Helios Technologies, Inc.

Greetings and welcome to the Helios Technologies second quarter 2026 financial results conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Tania Almond, Vice President, Investor Relations in Corporate Communications. Please go ahead.

Thank you, Operator, and good day, everyone. Welcome to the Helios Technologies Second Quarter 2026 Financial Results Conference Call. We issued a press release announcing our results yesterday afternoon. If you do not have that release, it is available on our website at hlio.com. You will also find slides there that accompany today's discussion as well as our prepared remarks. Joining me today are Shaun Bagan, President and Chief Executive Officer, and Jeremy Evans, Executive Vice President, Chief Financial Officer. Shaun will begin the highlights from the second quarter. Jeremy will then review our financial results in more detail and provide our outlook for the rest of the year. Shaun will return with some closing comments and then we'll open the call for questions. Before we get started, please turn to slide 2 where you will find our Safe Harbor Statement. As you may be aware, we will make some forward-looking statements during this presentation and the Q&A session. These statements apply to future events that are subject to risks and uncertainties as well as other factors that could cause actual results to differ materially from those presented today. These risks and uncertainties and other factors can be found in our annual report, on Form 10-K for 2025, along with our upcoming 10-Q to be filed with the Securities and Exchange Commission. You can find these documents on our website or at sec.gov. I'll also point out that during today's call, we will discuss some non-GAAP financial measures which we believe are useful in evaluating our performance. You should not consider the presentation of this additional information in isolation or as a substitute for results prepared in accordance with GAAP. We have provided reconciliations of comparable GAAP with non-GAAP measures in the tables that accompany today's slides. Please reference slides three through five as I now turn the call over to Sean.

Thanks, Tania, and welcome, everyone. We're pleased you could join us today. It was five months ago at Investor Day that we introduced the core strategy, laid out our 2030 financial targets, and committed to a set of measurable objectives. Two quarters into that plan, our first half performance shows we are off to a strong start. The core strategy is working and the stabilization plan for the business that our team mapped out over the last two years is now complete. We have entered a new phase of our journey defined by sustained growth that is underpinned by a fortified balance sheet. At Investor Day, we were still in the midst of that comeback, beginning to climb. Today, We're continuing to grow into the second half, gaining altitude faster than expected, and we're positioned to keep climbing into 2027. We delivered another strong set of results in the second quarter. Sales of 232 million were at the high end of our guidance range, and adjusted earnings exceeded the top end of our outlook. This marks our fourth consecutive quarter of double-digit pro forma sales and adjusted earnings growth. which is a solid indicator that the strategic actions we've taken continue to translate into consistent operating and financial performance. Based on the solid first half results and improving visibility into the balance of the year, we are raising our full year outlook. 2026 could represent the highest annual sales in Helios' history. Importantly, the order and business wind dynamics behind these numbers remain robust. Our order intake grew double digits over the year-ago period for the fourth quarter in a row, giving us increasing confidence in near-term demand. Our order growth is primarily driven by the combination of last year's business winds ramping and new winds continuing at a healthy pace. These winds span both segments. in hydraulics within MCT, SunSat's strongest growth in China across mobile and industrial, and is on pace to have a record year in its APAC region. Within FCT, Faster continues to benefit from strengthening demand from our customers in construction and agriculture, and we've rolled out a new product portfolio, completed the qualifications needed to meet industry standards, and have been building some inventory to position us to start penetrating the data center thermal management market. In electronics, we are realizing growth across recreational, health and wellness, and industrial applications supported by the investments we made in our ability to solve complex problems for our customers. All of this gives us growing confidence that the changes we have made are driving sustainable results. The quality of our earnings continues to improve as well. Higher volumes, favorable segment mix and our operational initiatives drove another quarter of solid year-over-year margin expansion, reflecting the operating leverage inherent in our business model and the progress we're making in continued footprint optimization and productivity. Impressively, we generated record operating cash flow in a second quarter, with that cash generation allowing us to further strengthen the balance sheet, reduce our leverage ratio, increase organic investments, and return capital to shareholders through our long-standing dividend and additional share repurchases. This balanced approach is fully aligned with the value creation framework we laid out as part of the core strategy. Stepping back and reflecting on our first half results, we are tracking ahead of our organic growth and margin commitments. Our sales engine is performing. Our innovative products and roadmap continue to take market share. Our operational excellence initiatives are supporting ongoing margin expansion toward the long-term targets we shared at Investor Day. We will stay focused on discipline execution and investing in high return opportunities, positioning Helios for continued progress against our targets. With that, I'll turn the call over to Jeremy, who will review the second quarter financial results in more detail and our RAISE 2026 Outlook. Jeremy, over to you.