Helio Corp /FL/ (HLEO) — 10-K

Filed 2026-02-17 · Period ending 2025-10-31 · 43,310 words · SEC EDGAR

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# Helio Corp /FL/ (HLEO) — 10-K

**Filed:** 2026-02-17
**Period ending:** 2025-10-31
**Accession:** 0001213900-26-016950
**Source:** [SEC EDGAR](https://www.sec.gov/Archives/edgar/data/1953988/000121390026016950/)
**Origin leaf:** 37b641e51a58901ad65562b672e8fb14fb84c95ea4d2c9992fcee318c955c7a6
**Words:** 43,310



---

**
UNITED
STATES**
**SECURITIES
AND EXCHANGE COMMISSION**
**Washington,
D.C. 20549**
**FORM10-K**
| 
| ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | 
|
**For
the fiscal year endedOctober 31, 2025**
| 
| TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | 
|
**Commission
File Number 000-56774**
****
**HELIO
CORPORATION**
(Exact
Name of Registrant as Specified in its Charter)
****
| Florida | | 92-0586004 | |
| (State or Other Jurisdiction of | | (IRS Employer | |
| Incorporation or Organization) | | (Identification No.) | |
**2448
Sixth Street
Berkeley, CA94710**
(Address
of principal executive offices including zip code)
**(510)
545-2666**
(Registrants
telephone number, including area code)
****
**Securities
registered pursuant to Section 12(b) of the Act:**
****
| Title of each class | | Trading Symbol(s) | | Name of each exchange on which registered | |
| N/A | | N/A | | N/A | |
****
**Securities
registered pursuant to Section 12(g) of the Exchange Act:**Common Stock, no par value per share
Indicate
by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act.YesNo
Indicate
by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes No 
Indicate
by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange
Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)
has been subject to such filing requirements for the past 90 days. Yes No 
Indicate
by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule
405 of Regulation S-T (232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant
was required to submit such files). Yes No 
Indicate
by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer or a smaller reporting
company. See definition of accelerated filer, large accelerated filer, smaller reporting company,
and emerging growth company in Rule 12b-2 of the Exchange Act:
| | Large Accelerated Filer: | | Accelerated Filer: | | |
| | Non-Accelerated Filer: | | Smaller Reporting Company: | | |
| | Emerging Growth Company: | | |
If
an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying
with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. 
Indicate
by check mark whether the registrant has filed a report on and attestation to its managements assessment of the effectiveness
of its internal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act ((15 U.S.C 7262(b)) by the registered
public accounting firm that prepared or issued its audit report. Yes No 
If
securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements included in the
filing reflect the correction of an error to previously issued financial statements. 
Indicate
by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation
received by any of the registrants executive officers during the relevant recovery period pursuant to 240.10D-1(b). 
Indicate
by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes No 
As
of April 30, 2025, which was the last business day of the registrants completed second fiscal quarter for the reported fiscal
year, the aggregate market value of the registrants common stock held by non-affiliates was approximately $7,515,000 based
on the closing price of $6.00 for common stock as determined by OTC Markets and the number of shares of common stock held by non-affiliates
of the Company.
As
of February 17, 2026, the number of issued and outstanding shares of common stock of the registrant was 23,182,425.
**Documents
Incorporated by Reference:**
None
**HELIO
CORPORATION**
****
ANNUAL
REPORT ON FORM 10-K
****
For
The
Fiscal
Year Ended October 31, 2025
TABLE
OF CONTENTS
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ItemNumberin | 
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Form
10-K | 
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Page | |
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PART
I | 
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Item
1 | 
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Business | 
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1 | |
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Item
1A | 
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Risk
Factors | 
| 
12 | |
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Item
1B | 
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Unresolved
Staff Comments | 
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12 | |
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Item
1C | 
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Cybersecurity | 
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12 | |
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Item
2 | 
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Properties | 
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13 | |
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Item
3 | 
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Legal
Proceedings | 
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13 | |
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Item
4 | 
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Mine
Safety Disclosures | 
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13 | |
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PART
II | 
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Item
5 | 
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Market
for Registrants Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities. | 
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14 | |
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Item
6 | 
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[Reserved] | 
| 
15 | |
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Item
7 | 
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Managements
Discussion and Analysis of Financial Condition and Results of Operations. | 
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15 | |
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Item
7A | 
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Quantitative
and Qualitative Disclosures About Market Risk | 
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24 | |
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Item
8 | 
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Financial
Statements and Supplementary Data | 
| 
F-1 | |
| 
Item
9 | 
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Changes
in and Disagreements With Accountants on Accounting and Financial Disclosure | 
| 
24 | |
| 
Item
9A | 
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Controls
and Procedures | 
| 
24 | |
| 
Item
9B | 
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Other
Information | 
| 
25 | |
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Item
9C | 
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Disclosure
Regarding Foreign Jurisdictions that Prevent Inspections | 
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25 | |
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PART
III | 
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Item
10 | 
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Directors,
Executive Officers and Corporate Governance | 
| 
26 | |
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Item
11 | 
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Executive
Compensation | 
| 
30 | |
| 
Item
12 | 
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Security
Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters | 
| 
33 | |
| 
Item
13 | 
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Certain
Relationships and Related Transactions, and Director Independence | 
| 
33 | |
| 
Item
14 | 
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Principal
Accountant Fees and Services | 
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36 | |
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PART
IV | 
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Item
15 | 
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Exhibit
and Financial Statement Schedules | 
| 
37 | |
i
****
**A
NOTE ABOUT FORWARD-LOOKING STATEMENTS**
This
Annual Report on Form 10-K (including the exhibits hereto) contains certain forward-looking statements within the meaning
of Section 27A of the Securities Act of 1933 (Securities Act) and Section 21E of the Securities Exchange Act of 1934 (Exchange
Act), such as statements relating to our financial condition, results of operations, plans, objectives, future performance or
expectations, and business operations. These statements relate to expectations concerning matters that are not historical fact. Accordingly,
statements that are based on managements projections, estimates, assumptions, and judgments constitute forward-looking statements.
These forward-looking statements are typically identified by words or phrases such as believe, expect, anticipate,
plan, estimate, approximately, intend, objective, goal,
project, and other similar words and expressions, or future or conditional verbs such as will, should,
would, could, and may. These forward-looking statements are based largely on information currently
available to our management and on our current expectations, assumptions, plans, estimates, judgments and projections about our business
and our industry, and such statements involve inherent risks and uncertainties. Although we believe our expectations are based on reasonable
estimates and assumptions, they are not guarantees of performance and there are a number of known and unknown risks, uncertainties, contingencies,
and other factors (many of which are outside our control) which may cause actual results, performance, or achievements to differ materially
from those expressed or implied by such forward-looking statements. Accordingly, there is no assurance that our expectations will in
fact occur or that our estimates or assumptions will be correct, and we caution investors and all others not to place undue reliance
on such forward-looking statements.
The
following factors, among others, could cause actual results to differ materially from those described in the forward-looking statements:
| 
| the
Companys ability to continue as a going concern and its future liquidity and capital
resources; | 
|
| 
| the
Companys ability to obtain additional financing on acceptable terms, or at all; | 
|
| 
| the
timing and extent of the Companys product development, commercialization, and business
strategy; | 
|
| 
| the
Companys ability to execute its business plan and achieve operating objectives; | 
|
| 
| the
impact of competition, technological change, and market conditions on the Companys
business; and | 
|
| 
| the
Companys reliance on government customers, contracts, and funding. | 
|
While
we believe we have identified material risks, these risks and uncertainties are not exhaustive. Other sections of this filing describe
additional factors that could adversely impact our business and financial performance. Moreover, we operate in a very competitive and
rapidly changing environment. New risks and uncertainties emerge from time to time, and it is not possible to predict all risks and uncertainties,
nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual
results to differ materially from those contained in any forward-lookingstatements.
If
any of these risks or uncertainties materialize or any of these assumptions prove incorrect, the results of the Company could differ
materially from the forward-looking statements. All written or oral forward-looking statements that are made or attributable to us are
expressly qualified in their entirety by this cautionary notice. The forward-looking statements included herein are only made as of the
date of this Annual Report on Form 10-K for the fiscal year ended October 31, 2025 (this Form 10-K or Annual Report).
We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future
events or otherwise.
Unless
otherwise stated, the terms Company, we, us, ours and similar expressions refer
to Helio Corporation, a Florida corporation, and its wholly-owned subsidiary, Heliospace Corporation, a Florida corporation.
ii
**PART
I**
**ITEM
1. BUSINESS**
*
1
****
**Corporation
Information**
****
Helio
Corporation was originally incorporated as Stirling Bridge Group, Inc. (Stirling Bridge) on October 3, 2022, in the State
of Florida. In May 2023, (Stirling Bridge) changed its name to Web3 Corporation. In January 2024, through a share exchange
accounted for as a reverse acquisition, Web3 Corporation acquired 100% of the outstanding stock of Heliospace Corporation and changed
its name to Helio Corporation (the Business Combination). Following the Business Combination, Heliospace became a wholly
owned subsidiary of Helio Corporation. Heliospace Corporation was incorporated on March 6, 2018, as a Delaware corporation. For accounting
purposes, Heliospace was determined to be the accounting acquirer in the Business Combination and is the sole predecessor of Helio Corporation.
Accordingly, the financial statements included elsewhere in this Annual Report reflect the historical financial condition and results
of operations of Heliospace prior to the Business Combination and of Helio Corporation and its consolidated subsidiary thereafter.
The
Companys principal executive offices are located at 2448 Sixth Street, Berkeley, California 94710, and its telephone number is
(510) 545-2666. The Companys website is www.helio.space. The information contained on, or accessible through, the Companys
website is not incorporated by reference into this Annual Report.
****
**Company
Overview**
****
Helio
Corporation (the Company or Helio) is a technology, engineering and research and development (R&D) holding
company serving commercial, government and non-profit organizations in the aerospace industry. Our wholly owned subsidiary, Heliospace
Corporation (Heliospace), is an aerospace company specializing in the design, engineering, assembly and test of space flight
qualified hardware, providing systems engineering, modeling, analysis, integration and test services to customers in government, commercial,
private and non-profit markets. With deep expertise in civil space missions combined with a growing business serving commercial companies,
our primary company objective is to enable humanitys pursuit of the scientific and commercial development of space.
The
cost of access to space has seen dramatic reductions in the past decade. The domain of space activities, once confined to low-earth and
geostationary orbit, now extends to the Moon and beyond. There is a growing need for a diversity of systems and approaches tailored to
unique applications and environments. With our current existing hardware, services and solutions, we aim to meet the needs and demands
of these growing commercial and government activities in an agile, cost-effective and innovative manner.
The
Companys common stock is quoted on the OTCID marketplace operated by OTC Markets Group under the symbol HLEO.
****
**Recent
Developments**
****
The
following summarizes certain material developments occurring subsequent to the Companys fiscal year ended October 31, 2025, as
well as certain late-fiscal-year events necessary to provide context.
**Management
and Board Appointments**
****
**Appointment
of Chief Executive Officer and Chairman (January 5, 2026).**
****
On
January 5, 2026, the Company appointed Edward Cabrera as Chief Executive Officer and Chairman of the Board, replacing Gregory T. Delory,
who transitioned to the role of Chief Technology Officer and remains a member of the Board. In connection with Mr. Cabreras appointment,
the Company entered into an executive employment agreement and issued shares of common stock as compensation.
**Appointment
of Manager of Investor Relations (January 5, 2026).**
****
On
January 5, 2026, the Company entered into an employment agreement with Edward W. Cabrera pursuant to which he serves as the Companys
Manager of Investor Relations. In connection with the agreement, the Company issued shares of common stock as compensation for services.
The employment agreement and issuance of shares were approved by the Companys Board of Directors. Mr. Cabrera is the son of Edward
Cabrera, the Companys Chief Executive Officer and Chairman of the Board. See Related Party Transactions.
2
**Appointment
of Chief Financial Officer (January 19, 2026).**
On
January 19, 2026, the Company appointed Mark Knauf as Chief Financial Officer. In connection with his appointment, the Company entered
into an executive employment agreement providing for equity-based compensation, subject to vesting, and a cash salary payable only upon
the Company achieving specified fundraising milestones.
**Board
Appointments (January 21 and January 26, 2026).**
****
On
January 21, 2026 and January 26, 2026, the Company appointed Vikas Vik Parti, Mario Martinez, and Bruce T. Campbell to
its Board of Directors. Mr. Martinez was appointed Chairman of the Audit Committee, Mr. Campbell was appointed Chairman of the Compensation
Committee, and Mr. Parti was appointed Chairman of Intellectual Property.
**Financings**
****
**Convertible
Note Financing (August 26, 2025).**
****
On
August 26, 2025, the Company entered into a securities purchase agreement with an accredited investor pursuant to which it issued a convertible
promissory note with an aggregate principal amount of $275,000 for gross proceeds of $250,000, reflecting an original issue discount.
The note bears interest at 10% per annum and matures on August 26, 2026. In connection with the financing, the Company also issued 25,000
unregistered shares of common stock as commitment shares. Net proceeds were used for general corporate and working capital purposes.
Network 1 Financial Securities acted as placement agent in connection with the transaction.
**Issuance
of Bridge and Convertible Notes (December 19, 2025).**
****
On
December 19, 2025, the Company entered into purchase agreements with institutional investors pursuant to which it issued unsecured bridge
notes and an unsecured convertible promissory note for aggregate gross proceeds of approximately $250,000, reflecting original issue
discounts. The notes bear interest at 12% per annum, mature in 2026, and contain customary default provisions. See Managements
Discussion and Analysis of Financial Condition and Results of OperationsLiquidity and Capital Resources.
**Convertible
Note Financings (January 12 and January 14, 2026).**
****
On
January 12, 2026 and January 14, 2026, the Company entered into securities purchase agreements with accredited investors pursuant to
which it issued convertible promissory notes for aggregate gross proceeds of $300,000, reflecting original issue discounts of $30,000.
The Company received net proceeds after fees, and the notes are convertible into shares of the Companys common stock subject to
specified terms and limitations. See Managements Discussion and Analysis of Financial Condition and Results of OperationsLiquidity
and Capital Resources.
**Recent
Moon Mission**
Our
delivered space qualified hardware continues to perform on space recent flight missions. On March 17, 2025, the Company announced the
successful deployment of its hardware on Firefly Aerospaces Blue Ghost Mission 1 (BGM1) lander. Heliospace provided deployable
mechanisms and sensors as part of the Lunar Magnetotelluric Sounder (LMS) experiment. Led by Southwest Research Institute, LMS is designed
to study the interior of the Moon by measuring low frequency electromagnetic fields. Heliospace designed and built unique Remote Electrodes
that deploy in four directions up to 60 feet away from the lander, forming a large low frequency antenna on the lunar surface. Heliospace
also provided a separate compact boom which deploys a magnetometer sensor upwards from the lander deck to make accurate measurements
of magnetic fields. These systems work together to enable the LMS experiment to achieve key scientific objectives in resolving the internal
structure of Moons mantle.
**Market
Overview**
****
The
global space marketplace is projected to grow from $350 billion today to over $1 trillion by 2040 (Morgan Stanley, Citi forecast, 2021-2022).
We believe the growing recognition of the commercial potential of in-space activities, sustained science and technology efforts by both
government and private entities, together with defense agency priorities driven by increasing geopolitical concerns will continue to
accelerate this trend. Our target market, Satellite System Manufacturing, is expected to have an average market size per year of $2.3
billion for Science & Technology, $750 million for Earth Observation, $5.2 billion for Space Domain Awareness and $1.5 billion for
In-Orbit Services from 2025 through 2030 (according to our estimates based on Analysys Mason Ltd., Q4 2022 projections). We intend to
continue expansion into the Science & Technology segment, for which we believe we have a significant foothold with our existing products
and services, to then develop new opportunities in Space Based Solar Power generation.
3
The
market for space hardware, systems and services is highly fragmented, with few scaled, capable competitors. The capabilities of existing
players have been shaped by longstanding government procurements as well as the established communications and navigation equipment markets.
There has been significant consolidation over the past few decades, resulting in fewer and less agile or innovative organizations. Cost
control, performance and quality remain a challenge for some established incumbents. Meanwhile, the rapidly growing space economy will
present a host of new applications and revenue opportunities that many current hardware and services providers are ill equipped to address.
To succeed in this evolving market, aerospace companies in particular must be both innovative and agile to answer the needs of emerging
new applications and customers. Heliospace aims to expand into these growing market segments by offering responsive, tailored solutions
to both established and new customers.
****
**Customer
Concentration**
Our
customers are concentrated in the space industry. While we have a strategy to diversify our sources of revenue (See Company Growth
Strategy for a description of our strategy), approximately 70% and 75% of our revenue for the fiscal year ended October 31, 2025
and the fiscal year ended October 31, 2024, respectively, was derived, directly or indirectly, from U.S. government sources, either as
a prime contractor or as a subcontractor. In each of these periods, more than 67% of our revenue was attributable to three customers.
One of these customers, a prime contractor under an indefinite delivery/indefinite quantity (IDIQ) contract with NASA,
accounted for approximately 31% of our revenue in the fiscal year ended October 31, 2025, and 27% of our revenue in the fiscal year ended
October 31, 2024.
****
**Current
Hardware and Services Capabilities**
We
have successfully scaled as a space hardware and services company providing solutions to government, commercial and non-profit customers.
