2025. That's a huge improvement from 3.0x at the end of 2023. Plus, they are targeting an adjusted EBITDA margin of 18.5% to 19.5% for the full fiscal year 2025. These numbers show a management team that is not just talking about discipline but is actually delivering on it, even while navigating market uncertainties like tariffs.

Core Component 3: Cultivating an ESG-Centric Culture

The final pillar of their mission is the commitment to a broader purpose: 'to make the world better, safer, and even more fun'. This is the ESG-centric (Environmental, Social, and Governance) part of their culture, which recognizes that non-financial aspects are critical to long-term growth and value.

The social component (the 'S' in ESG) is particularly strong, focusing on creating global diverse teams. They were recognized with the 2025 Top Benefits Award from Mployer, which affirms their core belief that investing in their people is foundational to success. This award is based on an in-depth, data-driven evaluation of benefits across medical, PTO, and retirement. What this focus on people hides is the competitive advantage it creates: a safe, learning organization is a productive one. They even reported that 54% of their workforce in 2021 was comprised of diverse, minority nationalities.

Helios Technologies, Inc. (HLIO) Vision Statement

You're looking for a clear map of where Helios Technologies, Inc. is headed, and honestly, their vision is less about a lofty phrase and more about a quantifiable, long-term strategic target set years ago. It's a 10-year plan focused on becoming a global leader in highly engineered motion control and electronic controls technology. The goal is simple: hit $1 billion in sales while delivering operating margins above 20%. This isn't just a dream; it's a financial mandate driving every decision, from product innovation to debt management.

We can already see this vision playing out in their 2025 performance. Their focus on strategic priorities like customer centricity and operational efficiencies is defintely paying off, especially as they navigate market shifts.

Achieving the $1 Billion Sales Target

The core of Helios Technologies' financial vision is reaching that $1 billion annual revenue mark. As of November 2025, their trailing twelve months (TTM) revenue stands at approximately $0.78 Billion USD. That means they still have a gap to close, but the momentum is building. The third quarter of 2025 showed a strong return to growth, with net sales hitting $220 million, a 13% year-over-year increase.

Here's the quick math on their segment growth for Q3 2025, which shows where the sales acceleration is coming from:

• Electronics Segment: Sales grew 21% year-over-year, driven by a record quarter for Enovation Controls.
• Hydraulics Segment: Sales increased 9% year-over-year.

The company is projecting fourth-quarter 2025 net sales to be between $192 million and $202 million, which confirms a strong finish to the fiscal year, even with a slight sequential dip that is common in the fourth quarter. The path to $1 billion relies on sustaining this double-digit organic growth across both segments.

Sustaining Industry-Leading Profitability

The second, and arguably more challenging, part of the vision is maintaining operating margins in excess of 20%. This is about efficiency and discipline, not just sales volume. To be fair, they are executing well on this front.

Their adjusted EBITDA margin for the third quarter of 2025 was 20.5%, exceeding the long-term target and analyst estimates. This margin expansion, which saw a 200 basis point increase in gross margin despite tariff headwinds, is a direct result of their operational efficiency strategy. They're cutting costs and improving leverage on higher sales.

This commitment to financial strength also shows up in their balance sheet:

• Total debt was reduced to $419.1 million at the end of Q3 2025, down 13% from the prior year.
• The net debt to adjusted EBITDA leverage ratio improved to 2.4x, down from 2.8x in the prior year period.

A lower debt load means more financial flexibility to invest in the innovation that fuels the next phase of their sales growth. You need a strong foundation to build a billion-dollar business.

Empowering Customers with Advanced Technology

Helios Technologies' mission is to empower customers with advanced technology, which is the engine for their financial goals. This is where the 'highly engineered' part of their identity comes in. They are at the intersection of hydraulics and electronics, creating comprehensive solutions for markets like agriculture, construction, and health and wellness.

The strategy here is innovation and integration. They are using the Helios Center for Engineering Excellence to drive growth by working across operating companies like Sun Hydraulics and Enovation Controls. This cross-functional work helps them create new, hybrid products that better serve market trends, like the electrification of systems in the Hydraulics segment. The recent 2025 LEAP Award for Sun Hydraulics' ENERGEN™ is a concrete example of this vision in action.

