Helios Technologies reported over $50 million in new commercial wins in 2025, driven mainly by product extensions in the Electronics and Hydraulics segments. These wins are expected to materially contribute to revenue growth in 2026, with a focus on incremental run-rate revenues and timing for sales ramp-up.
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Can you quantify the >$50M of new commercial wins by product, expected annual run rate, and timing for revenues?
Helios Technologies disclosed that in 2025 they secured new commercial wins exceeding $50 million, primarily with existing customers by expanding their share of wallet rather than entering brand-new markets. These wins were driven by extensions of existing product lines and feature enhancements, making solutions “stickier” for their customers. Below is a breakdown based on the provided excerpts:
Electronics Segment:
Hydraulics Segment:
| Aspect | Details | Citation(s) |
|---|---|---|
| New Commercial Wins | > $50 million in new business wins in 2025, mostly from Electronics segment | 13 |
| Product Details | Extensions of existing product lines; Aerospace focus; Health & Wellness; Recreational markets | 134 |
| Expected Annual Run Rate | Incremental revenue expected to contribute to 6% year-over-year pro forma sales growth in 2026 | 264 |
| Segment Growth Outlook | Hydraulics: +5%, Electronics: +7% sales growth guidance for 2026 | 26 |
| Revenue Timing | Strongest revenue impact in 1H 2026; Q1 guidance up 22% YoY pro forma excluding CFP divestiture | 1256 |
| Revenue Growth Drivers | Increased salesforce effectiveness, product innovation, share of wallet expansion with existing customers | 134 |
| Investor Day Insights | Further granularity on product-specific wins and revenue timing expected at upcoming Investor Day (March 20) | 15 |
Helios Technologies secured over $50 million in new commercial wins primarily in its Electronics segment during 2025, driven by product line extensions and strong sales execution with existing customers across niche markets such as aerospace, health and wellness, and recreational vehicles. These wins are expected to contribute materially to a targeted 6% pro forma revenue growth in 2026. Management projects the bulk of revenue ramp to occur during the first half of 2026, with ongoing conversion of a strong sales funnel. Further detailed disclosure on the wins by product and associated revenue timing will be provided at the upcoming Investor Day, but the company’s current outlook factors in these new wins substantially.
Numbers in brackets correspond to citation indices from the provided excerpts, e.g. 1, 2, etc.
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