This includes hardware and services for over five space missions and hardware deliveries for over three additional missions launching
in the near term. We leverage decades of management experience developing hardware capabilities that were successfully used in space
for NASA and other space agencies and organizations. Our current commercial-stage hardware includes deployable mechanisms, antennas,
booms, structures, and sensors. Our hardware is generally custom designed to customer specifications, assembled, tested and delivered
fully qualified and ready for flight as a complete end-to-end solution.We offer systems engineering, modeling& analyses,
integration& test, verification, mission formulation and architecture and other services to NASA and commercial customers.
These services span a complete integrated analysis suite including structural, thermal, electromagnetic, optical, deployables and other
tools to optimize both system and mission design. Integration and test support includes system-level planning, coupled with personnel
to assist or observe test flows and ensure proper verification of requirements. Hardware and services are typically provided on a per-project
basis using Time and Materials, Cost-Plus, or Fixed Price contracts with monthly payments, and range in size from $100,000 to over $10million
depending on system complexity, customer requirements, and schedule.
**Development
and Manufacturing**
Hardware
development occurs at our main facility in Berkeley, California, with over 20,000 sq ft of facilities including assembly and test areas,
R&D labs, clean rooms, and thermal-vacuum test equipment. Heliospace leverages existing relationships with an array of vendors vetted
under our internal quality control processes to support hardware construction. Our hardware is generally custom designed to customer
specifications and translated to drawings including all dimensional and material details. The manufactured components are then sent out
for competitive bid to third-party fabricators, who manufacture the components to the required specifications and deliver them to us.
We also purchase some finished components from vendors for assemblies, including release mechanisms, heaters, switches, and other specialty
components. These components are then assembled, tested and delivered fully qualified and ready for flight as a complete end-to-end solution.
Heliospace maintains a vendor management system, which includes vendor surveys and an approved vendor list with specific approval criteria.
A quality assurance process is in place for all components we receive, including inspections, paperwork requirements documenting the
origin and authenticity of raw materials used, inspection reports, and other evidence that all incoming components meet the specification
requirements and applicable regulations. We try to maintain multiple sources for the same component or material, in order to have qualified,
alternate sources of supply if our primary source is delayed or does not meet our specifications or quality standards
**Raw
Materials and Suppliers**
****
Heliospace
engages in manufacturing activities at the piece-part and component level, and thus does not maintain an inventory of raw materials.
Therefore, we have limited direct exposure to fluctuations in the supply of raw materials. Most of the value we provide with respect
to our hardware comes from our design, engineering, assembly and test activities. While some of the components in our hardware require
relatively scarce raw materials, our third-party fabricators have historically not experienced difficulty in procuring those materials.
4
**Examples
of our Space Qualified Hardware**
Deployable
radar antennas on the NASA Europa Clipper mission, which will probe the subsurface of Europa*
| 
| Technology
developed by Heliospace provided a low mass, small form factor solution for the radar antennas
required for the NASA Europa Clipper Mission. The mission launched in October 2024. When
stowed, our antennas are sufficiently compact to mount on the spacecraft solar arrays, thus
simplifying the design and saving NASA significant cost. When deployed, these large dipole
antennas extend to more than 55 feet in length. Heliospace designed, assembled, tested, and
delivered these antennas under contract with Caltech as part of the Radar for Europa Assessment
and Sounding: Ocean to Near-surface (REASON) instrument onboard Europa Clipper. REASON is
a dual-frequency ice penetrating radar instrument designed to characterize and sound Europas
icy crust from the near-surface to the ocean, revealing the hidden structure of Europas
ice shell and potential water within. Europa is one of the solar systems most fascinating
objects, where conditions for life may exist, making this an exciting mission for which we
were able to provide critical technology. Large deployable mechanisms present a continuing
challenge in the space industry for which we have specialized expertise and demonstrated
capability. This work was conducted from 2017-2024 pursuant to an $11.8 million cost
plus contract. These radar antennas are now fully deployed and operating successfully on
the Europa Clipper mission. | 
|
*Low-cost
antennas for the NASA SunRISE CubeSat constellation*
**
| 
| We
developed a solution to provide NASA with a high quantity of compact antennas that will deploy
from a constellation of CubeSat class spacecraft on the SunRISE mission. The mission is expected
to launch in the summer of 2026, and is designed to image solar eruptions that impact space
weather at the Earth causing satellite and communications disruptions. The Heliospace solution
enabled four antennas to deploy to over eight feet in length from each cereal-box size SunRISE
CubeSat. Compact, deployable antennas and booms for small spacecraft remain a challenge in
the space industry, and Heliospace was awarded a NASA Small Business Innovation Research
Award Phase I in August of 2024, followed by a Phase II in June of 2025, to further commercialize
this technology for broader use throughout the industry. The SunRISE antennas were delivered
over a 2-year period pursuant to a $1.1 million contract. | 
|
*Deployable
sensors and mechanisms for use on three lunar landers as part of the NASA Commercial Lunar Payload Services program*
| 
| Our
scientists and engineers developed a unique system that deployed four sensors on ballistic
trajectories from a lunar lander at distances up to 60 ft, which worked with other
instruments to explore the subsurface structure of the Moon. This unique solution is the
first of its kind to be used in space for planetary geophysics investigations and has been
selected to fly on two missions as part of the NASA Commercial Lunar Payload Services (CLPS)
program. The first mission carrying our hardware launched on January 15, 2025, aboard the
Firefly Aerospace Blue Ghost Lander and successfully landed and operated in March 2025. These
projects are ongoing with combined contract values of $1.37 million. | 
|
| 
| We
provided four deployable antennas for a NASA experiment in lunar radio astronomy which flew
on the Intuitive Machines (IM-1) lunar mission. They were provided in record time using a
simple purchase order requisition, delivered to NASA and successfully deployed in-flight
and on the Moon during the IM-1 mission. | 
|
*After
expanding our market into the commercial realm in 2023, in 2025 we provided an antenna calibration system for a lunar orbiter being built
by Firefly Aerospace.*
| 
| Under
contract with Firefly Aerospace, we designed, built, and delivered a deployable dipole antenna
for the Blue Ghost Transfer vehicle, a lunar orbit mission which will provide a radio frequency
calibration source. A lunar lander mission called Lusee-Night will then use this source to
calibrate its radio telescope to perform astrophysics observations from the lunar far side.
Our solution displaced another vendors offering due to its heritage and performance.
In an expansion of our previous offerings, we are responsible for both the mechanical and
radiofrequency testing and performance of the delivered hardware pursuant to a $1.1 million
contract in FY 2025. | 
|
*Prototype
mechanisms for the Mars Sample Return program*
| 
| In
2023 and early 2024, while the program was active, we utilized our specialized system-level
capabilities and awareness of the NASA Mars Sample Return architecture to play a key role
in the design and testing of sample handling hardware involving sample transfer from the
rover to an ascent vehicle from the Martian surface, and the subsequent transfer of that
sample to an orbiting vehicle for eventual return to Earth. | 
|
****
5
**Heliospace
Hardware Projects**
*
Examples
of our services include:
*
*Systems
engineering, integration, test and operations support for the James Webb Space Telescope.*
| 
| We
have provided systems engineering support for the James Webb Space Telescope including system
development and testing. With the successful launch of Webb in 2021, our support has continued
into the post-launch operational phase. This includes requirements, thermal, structural,
deployables and optical system analyses, test and verification approach and results, and
in-flight performance and anomaly resolution. | 
|
**
*Systems
Engineering for Roman Space Telescope, Habitable Worlds Observatory and Atmospheric Observing System, and Mars Sample Return.*
| 
| We
have provided systems engineering support for these NASA programs at the mission, spacecraft,
and payload level. Activities include requirements definition, implementation, and verification,
as well as thermal, structural, and other analyses. For Mars Sample Return, we provided unique
insight and stringent eject dynamics performance analysis for the Honeybee Robotics Spin
Eject Mechanism as well as formulation engineering of the Capture Containment and Return
System for NASA. | 
|
Both
groups of services above were conducted under Indefinite Delivery/Indefinite Quantity (IDIQ) Time& Materials contracts totaling
$11.2million through September2022, with a second follow-on contract in place for $8.1million that continues through
September2027.
**
*Expansion
into the commercial market includes systems engineering, analysis and architecture for the Blue Origin MkI andII lunar landers.*
| 
| 
| 
Under a subcontract, we provided system
architecture studies, modeling, analysis, and recommendations for the Cargo Offloading Subsystem and Surface Access Subsystems as
part of the Blue Origin lunar lander designs. These services were concluded under purchase orders totaling $1.25million to
date. | |
****
6
****
**Heliospace
Services Projects**
****
****
**Products
and Services in Development**
Based
on the successful foundation of our current products and services, Helio will continue to expand its current offerings to include advanced
deployable systems, sensing and deployable payloads, mission systems architectures and integrated solutions. These endeavors focus on
the customer objectives for a given space application or mission, optimizing hardware, system design, payload and mission capabilities
to enable customers to meet their stated objectives. Examples include payloads such as radar and RF systems, payload integration and
test, as well as mission formulation and implementation optimized for customer requirements for applications including remote sensing,
science& technology missions. These offerings leverage system-level expertise and awareness, providing turn-key solutions to
the growing space economy. In addition to the specialty solutions above, we are currently funded under NASA contract to commercialize
flight qualified release mechanisms and a standard deployable antenna design, each of which can be sold in high quantities at high margins.
Examples
of some candidate development areas for potential future products and services include:
**
*Payloads
such as radar, RF systems and optical*
| 
| We
have pioneered distributed RF and Radar mission architectures with Department of Defense
(DoD) seed funding of $109,341 that was received under an AFWERX SBIR Phase I in FY 2024.
We have developed new advanced deployable antenna concepts and designs under jointly funded
programs with the NASA Jet Propulsion Laboratory with applications in Earth remote sensing
and intelligence. Optical payload development is also progressing with our contributions
to the telescope design for the NASA UVEX mission, with follow-on hardware work in 2025 and
our own prototype demonstrators by the end of 2027. | 
|
**
*Payload
integration and test, mission formulation and implementation optimized for customer requirements.*
| 
| We
have been selected by EarthGuard, a commercial space endeavor offering a revolutionary
concept for directly mitigating the accelerating rate of global climate change, as its space
systems engineering development partner. We completed a Mission Architecture Study, which
successfully reached its major milestones in November of 2025. | 
|
| 
| We
are currently under contract with The Breakthrough Foundation for a feasibility study of
the mission formulation, implementation, and payload design for a dedicated lunar lander
performing radio frequency observations on the far side of the Moon. Mission development
is expected to start in FY 2026 and launch in mid-2028. | 
|
**
*Space
Based Energy Solutions*
| 
| Our
support of science and technology missions is currently well established with our hardware
and service lines; we intend to expand these offerings into larger integrated solutions in
the form of Space Based Solar Power, pursuing large addressable markets with significant
revenue growth potential. | 
|
****
**Our
Competitive Advantages**
We
believe that we have few direct competitors of similar size and capabilities that provide the breadth of products, solutions and expertise
that we offer our customers. Given the market fragmentation, we face competition from different competitors across individual products
and applications. Competition within our product offerings range from divisions of large corporations who are challenged by cost control
and inflexibility, to small, privately held companies with singular capabilities that lack the infrastructure and capacity to scale.
System-level, mission focused engineering combined with deep expertise in the production of space qualified hardware is what we believe
will enable Heliospace to effectively scale from current offerings to comprehensive solutions for existing and new customers.
7
Our
competitive advantages include the following:
| 
| Our
experienced, award-winning leadership team is recognized in the field of space science, hardware
and system development, with deep expertise in the implementation of space missions in government
and commercial settings. The Heliospace company leadership has ensured that technical excellence
and customer responsiveness is embedded throughout the organization to achieve mission success,
as embodied by our best subcontractor of the year award from NASA JPL, NASA Agency Honor
awards for work on the James Webb Space Telescope and repeat customers from NASA (2019-present). | 
|
| 
| We
have established a successful capability in developing flight qualified instruments and space
mechanisms, a challenging and specialized field for which there are few competitors. The
Heliospace leadership team has overseen successful development of over 125 instruments and
mechanisms on over 40 space flight missions throughout their careers, both at Heliospace
and at the various other institutions at which members of our leadership team served, giving
our products and methods extensive real-world testing and proven design heritage. | 
|
| 
| Heliospace
is becoming a leader in the development of payloads and systems for lunar exploration, having
delivered hardware for three lunar landers, providing system engineering support to the Blue
Origin lunar landers, with two additional lunar spacecraft and lander hardware projects in
progress. The Companys founding team has deep expertise in lunar exploration and applications
gained throughout their careers, which we believe competitively positions us to leverage
new commercial transportation options to the Moon in order to further develop new initiatives
in lunar science, exploration and domain awareness. | 
|
| 
| Leveraging
our successful Small Business Innovation Research (SBIR) grants, government funding and our
own resources, we have developed significant in-house processes and capabilities, including
vertical integration of key technologies such as our unique SABER deployable booms,
release mechanism development and unique assembly and testing capabilities that streamline
our production while improving our cost effectiveness. | 
|
| 
| The
Heliospace team possesses extensive system-level design expertise that transcends the niche
offerings of market competitors, enabling us to provide comprehensive solutions that take
into account the entire mission chain in the achievement of customer objectives. This system
level awareness feeds into hardware and payload design to ensure mission success and enables
our expansion into larger, more ambitious turnkey solutions as we gain new customers. | 
|
****
**Company
Growth Strategy**
Our
company growth strategy builds upon our successful hardware and services capabilities, which provides a source of recurring revenue,
to expand into providing an emerging new source of energy for humanity: Space Based Solar Power (SBSP). The global demand for electricity
has been increasing substantially. In the United States, projections are rapidly accelerating due to data center growth, domestic
industrial expansion, and increasing electrification of overall energy use (U.S. Energy Information Administration, 2025; Inner City
Fund (ICF) 2025). To meet this accelerated demand, significant expansion of both fossil fuel based and clean sources of energy are forecasted.
The growing possibility of a supply/demand imbalance results in a projected cost of electricity that exceeds the rate of inflation, impacting
residential, commercial, and industrial users.
To
meet projected demand in the U.S. and globally, new utility-scale power generation will be required. Meeting this demand using clean
renewable energy sources remains a challenge, as these have historically been unable to provide baseload capacity i.e., the ability
to provide reliable, constant energy over long periods. Globally, ground-based solar and wind are projected to expand, but have significant
variability and low utilization, and are unable to provide baseload capacity. Energy storage to increase reliability and peak capacity
are forecast to have an increasing role, but are resource intensive and difficult to deploy at the required scale. Natural gas is increasingly
forecast to meet demand due to cost effectiveness and baseload capability, but remains a non-renewable source with environmental impact,
and is subject to price volatility. Nuclear energy faces significant challenges in cost of energy, site selection, availability of fuel,
vulnerability to natural disasters, and public perception. The problem of energy available is significant: individual large users (i.e.,
data centers) are increasingly developing their own behind-the-meter sources. Meanwhile for residential customers, electricity prices
will increase at a rate faster than inflation, effectively doubling by 2050.
8
*
Space
Based Solar Power (SBSP) leverages our best source of energy our Sun, a giant fusion reactor that will last billions of years.
Solar energy in space is abundant, efficient, scalable and constant a clean source of energy that can provide baseload capability,
displacing the role of coal and natural gas and other carbon emitting sources. Falling launch costs combined with advancements in space
systems are bringing use of SBSP within the realm of economic feasibility. Using our experience and in-house intellectual property Helio
plans to offer a modular, scalable SBSP plant based on HelioSat, our advanced deployable system that expands into large solar collection
areas from small spacecraft.
The
global market opportunity for electricity supply is substantial, nearly USD $2 trillion in 2025, expanding to $3.7 trillion by 2035.
By 2050 global consumption is predicted to double. Within this is a potential fourfold increase forecast to be from clean/renewable sources.
A clean renewable source such as SBSP can provide baseload capability to this growing market at a Levelized Cost of Energy (LCOE) of
$0.10/kWh over a lifetime of 20 years. Expansion of this system to 100 GW capability yields $811B lifetime profit and an IRR at 11% annually.
Helio plans to demonstrate an initial in-space SBSP system by 2030, followed by larger capacity in the following decade. In parallel
with this development, the current hardware and services capabilities will continue to expand as well, leveraging the advances we achieve
in SBSP for use in adjacent applications for civil, commercial, and defense related use.
**Our
Challenges**
Notwithstanding
the foregoing, we operate in a very competitive and rapidly changing environment. While we believe our competitive strengths will contribute
to the growth and success of our company, our business is subject to challenges and uncertainties that may prevent us from achieving
our business objectives or otherwise adversely affect our business, results of operations or financial condition.
9
Among
the challenges we face in implementing our growth strategy is the need to be agile in answering the needs of emerging new applications
such as SBSP, including through successful innovation and continued refinement both of current and newly developed technologies, products,
and services. Developing future innovations and satisfying or responding to changing customer demands and industry cycles safely and
in a timely and cost-effective manner will require significant capital,and require us to overcome technological hurdles and navigate
highly regulated environments. These will be ongoing challenges for our business.
While
our growth strategy is achieving an increasing market share from private and commercial customers, a significant amount of our current
revenue relies on U.S.government contracts. The changing political landscape, including the new Executive and Congressional leadership
and priorities, the increasing U.S.budget deficit and national debt, and disruptions in the U.S.government budget process,
impacts our inability to secure additional U.S.government contracts and represents a continuing challenge to our ability to implement
our growth strategy.
