Helios Technologies Sets Ambitious 2030 Targets, Boosts Dividend 33% — Helios Technologies, Inc.

Event summary

Helios Technologies unveiled its CORE 2030 strategy at its 2026 Investor Day, targeting $1.6B in sales by 2030 (double 2025 pro forma sales of ~$792M).
The company aims for adjusted EBITDA margin of 25%+ and adjusted operating income margin of 20% by 2030.
Helios increased its quarterly dividend by 33% to $0.12 per share, marking 116 consecutive quarters of dividend payments.
The strategy focuses on operational excellence, go-to-market transformation, and accelerated new product innovation.

The big picture

Helios Technologies is positioning itself for sustainable, profitable growth through its CORE 2030 strategy, leveraging its Momentum Model to drive value creation. The 33% dividend increase reflects confidence in the company's long-term growth and cash generation outlook. The strategy comes as Helios seeks to capitalize on niche markets in highly engineered motion control and electronic controls technology, amid broader industry trends toward operational efficiency and innovation.

What we're watching

Growth Execution: Whether Helios can sustain its return to growth and meet its ambitious 2030 sales targets through operational excellence and new product innovation.
Margin Expansion: The pace at which Helios can expand its EBITDA and operating income margins to the targeted levels amid potential economic and competitive pressures.
Capital Allocation: How Helios balances its capital allocation priorities, including maintaining a strong balance sheet, investing in growth, and returning capital to shareholders.