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Sep 27, 2025
Helios Q3 2025 Earnings Report
Helios Technologies reported its third quarter 2025 financial results, showing a return to year-over-year sales growth of 13% as demand continued to improve.
Key Takeaways
Helios Technologies delivered stronger-than-expected third-quarter results, with net sales growing 13% year-over-year to $220.3 million, driven by growth across all regions and both Hydraulics and Electronics segments. The company expanded its gross margin by 200 basis points and achieved a diluted Non-GAAP EPS of $0.72, up 22%. Despite a goodwill write-down, the company reduced debt for the ninth consecutive quarter and improved its net debt to Adjusted EBITDA leverage ratio.
Net sales grew 13% year-over-year to $220.3 million, with Hydraulics up 9% and Electronics up 21%.
Gross margin expanded by 200 basis points compared to the prior year period.
Diluted EPS was $0.31, while diluted Non-GAAP EPS increased 22% to $0.72.
Debt was reduced for the ninth consecutive quarter, with the net debt to Adjusted EBITDA leverage ratio improving to 2.4x from 2.8x.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Helios Technologies is tightening and raising the mid-point of its full-year 2025 outlook, reflecting stronger-than-expected third-quarter results and demonstrating anticipated growth and margin expansion for the fourth quarter and the full year.
Positive Outlook
- Consistently delivered on expectations for eight consecutive quarters.
- Growing funnel of opportunities from the go-to-market strategy.
- Positioned to exceed the mid-point of the original full-year outlook despite tariff headwinds and divestiture.
- Team demonstrating resiliency and adaptability in a fluctuating geopolitical backdrop.
- Implied fourth-quarter outlook shows continued growth and margin expansion.
Challenges Ahead
- Tariff headwinds continue to be a factor.
- Divestiture of the CFP business impacts the overall financial structure.
- Geopolitical conditions remain a fluctuating backdrop.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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