****
**Investment
Highlights**
| 
| We
have successfully scaled as a space hardware and services company providing solutions to
government, commercial and non-profit customers. This includes hardware and services for
over five active space missions and hardware deliveries for over two additional missions
expected to launch in 2026 or later. | 
|
| 
| We
expect to expand our capabilities to more advanced hardware and services, and payload and
mission system solutions by mid-2026, with a focus on SBSP solutions. | 
|
| 
| The
global space marketplace is projected to grow from $350billion today to over $1trillion
by 2040 (Morgan Stanley, Citi forecast,2021-2022). Large addressable markets in energy
use add substantially to future revenue potential. | 
|
| 
| Our
leadership team has overseen successful development of over 125 instruments and mechanisms
on over 40 space flight missions throughout their careers, giving our products and methods
extensive real-world testing and proven design heritage. The leadership teams systems
engineering and architecture experience on noteworthy NASA space missions such as Hubble,
James Webb Space Telescope, and the International Space Station provides comprehensive optimized
solutions that ensure customer objectives are achieved in the context of the overall mission,
including spacecraft, launch vehicle, payload and destination. | 
|
| 
| Our
combination of system-level expertise, hands-on capabilities in the development of space
qualified hardware, and demonstrated track record of mission success in space provide an
ideal foundation for the development of an ambitious but essential project of SBSP. | 
|
Our
principal executive offices are located at 2448 Sixth Street, Berkeley, CA94710.
****
**Implications
of Being an Emerging Growth Company and Smaller Reporting Company**
The
Company is an emerging growth company, as defined in the Jumpstart Our Business Startups Actof2012 (the JOBS
Act). Under the JOBS Act, emerging growth companies can delay adopting new or revised accounting standards issued subsequent to
the enactment of the JOBS Act until such time as those standards apply to private companies. The Company has elected to avail itself
of this exemption from new or revised accounting standards and, therefore, will not be subject to the same new or revised accounting
standards as public companies that are not emerging growth companies.
For
so long as we are an emerging growth company, we are eligible to take advantage of certain exemptions from various reporting requirements
that are applicable to other public companies that are not emerging growth companies. These include, but are not limited to:
| 
| Being
permitted to present only twoyears of audited financial statements, in addition to
any required unaudited interim financial statements, with correspondingly reduced Managements
Discussion and Analysis of Financial Condition and Results of Operations disclosure
in this filing (notwithstanding this reduced requirement, have presented threeyears
of audited consolidated financial statements in this filing); | 
|
| 
| Not
being required to comply with the auditor attestation requirements of Section404 of
the Sarbanes-Oxley Actof2002, as amended (Sarbanes-Oxley Act) in
the assessment of our internal control over financial reporting; | 
|
| 
| Not
being required to comply with any requirement that may be adopted by the Public Company Accounting
Oversight Board regarding mandatory audit firm rotation or a supplement to the auditors
report providing additional information about the audit and the financial statements; | 
|
| 
| Reduced
disclosure obligations regarding executive compensation in our periodic reports, proxy statements
and registration statements; and | 
|
| 
| Exemptions
from the requirements of holding a nonbinding advisory vote on executive compensation and
shareholder approval of any golden parachute payments not previously approved. | 
|
10
The
Company will cease to be an emerging growth company upon the earliest of: (i) the last day of the fiscal year in which the Company has
total annual gross revenues of $1.235 billion or more; (ii) the last day of the fiscal year following the fifth anniversary of the Companys
first sale of common equity securities pursuant to an effective registration statement under the Securities Act of 1933, as amended;
(iii) the date on which the Company has issued more than $1.0 billion in non-convertible debt during the previous three-year period;
or (iv) the date on which the Company becomes a large accelerated filer, as defined in Rule 12b-2 under the Securities
Exchange Act of 1934, as amended.
In
addition, Section107 of the JOBS Act provides that an emerging growth company can take advantage of the extended transition period
provided in Section7(a)(2)(B)of the Securities Actof1933, as amended (the Securities Act), for
complying with new or revised accounting standards. In other words, an emerging growth company can delay the adoption of certain accounting
standards until those standards would otherwise apply to private companies.
We
are also a smaller reporting company, as such term is defined in Rule12b-2 under the Securities ExchangeActof1934,
as amended (the ExchangeAct). To the extent that we continue to qualify as a smaller reporting company after we cease
to qualify as an emerging growth company, certain of the exemptions available to us as an emerging growth company may continue to be
available to us as a smaller reporting company, including: (i)not being required to comply with the auditor attestation requirements
of Section404(b)of the Sarbanes-Oxley Act; (ii)scaled executive compensation disclosures; and (iii)the requirement
to provide only twoyears of audited financial statements, instead of threeyears.
****
**Intellectual
Property and Protection**
The
Company has certain proprietary products and processes which are maintained as trade secrets. The Company has no filed or registered
copyrights, trademarks or patents. Work on government contracts is generally conducted under the Federal Acquisition Regulation (FAR)
rights in data clause, for which we claim limited rights to key technologies on a case-by-case basis. For non-government contracts, proprietary
products are protected by non-disclosure agreements, and allocation of rights agreements as appropriate. In addition, each employee signs
a proprietary information and inventions agreement. In general, critical details of proprietary products are withheld from release in
customer interactions based on the judgment of company leadership.
****
**Seasonality
in Our Business**
We
do not believe our business is subject to significant seasonal variation.
****
**Government
Regulation**
Our
business is subject to a wide range of laws and regulations at the federal, state, and local levels, including employment, health care
and safety, privacy, data security, environmental, and other requirements. Compliance with these laws and regulations requires management
by the Company, including legal assistance, use of professional employment organizations, and other resources on an ongoing basis. Changes
in laws and regulations, and their variations in local jurisdictions, require monitoring and research in order to ensure compliance and
obtain the appropriate licenses, certificates, permits, and other documentation necessary to conduct business. Many of these laws and
regulations are typical of most business activities, whereas we describe additional regulations at the federal level specific to our
Company below.
We
currently hold and will continue to pursue contracts with NASA and other U.S.government agencies and will thus be subject to FAR.
U.S.government contracts require specialized accounting procedures involving direct and indirect cost, and with fee amounts limited
by government or agency policies. Government contracts require both financial and compliance audits that may result in the recovery of
funds after expenditure and other cost adjustments. Additional scrutiny may result in additional audits and reviews, triggered by technical
or programmatic failures or other events. Gross violations of these policies can result in administrative sanctions such as suspension
or debarment from doing business with the U.S.government, or civil and criminal penalties. Contracts subject to theFederal
Civil False Claims Act include provisions allowing individuals such as employees to file claims on behalf of the U.S.government
for contract violations and other unlawful activities. In addition, working with the U.S.government requires disclosure of certain
company information, and mandatory labor, non-discrimination, and environmental compliance, among many other requirements. These aspects
of the U.S.government regulation of contracts increase the overhead costs associated with contract compliance and add additional
risks in conducting these transactions, while the limited fee structure allowed may limit profit under these contracts.
11
International
space law dictates that all commercial activities in space must obtain the authorization and ongoing supervision of a state, which typically
takes the form of a license, and all U.S.space companies are therefore subject to U.S.space policies and regulations. The
licenses, approvals, and legality of these activities will vary with customers and applications and evolve over time as political bodies
and other stakeholders influence the space law framework. The legal framework of each new contract involving activities in space needs
to be individually evaluated. Significant ongoing regulations in this context include the protection and oversight of any transfer of
hardware or technology to foreign entities, as governed by the International Traffic and Arms Regulations (ITAR) or the U.S.Department
of Commerce. U.S.space companies are responsible for ensuring that foreign persons or entities do not have access to applicable
technology under ITAR without obtaining an approved government license. ITAR compliance requires registration with the Directorate of
Defense Trade Controls (DDTC), followed by generation and submission of ITAR-compliant export licenses. Protection of data subject to
ITAR requires employee training and cybersecurity measures. The Company believes these efforts can collectively cost more than tens of
thousands of dollars between both fees and personnel costs but has not incurred any material costs related to ITAR registration to date.
For technology not subject to ITAR, shipment or transfer of space technology to foreign entities must obtain a license under the U.S.Department
of Commerce. Significant resources can be required to assess and manage these processes to avoid civil or criminal liability. Obligations
required under these regulations include registration with the Directorate of Defense Trade Controls (DDTC) and familiarization with
the classification of commodities according to Export Administration Regulations (EAR). Ongoing monitoring of changes in export control
laws is an important activity that must be maintained to ensure compliance. Additional obligations include the acknowledgment and proper
management of customer-supplied technology or information subject to ITAR or EAR.
****
**Employees**
As
of February 13, 2026, we had approximately 12 employees, ten of whom were hourly ranging from full to part time, and an additional two
personnel under consultant agreements. Most of our full-time employees are highly trained, primarily in the areas of mechanical,
structural, and systems engineering and thermal analysis. We are not party to any collective bargaining agreements. Our employees are
critical to our long-term success and essential to helping us meet our goals. It is crucial that we continue to attract, retain and motivate
exceptional and high-performing employees. To that end, we provide competitive salaries, paid time off, compensatory time and employee
stock options.
**ITEM
1A. RISK FACTORS**
As
a Smaller Reporting Company, the Company is not required to provide the information required by this Item.
**ITEM
1B. UNRESOLVED STAFF COMMENTS**
None.
**ITEM
1C. CYBERSECURITY**
**Risk
Management and Strategy**
In
the ordinary course of business, the Company is subject to cybersecurity risks, which the Company manages as a component of its overall
risk management strategy. The Companys management recognizes the impact that cybersecurity threats could have on our business
operations, our compliance with regulations and our reputation. The Company has created a cybersecurity monitoring and reporting framework
that it uses to respond to any potential cybersecurity risks. As part of this framework, the Company utilizes a third-party vendor to
provide network security and assist with protection against cybersecurity risks through network assessments, monitoring, and related
activities. The Companys management continues to assess material risks from cybersecurity threats, its compliance policies, and
its reporting framework in order to limit the risk posed by cybersecurity incidents.
12
**Governance**
The
Board of Directors conducts informed oversight of the Companys risk management process, including risks from cybersecurity threats.
The Board of Directors is responsible for monitoring and assessing strategic risk exposure. The Companys management is responsible
for identifying any potential cybersecurity risks to the Board of Directors and monitoring compliance practices at the operational level.
While
the Company believes it has adequate processes and technology in place to detect and respond to cybersecurity threats, the Company is
continually at risk given an ever-changing cybersecurity landscape. Accordingly, the Company can provide no assurances that a future
cyber-attack would not affect the Companys business in a material manner. At the effective date of this Annual Report, however,
the Company is not aware of any current or past cybersecurity incidents that have materially affected or are reasonably likely to materially
affect the Company, including its business strategy, results of operations, or financial condition.
**ITEM
2. PROPERTIES**
The
Company leases its current manufacturing and office facility, located at 2448 Sixth Street, Berkeley, CA 94710. The leased square footage
is 20,000 square feet, for $38,192 per month plus expenses. The lease commenced on June 1, 2022 and has an initial term of five years.
The Company believes the facility is adequate for its current operations.
**ITEM
3. LEGAL PROCEEDINGS**
****
The
Company is not currently a party to any legal proceedings. From time to time, the Company may be subject to claims, disputes, demand
letters, or other legal matters arising in the ordinary course of business; however, management does not believe that any such matters,
whether currently asserted or previously threatened, individually or in the aggregate, would have a material adverse effect on the Companys
business, financial condition, or results of operations.
****
**ITEM
4. MINE SAFETY DISCLOSURES**
Not
applicable.
13
**PART
II**
**ITEM
5. MARKET FOR REGISTRANTS COMMON EQUITY, RELATED STOCKHOLDER MATTERS, AND ISSUER PURCHASES OF EQUITY SECURITIES**
**Market
Information**
****
Our
common stock is quoted on OTC Markets under the symbol HLEO.
Shares
of our common stock have historically been thinly traded, and as a result, our stock price as quoted by OTC Markets may not reflect an
actual or perceived value. The following table sets forth the approximate high and low bid prices for our common stock for the last two
fiscal years and interim periods. The quotations reflect interdealer prices, without retail mark-up, mark-down or commission and may
not represent actual transactions.
| 
Period | | 
High
Bid | | | 
Low
Bid | | |
| 
November 1, 2023, through January
31, 2024 | | 
$ | 5.00 | | | 
$ | 1.00 | | |
| 
February 1, 2024, through April 30, 2024 | | 
$ | 9.00 | | | 
$ | 2.05 | | |
| 
May 1, 2024, through July 31, 2024 | | 
$ | 5.30 | | | 
$ | 4.83 | | |
| 
August 1, 2024, through October 31, 2024 | | 
$ | 5.00 | | | 
$ | 5.00 | | |
| 
Period | | 
High
Bid | | | 
Low
Bid | | |
| 
November 1, 2024, through January
31, 2025 | | 
$ | 7.00 | | | 
$ | 3.70 | | |
| 
February 1, 2025, through April 30, 2025 | | 
$ | 7.40 | | | 
$ | 4.25 | | |
| 
May 1, 2025, through July 31, 2025 | | 
$ | 9.85 | | | 
$ | 1.50 | | |
| 
August 1, 2025, through October 31, 2025 | | 
$ | 2.40 | | | 
$ | 0.25 | | |
**Holders**
As
of October 31, 2025, there were approximately 160 holders of record of our common stock.
**Dividends**
Holders
of the Companys common stock are entitled to receive dividends when and if declared by its Board of Directors out of funds legally
available therefore. The Company, however, has never declared any cash dividends on its common stock and does not anticipate the payment
of cash dividends in the foreseeable future. We do not have earnings out of which to pay cash dividends. We may consider payment of dividends
at some point in the future when and if we have earnings sufficient for that purpose, but the declaration of dividends is at the discretion
of the board of directors, and there is no assurance that dividends will be paid at any time.
**Recent
Sales of Unregistered Securities**
The
following summarizes the Companys unregistered sales of equity securities during and subsequent to the fiscal year ended October
31, 2025.
On
August 26, 2025, the Company entered into a Securities Purchase Agreement with an accredited investor pursuant to which it issued a convertible
promissory note with an aggregate principal amount of $275,000 for a purchase price of $250,000, reflecting an original issue discount.
The note bears interest at 10% per annum and matures on August 26, 2026. In connection with the transaction, the Company also issued
25,000 shares of its common stock as commitment shares. The securities were issued in reliance upon the exemption from registration provided
by Section 4(a)(2) of the Securities Act of 1933, as amended (the Securities Act), and the net proceeds were used for general
corporate and working capital purposes.
14
On
December 2, 2025, the Company issued an aggregate of 7,398,459 shares of its common stock to Gregory T. Delory, the Companys then
Chief Executive Officer and Chairman of the Board, and Paul S. Turin, the Companys Chief Engineer and a member of the Board of
Directors, in exchange for outstanding indebtedness pursuant to exchange agreements. The shares were issued in reliance upon the exemption
from registration provided by Section 3(a)(9) of the Securities Act of 1933, as amended, and no commissions or other remuneration were
paid in connection with the exchanges.
On
December 19, 2025, the Company entered into purchase agreements with institutional investors pursuant to which it issued two unsecured
promissory notes and one unsecured convertible promissory note, together with shares of common stock issuable upon conversion of the
notes. The securities were issued in reliance upon the exemption from registration provided by Section 4(a)(2) of the Securities Act.
On
January 5, 2026, the Company issued 3,000,000 shares of its common stock to Edward Cabrera in connection with his appointment as Chief
Executive Officer pursuant to an executive employment agreement. The shares were issued as compensation for services rendered and were
issued in reliance upon Rule 701 promulgated under the Securities Act and Section 4(a)(2) thereof.
On
January 5, 2026, the Company issued 1,250,000 shares of its common stock to Edward W. Cabrera in connection with his entry into an employment
agreement pursuant to which he serves as the Companys Investor Relations Manager. The shares were issued as compensation for services
rendered and were issued in reliance upon Rule 701 promulgated under the Securities Act and Section 4(a)(2) thereof.
On
January 12, 2026 and January 14, 2026, the Company entered into securities purchase agreements with accredited investors pursuant to
which the Company issued convertible promissory notes in the original principal amount of $165,000 per note, for an aggregate purchase
price of $150,000 per note, reflecting an original issue discount of $15,000. The Company received net cash proceeds of approximately
$133,000 in each transaction after deducting placement agent fees and other transaction-related expenses. The notes mature twelve months
from issuance and are convertible into shares of the Companys common stock at the option of the holders at prices determined by
reference to the Companys trading price, subject to specified discounts and adjustment provisions. In connection with each transaction,
the Company issued 75,000 shares of common stock as commitment shares, and in the January 14, 2026 transaction, the Company also issued
a warrant to purchase up to 330,000 shares of common stock at an exercise price of $0.50 per share, exercisable for five years and subject
to a 4.99% beneficial ownership limitation. The securities were offered and sold in reliance upon the exemption from registration provided
by Section 4(a)(2) of the Securities Act and Rule 506(b) promulgated thereunder.
On
January 15, 2026, the Company issued 12,000 shares of common stock to a consultant in consideration for services rendered.
**Transfer
Agent**
The
Companys stock transfer agent is ClearTrust, LLC (ClearTrust). ClearTrusts address is 16540 Pointe Village
Drive, Suite 210, Lutz, Florida 33558 and their telephone number is (813) 235-4490. The transfer agent is responsible for all record-keeping
and administrative functions in connection with our shares of common stock.
