{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/HLIO",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# HELIOS TECHNOLOGIES, INC. (NYSE: HLIO) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe 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.\n\n## The disclosure read\n\nThe 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.\n\n## Auditor\n\nThe auditor of record is GRANT THORNTON LLP, located in Tampa, Florida. The record holds no auditor changes.\n\n## Events and halts\n\nThe 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.\n\n## Orderability\n\nThe 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.\n\n## Coverage\n\nThe 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.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe 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.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://mapping.gleif.org/api/v2/isin-lei/latest (identity.isin)\n- https://data.sec.gov/submissions/CIK0001024795.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/HLIO (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1024795/000119312526087747/hlio-20260103.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.heliostechnologies.com/investors/stock-info/analyst-coverage (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/HLIO (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526087747/hlio-20260103.htm",
    "state": "sourced",
    "value": "GRANT THORNTON LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526087747/hlio-20260103.htm",
    "state": "sourced",
    "value": "248"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526087747/hlio-20260103.htm",
    "state": "sourced",
    "value": "Tampa, Florida"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/HLIO",
  "coverage": {
   "count": 6,
   "houses": [
    {
     "analyst": "Chris Moore",
     "house": "CJS Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Tomohiko Sano",
     "house": "J.P. Morgan",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Jon Braatz",
     "house": "Kansas City Capital Associates a Division of Oppenheimer & Co",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Jeff Hammond",
     "house": "KeyBanc Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Mircea (Mig) Dobre",
     "house": "Robert W. Baird & Co., Inc.",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Nathan Jones",
     "house": "Stifel",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage",
     "result": "read: 6 of 12 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 9,
     "median_cadence_gap_days": 5.5,
     "median_filings": 76,
     "median_latency_days": 4,
     "name": "3490 Miscellaneous Fabricated Metal Products"
    }
   },
   "by_type": {
    "agm_egm": 2,
    "corporate_news": 4,
    "director_change": 4,
    "directors_dealings": 72,
    "regulatory_filing": 11,
    "results": 8
   },
   "cadence_median_gap_days": 5,
   "filing_days": 42,
   "filings": 101,
   "latency_days": 2,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526451705/hlio-20261003.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526450071/hlio-20261105.htm",
     "title": "8-K — 8-K (items 2.02,9.01)",
     "type": "results"
    },
    {
     "category": "4",
     "date": "2026-10-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526414492/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-29",
     "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526407477/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-29",
     "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526407385/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/HLIO",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
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    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (ISINs mapped to the LEI)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest",
    "state": "sourced",
    "value": "US42328H1095"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001024795.json",
    "state": "sourced",
    "value": "United States — Florida"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US42328H1095)",
    "state": "sourced",
    "value": "5493000BCJSMIDRNTI78"
   },
   "name": {
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    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001024795.json",
    "state": "sourced",
    "value": "HELIOS TECHNOLOGIES, INC."
   },
   "sector": {
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    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001024795.json",
    "state": "sourced",
    "value": "3490 Miscellaneous Fabricated Metal Products"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001024795.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
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    "state": "not_on_record"
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   "ticker": {
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    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "HLIO"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
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  "licensed": {
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    "date",
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   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
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   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
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   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
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  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:21554299b8c627bd45168d0497fdb00a9a22e742c2b0392ec5b39936d5879c32",
  "open_research": {
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   "rows": [],
   "state": "none_found"
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  "orderability": {
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   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/HLIO",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:21554299b8c627bd45168d0497fdb00a9a22e742c2b0392ec5b39936d5879c32",
 "path": "/us/NYSE/HLIO",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "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.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "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.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is GRANT THORNTON LLP, located in Tampa, Florida. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "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.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "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.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "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.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "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.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "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.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001024795.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/HLIO"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1024795/000119312526087747/hlio-20260103.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.heliostechnologies.com/investors/stock-info/analyst-coverage"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/HLIO"
  }
 ],
 "title": "HELIOS TECHNOLOGIES, INC. (HLIO) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}