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Helios Technologies expands credit facilities

EditorBrando Bricchi
Published 06/26/2024, 02:20 PM
HLIO
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SARASOTA, Fla. - Helios Technologies, Inc. (NYSE: NYSE:HLIO), known for its engineered motion control and electronic controls technology, has announced a restructuring of its debt through an amended credit agreement. The deal, which extends the company's debt maturities and increases borrowing capacity, is seen as a strategic move to bolster its financial flexibility.

The revised terms extend the debt maturity to June 25, 2029, and increase the revolving credit facility from $400 million to $500 million. Additionally, a new $300 million term loan has been established, which refinances and replaces the previous term loan. The company also benefits from reduced borrowing spreads by 25 to 50 basis points, depending on its net leverage ratio, and the removal of a 10 basis points LIBOR to SOFR transitionary credit spread adjustment.

Helios' President and CEO, Josef Matosevic, expressed that the amended credit agreement aligns with the company's goal to optimize its capital structure, which includes upsizing the credit facility and reducing the cost of credit advances. Sean Bagan, the CFO of Helios, also highlighted the importance of an efficient debt structure in supporting the company's disciplined capital deployment strategy, aimed at driving long-term shareholder value.

PNC Bank, National Association is serving as the administrative agent for the new credit agreement.

Helios Technologies operates globally, providing technology solutions across various markets such as construction, agriculture, and energy. The company has a consistent track record of paying quarterly cash dividends to its shareholders since becoming public in 1997.

This press release contains forward-looking statements regarding the company's strategies and financial performance. These statements are subject to risks and uncertainties, and actual results may differ materially. Factors that could affect results include global economic trends, supply chain disruptions, and market competition.

The information in this article is based on a press release statement from Helios Technologies, Inc.

In other recent news, Helios Technologies has started 2024 on a strong note, with its first-quarter financial results surpassing expectations. The company reported sales of $212 million, a significant increase attributed to increased demand and successful order fulfillment across all regions. The company also ventured into the commercial food service industry and partnered with WaterGuru, a new direction that indicates a diversified approach to growth.

Helios Technologies' electronics segment saw a 17% sales growth, contributing to an operating income increase of 610% compared to the last quarter of 2023. The company also improved its financial forecasting and instilled stronger financial discipline, supporting its full-year guidance for 2024. Helios Technologies expects sales between $840 to $860 million and adjusted EBITDA between 19.5% to 21% for the year.

Despite contractions in Europe's agricultural and mobile industries, the company remains optimistic about its growth potential, particularly in the health and wellness sector and the commercial food service market. The North American and APAC markets are rebounding, showing stability in the industrial sector, and strength in alternative energy and mining. These recent developments indicate Helios Technologies' continued success in the global market.

InvestingPro Insights

As Helios Technologies, Inc. (NYSE: HLIO) restructures its debt to enhance financial flexibility, it's important to note the company's current financial health and market performance. According to real-time data from InvestingPro, Helios has a market capitalization of $1.61 billion USD, reflecting its standing in the industry. The company's P/E ratio, based on the last twelve months as of Q1 2024, is 38.49, which suggests a high earnings multiple compared to industry peers.

An InvestingPro Tip highlights that Helios is expected to maintain profitability this year, which aligns with the company's strategy to optimize its capital structure and continue its long-standing practice of dividend payments, now for 28 consecutive years. This commitment to shareholder returns is further underscored by the company's liquid assets exceeding short-term obligations, indicating a solid financial position to meet upcoming liabilities.

Investors may also take interest in the company's performance metrics, such as a gross profit margin of 31.68% and an operating income margin of 10.49% for the last twelve months as of Q1 2024. These figures demonstrate Helios's ability to manage its costs effectively and maintain profitability amidst market challenges.

For those seeking to delve deeper into Helios Technologies' financials and forecasts, InvestingPro offers additional insights and tips. Currently, there are 6 more InvestingPro Tips available, which can provide a more comprehensive understanding of the company's prospects. Interested readers can unlock these valuable insights and receive an extra 10% off a yearly or biyearly Pro and Pro+ subscription using the coupon code PRONEWS24.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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