**ITEM
6. [Reserved]**
**ITEM
7. MANAGEMENTS DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS**
**General**
This
Managements Discussion and Analysis of Financial Condition and Results of Operations discusses the operating results and financial
condition of the Company for the fiscal years ended October 31, 2025 and 2024. The discussion and analysis set forth below is intended
to assist you in understanding the financial condition and results of our operations and should be read in conjunction with our audited
financial statements and the accompanying notes included elsewhere in this Form 10-K. Our results of operations and financial condition,
as reflected in the accompanying statements and related notes, are subject to managements evaluation and interpretations of business
conditions, changing market conditions and other factors. Historical results and trends that might appear should not be taken as indicative
of future operations. The following discussion contains forward-looking statements that involve risks and uncertainties. Our actual results
could differ materially from those anticipated in the forward-looking statements as a result of various factors, including those discussed
elsewhere in this Form 10-K.
15
These
forward-looking statements include statements relating to our anticipated financial performance and business prospects, including debt
reduction, currency values and financial impact, foreign exchange counterparty exposures, the impact of pending legal proceedings, adequate
liquidity levels, dividends, share repurchases or other capital deployment initiatives and/or statements preceded by, followed by or
that include the words believe, will, will be, will continue, will likely
result, may, predicts, so we can, when, anticipate, intend,
estimate, expect, project, aim, could, plans, seeks
and similar expressions. These forward-looking statements speak only as of the date stated, and we do not undertake any obligation to
update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, even if
experience or future events make it clear that any expected results expressed or implied by these forward-looking statements will not
be realized. Although we believe that the expectations reflected in these forward-looking statements are reasonable, these expectations
may not prove to be correct or we may not achieve the financial results, savings or other benefits anticipated in the forward-looking
statements. These forward-looking statements are necessarily estimates reflecting the best judgment of our senior management and involve
a number of risks and uncertainties, some of which may be beyond our control. These risks and uncertainties, including those disclosed
in the Risk Factors section in our registration statement on Form S-1, as amended (File No. 333-284062) (the S-1
Registration Statement) could cause actual results to differ materially from those suggested by the forward-looking statements
and include, without limitation:
| 
| Our
limited operating history makes it difficult to evaluate our future prospects and the risks
and challenges we may encounter. | |
| 
| Our
success depends heavily on our executive officers, senior management team and highly trained
employees; difficulty hiring officers and employees of equal competency or ineffective
succession planning, could adversely affect our business. | |
| 
| Competition
could cause downward pressure on prices, fewer customer orders, reduced margins, inability
to take advantage of new business opportunities, and the loss of market share. | |
| 
| Our
competitors may be better capitalized, have greater revenues, and have more industry
or management experience. | |
| 
| Our
competitors may develop technologies and products that are more effective than those we develop
or that render our technology and products obsolete or noncompetitive. | |
| 
| Our
projections of future financial results are based on a number of assumptions by our management,
some or all of which may prove to be incorrect, and actual results may differ materially
and adversely from such projections. | |
| 
| Our
estimated and projected market for our products and services may be inaccurate and
may not reach our expected potential. | |
| 
| We
will incur significant expenses and capital expendituresto execute our business
plan; there are no assurances that we will obtain adequate financing to meet these expenditures. | |
| 
| We
mayinvest significant resources in developing new products, services and technologies
in pursuit of applications and revenue opportunities that may never materialize. | |
| 
| Our
ability to grow our business depends on our ability to develop new products, and services
to satisfy changing customer demands and respond to changing industry cycles in a timely
and cost-effectivemanner. | |
| 
| Our
business may be adversely affected by changes in budgetary priorities of the U.S.Government. | |
| 
| Technology
failures or cyber security breaches or other unauthorized access to our information technology
systems or sensitive or proprietary information could have an adverse effect on the Companys
business and operations. | |
| 
| Federal
contracting is subject to significant regulation, including rules related to bidding, billing
and accounting kickbacks and false claims, andnon-compliancecould subject
us to fines and penalties. | |
| 
| Our
inability to secure additional U.S.government contracts and funding may adversely affect
our business, financial condition and results of operations. | |
| 
| The
U.S.governments budget deficit and the national debt, as well as any inability
of the U.S.government to complete its budget process for any government fiscal year
and consequently having to shut down or operate on funding levels equivalent to its prior
fiscal year pursuant to a continuing resolution, could have an adverse impact
on our business, financial condition, results of operations and cash flows. | |
| 
| Our
common stock has historically experienced limited trading and you may have difficulty liquidating
your shares. | |
| 
| Our
stock price may be volatile and purchasers of our common stock could incur substantial losses. | |
16
| 
| We
do not expect to pay dividends in the foreseeable future, and you must rely on price appreciation
of your shares of common stock for return on your investment. | |
| 
| Our
Companys founders, directors and executive officers own or control a majority of the
Company and you will have little or no management control over our business or corporate
mattes. | |
| 
| Our
operating results may continue to be adversely affected as a result of unfavorable market,
economic, social and political conditions. | |
We
have based the forward-looking statements contained in this Annual Report primarily on our current expectations and projections about
future events and trends that we believe may affect our business, financial condition, results of operations, prospects, business strategy
and financial needs. New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties
that could have an impact on the forward-looking statements contained in this Annual Report. We cannot assure you that the results, events
and circumstances reflected in the forward-looking statements will be achieved or occur, and actual results, events or circumstances
could differ materially from those described in the forward-looking statements.
The
forward-looking statements made in this Annual Report relate only to events as of the date on which such statements are made. We undertake
no obligation to update any forward-looking statements after the date of this Annual Report or to conform such statements to actual results
or revised expectations, except as required by law.
Overview
**Overview
of Operations**
Heliospace,
our wholly owned subsidiary, is an aerospace company specializing in the design, engineering, assembly and test of space flight qualified
hardware, providing systems engineering, modeling, analysis, integration and test services to customers in government, commercial, private
and non-profit markets. Heliospace designs, fabricates, assembles and tests space qualified hardware, including radar antennas for the
NASA Europa Clipper mission, the antennas for the SunRISE CubeSat constellation, and deployable systems and sensors for numerous lunar
landers and the Mars Sample Return program. Heliospace also provides systems engineering, integration and test, and mission formulation
services, including support for the design, testing, and launch of the James Webb Space Telescope, formulation and design of the Roman
Space Telescope, Habworlds Observatory, Mars Sample Return, and the Atmospheric Observing System.
In
January 2024, via a share exchange accounted for as a reverse acquisition, Web3 Corporation, a Florida corporation that was originally
incorporated under the name Stirling Bridge Group, Inc. and was a specialized small business venture lender, acquired 100% of the stock
of Heliospace, and changed its name from Web3 Corporation to Helio Corporation (the Business Combination). Heliospace was
the accounting acquirer in the Business Combination and was determined to be the sole predecessor of Helio Corporation. Accordingly,
this discussion and analysis, and the financial statements included elsewhere in this quarterly report, reflect the financial condition
and results of operations of Helio Corporation and its sole consolidated subsidiary, Heliospace, after the Business Combination and of
Heliospace prior to the Business Combination.
**Trends,
Events, and Uncertainties**
**Government
Budget Uncertainty and Proposed NASA Cuts**
A
significant portion of our revenue is derived from contracts with the U.S. federal government, including through NASA, where our subsidiary,
Heliospace, provides mission-critical components and engineering services for science and exploration missions. Accordingly, our financial
condition and results of operations are influenced by trends in federal discretionary spending, particularly in space science and technology
programs.
One
key emerging trend is the proposed shift in federal budget priorities under the Trump administration. In April 2025, the administration
released its draft budget proposal for fiscal year 2026, which recommends a significant reduction in overall discretionary spending,
including an approximately 50% cut to NASAs Science Mission Directorate. If enacted, this proposal would have reduced funding
for core science programs such as astrophysics, heliophysics, Earth science, and planetary scienceareas directly aligned with
Heliospaces technical capabilities and historical contract activity. Subsequent actions by Congress have restored NASAs
budget to near 2024 levels, including $7 billion for science programs that represent a core customer for Heliospace.
While
NASA funding has largely been restored, the magnitude of the proposed cuts and the administrations stated intent to reprioritize
government resources away from space science programs present a material uncertainty for our future growth. Any resulting reduction,
delay, or cancellation of NASA programs could reduce the number of available contracts, increase competition for limited awards, and
adversely impact our future revenue and profitability.
17
In
addition, broader fiscal challenges at the federal levelsuch as the rising national debt, persistent budget deficits, and the
risk of government shutdowns or extended continuing resolutionscould result in delays to contract funding or payments, reduced
availability of new program opportunities, and increased uncertainty in long-term planning. These macroeconomic pressures may also negatively
affect private sector customers that rely on or benefit from government-funded space and research initiatives.
As
we execute our expansion plans, we have continued to increase the percentage of revenue from private and commercial sources, are actively
working to expand our offerings to defense agencies whose budgets remain a priority for the current administration and Congress, and
expanding into the new business line of SBSP. However, these plans are subject to risks and uncertainties, and there can be no assurance
that they will succeed or fully offset the effects of any reduction in government spending.
**Cybersecurity
Risk and Ongoing Threat Landscape**
As
a government contractor and developer of advanced aerospace technology, we operate in a highly sensitive and data-driven environment.
Cybersecurity risksincluding ransomware attacks, data breaches, intellectual property theft, and attempted intrusions by nation-state
actorscontinue to increase in frequency and sophistication across our industry. Like many companies operating in the defense and
aerospace sectors, we remain a potential target for both criminal and geopolitical cyber threats.
We
have implemented security protocols, systems monitoring, and access controls to protect our infrastructure and proprietary information,
including information related to our work with NASA and other government agencies. However, cybersecurity is an evolving threat landscape,
and there can be no assurance that our efforts will prevent all attacks or unauthorized access. A successful breach could disrupt our
operations, compromise confidential data, harm our reputation, result in regulatory investigations, or expose us to legal claims and
financial losses.
We
will continue to invest in cybersecurity tools, training, and third-party audits to strengthen our defenses, and we are evaluating compliance
with emerging federal cybersecurity requirements. Nonetheless, future cybersecurity incidents could materially affect our business, financial
condition, or results of operations.
**Results
of Operations**
**Comparison
of the Year Ended October 31, 2025 to the Year Ended October 31, 2024**
The
following table provides certain selected financial information of Helio Corporation for the periods presented:
| 
| | 
Years
Ended | | | 
| | | 
| | |
| 
| | 
October
31, | | | 
| | | 
| | |
| 
| | 
2025 | | | 
2024 | | | 
Change | | | 
% | | |
| 
Revenues | | 
$ | 3,875,793 | | | 
$ | 6,891,223 | | | 
| (3,015,430 | ) | | 
| (44 | )% | |
| 
Costs of revenue | | 
| 2,952,619 | | | 
| 4,153,190 | | | 
| (1,200,571 | ) | | 
| (29 | )% | |
| 
Operating
expenses | | 
| 4,621,928 | | | 
| 4,483,188 | | | 
| 138,740 | | | 
| 3 | % | |
| 
Operating
(loss) | | 
| (3,698,754 | ) | | 
| (1,745,155 | ) | | 
| (1,953,599 | ) | | 
| 112 | % | |
| 
Interest
expense, net | | 
| (327,873 | ) | | 
| (89,178 | ) | | 
| (238,695 | ) | | 
| 268 | % | |
| 
Amortization
of debt discount | | 
| (8,188 | ) | | 
| - | | | 
| (8,188 | ) | | 
| Increasefromzero | | |
| 
Change
in fair value of derivative liability | | 
| 4,344 | | | 
| - | | | 
| 4,344 | | | 
| Increase
from zero | | |
| 
Loss
on debt extinguishment | | 
| - | | | 
| (28,350 | ) | | 
| 28,350 | | | 
| Decrease
to zero | | |
| 
Net
(loss) | | 
$ | (4,030,471 | ) | | 
$ | (1,862,683 | ) | | 
| (2,167,788 | ) | | 
| 116 | % | |
| 
| | 
| | | | 
| | | | 
| | | | 
| | | |
| 
Loss
per share basic and diluted | | 
$ | (0.36 | ) | | 
$ | (0.17 | ) | | 
| | | | 
| | | |
Revenue
Revenue
for the year ended October 31, 2025 decreased by 44% to $3,875,793 from $6,891,223 for the year ended October 31, 2024, reflecting a
lower overall volume of work compared to the prior years. Contributing factors include continuing budget cuts to NASA programs enacted
by the current administration, combined with the extended government shutdown. During the year ended October 31, 2025, we serviced
eleven customers, two of which were direct government customers, four were private or commercial customers and three were non/not-for-profitcustomers
for whom we manufactured products as a subcontractor for their government customer. Two commercial customers were serviced whose source
of funds was private investment. For the years ended October 31, 2024, we serviced thirteen customers, of which two were direct government
customers and seven were private foundations, and four were non/not-for-profitcustomers for whom we manufactured products as a
subcontractor for their government customer.
18
Cost
of Revenue
The
29% decrease in cost of revenue for the year ended October 31, 2025 to $2,952,619 from $4,153,190 for the year ended October 31, 2024
mainly reflected the decreased business volume described above. As a percentage of revenue, cost of sales amounted to 75% and 60% in
the years ended October 31, 2025 and 2024, respectively. Cost of sales as a percentage of revenue increased by approximately 15% due
to a lower overall revenue against certain fixed costs, a loss on one fixed price contract, and charges to one services contract beyond
the hours originally allocated to that contract.
Operating
Expenses
| 
| | 
Years
Ended October 31, | | | 
| | | 
| | |
| 
| | 
2025 | | | 
2024 | | | 
Change | | | 
% | | |
| 
Operating expenses | | 
| | | 
| | | 
| | | 
| | |
| 
Personnel
expenses | | 
$ | 436,947 | | | 
$ | 473,527 | | | 
$ | (36,580 | ) | | 
| (8 | )% | |
| 
Facilities expense | | 
| 692,262 | | | 
| 736,062 | | | 
| (43,800 | ) | | 
| (6 | )% | |
| 
Professional fees | | 
| 462,592 | | | 
| 359,077 | | | 
| 103,515 | | | 
| 29 | % | |
| 
Depreciation expense | | 
| 22,663 | | | 
| 22,663 | | | 
| - | | | 
| 0 | % | |
| 
Other
general and administrative(1) | | 
| 3,007,464 | | | 
| 2,891,859 | | | 
| 115,605 | | | 
| 4 | % | |
| 
Total | | 
$ | 4,621,928 | | | 
$ | 4,483,188 | | | 
$ | 138,740 | | | 
| 3 | % | |
| 
(1) | Including
right of use asset amortization. | 
|
Overall
operating expenses increased by $138,740, or 3%, to $4,621,928 for the year ended October 31, 2025, as compared to $4,483,188 for the
year ended October 31, 2024, driven by professional fees incurred in connection with a public offering attempt and higher G&A expenses
associated with this and R&D activities.
Other
Expense
Our
other expenses are comprised of interest expense, amortization of debt discount, change in fair value of derivative liability and loss
on debt extinguishment. Overall other expenses increased by $214,189, or 182%, to $331,717 for the year ended October 31, 2025, as compared
to $117,528 for the year ended October 31, 2024. We recorded $327,873 in interest expense in the year ended October 31, 2025 compared
to $89,178 in the year ended October 31, 2024, reflecting our increased amount of average outstanding debt and increased rates of interest
thereunder. In the year ended October 31, 2025 we recorded amortization of debt discount of $8,188 and the change in fair value of derivative
liability of ($4,344), which was due to the issuance of convertible debt in August 2025.
We
have not recorded income tax expense or benefit in the years ended October 31, 2025 and 2024 (because of our tax loss carryforwards).
We had approximately $3,179,000 of net operating loss carry forwards to offset future federal taxable income as of October 31, 2025.
The
NOL carry forward is subject to review and possible adjustment by the Internal Revenue Service and state tax authorities. Under the Internal
Revenue Code (IRC) Sections 382 and 383, annual use of the Companys net operating loss carryforwards and research
credit carryforwards to offset taxable income and tax, respectively, may be limited based on cumulative changes in ownership. The Company
has not completed an analysis to determine whether any such limitations have been triggered as of October 31, 2025. The annual limitation,
if any, will be determined based on the value of the Company immediately prior to the ownership change. Subsequent ownership changes
may further affect the limitation in future years.
Net
Loss
Our
net loss for the year ended October 31, 2025 was $4,030,471, compared to a net loss of $1,862,683 for the year ended October 31, 2024.
The change was due to the reasons discussed above.
Because
of historical and expected operating losses and net operating cash flow deficits, there is substantial doubt about the Companys
ability to continue as a going concern for one year from the issuance of the consolidated financial statements, which is not alleviated
by managements plans. The consolidated financial statements have been prepared under the going concern basis of accounting. These
consolidated financial statements do not include any adjustments that might be necessary from the outcome of this uncertainty.
19
****
**Liquidity
and Capital Resources**
As
of October 31, 2025, the Company had cash and cash equivalents of $7,305 and has historically incurred operating losses and negative
cash flows from operations. The Company has funded its working capital, research and development activities, capital expenditures, and
other commitments primarily through loans from the Companys executive officers and directors and other debt financings. The Company
has also issued equity securities in non-cash transactions, including in connection with services rendered and debt-related arrangements.
The Company expects to continue to incur operating losses and negative operating cash flows as it advances its business and executes
its strategic initiatives.
