Helios Technologies, Inc. · NYSE:HLIO
Helios Technologies — Baird 2025 Global Industrial Conference
26 slides from Helios Technologies's conference presentation, Nov 13, 2025
Slide 1: Investor Presentation
INVESTOR PRESENTATION NOVEMBER 13, 2025 SEAN BAGAN: PRESIDENT AND CHIEF EXECUTIVE OFFICER TANIA ALMOND: VICE PRESIDENT OF INVESTOR RELATIONS & CORPORATE COMMUNICATION
Slide 2: Safe Harbor
SAFE HARBOR This presentation and oral statements made by management in connection herewith that are not historical facts are contains “forward‐looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934. Forward‐looking statements involve risks and uncertainties, an
Slide 3: 3Q25 Actuals & Outlook for Balance of 2025
3Q25 ACTUALS & OUTLOOK FOR BALANCE OF 2025 3Q25 QUARTERLY ACTUAL 4Q25 QUARTERLY OUTLOOK 2025 FULL YEAR OUTLOOK REPORTED ON 11/3/2025 ISSUED ON 11/3/2025 ISSUED ON 11/3/2025 +13% +7% to +13% +2% to +3% SALES $220M $192M to $202M $820M to $830M Relative to 4Q24 at $179.5M * Relative to 2024 at $805.9M
Slide 4: Global Industrial Technology Leader
GLOBAL INDUSTRIAL TECHNOLOGY LEADER Helios Technologies, Inc. (NYSE: HLIO) (1,2) Financial Data Global leader in highly engineered motion control and electronic controls technology for diverse end markets • Pathway to outsized growth driven by diversification and superior product innovation $825M $1
Slide 5: Rich Heritage of Businesses Within Our Portfolio
RICH HERITAGE OF BUSINESSES WITHIN OUR PORTFOLIO 30 YEARS IN BUSINESS 25 YEARS 74 YEARS 79 YEARS IN BUSINESS IN BUSINESS IN BUSINESS 22 YEARS 48 YEARS IN BUSINESS 45 YEARS IN BUSINESS IN BUSINESS 30 YEARS 55 YEARS IN BUSINESS 86 YEARS IN BUSINESS IN BUSINESS HELIOS TECHNOLOGIES IS CELEBRATING OUR 55
Slide 6: Transformation of Helios Through Acquisitions
TRANSFORMATION OF HELIOS THROUGH ACQUISITIONS Divested 2025 September Custom Fluidpower to Questas 2023 May c Acquired i3 Product Development January 2022 September (Flywheel) c 2021 October July c Acquired 2020 Schultes Precision 2016 2018 January July c Manufacturing (Flywheel) Acquired December A
Slide 7: Financial Progression Over the Past Decade
FINANCIAL PROGRESSION OVER THE PAST DECADE ($ in millions) $885 $869 $836 $825 $806 $555 $508 $523 $343 $201 $197 Electronics Sales Hydraulics Sales Fiscal Year: 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E (1) Adj EBITDA Margin 28.6% 24.4% 25.4% 24.5% 23.6% 23.2% 24.6% 23.2% 19.3% 19.2%
Slide 8: 3Q25: Cash Flow
3Q25: CASH FLOW CONTINUED CASH GENERATION ON DISCIPLINED WORKING CAPITAL MANAGEMENT ($ in millions) (1) ADJUSTED FREE CASH FLOW Three Months Ended 9/27/25 9/28/24 204% 244% 223% Net Cash Provided by Operating Activities $25.2 $34.8 83% 126% $94.0 79% $95.1 $91.2 Revenue $86.3 Capital Expenditures (C
Slide 9: Geographic Sales Mix & Global Footprint
GEOGRAPHIC SALES MIX & GLOBAL FOOTPRINT Note: Sales by region percentage based on fiscal year 2024 AMERICAS EMEA APAC EMPLOYEE DISTRIBUTION 54% 26% 20% Note: Employee distribution as of December 2024 SERVING CUSTOMERS “IN THE REGION, FOR THE REGION” 9
Slide 10: Two External Reporting Segments
TWO EXTERNAL REPORTING SEGMENTS 1 2 DIVERSIFICATION IS A KEY STRENGTH OF HELIOS 10
Slide 11: Operating Companies
OPERATING COMPANIES LARGEST BUSINESSES WITHIN THE PORTFOLIO SEGMENT HYDRAULICS ELECTRONICS FLAGSHIP BRANDS PRODUCTS KEY CUSTOMERS STRONG BRANDS DELIVERING CRITICAL PRODUCTS FOR OUR CUSTOMERS' APPLICATIONS 11
Slide 12: Hydraulics Segment Overview
HYDRAULICS SEGMENT OVERVIEW Precision manufacturing of products including Manufacturer of quick-release couplings, swivel cartridge valves, manifolds, parts in-body & couplings, casting solutions & multi-connection integrated packages for mechanical & electro- for hydraulic & quick-connect applicati
Slide 13: Hydraulics Segment End Markets
HYDRAULICS SEGMENT END MARKETS SALES BY END MARKET (TTM 3Q25)(1) 15% 39% $528M 20% 65% of total Sales 26% Other / Mobile Industrial Agricultural Industrial Recreational Agriculture • Material Handling • Tractors Front Lines • Marine • Industrial Machinery Other / Recreational • Construction • Renewa
