Helios Technologies, Inc., a global leader of motion control and electronic controls technology for the RV and other end markets, presented “The CORE 2030 Strategy” and long-term financial targets at its previously announced 2026 Investor Day on Friday, March 20.
“In 2025, Helios returned to sales growth and delivered a strong fourth quarter exit, expanding margins and strengthening our foundation for the future,” said Sean Bagan, president and CEO. “The CORE 2030 Strategy leverages our unique Momentum Model positioning Helios to deliver sustainable, profitable growth and drive value creation for our shareholders.”
As part of the event, Helios is introducing the following 2030 financial targets:
- Sales of $1.6 billion (including acquisitions), doubling the company’s 2025 annual sales of ~$792 million (pro forma for the Custom Fluidpower divestiture)
- Adjusted EBITDA margin of 25%+ of sales, representing significant expansion from current levels
- Adjusted Operating Income margin of 20% of sales, leveraging the Momentum Model
- Return on Invested Capital in the low- to mid-teens, reflecting disciplined capital deployment
The company will also discuss the key segment initiatives that drove the return to growth in 2025 — including operational excellence, go-to-market transformation and an accelerated new product innovation pipeline. These initiatives contributed to 100 basis points of year-over-year gross margin expansion, more than $60 million in projected annual value from new business wins and the launch of 11 major new products, the company said.
The company will review its capital allocation priorities going forward, which include maintaining a strong balance sheet, investing in growth, and returning capital to shareholders. Over the past two years, Helios strengthened its balance sheet by paying down approximately $158 million of debt. During this period, the company also maintained its track record of paying 116 consecutive quarterly dividends and initiating share repurchases under a $100 million authorization.
Increases Quarterly Dividend By 33%
As part of its commitment to disciplined capital allocation and enhancing shareholder returns, the board of directors approved a 33% increase to the quarterly dividend, reflecting confidence in the company’s long-term growth and cash generation outlook under The CORE 2030 Strategy. The board declared a quarterly cash dividend of $0.12 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 29 years, beginning with the first quarter 1997.
The dividend will be payable on April 27 to stockholders of record as of April 13. Helios Technologies has approximately 33.1 million shares of common stock outstanding.