The
Companys primary liquidity requirements include funding operating expenses, research and development activities, engineering and
technical personnel costs, general and administrative expenses, professional fees, and costs associated with maintaining its public company
reporting obligations. As of October 31, 2025, the Companys ability to meet its obligations as they become due depend, and is
expected to continue to depend, on its ability to obtain additional financing through debt or equity issuances, strategic transactions,
or other capital-raising activities.
During
fiscal year 2025 and subsequent to October 31, 2025, the Company completed multiple financing transactions to support its liquidity needs.
On
August 26, 2025, the Company entered into a securities purchase agreement with an accredited investor pursuant to which it issued a convertible
promissory note with an aggregate principal amount of $275,000 for gross proceeds of $200,000 net of an original issue discount of $25,000
and expenses of $75,000 withdrawn from the original proceeds. The note bears interest at 10% per annum and matures on August 26, 2026.
In connection with the transaction, the Company also issued unregistered shares of its common stock as commitment shares. Net proceeds
were used for general corporate and working capital purposes.
On September 18, 2025, the Company obtained a
short-term loan, which totaled $ 63,000, from a single lender to fund operations. The loan is secured by expected (i) future cash receipts
of the Company, and (ii) all other tangible and intangible personal property. Payments are expected on a weekly basis for 30 weeks. The
Company is expected to repay an aggregate of $91,980 to the lender over the nominal term. The repayment amount decreases for earlier payoff
dates.
On September 30, 2025, the Company obtained a
short-term loan, which totaled $ 60,000, from a single lender to fund operations. The loan is secured by expected (i) future cash receipts
of the Company, and (ii) all other tangible and intangible personal property. Payments are expected on a weekly basis for 18 weeks. The
Company is expected to repay an aggregate of $89,940 to the lender over the nominal term. The repayment amount decreases for earlier payoff
dates.
On September 30, 2025, the Company obtained a
short-term loan, which totaled $ 60,000, from a single lender to fund operations. The loan is secured by expected (i) future cash receipts
of the Company, and (ii) all other tangible and intangible personal property. Payments are expected on a weekly basis for 18 weeks. The
Company is expected to repay an aggregate of $89,940 to the lender over the nominal term. The repayment amount decreases for earlier payoff
dates
On September 30, 2025, the Company obtained a short-term loan, which
totaled $ 80,000, from a single lender to fund operations. The loan is secured by expected (i) future cash receipts of the Company, and
(ii) all other tangible and intangible personal property. Payments are expected on a weekly basis for 24 weeks. The Company is expected
to repay an aggregate of $120,000 to the lender over the nominal term. The repayment amount decreases for earlier payoff dates.
Subsequent
to October 31, 2025, on December 19, 2025, the Company issued unsecured promissory notes and an unsecured convertible promissory note
to institutional investors for aggregate gross proceeds of approximately $250,000, reflecting original issue discounts. These notes bear
interest at 12% per annum and mature in 2026.
In
addition, on January 12, 2026 and January 14, 2026, the Company issued additional convertible promissory notes to accredited investors
for aggregate gross proceeds of $300,000, reflecting original issue discounts of $30,000.
The
securities issued in connection with these transactions, including shares of common stock issued or issuable upon conversion of the notes
or as consideration for services, were issued in transactions exempt from registration under the Securities Act of 1933, as amended.
See Unregistered Sales of Equity Securities included elsewhere in this Annual Report for additional information.
20
Debt
Obligations and Contractual Commitments*
As
of October 31, 2025, the Company had outstanding unsecured notes to related parties with an aggregate principal balance of $1,336,613,
bearing interest at rates between 6.5% and 11.25% per annum. $841,613 of these notes mature in fiscal year 2026, with the remaining balance
maturing in fiscal years 2027 and 2028.
As of October 31, 2025, the Company also had outstanding
debt from unrelated parties under notes payable with an aggregate principal balance of $1,887,034. These notes bear interest at rates
of 9.75% and 12.00% per annum and mature within the next two fiscal years. Certain of these notes are secured by the Companys accounts
receivable and by shares of common stock pledged by a shareholder, and certain notes permit acceleration upon the occurrence of specified
events. A discussion of the notes issued during the fiscal year ended October 31, 2025 and subsequent thereto is included above.
The Companys ability to service its debt obligations will depend
on its future operating performance and its ability to obtain additional financing.
**Subsequent Events**
****
As previously disclosed in Current Reports on Form 8-K filed with the
SEC in November 2025, December 2025 and February 2026, the Company received notices of default relating to certain outstanding promissory
notes.
As previously disclosed in a Current Report on Form 8-K filed on November
26, 2025, on November 20, 2025, the Company received an email from counsel to the holders of (i) the Companys secured promissory
note dated October 15, 2024 in the original principal amount of $400,000, bearing interest at 9.75% per annum, and (ii) the Companys
secured promissory note dated October 16, 2024 in the original principal amount of $500,000, bearing interest at 9.75% per annum (collectively,
the $900,000 Notes). The $900,000 Notes are secured by a first-priority security interest in the Companys accounts
receivable. The email asserted that the Companys failure to repay the $900,000 Notes at their November 5, 2025 maturity date constituted
an event of default and stated that it constituted a notice of default. The holders have demanded repayment of the outstanding principal
and accrued interest. The Company did not repay the $900,000 Notes on the maturity date. As of February 13, 2026, the total amount outstanding
under the $900,000 Notes, including accrued interest, was $865,335.
As previously disclosed in a Current Report on Form 8-K filed on December
2, 2025, on December 1, 2025, the Company received a notice from a noteholder asserting that the Company was in default under its Amended
and Restated Secured Promissory Note dated October 15, 2024 in the original principal amount of $250,000, bearing interest at 9.75% per
annum (the $250,000 Secured Note), due to the Companys failure to repay the outstanding amount within the applicable
grace period following its November 5, 2025 maturity date. The Company did not repay the $250,000 Secured Note on the maturity date. As
of February 13, 2026, the total amount outstanding under the $250,000 Secured Note, including accrued interest, was $289,045.
As previously reported in a Current Report on Form 8-K filed on February
12, 2026, on February 7, 2026, the Company received notices of default and demand for payment (collectively, the February Default
Notices) from the holders of (i) a promissory note dated March 18, 2024 in the original principal amount of $50,000, (ii) a promissory
note dated April 16, 2025 in the original principal amount of $150,000, and (iii) a promissory note dated March 18, 2024 in the original
principal amount of $50,000 (collectively, the Extended Notes).
In September 2025, the Company entered into loan extension agreements
with respect to the Extended Notes pursuant to which the maturity dates were extended and installment payments were scheduled through
December 31, 2025. Under the terms of the extension agreements, if payments were not made in accordance with the agreed schedule, interest
accrues at a rate of 18% per annum deemed to have commenced on July 1, 2025. As of February 13, 2026, the amounts outstanding under the
Extended Notes were $61,877 under the $50,000 note dated March 18, 2024, $169,837 under the $150,000 note dated April 16, 2025, and $61,877
under the $50,000 note dated March 18, 2024.
The Company has not entered into any written waiver or forbearance
agreement with respect to the foregoing indebtedness and is in discussions with the respective holders regarding potential repayment arrangements;
however, no assurance can be given that such discussions will result in a resolution.
**Capital
Requirements and Going-Concern Considerations**
Because
of historical and expected operating losses and negative operating cash flows, there is substantial doubt about the Companys ability
to continue as a going concern for one year from the issuance of the consolidated financial statements. Managements plans to address
this uncertainty include pursuing additional debt and equity financings, strategic partnerships, and other capital-raising initiatives.
However, there can be no assurance that such financing or other arrangements will be available on acceptable terms, or at all.
If
the Company is unable to obtain additional capital when needed, it may be required to reduce or delay expenditures, curtail operations,
delay or limit strategic initiatives, or pursue other strategic alternatives.
****
21
****
**Cash
Flows**
Comparison
of the Years Ended October 31, 2025 to the Years Ended October 31, 2024.
| 
| | 
Years
Ended
October 31, | | |
| 
| | 
2025 | | | 
2024 | | |
| 
Cash used in operating activities | | 
$ | (2,065,017 | ) | | 
$ | (1,560,375 | ) | |
| 
Cash provided by (used in) investing activities | | 
$ | - | | | 
$ | - | | |
| 
Cash provided by financing activities | | 
$ | 1,520,770 | | | 
$ | 1,607,592 | | |
| 
Cash on hand (end of period) | | 
$ | 7,305 | | | 
$ | 551,552 | | |
Cash
Flows from/used in Operating Activities
For
the year ended October 31, 2025, net cash used in operating activities was $(2,065,017), compared to cash used in operating activities
of $(1,560,375) for the year ended October 31, 2024.
Our
operating cash flow results were affected by the aging and timing of certain working capital items. During the years ended October 31,
2025 and 2024, our negative operating cash flow was attributed mainly to our net loss, as described above.
During
the year ended October 31, 2025, the Company reported $(2,065,017) of cash used in operating activities. The Companys negative
operating cash flow was attributed mainly to a net loss of $(4,030,471), decrease in lease obligations of $410,572, and an increase in
prepaid expenses and other current assets. This was offset by decreases in right of use asset amortization of $393,016, increase in accrued
compensation of $125,150, decrease in accounts receivable of $900,776, decrease in work in progress of $343,218, and an increase in accounts
payable and accrued expenses of $133,497.
During
the year ended October 31, 2024, the Company reported ($1,560,375) of cash used by operating activities. The Companys negative
operating cash flow was attributed mainly to a net loss of ($1,862,683), increased work in progress of $343,218, decrease in lease obligations
of $340,543, and decrease in accounts payable of $223,330. This was offset by decreases in right of use asset amortization of $370,266,
increase in accrued compensation of $205,224, and decrease in accounts receivable of $357,977.
Cash
Flows used in Investing Activities
During
the years ended October 31, 2025 and 2024, net cash used in investing activities was $0.
Cash
Flows from/used in Financing Activities
During
the year ended October 31, 2025, net cash provided by financing activities was $1,520,770, which included the incurrence of new debt
proceeds amounting to $1,944,772, offset by repayments of debt totaling $424,002.
During
the year ended October 31, 2024, net cash provided by financing activities was $1,607,592, which included $1,570,000 in net proceeds
from incurrence of debt and merger recapitalization of $81,818, offset by repayments of debt totaling $44,226.
22
****
**Material
Cash Commitments**
The
Companys material future cash commitments, to be paid from cash flows from operations, are to repay its current debt obligations
and payments under leases for its facilities. The Company does not have any material commitments for capital expenditures. The following
table shows the material future commitments for theyears ending October31st:
| 
| | 
Leases | | | 
Debt | | | 
Total | | |
| 
2026 | | 
$ | 477,956 | | | 
$ | 2,853,647 | | | 
$ | 3,331,603 | | |
| 
2027 | | 
| 283,626 | | | 
| 260,000 | | | 
| 543,626 | | |
| 
2028 | | 
| | | | 
| 385,000 | | | 
| 385,000 | | |
| 
2029 | | 
| | | | 
| | | | 
| | | |
| 
Total | | 
$ | 761,582 | | | 
$ | 3,498,647 | | | 
$ | 4,260,229 | | |
**Off-BalanceSheet
Arrangements**
We
do not have any off-balancesheet arrangements or relationships with unconsolidated entities or financial partnerships, such as
entities often referred to as structured finance or special purpose entities.
**Critical
Accounting Policies and Significant Judgments and Estimates**
This
discussion and analysis of our financial condition and results of operations is based on our financial statements, which have been prepared
in accordance with generally accepted accounting principles in the UnitedStates (GAAP). The preparation of these
financial statements requires us to make estimates and assumptions that affect the reported amounts of assets and liabilities and the
disclosure of contingent assets and liabilities at the date of the financial statements, as well as the reported expenses incurred during
the reporting periods. Our estimates are based on our historical experience and on various other factors that we believe are reasonable
under the circumstances, the results of which form the basis for making judgments about the carrying value of assets and liabilities
that are not readily apparent from other sources. Actual results may differ from these estimates under different assumptions or conditions.
While
our significant accounting policies are described in more detail in the notes to our financial statements included elsewhere in this
quarterly report, we believe that the following accounting policies are critical to understanding our historical and future performance,
as these policies relate to the more significant areas involving managements judgments and estimates.
We
believe our most critical accounting policies and estimates relate to the following:
| 
| Revenue
Recognition | 
|
| 
| Work
in Progress | 
|
| 
| Lease
Accounting | 
|
**Revenue
Recognition**
****
Revenue
related to contracts with customers is evaluated utilizing the following steps: (i)Identify the contract, or contracts, with a
customer; (ii)Identify the performance obligations in the contract; (iii)Determine the transaction price; (iv)Allocate
the transaction price to the performance obligations in the contract; (v)Recognize revenue when the Company satisfies a performance
obligation.
23
Revenues
from cost-plusand time and materials contracts are recognized with each invoice. For fixed price contracts including purchase orders
with specific priced milestone deliveries, revenue is recognized upon invoicing for each milestone completed. Revenue on fixed price
contracts that are still in progress at month end are otherwise recognized on the percentage-of-completionmethod, measured by the
percentage of total costs incurred to date to the estimated total costs for each contract. This method is used because management considers
total costs to be the best available measure of progress on these contracts.
**Work
in Progress**
Inventory
consists of work in progress and consists of estimated revenue calculated on a percentage of completion based on direct labor and materials
in relation to the total contract value. The Company does not maintain raw materials nor finished goods.
**Leases**
We
determine if an arrangement is a lease at inception. Operating leases are included in operating lease right-of-use(ROU)
assets, operating lease liabilitiescurrent, and operating lease liabilitiesnoncurrent on the balance
sheets. Finance leases are included in property and equipment, other current liabilities, and other long-termliabilities in our
balance sheets.
ROU
assets represent our right to use an underlying asset for the lease term and lease liabilities represent our obligation to make lease
payments arising from the lease. Operating lease ROU assets and liabilities are recognized at commencement date based on the present
value of lease payments over the lease term. As most of our leases do not provide an implicit rate, we generally use our incremental
borrowing rate based on the estimated rate of interest for collateralized borrowing over a similar term of the lease payments at commencement
date. The operating lease ROU asset also includes any lease payments made and excludes lease incentives. Our lease terms may include
options to extend or terminate the lease when it is reasonably certain that we will exercise that option. Lease expense for lease payments
is recognized on a straight-linebasis over the lease term.
Leases
with a lease term of 12months or less at inception are not recorded on our balance sheet and are expensed on a straight-linebasis
over the lease term in our statement of operations.
**ITEM
7A. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK**
As
a Smaller Reporting Company, the Company is not required to provide the information required by this Item.
24
****
**ITEM
8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA**
**INDEX
TO CONSOLIDATED FINANCIAL STATEMENTS**
**Helio
Corporation**
**Financial
Statements for the Years Ended October 31, 2025**
**Index
to the Consolidated Financial Statements**
| | | Page No. | |
| Report of Independent Registered Public Accounting Firm (PCAOB ID No. 6920) | | F-2 | |
| Consolidated Balance Sheets as of October 31, 2025 and 2024 | | F-3 | |
| Consolidated Statements of Operations for the years ended October 31, 2025 and 2024 | | F-4 | |
| Consolidated Statements of Changes in Shareholders Deficit for the years ended October 31, 2025 and 2024 | | F-5 | |
| Consolidated Statements of Cash Flows for the years ended October 31, 2025 and 2024 | | F-6 | |
| Notes to Consolidated Financial Statements | | F-7 | |
F-1
****
****
****
REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING
FIRM
To the Board of Directors and
Shareholders of Helio Corporation 
**Opinion on the Financial Statements**
****
We have audited the accompanying consolidated
balance sheets of Helio Corporation (the Company) as of October 31, 2025 and 2024, and the related consolidated statements
of operations, changes in shareholders deficit and cash flows for each of the years in the two-year period ended October 31, 2025,
and the related notes (collectively referred to as the financial statements). In our opinion, the financial statements present fairly,
in all material respects, the financial position of the Company as of October 31, 2025 and 2024 and the results of its operations and
its cash flows for the years in the two-year period ended October 31, 2025, in conformity with accounting principles generally accepted
in the United States of America.
****
**Substantial Doubt about the Companys
Ability to Continue as a Going Concern**
The accompanying financial statements have been
prepared assuming that the Company will continue as a going concern. As discussed in Note 1, the Company has incurred net losses and negative
cash flow from operations. These factors, and the need for additional financing in order for the Company to meet its business plans raises
substantial doubt about the Companys ability to continue as a going concern. The financial statements do not include any adjustments
that might result from the outcome of this uncertainty.
**Basis for Opinion**
****
These financial statements are the responsibility
of the Companys management. Our responsibility is to express an opinion on the Companys financial statements based on our
audits. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are
required to be independent with respect to the Company in accordance with the U.S. federal securities laws and the applicable rules and
regulations of the Securities and Exchange Commission and the PCAOB.
We conducted our audits in accordance with the
standards of the PCAOB. Those standards require that we plan and perform the audits to obtain reasonable assurance about whether the financial
statements are free of material misstatement, whether due to error or fraud. The Company is not required to have, nor were we engaged
to perform, an audit of its internal control over financial reporting. As part of our audits, we are required to obtain an understanding
of internal control over financial reporting, but not for the purpose of expressing an opinion on the effectiveness of the Companys
internal control over financial reporting. Accordingly, we express no such opinion.