Slide 14: Electronics Segment Overview
ELECTRONICS SEGMENT OVERVIEW Rugged Electronic Monitoring Electronic Controls and Custom Engineering Services; and Control Solutions; Accessories for Spas, Swim Remote Field Service Platform; Hydraulic Control Solutions; Spas & Walk-In Baths Innovative Off-Road App GPS Speed Control Our trusted glob
Slide 15: Electronics Segment End Markets
ELECTRONICS SEGMENT END MARKETS SALES BY END MARKET (TTM 3Q25)(1) 1% 9% 16% 41% $279M 35% of total Sales 33% Health & Other / Agriculture Mobile Industrial Mobile Wellness Recreational Industrial • Material Handling • Industrial Machinery • Walk-in Baths • Marine Other / Recreational • Construction
Slide 16: Product Innovations Introduced in 2025
PRODUCT INNOVATIONS INTRODUCED IN 2025 ACROSS BOTH SEGMENTS May 2025: Jun 2025: Enovation and Enovation Oct 2025: Jan 2025: Apr 2025: i3PD launch No launches High Faster Enovation Enovation Roads software Current Power launches introduces the launches CAN leveraging Distribution New S35 Display Keyp
Slide 17: Our Connected Future
OUR CONNECTED FUTURE CREATING INDUSTRY LEADING SYSTEM SOLUTIONS LEVERAGING TOP TIER TECHNOLOGY STRIVING TO BE PREFERRED SUPPLIER TO OUR CUSTOMERS BY LEVERAGING STRONG SET OF ASSETS 17
Slide 18: 2025: Key Focus Areas
2025: KEY FOCUS AREAS GO TO MARKET STRUCTURE Institutionalize the engine to track and drive sales funnel, cross-sell, and pipeline management ORGANIC GROWTH Protect and grow base business through capturing more wallet share of existing customers PROFIT IMPROVEMENT Implement ongoing cost and operatio
Slide 19: 2025: Financial Priorities
2025: FINANCIAL PRIORITIES 1 2 3 4 5 Drive Operating Shorten Cash Leverage Strong Return to Growth Reduce Debt Leverage Conversion Cycle Foundation With higher volumes Through improved Executing on profitable and disciplined Utilizing free cash flow To scale and elevate to working capital sales grow
Slide 20: Compelling Reasons to Invest
COMPELLING REASONS TO INVEST 1 2 3 4 5 Premium portfolio In the region, for the Robust technology Flexible integrated Strong financial of hydraulic and region manufacturing engine powered by operating company profile supported by electronic products centers of excellence deep customer model to produ
Slide 21: Supplemental Information
SUPPLEMENTAL INFORMATION
Slide 22: Non-GAAP Adjusted Net Income & Per Diluted Share Reconciliation
NON-GAAP ADJUSTED NET INCOME & NON-GAAP ADJUSTED (Unaudited) NET INCOME PER DILUTED SHARE RECONCILIATION ($ in millions) F o r t he T hre e M o nt hs E nde d F o r t he N ine M o nt hs E nde d S e pt e m be r 2 7 , P e r D ilut e d S e pt e m be r 2 8 , P e r D ilut e d S e pt e m be r 2 7 , P e r D
Slide 23: Non-GAAP Adjusted EBITDA & Margin Reconciliation
NON-GAAP ADJUSTED EBITDA & (Unaudited) NON-GAAP ADJUSTED EBITDA MARGIN RECONCILIATION ($ in millions) F o r t he T hr ee M o nt hs End ed F o r t he N ine M o nt hs End ed T welve M o nt hs End ed S e pt e m be r 2 7 , S e pt e m be r 2 8 , S e pt e m be r 2 7 , S e pt e m be r 2 8 , S e pt e m be r
Slide 24: Non-GAAP Adjusted EBITDA & Margin Reconciliation
NON-GAAP ADJUSTED EBITDA & (Unaudited) NON-GAAP ADJUSTED EBITDA MARGIN RECONCILIATION ($ in millions) *General note: items may not sum or recalculate due to rounding Non-GAAP Financial Measure: Adjusted EBITDA margin is adjusted EBITDA divided by net sales. Adjusted EBITDA and adjusted EBITDA margin
Slide 25: Non-GAAP Adjusted Free Cash Flow Reconciliation
NON-GAAP ADJUSTED FREE CASH FLOW RECONCILIATION (Unaudited) ($ in millions) For the Year Ended TTM December 30, December 29, December 28, December 31, December 30, December 28, September 27, January 2, 2021 January 1, 2022 2017 2018 2019 2022 2023 2024 2025 Net cash provided by operating activities
Slide 26: heliostechnologies.com
HELIOSTECHNOLOGIES.COM 7456 16th Street East Sarasota, FL 34243 +1-941-362-1200
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