Helios Technologies, Inc. - Form 8-K Summary
Business Context and Reporting Period
This Current Report on Form 8-K was filed by Helios Technologies, Inc. (HLIO) on December 8, 2025. The filing discloses a significant executive appointment within the company's Electronics Segment.
Key Financial Metrics
The filing does not provide revenue, profit, cash flow, margin, debt, or liquidity metrics. This report focuses exclusively on personnel changes and associated compensation arrangements.
Material Changes
The primary material change is the appointment of Billy Aldridge as President of the Electronics Segment, effective January 4, 2026. Mr. Aldridge previously served as Senior Vice President and Managing Director of Electronics since March 31, 2025.
Management Commentary and Compensation
Mr. Aldridge's compensation package includes:
- Base Salary: $300,000 annually.
- Short-Term Incentive: Target of 60% of base salary.
- Long-Term Incentive (LTI): Target of 110% of base salary, split equally between time-based restricted stock units and performance-based equity.
Mr. Aldridge will also enter into standard Indemnification, Executive Officer Continuity, and Severance Agreements, the terms of which were previously disclosed in prior filings.
Investor Verification Checklist
- Verify the effective date of the new role (January 4, 2026) against internal succession planning timelines.
- Review the specific performance metrics tied to the 50% performance-based equity component of the LTI.
- Confirm the total potential annual compensation value ($300,000 base + $180,000 short-term target + $330,000 LTI target).
- Check prior 8-K filings (April 23, 2020, and June 18, 2019) for the full text of the referenced standard agreements.