Our audits included performing procedures to assess
the risks of material misstatement of the financial statements, whether due to error or fraud, and performing procedures that respond
to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.
Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating
the overall presentation of the financial statements. We believe that our audits provide a reasonable basis for our opinion.
/s/ Astra Audit & Advisory, LLC
We have served as the Companys auditor since 2024.
| Tampa, Florida | |
| | | |
| February 17th, 2026 | | |
F-2
**HELIO
CORPORATION**
**CONSOLIDATED
BALANCE SHEETS**
| 
| | 
October 31, | | | 
October 31, | | |
| 
| | 
2025 | | | 
2024 | | |
| 
| | 
(audited) | | | 
(audited) | | |
| 
Assets | | 
| | | 
| | |
| 
Current Assets: | | 
| | | 
| | |
| 
Cash | | 
$ | 7,305 | | | 
$ | 551,552 | | |
| 
Accounts
receivable, net | | 
| 489,426 | | | 
| 1,390,202 | | |
| 
Work
in progress | | 
| - | | | 
| 343,218 | | |
| 
Prepaid
expenses and other current assets | | 
| 102,143 | | | 
| - | | |
| 
Total
Current Assets | | 
| 598,874 | | | 
| 2,284,972 | | |
| 
| | 
| | | | 
| | | |
| 
Property
and equipment, net | | 
| 64,726 | | | 
| 87,389 | | |
| 
Security
deposits | | 
| 76,655 | | | 
| 76,655 | | |
| 
Right-of-use
assets, net | | 
| 566,361 | | | 
| 959,377 | | |
| 
Total
Non-current Assets | | 
| 707,742 | | | 
| 1,123,421 | | |
| 
TOTAL
ASSETS | | 
$ | 1,306,616 | | | 
$ | 3,408,393 | | |
| 
| | 
| | | | 
| | | |
| 
Liabilities
and Shareholders Deficit | | 
| | | | 
| | | |
| 
| | 
| | | | 
| | | |
| 
LIABILITIES | | 
| | | | 
| | | |
| 
Current
Liabilities: | | 
| | | | 
| | | |
| 
Accounts
payable and accrued expenses | | 
$ | 273,936 | | | 
$ | 140,439 | | |
| 
Accrued
compensation | | 
| 930,555 | | | 
| 805,405 | | |
| 
Notes
Payable - Related Parties | | 
| 841,613 | | | 
| 420,000 | | |
| 
Notes
payable | | 
| 1,737,034 | | | 
| 200,000 | | |
| 
Convertible notes payable, net of $77,202 in unamortized debt discount | | 
| 197,798 | | | 
| - | | |
| 
Derivative
liability | | 
| 39,543 | | | 
| - | | |
| 
Operating
lease obligations, current | | 
| 477,956 | | | 
| 503,124 | | |
| 
Total
Current Liabilities | | 
| 4,498,435 | | | 
| 2,068,968 | | |
| 
| | 
| | | | 
| | | |
| 
Notes
payable - Related Parties, less current portion | | 
| 495,000 | | | 
| 182,877 | | |
| 
Notes
payable, less current portion | | 
| 150,000 | | | 
| 1,150,000 | | |
| 
Operating
lease obligations | | 
| 223,319 | | | 
| 608,723 | | |
| 
Total
Non-current Liabilities | | 
| 868,319 | | | 
| 1,941,600 | | |
| 
Total
Liabilities | | 
| 5,366,754 | | | 
| 4,010,568 | | |
| 
| | 
| | | | 
| | | |
| 
Commitments
and contingencies (Note 10) | | 
| | | | 
| | | |
| 
| | 
| | | | 
| | | |
| 
Shareholders
Deficit | | 
| | | | 
| | | |
| 
Common stock, no par value, 100,000,000 shares authorized; 11,371,966 and 11,263,633 shares issued and outstanding as of October 31, 2025 and 2024, respectively | | 
| 912,369 | | | 
| 339,861 | | |
| 
Accumulated
deficit | | 
| (4,972,507 | ) | | 
| (942,036 | ) | |
| 
Total
Shareholders Deficit | | 
| (4,060,138 | ) | | 
| (602,175 | ) | |
| 
Total
Liabilities and Shareholders Deficit | | 
$ | 1,306,616 | | | 
$ | 3,408,393 | | |
F-3
****
**HELIO
CORPORATION**
**CONSOLIDATED
STATEMENTS OF OPERATIONS**
| 
| 
| 
For
the Years Ended | 
| |
| 
| 
| 
October
31, | 
| 
| 
October
31, | 
| |
| 
| 
| 
2025 | 
| 
| 
2024 | 
| |
| 
Revenue: | 
| 
| 
| 
| 
| 
| |
| 
Service
fees | 
| 
$ | 
2,461,831 | 
| 
| 
$ | 
4,766,079 | 
| |
| 
Engineering
fees | 
| 
| 
345,840 | 
| 
| 
| 
1,593,475 | 
| |
| 
Materials | 
| 
| 
1,068,122 | 
| 
| 
| 
531,669 | 
| |
| 
Total
Revenue | 
| 
| 
3,875,793 | 
| 
| 
| 
6,891,223 | 
| |
| 
Costs
of revenue | 
| 
| 
2,952,619 | 
| 
| 
| 
4,153,190 | 
| |
| 
Gross
profit | 
| 
| 
923,174 | 
| 
| 
| 
2,738,033 | 
| |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Operating
expenses | 
| 
| 
| 
| 
| 
| 
| 
| |
| 
General
and administrative expenses | 
| 
| 
2,933,534 | 
| 
| 
| 
2,799,805 | 
| |
| 
Personnel
expenses | 
| 
| 
436,947 | 
| 
| 
| 
473,527 | 
| |
| 
Facilities
expense | 
| 
| 
692,262 | 
| 
| 
| 
736,062 | 
| |
| 
Professional
fees | 
| 
| 
462,592 | 
| 
| 
| 
359,077 | 
| |
| 
Depreciation
expense | 
| 
| 
22,663 | 
| 
| 
| 
22,663 | 
| |
| 
Right
of use amortization | 
| 
| 
73,930 | 
| 
| 
| 
92,054 | 
| |
| 
Total
Operating Expenses | 
| 
| 
4,621,928 | 
| 
| 
| 
4,483,188 | 
| |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Operating
loss | 
| 
| 
(3,698,754 | 
) | 
| 
| 
(1,745,155 | 
) | |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Other
expense: | 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Interest
expense, net | 
| 
| 
(327,873 | 
) | 
| 
| 
(89,178 | 
) | |
| 
Amortization
of debt discount | 
| 
| 
(8,188 | 
) | 
| 
| 
- | 
| |
| 
Change
in fair value of derivative liability | 
| 
| 
4,344 | 
| 
| 
| 
- | 
| |
| 
Loss
on debt extinguishment | 
| 
| 
- | 
| 
| 
| 
(28,350 | 
) | |
| 
Total
other expense, net | 
| 
| 
(331,717 | 
) | 
| 
| 
(117,528 | 
) | |
| 
Net
loss before income taxes | 
| 
| 
(4,030,471 | 
) | 
| 
| 
(1,862,683 | 
) | |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Provision
for income taxes | 
| 
| 
- | 
| 
| 
| 
- | 
| |
| 
Net
loss | 
| 
$ | 
(4,030,471 | 
) | 
| 
$ | 
(1,862,683 | 
) | |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Basic
and diluted net loss per share | 
| 
$ | 
(0.36 | 
) | 
| 
$ | 
(0.17 | 
) | |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Weighted
average shares outstandingbasic and diluted | 
| 
| 
11,291,510 | 
| 
| 
| 
11,263,633 | 
| |
F-4
****
**HELIO
CORPORATION**
**CONSOLIDATED
STATEMENTS OF CHANGES IN SHAREHOLDERS (DEFICIT)**
**FOR
THE YEARS ENDED OCTOBER 31, 2025 AND 2024**
| 
| | 
No par-value | | | 
| | | 
| | |
| 
| | 
Common
Stock | | | 
Accumulated | | | 
| | |
| 
| | 
Shares | | | 
Amount | | | 
Deficit | | | 
Totals | | |
| 
Balances as
of October 31, 2023 (as previously reported) | | 
| 16,000,000 | | | 
$ | 33,256 | | | 
$ | 920,647 | | | 
$ | 953,903 | | |
| 
Conversion
of shares due to recapitalization* | | 
| (4,736,367 | ) | | 
| 81,818 | | | 
| - | | | 
| 81,818 | | |
| 
Balances at October 31,
2023, effect of recapitalization | | 
| 11,263,633 | | | 
| 115,074 | | | 
| 920,647 | | | 
| 1,035,721 | | |
| 
Stock-based
compensation | | 
| - | | | 
| 196,437 | | | 
| - | | | 
| 196,437 | | |
| 
Loss
on debt extinguishment | | 
| - | | | 
| 28,350 | | | 
| - | | | 
| 28,350 | | |
| 
Net
loss | | 
| - | | | 
| - | | | 
| (1,862,683 | ) | | 
| (1,862,683 | ) | |
| 
Balances at October 31,
2024 | | 
| 11,263,633 | | | 
| 339,861 | | | 
| (942,036 | ) | | 
| (602,175 | ) | |
| 
Stock-based
compensation | | 
| - | | | 
| 431,005 | | | 
| - | | | 
| 431,005 | | |
| 
Common
stock issued for services | | 
| 83,333 | | | 
| 125,000 | | | 
| - | | | 
| 125,000 | | |
| 
Common
stock issued with notes payable | | 
| 25,000 | | | 
| 16,503 | | | 
| - | | | 
| 16,503 | | |
| 
Net
loss | | 
| - | | | 
| - | | | 
| (4,030,471 | ) | | 
| (4,030,471 | ) | |
| 
Balances
at October 31, 2025 | | 
| 11,371,966 | | | 
$ | 912,369 | | | 
$ | (4,972,507 | ) | | 
$ | (4,060,138 | ) | |
F-5
****
**HELIO
CORPORATION**
**CONSOLIDATED
STATEMENTS OF CASH FLOWS**
| 
| | 
For
the Years Ended October 31, | | |
| 
| | 
2025 | | | 
2024 | | |
| 
CASH FLOWS FROM OPERATING ACTIVITIES | | 
| | | 
| | |
| 
Net
loss | | 
$ | (4,030,471 | ) | | 
$ | (1,862,683 | ) | |
| 
Adjustments
to reconcile net loss to net cash (used in) operating activities | | 
| | | | 
| | | |
| 
Depreciation | | 
| 22,663 | | | 
| 22,663 | | |
| 
Stock-based
compensation | | 
| 431,005 | | | 
| 196,437 | | |
| 
Common
stock issued for services | | 
| 125,000 | | | 
| - | | |
| 
Loss
on debt extinguishment | | 
| - | | | 
| 28,350 | | |
| 
Amortization
of debt discount | | 
| 8,188 | | | 
| - | | |
| 
Right
of use asset amortization | | 
| 393,016 | | | 
| 370,266 | | |
| 
Change
in fair value of derivative liability | | 
| (4,344 | ) | | 
| - | | |
| 
Changes
in assets and liabilities | | 
| | | | 
| | | |
| 
Accounts
receivable | | 
| 900,776 | | | 
| 357,977 | | |
| 
Prepaid
expenses and other current assets | | 
| (102,143 | ) | | 
| 28,482 | | |
| 
Work
in progress | | 
| 343,218 | | | 
| (343,218 | ) | |
| 
Accounts
payable and accrued expenses | | 
| 133,497 | | | 
| (223,330 | ) | |
| 
Accrued
compensation | | 
| 125,150 | | | 
| 205,224 | | |
| 
Operating
lease obligations | | 
| (410,572 | ) | | 
| (340,543 | ) | |
| 
Net
cash used in operating activities | | 
| (2,065,017 | ) | | 
| (1,560,375 | ) | |
| 
| | 
| | | | 
| | | |
| 
CASH FLOWS FROM FINANCING
ACTIVITIES | | 
| | | | 
| | | |
| 
Proceeds
from notes payable | | 
| 887,304 | | | 
| 1,400,000 | | |
| 
Proceeds
from notes payable - related parties | | 
| 857,468 | | | 
| 170,000 | | |
| 
Proceeds
from convertible notes payable | | 
| 200,000 | | | 
| - | | |
| 
Repayment
of notes payable | | 
| (289,502 | ) | | 
| - | | |
| 
Repayment
of notes payable - related parties | | 
| (134,500 | ) | | 
| (44,226 | ) | |
| 
Recapitalization | | 
| - | | | 
| 81,818 | | |
| 
Net
cash provided by financing activities | | 
| 1,520,770 | | | 
| 1,607,592 | | |
| 
| | 
| | | | 
| | | |
| 
NET (DECREASE) INCREASE
IN CASH | | 
| (544,247 | ) | | 
| 47,217 | | |
| 
| | 
| | | | 
| | | |
| 
CASH- BEGINNING
OF PERIOD | | 
| 551,552 | | | 
| 504,335 | | |
| 
| | 
| | | | 
| | | |
| 
CASH - END OF PERIOD | | 
$ | 7,305 | | | 
$ | 551,552 | | |
| 
| | 
| | | | 
| | | |
| 
CASH PAID DURING THE PERIOD
FOR: | | 
| | | | 
| | | |
| 
Interest | | 
$ | 221,880 | | | 
$ | 28,157 | | |
| 
Income
taxes | | 
$ | - | | | 
$ | 3,985 | | |
F-6
****
**HELIO
CORPORATION**
**NOTES
TO CONSOLIDATED FINANCIAL STATEMENTS**
**October
31, 2025**
**NOTE
1: BUSINESS**
Helio
Corporation (the Company or Helio) is an aerospace technology, engineering, and research and development
(R&D) holding company serving commercial, government, and non-profitorganizations. Heliospace Corporation (Heliospace),
the Companys wholly-owned subsidiary, is an aerospace company specializing in the design, engineering, assembly and test of space
flight qualified hardware, providing systems engineering, modeling, analysis, integration and test services for space missions.
Heliospace was incorporated on March6, 2018 in Delaware. The Companys products include aerospace related hardware, systems,
and services for customers such as NASA, universities, and private space companies. The customer base ranges from NASA and foreign space
agencies to private companies, foundations, universities, and non-profits.
Heliospace
designs, fabricates, assembles and tests space qualified hardware, including radar antennas for the NASA Europa Clipper mission, antennas
for the SunRISE CubeSat constellation, and deployable systems and sensors for numerous lunar landers and the Mars Sample Return program.
Heliospace also provides systems engineering, integration and test, and mission formulation services, including support for the design,
testing, and launch of the James Webb Space Telescope, formulation and design of the Roman Space Telescope, Habworlds Observatory, Mars
Sample Return, and the Atmospheric Observing System.
**
*Change-in-control
Transaction*
On
October 3, 2022, Helio was incorporated in Florida, under the name Stirling Bridge Group, Inc. In May of 2023, the Company changed its
name to Web3 Corporation. In January2024, the Company acquired 100% of Heliospaces common stock shares in exchange for 9,795,733
newly issued Common Stock Shares of the Company (the Share Exchange), and changed its name from Web3 Corporation to the
Helio Corporation. The Companys principal executive offices are located at 2448 Sixth Street, Berkeley, CA94710. The transaction
was accounted for as a recapitalization of Heliospace as Heliospace was deemed the accounting acquirer. The historical financial statements
are that of Heliospace; therefore the pre-transactionfinancial statements are that of Heliospace. The transaction was effective
on January4, 2024 and combines the financial statements from the transaction date forward.
**Liquidity**
The
Company has historically funded its working capital, research and development and capital expenditure requirements and other commitments
(including debt service and repayment) from its operating cash flows, debt financing, and issuances of equity. The Company has historically
experienced negative cash flows from operations and recurring net losses.
In
May and June 2025, the Company entered into an additional note payable agreement and a Receivables Sale Agreement to obtain additional
funding (see Note 5). Additional financing or capital investment will be necessary to sustain operations for one year from the issuance
of these consolidated financial statements.
The
Company is currently engaged in negotiations with prospective lenders regarding potential bridge financing arrangements, and potential
investors for the purchase of convertible notes or equity investments. These discussions are ongoing, and there can be no assurance that
the Company will enter into definitive agreements or that any such financing will be completed on favorable terms or at all.
If
completed, the Company expects to use the net proceeds from investments and bridge financing to repay certain outstanding promissory
notesand to support key operational initiatives. These include investments in research and development, expansion of sales, marketing,
and business development activities, facility and infrastructure enhancements, manufacturing improvements, and other general corporate
purposes, including working capital and upgrades to the Companys financial and contract management systems.
The
Company will need to raise substantial additional capital to accomplish its business plan for the foreseeable future. There can be no
assurance as to the availability, if any, or terms upon which such financing and capital might be available in the future.As of
October 31, 2025, the Company had cash and cash equivalents of $7,305, a decrease of $544,247 from $551,552 as of October 31, 2024.
The
Company has outstanding unsecured notes to certain related parties with an aggregate outstanding principal balance of $1,336,613 as of
October 31, 2025, the proceeds of which were used to meet working capital and cash flow management needs. The notes bear interest at
between 6.5% and 11.25% per annum. $841,613 of these notes mature in the 2026 fiscal year, and the remaining $495,000 mature in the 2027
or 2028 fiscal years. Note that the terms of these related party transactions are not necessarily indicative of what third parties
would agree to.
