The page is the record's research on the issuer — no analyst, no rating, no view.

HELIOS TECHNOLOGIES, INC. (HLIO) — research page

US · us-cm-kg/NYSE/HLIO · as of 2026-11-08

Identity and listing

The issuer is HELIOS TECHNOLOGIES, INC., listed on the NYSE under ticker HLIO, with ISIN US42328H1095 and LEI 5493000BCJSMIDRNTI78. Its security type is Corporate, its segment is not on the record, its sector is 3490 Miscellaneous Fabricated Metal Products, and its jurisdiction is United States, Florida. Its listing status is listed, not halted.

fieldvaluesource · read date
nameHELIOS TECHNOLOGIES, INC.source · 2026-11-08
exchangeNYSEsource · 2026-11-08
tickerHLIOsource · 2026-11-08
ISINUS42328H1095source · 2026-11-08
LEI5493000BCJSMIDRNTI78source · 2026-11-08
security typeCorporatesource · 2026-11-08
segmentnot on the record
sector3490 Miscellaneous Fabricated Metal Productssource · 2026-11-08
jurisdictionUnited States — Floridasource · 2026-11-08
statuslisted, not haltedsource · 2026-11-08

The disclosure read

The record holds 101 filings across 42 filing days in the window 2025-11-08 to 2026-11-08. Of these, 72 are directors' dealings, 11 are regulatory filings, 8 are results, 4 are corporate news, 4 are director changes, and 2 are AGM/EGM filings. The median gap between filing days is 5 days. The latest filing is a results filing dated 2026-11-06, 2 days before the record date of 2026-11-08. The NYSE median cadence gap is 6.0 days across 3256 issuers, with a median of 64.0 filings and a median latency of 4.0 days. The sector median cadence gap is 5.5 days across 9 issuers, with a median of 76 filings and a median latency of 4 days.

filingsmedian gap between filing daysdays from latest filing to as-of
this issuer10152
exchange median: NYSE (3256 issuers)6464
sector median: 3490 Miscellaneous Fabricated Metal Products (9 issuers)765.54
datetypecategoryfiling
2026-11-06results10-Q10-Q — 10-Q
2026-11-05results8-K8-K — 8-K (items 2.02,9.01)
2026-10-05directors_dealings44 — 4
2026-09-29directors_dealings44 — 4
2026-09-29directors_dealings44 — 4

window 2025-11-08 to 2026-11-08 · the node's disclosure lines, as get_filings serves them

Auditor

The auditor of record is GRANT THORNTON LLP, located in Tampa, Florida. The record holds no auditor changes.

Events and halts

The record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.

Orderability

The outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.

rule acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1 · chapter as of 2026-11-04 · the full outcome: get_orderability

Coverage

The record finds 6 research houses named on the issuer's investor-relations page: CJS Securities, J.P. Morgan, Kansas City Capital Associates a Division of Oppenheimer & Co, KeyBanc Capital Markets, Robert W. Baird & Co., Inc., and Stifel.

research houseanalystsource · read date
CJS SecuritiesChris Mooreissuer page · 2026-11-11
J.P. MorganTomohiko Sanoissuer page · 2026-11-11
Kansas City Capital Associates a Division of Oppenheimer & CoJon Braatzissuer page · 2026-11-11
KeyBanc Capital MarketsJeff Hammondissuer page · 2026-11-11
Robert W. Baird & Co., Inc.Mircea (Mig) Dobreissuer page · 2026-11-11
StifelNathan Jonesissuer page · 2026-11-11

Open research

No openly published research notes were found on the record.

Licensed

Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.

licensorentitlementtitledatesource
none loaded

As-of depth

The vintage is sealed. The sealed years holding the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The earliest sealed date for the market is 2021-01-04, and the live record began on 2026-09-12.

Sources

10 source pages are named on this page; every value above carries its own source page and read date in the numbers.

10.1
https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
10.2
https://mapping.gleif.org/api/v2/isin-lei/latest (identity.isin)
10.3
https://data.sec.gov/submissions/CIK0001024795.json (identity.jurisdiction)
10.4
https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)
10.5
https://mcp.us-cm-kg.ai/events/NYSE/HLIO (the disclosure lines)
10.6
https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
10.7
https://www.sec.gov/Archives/edgar/data/1024795/000119312526087747/hlio-20260103.htm (the auditor)
10.8
https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
10.9
https://www.heliostechnologies.com/investors/stock-info/analyst-coverage (coverage)
10.10
https://mcp.us-cm-kg.ai/record/NYSE/HLIO (the record)

Read it by agent

The same page, signed and receipted: get_research at https://mcp.getresearch.ai/mcp with {"isin":"US42328H1095"}. Twins: .md · .json. Written: Claude through the platform account, Haiku class; one pass; checked against the numbers. Page hash sha256:21554299b8c627bd.