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Helios (HLIO) investor relations material

Helios Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary5 Aug, 2025

Executive summary

  • Second quarter 2025 net sales were $212M, down 3% year-over-year but up 9% sequentially, with Hydraulics strength and operational discipline driving results.

  • Adjusted EBITDA margin was 18.6%, exceeding outlook but down 150 bps year-over-year; cash from operations reached $37M, the highest since Q4 2019.

  • Net income was $11.4M, down 16% year-over-year; diluted EPS was $0.34 (GAAP), $0.59 (Non-GAAP), both down year-over-year but above guidance.

  • Announced divestiture of Custom Fluidpower for ~$54M USD (~$83M AUD), with proceeds to reduce debt and support core investments; exclusive distribution agreement secured.

  • Ongoing restructuring, portfolio optimization, and leadership changes, including new CEO and Board appointments.

Financial highlights

  • Net sales were $212M, down 3% year-over-year but $6M above guidance; EMEA grew 5%, Americas and APAC declined.

  • Gross margin was 31.8%, down 30 bps year-over-year but up 120 bps sequentially; operating margin at 10.3%.

  • Adjusted EBITDA margin was 18.6%; diluted Non-GAAP EPS was $0.59, down 8% year-over-year but up 34% sequentially.

  • Free cash flow for Q2 was $31.6M, with TTM free cash flow conversion at 291%; cash and equivalents at $53M.

  • Debt reduced for the eighth consecutive quarter; net debt to adjusted EBITDA improved to 2.6x.

Outlook and guidance

  • FY25 net sales outlook raised to $810M–$830M (+1% to +3% year-over-year); adjusted EBITDA margin expected at 18.5%–19.5%.

  • Diluted Non-GAAP EPS guidance increased to $2.30–$2.50 (+10% to +19% year-over-year).

  • Q3 2025 net sales expected at $208M–$215M (+7% to +10% year-over-year); adjusted EBITDA margin 19.5%–20.5%.

  • Margin improvement anticipated from Custom Fluidpower divestiture and operational efficiencies.

  • Electronics segment projected to outpace Hydraulics in growth for the second half, driven by Balboa recovery and recreational stabilization.

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Frequently asked questions

Helios Technologies, Inc., designs and manufactures solutions for the hydraulics and electronics markets. The company offers hydraulic solutions, including various subassemblies and components, such as control assemblies, cylinders, pumps, motors, valves, power units, actuators and manifolds.

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