F-7
As
of October 31, 2025, the Company has outstanding debt from unrelated parties pursuant to notes payable in the aggregate principal amount
of $2,162,033. These notes bear interest at 9.75% and 50.00% and mature within the next two fiscal years. Certain of these notes were
initially convertible but were amended to eliminate the conversion features in consideration of the issuance by the Company and/or the
transfer by certain shareholders of shares of the Companys common stock (See Note 5). Interest on these notes either accrues or
is paid quarterly or at maturity along with principal, as specifically described in the note. Upon the occurrence and during the continuance
of any default by the Company under any of the above notes, which default is not cured within fifteen (15) days following written notice
of such default from the payee, the payee may declare the entire unpaid principal and unpaid interest immediately due and payable. Certain
of these notes are secured by the Companys accounts receivable, and by shares of common stock pledged by one of the Companys
shareholders. In addition, certain of these notes become due, and the payees under certain of these notes have the right to accelerate
their notes, upon the completion of an offering.
Because
of historical and expected operating losses and net operating cash flow deficits, there is substantial doubt about the Companys
ability to continue as a going concern for one year from the issuance of the consolidated financial statements. The consolidated financial
statements have been prepared under the going concern basis of accounting. These consolidated financial statements do not include any
adjustments that might be necessary from the outcome of this uncertainty.
****
**NOTE
2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES**
****
**Basis
of Presentation and Consolidation**
****
The
accompanying consolidated financial statements, which include the accounts of and its wholly owned subsidiary, HelioSpace, have been
prepared in accordance with accounting principles generally accepted in the United States of America (GAAP) and the rules
and regulations of the Securities and Exchange Commission (SEC). The consolidated financial statements present the financial
position, results of operations, and cash flows of the Company for the years ended October 31, 2025 and 2024. The consolidated financial
statements have been prepared on the accrual basis of accounting and are presented in U.S. dollars. The Companys fiscal year ends
on October 31.
**Reclassification**
In
the preparation of the consolidated financial statements, the Company identified a $50,000 amount previously classified as Notes payable
was more appropriately classified as Notes payable related parties within the consolidated balance sheet as of October 31, 2024.
Upon evaluation, the Company determined that the impact of this reclassification was immaterial to the consolidated financial statements
taken as a whole. The reclassification is reflected within the October 31, 2024 balances presented in the accompanying consolidated balance
sheets, and was made to enhance comparability and transparency of the financial statements.
****
**Cash
and Cash Equivalents**
For
the purposes of the consolidated statements of cash flows, the Company considers all highly liquid investments purchased with a maturity
of three (3)months or less to be cash equivalents. The Company has no cash equivalents as of October 31, 2025 and 2024.
Cash
accounts are insured at the Federal Deposit Insurance Corporation limits of $250,000 per bank. At times throughout the year, such bank
balances may have exceeded the federally insured limit. As of October 31, 2025, there were no bank balances in excess of the federally
insured limit.
****
**Work
In Progress**
Work
In Progress (WIP) tracks the costs incurred of a specific job that has not reached a certain milestone achievement. This is the computed
value of work performed to advance milestone(s)that have not yet been billed and is used to track total job cost (billed and unbilled).
Revenue of WIP is only recognized for specific milestones that are distinct contractual performance obligations that provide identifiable
benefits to the customer independently of other project phases.
****
F-8
****
**Accounts
Receivable, net**
Accounts
receivables are recorded at the amount the Company expects to collect on the balance outstanding at period-end. Management closely monitors
outstanding balances during the year and allocates an allowance account if appropriate. The Company estimates and records a provision
for its expected credit losses related to its financial instruments, including its trade receivables and contract assets. The Company
considers historical collection rates, the current financial status of its customers, macroeconomic factors, and other industry-specificfactors
when evaluating for current expected credit losses. Forward-lookinginformation is also considered in the evaluation of current
expected credit losses. However, because of the short time to the expected receipt of accounts receivable, the Company believes that
the carrying value, net of expected losses, approximates fair value and therefore, relies more on historical and current analysis of
such financial instruments. Based on this analysis, the Company has determined that no allowance for credit losses is necessary for the
current or prior reporting periods.
As
of October 31, 2025 and 2024, there was no amount recorded relating to the allowance for credit losses. The Company writes off bad debts
as they occur during the year, if applicable. Accounts receivable as of October 31, 2025 and 2024 was $489,426 and $1,390,202, respectively.
****
**Property
and Equipment, net**
Property
and equipment is stated at cost. Depreciation is computed primarily using the straight-linemethod over the estimated useful lives
of the assets. Expenditures for repairs and maintenance are charged to expense as incurred. For assets sold or otherwise disposed of,
the cost and related accumulated depreciation are removed from the accounts, and any related gain or loss is reflected in the consolidated
statements of operations during the period in which the disposal occurred. The Company computes depreciation utilizing estimated useful
lives, as stated below:
| Property and Equipment, net Categories | | Estimated Useful Life | |
| Furniture and equipment | | 10 Years | |
Management
regularly reviews property and equipment for possible impairment. This review occurs annually or more frequently if events or changes
in circumstances indicate the carrying amount of the asset may not be recoverable. Based on managements assessment, there were
no indicators of impairment of the Companys property and equipment as of October 31, 2025 or 2024, respectively.
****
**Use
of Estimates**
The
preparation of consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect
certain reported amounts of assets and liabilities and disclosure of contingent assets and liabilities, if any at the date of the consolidated
financial statements and the reported amounts of revenues and expenses during the reporting period.. Accordingly, actual results could
differ from those estimates.
****
**Fair
Value Measurements**
Accounting
Standards Codification (ASC)820 *Fair Value Measurements* defines fair value, establishes a framework for measuring
fair value in GAAP and expands disclosure about fair value measurements.
The
following provides an analysis of financial instruments that are measured subsequent to initial recognition at fair value, grouped into
Levels 1 to 3 based on the degree to which fair value is observable:
| 
| 
Level1 | 
fair
value measurements are those derived from quoted prices (unadjusted in active markets for identical assets or liabilities); | |
| 
| 
| 
| |
| 
| 
Level2 | 
fair
value measurements are those derived from inputs other than quoted prices included within Level1 that are observable for the
asset or liability, either directly (i.e. as prices) or indirectly (i.e.derived from prices); and | |
| 
| 
| 
| |
| 
| 
Level3 | 
fair
value measurements are those derived from valuation techniques that include inputs for the asset or liability that are not based
on observable market data (unobservable inputs). | |
Fair
value estimates discussed herein are based upon certain market assumptions and pertinent information available to management for the
respective periods. The respective carrying value of certain financial instruments approximated their fair values due to the short-termnature
of these instruments. These financial instruments include cash, short-termnotes payable, accounts payable and accrued expenses.
The carrying value of long-termdebt approximates fair value, as the variable interest rates approximate current market rates.
The
following table represents the Companys assets and liabilities by level measured at fair value on a recurring basis at October
31, 2025 and 2024.
| 
| | 
October
31, 2025 | | | 
October
31, 2023 | | |
| 
Description | | 
Level
1 | | | 
Level
2 | | | 
Level
3 | | | 
Level
1 | | | 
Level
2 | | | 
Level
3 | | |
| 
Liabilities | | 
| | | 
| | | 
| | | 
| | | 
| | | 
| | |
| 
Derivative liability | | 
$ | | | | 
| | | | 
$ | 39,543 | | | 
$ | | | | 
| | | | 
| | | |
F-9
****
**Revenue
Recognition**
The
Company records revenue based on a five-stepmodel in accordance with the Financial Accounting Standards Board (FASB)
ASC606, *Revenue from Contracts with Customers*, which requires the following:
| 
1. | Identify
the contract with a customer. | 
|
| 
2. | Identify
the performance obligations in the contract. | 
|
| 
3. | Determine
the transaction price of the contract. | 
|
| 
4. | Allocate
the transaction price to the performance obligations in the contract. | 
|
| 
5. | Recognize
revenue when the performance obligations are met or delivered. | 
|
The
Companys operating revenues are primarily generated from service fees, engineering fees, and materials fees. The Company uses
two different types of contracts which are deliverable based or time based. The Company recognizes revenue related to services when performance
obligations are fulfilled.
Design
service contracts deliver system engineering inputs including designs, analyses, test and verification plans, and mission formulation
architectures on a continual basis over the course of a contract. Customer work is based on distinct identifiable contracts with clear
performance obligations, objectives, and pricing. Service revenue contract types are either Time& Materials (T&M) or Purchase
Order (PO) contracts. Time& Materials contracts meet performance obligations continuously and are billed with revenue recognized
at each invoice. PO contracts are billed at fulfillment of a performance obligation based on the customer agreements, and thus revenue
is recognized when earned.
Engineering
services deliver both space qualified hardware and accompanying analyses, and are conducted under Cost-type, Fixed price, PO, and T&M
contracts. Cost-typeand T&M Engineering contracts are billed monthly as work is completed and revenue is recognized. Revenue
for fixed price contracts including purchase orders that specify priced milestones for delivery of hardware, reports, or analyses is
recognized upon completion of a specific milestone. Revenue on fixed price contracts that are still in progress at month end are otherwise
recognized on the percentage-of-completion method, measured by the percentage of total costs incurred to date to the estimated total
costs for each contract.
**Income
Taxes**
The
Company accounts for income taxes under the provisions ofASC 740*Accounting for Income Taxes,*which requires a
company to first determine whether it is more likely than not (which is defined as a likelihood of more than fifty percent) that a tax
position will be sustained based on its technical merits as of the reporting date, assuming that taxing authorities will examine the
position and have full knowledge of all relevant information. A tax position that meets this more likely than not threshold is then measured
and recognized at the largest amount of benefit that is greater than fifty percent likely to be realized upon effective settlement with
a taxing authority.
Deferred
income taxes are recognized for the tax consequences related to temporary differences between the carrying amount of assets and liabilities
for financial reporting purposes and the amounts used for tax purposes at each year end, based on enacted tax laws and statutory tax
rates applicable to the periods in which the differences are expected to affect taxable income. Deferred income taxes are also recognized
for carry-forwardlosses which can be utilized to offset future taxable income. A valuation allowance is recognized when, based
on the weight of all available evidence, it is considered more likely than not that all, or some portion, of the net deferred tax assets
will not be realized. The Company evaluates its valuation allowance requirements based on projected future operations. When circumstances
change and cause a change in managements judgment about the recoverability of deferred tax assets, the impact of the change on
the valuation is reflected in current income. Income tax expense is comprised of the sum of current income tax plus the change in deferred
tax assets and liabilities.
****
**Earnings
(loss) Per Share**
Basic
net (loss) income per common share is computed by dividing net (loss) income by the weighted average number of vested common shares outstanding
during the period. Diluted net (loss) income per common share is computed by dividing net (loss) income by the weighted average number
of outstanding common shares, plus the net impact of common shares (computed using the treasury stock method), if dilutive, resulting
from the exercise of dilutive securities. In periods when losses are reported, the weighted-averagenumber of common shares outstanding
excludes common stock equivalents because their inclusion would be anti-dilutive. As of October 31, 2025 and 2024, the Company excluded
the common stock equivalents summarized below, which entitle the holders thereof to ultimately acquire shares of common stock, from its
calculation of earnings per share, as their effect would have been anti-dilutive.
F-10
| 
| | 
October
31, | | |
| 
| | 
2025 | | | 
2024 | | |
| 
Stock options | | 
| 1,750,971 | | | 
| 1,422,307 | | |
| 
Convertible
notes payable | | 
| 393,717 | | | 
| - | | |
| 
Total
common stock equivalents | | 
| 2,144,688 | | | 
| 1,422,307 | | |
**Leases**
The
Company accounts for leases based on ASC Topic 842, *Leases.* Based on this standard, the Company determines if an agreement is
a lease at inception. Operating leases are included in right-of-useasset, current operating lease obligations, and operating lease
obligations, in the Companys consolidated balance sheets. Finance leases are included in property and equipment, net, current
portion of long-termdebt, net and long-termdebt, less current portion, and debt issuance costs in the Companys consolidated
balance sheets.
****
As
permitted under Accounting Standards Updated (ASU)2016-02 *Leases* (Topic 842) the Company has made an accounting
policy election not to apply the recognition provisions of ASU2016-02to short term leases (leases with a lease term 12months
or less that do not include an option to purchase the underlying asset that the lessee is reasonably certain to exercise); instead, the
Company will recognize the lease payments for short term leases on a straight-linebasis over the lease term.
****
**Research
and Development**
****
Research
and development costs are expensed as incurred. These costs include, but are not limited to, employee related expenses, including salaries,
benefits and stock-based compensation of research and development personnel, supplies; facilities, depreciation and other expenses, which
include direct and allocated expenses for rent, utilities and insurance.During the years ended October 31, 2025 and 2024, the company
recorded $215,088 and $325,381 in research and development costs, respectively, which is categorized in the general and administrative
expense section of the consolidated statements of operations.
****
**Stock
based-Based Compensation**
The
Company accounts for equity instruments issued to employees in accordance with the provisions of ASC718,*Stock Compensation*.
The computation of the expense associated with stock-basedcompensation requires the use of a valuation model. The Company currently
obtains valuation reports according to FASB ASC Topic718 *Stock Compensation*(ASC718).
Equity-basedcompensation consists solely of stock option awards, including Incentivized Stock Options (ISOs) and Non-QualifiedStock
Options (NSOs), whose exercise prices are determined by the 409A valuation reports. Compensation expense is recognized ratably over the
vesting period as the employee provides services. See Note 8 Stock Options for additional information.
**Benefit
Plan**
From
November 1, 2024 through July 31, 2025 the Company offered a 401(k)plan, in which employees were eligible to participate in the
plan on the firstday of the month following the date of hire. Under the plan employees may defer up to $23,500 for 2025 and $23,000
for 2024. The Company was required to contribute on behalf of each eligible participating employee, matching 100% of the participants
deferral not to exceed 4% of employee compensation. Employees will share in the matching contribution regardless of the amount of service
completed during the plan year. Employees will become 100% vested in the employer matching contributions after sixyears of service.
Subsequent to July 31st 2025 the company separated from its payroll and benefits provider, temporarily taking these functions
in-house. In the year ended October 31, 2025, the benefit contribution was $246,737. In the year ended October 31, 2024, the benefit
contribution was $271,402. Benefit contributions are included within general and administrative expenses in the consolidated statements
of operations.
F-11
**Subsequent
Events**
The
Company evaluates events and transactions that occur after the consolidated balance sheet date through the date the consolidated financial
statements are issued or available for issuance, to determine whether they should be recognized or disclosed in the consolidated financial
statements.
****
**Recently
Issued Accounting Pronouncements**
The
Company does not believe that there are any new accounting pronouncements that have been issued that might have a material impact on
its financial position or results of operations.
****
**NOTE
3: PROPERTY AND EQUIPMENT**
The
major classifications of property and equipment are summarized as follows:
| 
| | 
October
31,
2025 | | | 
October31,
2024 | | |
| 
Property and equipment | | 
$ | 465,091 | | | 
$ | 465,091 | | |
| 
Less accumulated
depreciation | | 
| (400,365 | ) | | 
| (377,702 | ) | |
| 
Property and equipment,
net | | 
$ | 64,726 | | | 
$ | 87,389 | | |
Depreciation
expense for each of the years ended October 31, 2025 and 2024 was $22,663.
**NOTE
4: NOTES PAYABLE RELATED PARTIES**
Between
April2022 and September 2025, certain related parties, including the Companys Chief Executive Officer and Director and its
Chief Engineer and Director, made various loans to the Company. The balance at October 31, 2025 and October31, 2024 was $1,336,613
and $602,877, respectively. The loans terms are between 5 and 36months and are classified as current and non-currentliabilities
on the consolidated balance sheets with 6.50% to 11.25% interest per annum. All unpaid principal, accrued interest, and other amounts
owing under the above notes are paid at maturity. These notes are collateralized with the Company receivables and other assets.
Included
within the notes payable related parties balance is a convertible note agreement entered on March18, 2024 for $50,000.
The convertible note was scheduled to mature on March18, 2026 and carries an interest rate of 9.75% per annum. The principal and
prior accrued interest of the note was convertible into shares of the Companys common stock at $2.00 per share. On October31,
2024, the Company amended the agreement with the holder of the note to change its maturity to the earlier of the date that the Company
lists its securities on a national stock exchange or March31, 2025 and eliminated the conversion feature of the note. Interest
on the note accrues and is paid at maturity along with principal, as specifically described in the note. Interest on the note accrues
and is paid at maturity along with principal, as specifically described in the note. The loan incurred interest expense of $4,895 and
$203 for the years ended October 31, 2025 and 2024, respectively. Accrued interest as of October 31, 2025 and 2024 is $5,098 and $203,
respectively, which was accrued on the consolidated balance sheets within the Accounts payable and accrued expenses line item. On April
25, 2025, the Company executed an extension of the maturity date until the earlier of the date the Company is able to achieve a listing
on a national stock exchange or June 30, 2025. The note has recently been extended to December 31, 2025. However, the note is considered
in default as of the date of this report. The terms of the amended note were not substantially different than the original and therefore
did not result in an extinguishment of the original note.
