Helios (HLIO) Q4 2025 Earnings Call Transcript

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Tuesday, March 3, 2026 astatine 9:00 a.m. ET

• President and Chief Executive Officer — Sean Bagan

• Executive Vice President, Chief Financial Officer — Jeremy Evans

• Vice President, Investor Relations and Corporate Communications — Tania Almond

Tania Almond: Thank you, operator, and bully day, everyone. Welcome to the Helios Technologies, Inc. Fourth Quarter 2025 Financial Results Conference Call. We issued a property merchandise announcing our results yesterday afternoon. If you bash not person that release, it is disposable connected our website astatine hlio.com. You volition besides find slides determination that volition travel our speech contiguous arsenic good arsenic our prepared remarks. Joining maine contiguous are Sean Bagan, President and Chief Executive Officer, and Jeremy Evans, our Executive Vice President, Chief Financial Officer. Sean volition commencement the telephone with highlights from the 4th fourth and the afloat year, past Jeremy volition reappraisal our fiscal results successful item and found our 2026 outlook.

Sean volition travel backmost with immoderate closing remarks, and past we volition unfastened the telephone to your questions. As an further reminder, we person our upcoming Investor Day taking spot successful sunny Sarasota, Florida, connected Friday, March 20 for organization investors and analysts. We are excited to beryllium sharing our longer-term outlook and volition person colleagues from our flagship businesses connected manus demonstrating immoderate of our products. We are besides offering an optional manufacturing installation circuit of the archetypal Sun Hydraulics accumulation location. It is conscionable 3 weeks away, and our enactment squad is excited to spot everyone successful person. Please scope retired to maine if you would similar to RSVP.

Now turning to descent two, you volition find our harmless harbor statement. As you whitethorn beryllium aware, we volition marque immoderate forward-looking statements during this presumption and the Q&A session. These statements use to aboriginal events that are taxable to risks and uncertainties arsenic good arsenic different factors that could origin existent results to disagree materially from those presented today. These risks and uncertainties and different factors tin beryllium recovered successful our yearly study connected Form 10-K for 2024 on with the upcoming 10-Ks to beryllium filed with the Securities and Exchange Commission. These documents are connected our website oregon astatine sec.gov.

I volition besides constituent retired that during today’s call, we volition sermon immoderate non-GAAP fiscal measures which we judge are utile successful evaluating our performance. You should not see the presumption of this further accusation successful isolation oregon arsenic a substitute for results prepared successful accordance with GAAP. We person provided reconciliations of comparable GAAP with non-GAAP measures successful the tables that travel today’s slides. Please notation slides 3 done 5 now. With that, it is my pleasance to crook the telephone implicit to Sean.