Operating with Integrity and Global Responsibility

A company's core values-their 'Shared Values'-are the guardrails for how they pursue their vision. For Helios Technologies, this means a commitment to responsible business practices, mutual respect, and a strong ethical code. They recognize that their mission to build a better world starts with their people and their communities.

This translates into clear actions:

• Embracing diversity and promoting a learning organization.
• Maintaining a sound code of business ethics and a human rights policy.
• Paying a consistent quarterly cash dividend of $0.09 per share, marking their 115th consecutive payment as of October 2025.

This focus on integrity and financial discipline, including the consistent debt reduction, gives investors confidence in the sustainability of their long-term vision. If you want a deeper dive into the numbers, you can check out Breaking Down Helios Technologies, Inc. (HLIO) Financial Health: Key Insights for Investors.

Helios Technologies, Inc. (HLIO) Core Values

You're looking for the bedrock of Helios Technologies, Inc.'s (HLIO) performance, and honestly, it's in their operating values. The company's mission centers on developing global, diverse teams who support their purpose, but the real-world execution-the stuff that drives the financials-is mapped to four clear strategic priorities: Product Innovation, Operational Efficiency, Customer Centricity, and People & Team Development. These aren't just posters on a wall; they are the actions that led to a return to sales growth in 2025.

To be a long-term investor or a business partner, you need to see how these values translate into tangible results, especially given the cyclical nature of their end markets. The company's focus on these areas is what's helping them navigate market volatility and strengthen their balance sheet, evidenced by the reduction of total debt to $419.1 million as of September 27, 2025. That's a 13% drop from the prior year, a defintely solid step.

For a deeper dive into who is betting on this strategy, you can check out Exploring Helios Technologies, Inc. (HLIO) Investor Profile: Who's Buying and Why?

Product Innovation

Innovation is the engine for organic growth in a technology leader like Helios Technologies. This value is about more than just new products; it's about creating premier, high-value solutions that solve complex problems for customers in over 90 countries. The strategy is to be the leading provider in niche markets, and you see this playing out in the 2025 product launches.

Here's the quick math: new, high-margin products bolster the Electronics segment, which saw a 21% year-over-year sales growth in the third quarter of 2025. This growth is directly tied to a commitment to next-generation technology, like Internet of Things (IoT) solutions.

• Sun Hydraulics won the 2025 LEAP Award for its ENERGEN™ product.
• Faster launched its GenYus next-generation casting solution in November 2025.
• The introduction of the Atlas Connect Gateway underscores the push into IoT-enabled products.

Innovation is how they offset cyclical pressures.

Operational Efficiency

This value is all about financial discipline and streamlining the business to maximize returns, which is crucial for a global manufacturer. It means optimizing the manufacturing and supply chain footprint to generate better margins and cash flow. The results speak for themselves in the 2025 fiscal year data.

The company expanded its gross margin by 200 basis points (bps) in Q3 2025, even with tariff headwinds. Plus, cash flow from operations hit a high of $37 million in the second quarter of 2025, the highest quarterly generation since 2019. This focus also drove strategic portfolio management, like the divestiture of the Custom Fluidpower (CFP) business, which recorded a $21 million gain in Q3 2025. It's a clear action to improve the operating structure and focus on core brands.

People & Team Development

Helios Technologies believes investing in its people is foundational to success, which translates to a commitment to developing global, diverse teams. This isn't just a feel-good statement; it's a competitive advantage in a sector where technical talent is a critical driver of performance.

The company was recognized with the 2025 Top Benefits Award from Mployer, an independent validation that their benefits-across medical, ancillary, PTO, and retirement-meet or exceed market standards. They also run the Helios Leadership Development Program (HLDP), an eight-month program for employees in multiple countries, to cultivate a learning organization and add diversity of thought. Investing in people reduces turnover and supports long-term performance.

Customer Centricity

Customer Centricity is the commitment to understanding and serving diverse end markets with highly engineered solutions. This value ensures that product development and operational choices are always aligned with customer needs across the Hydraulics and Electronics segments, which serve markets from construction and agriculture to health and wellness.

The company's ability to return to year-over-year sales growth of 13% in Q3 2025, with net sales of $220 million, shows strong customer demand across all regions. The Hydraulics segment grew 9% and the Electronics segment grew 21%, indicating that their tailored solutions-like those from operating companies Sun Hydraulics, Faster, Enovation Controls, and Balboa Water Group-are resonating. They are being the leading provider in niche markets.