Helios Technologies 2026 Investor Day Summary Company Overview - **Company**: Helios Technologies (NYSE: HLIO) - **Event**: 2026 Investor Day held on March 20, 2026 - **Recent Financial Performance**: Reported 2025 results of $839 million, with a pro forma view of $792 million after a divestiture [7][8] Core Industry Insights - **Segments**: Helios operates in two main segments: Hydraulics and Electronics - **Revenue Distribution**: Electronics accounts for nearly 40% of total revenues; OEMs represent about 57% of sales channels [8][20] - **Market Dynamics**: The company has diversified end markets, reducing reliance on any single customer or market [22] Strategic Initiatives - **CORE 2030 Strategy**: Aims to double sales to $1.6 billion by 2030, with a commitment to 5% organic growth annually [48][52] - **Financial Goals**: Targeting adjusted EBITDA margins exceeding 25% and operating income margins of 20% [52] - **Product Development**: Launched 11 new products in 2025, contributing to incremental revenue streams [39] Leadership and Governance - **Leadership Changes**: Sean Bagan appointed as President and CEO in January 2025, emphasizing a disciplined approach to financial forecasting and strategic planning [10][13] - **Board Refreshment**: Over 70% of the board has been refreshed in the last five years, with Laura Dempsey Brown as the new chair [4][30] Financial Health - **Debt Management**: Significant progress in reducing debt, with $153 million paid down over two years, resulting in a leverage ratio below 2x [45] - **Shareholder Returns**: Initiated a share repurchase program, returning capital to shareholders at an average share price of $55 [46] Market Opportunities - **Electronics Segment Growth**: Focus on expanding in underserved markets, particularly in EMEA and APAC regions [60] - **Health and Wellness Market**: Balboa Water Group leads in health and wellness, with ongoing growth opportunities [64] Employee Engagement - **Employee Statistics**: Average tenure of 9 years, with a notable increase in employee net promoter score by 13 points [41] - **Talent Development**: Initiatives like the Helios Leadership Academy aim to cultivate the next generation of leaders [43] Challenges and Resilience - **Pandemic Impact**: Experienced organic sales declines and margin compression post-pandemic, but returned to growth after 12 quarters of decline [9][13] - **Crisis Management**: Successfully navigated local challenges, including hurricanes, which fostered organizational unity and resilience [11][12] Conclusion - **Future Outlook**: Helios Technologies is positioned for growth with a clear strategy, strong leadership, and a commitment to innovation and customer satisfaction [14][47]

INVESTOR DAY M A R C H 2 0 , 2 0 2 6 THE CORE 2030 STRATEGY Powering Progress at the Heart of Motion & Control N Y S E : H L I O AGENDA & BACKGROUND TANIA ALMOND Vice President, Investor Relations & Corporate Communication 2 SAFE HARBOR This presentation and oral statements made by management in connection herewith contain "forward‐looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934. Forward‐looking statements involve risks and uncertainties, and actual results may d ...