F-12
On
April 16, 2025, the Company issued an unsecured promissory note in the principal amount of $150,000 to Indicia Capital, LLC. The note
bears interest at a rate of 9.75% per annum and matures on the earlier of (i) 180 days from the date of issuance or (ii) the date the
Company receives at least $1,000,000 in new financing. In connection with the issuance of the note, the Chief Executive Officer and Director
transferred 15,000 shares of the Companys common stock to Indicia Capital as additional consideration to enter the loan. James
Byrd, who serves as a co-manager and holds a 50% membership interest in Indicia Capital, was the original organizer of the Company by
virtue of having founded the Company in October 2022. Accordingly, the transaction is considered a related party transaction. The loan
incurred interest expense of $7,934 for the year ended October 31, 2025. Accrued interest as of October 31, 2025 is $7,934, which was
accrued on the consolidated balance sheet as of October 31, 2025 within the Accounts payable and accrued expenses line item.
| 
| | 
October
31, 2025 | | | 
October31,
2024 | | |
| 
Notes payablerelated
parties, current portion | | 
$ | 841,613 | | | 
$ | 420,000 | | |
| 
Notes payablerelated
parties, non-current portion | | 
| 495,000 | | | 
| 182,877 | | |
| 
Total notes payable
related parties | | 
$ | 1,336,613 | | | 
$ | 602,877 | | |
****
The
aggregate maturity on the notes payable related parties as of October 31, 2025, are as follows:
| 
On Demand | | 
$ | 558,736 | | |
| 
2026 | | 
| 282,877 | | |
| 
2027 | | 
| 110,000 | | |
| 
2028 | | 
| 385,000 | | |
| 
| | 
| 1,336,613 | | |
| 
Less current portion | | 
| (841,613 | ) | |
| 
Notes payablerelated
parties, non-current portion | | 
$ | 495,000 | | |
****
**NOTE
5: NOTES PAYABLE**
On
March12, 2024, the Company executed a note payable agreement for $150,000. The note originally matured on March12, 2025 and
carries an interest rate of 12% per annum. On April 25, 2025, the Company executed an extension of the maturity date until the earlier
of the date the Company is able to achieve a listing on a national stock exchange or June 30, 2025. The note has recently been extended
to December 31, 2025. However, the note is considered in default as of the date of this report. Interest on the note accrues and is paid
at maturity along with principal, as specifically described in the note. The loan incurred interest expense of $18,074 for the year ended
October 31, 2025. The loan incurred interest expense of $10,500 for the year ended October 31, 2024. Accrued interest as of October 31,
2025 and October 31, 2024 is $29,456 and $10,500, respectively, which was accrued on the consolidated balance sheets within the Accounts
payable and accrued expenses line item.
On June 20, 2024, the Company executed a convertible note payable agreement
for $450,000 with a venture capital fund. The convertible note matures on June 20, 2026 and carries an interest rate of 9.75% per annum.
The principal and prior accrued interest of the note were convertible into shares of the Companys common stock at $2.00 per share.
On October 7, 2024, $50,000 of the note payable was assigned to an unrelated holder, which became the note entered into on March 19, 2024
described in Note 4. On October 31, 2024, the Company amended the agreement with the holder of the $50,000 note to change its maturity
to the earlier of the Company listing on a national stock exchange or March 31, 2025 and eliminated the conversion feature of the note.
On October 17, 2024, the Company amended the agreement with the holder of the $400,000 note, which eliminated the conversion feature and
advanced the date of the loan to November 5, 2025. Interest on the notes is paid quarterly or accrued and is to be repaid at maturity
along with principal, as specifically described in the notes. The Company accounted for the amendment as an extinguishment of debt and
recorded a loss of $8,100 on the consolidated statements of operations for the year ended October 31, 2024. The $400,000 loans incurred
$39,160 and $16,250 of interest expense for the years ended October 31, 2025 and 2024, respectively. Accrued interest as of October 31,
2025 and 2024 is $3,312 and $16,250, which was accrued on the consolidated balance sheets within the Accounts payable and accrued expenses
line item. The $50,000 loan incurred $4,895 and $4,875 of interest expense for the years ended October 31, 2025 and 2024, respectively.
Accrued interest as of October 31, 2025 and 2024 is $7,900 and $4,875 which was accrued on the consolidated balance sheets within the
Accounts payable and accrued expenses line item. On April 25, 2025, the Company executed a loan amendment for an extension of the maturity
date of the $50,000 portion of the note payable until the earlier of the date the Company is able to achieve a listing on a national stock
exchange or June 30, 2025. The note has recently been extended to December 31, 2025. However, the note is considered in default as of
the date of this report. The terms of the amended note were not substantially different than the original and therefore did not result
in an extinguishment of the original note. On July 2, 2025, the Company entered into separate Stockholder Pledge Agreement with the holder
of $400,000 of the above notes with the Companys former director and executive officer and Chief Operating Officer to secure the
Companys obligations. Pursuant to the Pledge Agreements, each Pledgor pledged 1,000,000 shares of the Companys common stock
as collateral. The Pledge Agreements require the pledged shares to maintain a collateral coverage ratio equal to 400% of the outstanding
principal amount of the Notes, based on a $4.00 per share valuation. If the Secured Party delivers a collateral call notice due to a decline
in the value of the pledged shares or a dilution event, the Pledgors or the Company are required to provide additional shares. Failure
to do so may constitute an event of default under the Notes.
F-13
On
July 31, 2024, the Company issued a convertible note payable agreement for $250,000. The convertible note matures on October 31, 2025
and carries an interest rate of 13% per annum. The principal and prior accrued interest of the note was convertible into shares of the
Companys common stock at a price per share equal to a 30% discount per share of the final per-shareprice of a planned public
offering. Subsequent to the issuance of the convertible note the Company amended the agreement with the holder which eliminated the conversion
feature, changed the interest rate to 9.75% per annum, increased the principal of the note to $500,000, and extended the maturity date
of the loan to November5, 2025. Interest on the note either is paid quarterly or accrues and is paid at maturity along with principal,
as specifically described in the note. Due to the elimination of the conversion feature the Company accounted for the amendment as a
significant change resulting in an extinguishment of debt and recorded a loss of $15,750 on the consolidated statements of operations
for the year ended October 31, 2024. The loan incurred interest expense of $47,856 for the year ended October 31, 2025. The loan incurred
interest expense of $7,786 for the year ended October 31, 2024. Accrued interest as of October 31, 2025 and 2024 is $3,602 and $7,786,
respectively, which was accrued on the consolidated balance sheets within the Accounts payable and accrued expenses line item. During
the year ended October 31, 2025, the Company repaid $65,000 in principal and $52,780 in interest. On July 2, 2025, the Company entered
into separate Stockholder Pledge Agreement with the holder of the above note with the Companys former director and executive officer
and Chief Operating Officer to secure the Companys obligations. Pursuant to the Pledge Agreements, each Pledgor pledged 1,000,000
shares of the Companys common stock as collateral. The Pledge Agreements require the pledged shares to maintain a collateral coverage
ratio equal to 400% of the outstanding principal amount of the Notes, based on a $4.00 per share valuation. If the Secured Party delivers
a collateral call notice due to a decline in the value of the pledged shares or a dilution event, the Pledgors or the Company are required
to provide additional shares. Failure to do so may constitute an event of default under the Notes.
On
July 31, 2024, the Company executed a convertible note payable agreement for $250,000. The convertible note matures on May1, 2025
and carries an interest rate of 13% per annum. The principal and prior accrued interest of the note was convertible into shares of the
Companys common stock at $2.00 per share. The Company may not prepay the note within the first 180 days of the note date. Subsequent
to the issuance of the convertible note the Company amended the agreement with the holder which eliminated the conversion feature, changed
the interest rate to 9.75% per annum, and extended the maturity date of the loan to November5, 2025. Interest on the note either
accrues or is paid quarterly or at maturity along with principal, as specifically described in the note. The Company accounted for the
amendment as an extinguishment of debt and recorded a loss of $4,500 on the consolidated statements of operations for the year ended
October 31, 2024. The loan incurred interest expense of $24,475 the year ended October 31, 2025. The loan incurred interest expense of
$7,786 the year ended October 31, 2024. Accrued interest as of October 31, 2025 and October 31, 2024 is $2,070 and $7,786, respectively,
which was accrued on the consolidated balance sheets within the Accounts payable and accrued expenses line item. During the year ended
October 31, 2025, the Company repaid $29,539 in interest.
On
January 9, 2025, the Company executed a note payable agreement for $50,000. The note matures on January 9, 2027 and carries an interest
rate of 9.75% per annum. The Company may not prepay the note within the first 180 days of the note date. Interest on the note accrues
and is paid at maturity along with principal, as specifically described in the note. The loan incurred interest expense of $4,895 for
the year ended October 31, 2025. Accrued interest as of October 31, 2025 is $3,951, which was accrued on the consolidated balance sheet
as of October 31, 2025 within the Accounts payable and accrued expenses line item.
On
February 3, 2025, the Company executed a note payable agreement for $100,000. The note matures on February 9, 2027 and carries an interest
rate of 9.75% per annum. Interest on the note accrues and is paid at maturity along with principal, as specifically described in the
note. The loan incurred interest expense of $7,353 for the year ended October 31, 2025. Accrued interest as of October 31, 2025 is $7,246,
which was accrued on the consolidated balance sheet as of October 31, 2025 within the Accounts payable and accrued expenses line item.
On
May 19, 2025, the Company obtained a short-term loan, which totaled $ 250,000, from a single lender to fund operations. This loan included
origination fees totaling $ 7,500 for net proceeds of $ 242,500. The loan is secured by expected (i) future cash receipts of the Company,
and (ii) all other tangible and intangible personal property. Payments are expected on a weekly basis for 52 weeks. The Company is expected
to repay an aggregate of $311,000 to the lender over the nominal term. The repayment amount decreases for earlier payoff dates. The loan
incurred interest expense of $40,516 for the year ended October 31, 2025. Accrued interest as of October 31, 2025 is $13,535.
On
June 8, 2025, the Company entered into a Receivables Sale Agreement pursuant to which the Company sold receivables totaling $192,000
to a third party for $150,000 from which fees of $2,000 were deducted for net proceeds of $148,000. The purchasers right to receive remittances
under this agreement is contingent upon the Companys receipt of the receivables. The expected repayment is approximately $3,700
based on 3.27% of the Company estimated sales revenue. The estimated term is 1 year. The agreement is guaranteed by certain officers
and directors of the Company. The loan incurred interest expense of $16,154 for the year ended October 31, 2025. Accrued interest as
of October 31, 2025 is $0.
F-14
On
September 18, 2025, the Company obtained a short-term loan, which totaled $ 63,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 30 weeks. The Company is expected to repay an aggregate of $91,980 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates. The loan incurred interest expense of $5,796 for the year ended October
31, 2025. Accrued interest as of October 31, 2025 is $0.
On
September 30, 2025, the Company obtained a short-term loan, which totaled $ 60,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 18 weeks. The Company is expected to repay an aggregate of $89,940 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates. The loan incurred interest expense of $6,653 for the year ended October
31, 2025. Accrued interest as of October 31, 2025 is $0.
On
September 30, 2025, the Company obtained a short-term loan, which totaled $ 60,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 18 weeks. The Company is expected to repay an aggregate of $89,940 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates. The loan incurred interest expense of $6,653 for the year ended October
31, 2025. Accrued interest as of October 31, 2025 is $0.
On September 30, 2025, the Company obtained a short-term loan, which
totaled $ 80,000, from a single lender to fund operations. The loan is secured by expected (i) future cash receipts of the Company, and
(ii) all other tangible and intangible personal property. Payments are expected on a weekly basis for 24 weeks. The Company is expected
to repay an aggregate of $120,000 to the lender over the nominal term. The repayment amount decreases for earlier payoff dates. The loan
incurred interest expense of $6,667 for the year ended October 31, 2025. Accrued interest as of October 31, 2025 is $1,667. The Company
evaluated the Receivables Sale Agreement to determine if it meets the definition of a contract liability under ASC 606 or if it meets
the definition of debt under ASC 470, Debt. The contract meets the definition of debt as there is no obligation to perform services and
the instrument is to be repaid with cash.
| 
| | 
October
31, 2025 | | | 
October31,
2024 | | |
| 
Notes payable, current | | 
$ | 1,737,034 | | | 
$ | 200,000 | | |
| 
Notes payable, less
current portion | | 
| 150,000 | | | 
| 1,150,000 | | |
| 
Total notes payable | | 
$ | 1,887,034 | | | 
$ | 1,350,000 | | |
The
aggregate maturity on the notes payable as of October 31, 2025, are as follows:
| 
2026 | | 
$ | 1,737,034 | | |
| 
2027 | | 
| 150,000 | | |
| 
| | 
| 1,887,034 | | |
| 
Less current portion | | 
| (1,737,034 | ) | |
| 
Notes payable, non-current
portion | | 
$ | 150,000 | | |
F-15
****
**NOTE
6: CONVERTIBLE NOTES PAYABLE**
****
On
August 26, 2025, the Company executed a note payable agreement for $275,000 from which $75,000 in fees were deducted for net proceeds
of $200,000. The note matures on August 26, 2026 and carries an interest rate of 10% per annum. Interest on the note accrues and is paid
at maturity along with principal, as specifically described in the note. In addition, the Company issued25,000unregistered
shares of its common stock (the Commitment Shares), to the Buyer as additional consideration. The Note is convertible,
upon certain events of default or missed payments, into shares of the Companys common stock at a price equal to90% of the
lowest closing price during the10trading days prior to conversion, subject to adjustment. Conversions are further limited
by a beneficial ownership cap of4.99% (which the Buyer may adjust up to9.99% with 61 days notice). The loan incurred
interest expense of $4,973 for the year ended October 31, 2025. Accrued interest as of October 31, 2025 is $4,973, which was accrued
on the consolidated balance sheet as of October 31, 2025 within the Accounts payable and accrued expenses line item. During the year
ended October 31, 2025, the Company recorded $8,188 in debt discount amortization related to the note. As of October 31, 2025, the carrying
value of the note amounted to $197,798, which is $275,000 less $77,202 in unamortized discount.
****
**NOTE
7 DERIVATIVE FINANCIAL INSTRUMENTS**
*Embedded
derivatives*
The
Companys convertible promissory note dated August 26, 2025 gave rise to derivative financial instruments. The notes embodied certain
terms and conditions that were not clearly and closely related to the host debt agreement in terms of economic risks and characteristics.
These terms and features consist of the embedded conversion option.
The
following tables summarize the components of the Companys derivative liabilities and linked common shares as of October 31, 2025
and the amounts that were reflected in income related to derivatives for the period ended:
| 
| | 
October
31, 2025 | | |
| 
The
financings giving rise to derivative financial instruments | | 
Indexed
Shares | | | 
Fair
Values | | |
| 
Embedded
derivatives | | 
| 393,717 | | | 
$ | 39,543 | | |
| 
Total | | 
| 393,717 | | | 
$ | 39,543 | | |
The
following table summarizes the effects on the Companys gain (loss) associated with changes in the fair values of the derivative
financial instruments by type of financing for the years ended October 31, 2025 and 2024:
| 
| | 
For
the Years Ended | | |
| 
| | 
October
31,
2025 | | | 
October
31,
2024 | | |
| 
Embedded derivatives | | 
$ | 4,344 | | | 
$ | - | | |
| 
Loss on issuance
of derivative | | 
| - | | | 
| - | | |
| 
Total gain (loss) | | 
$ | 4,344 | | | 
$ | - | | |
Current
accounting principles that are provided in ASC 815 -*Derivatives and Hedging*require derivative financial instruments
to be classified in liabilities and carried at fair value with changes recorded in income. The Company has selected the Monte Carlo Simulation
Model, which approximates the Monte Carlo Simulations, valuation technique to fair value the embedded derivative because it believes
that this technique is reflective of all significant assumption types, and ranges of assumption inputs, that market participants would
likely consider in transactions involving embedded derivatives. Such assumptions include, among other inputs, interest risk assumptions,
credit risk assumptions and redemption behaviors in addition to traditional inputs for option models such as market trading volatility
and risk-free rates. The Monte Carlo Simulation Model technique is a level three valuation technique because it requires the development
of significant internal assumptions in addition to observable market indicators. For instruments in which the time to expiration has
expired, the Company has utilized the intrinsic value as the fair value. The intrinsic value is the difference between the quoted market
price on the valuation date and the applicable conversion price.
Significant
range of inputs and results arising from the Monte Carlo Simulation process are as follows for the embedded derivatives that have been
bifurcated from the convertible notes and classified in liabilities:
| 
| | 
| Inception
Date | | | 
| Period
Ended | | |
| 
| | 
| August
26,
2025 Note | | | 
| October
31,
2025 | | |
| 
Underlying
price on valuation date | | 
$ | 0.79 - 1.03 | | | 
$ | 0.79 - 1.03 | | |
| 
Effective contractual conversion
rates | | 
$ | 0.68 - 0.88 | | | 
$ | 0.68 - 0.88 | | |
| 
Contractual term to maturity | | 
| 0.50-1.00years | | | 
| 0.32-0.82years | | |
| 
Market volatility: | | 
| | | | 
| | | |
| 
Volatility | | 
| 24.69 - 26.90 | % | | 
| 20.23 - 25.29 | % | |
| 
Risk-adjusted interest
rate | | 
| 3.85 - 4.06 | % | | 
| 3.70 - 3.89 | % | |
F-16
The
following table reflects the issuances of embedded derivatives and changes in fair value inputs and assumptions related to the embedded
derivatives as of October 31, 2025 and 2024.
| 
| | 
October
31,
2025 | | | 
October
31,
2024 | | |
| 
Balances at beginning of period | | 
$ | - | | | 
$ | - | | |
| 
Issuances: | | 
| | | | 
| | | |
| 
Embedded
derivatives | | 
| 43,887 | | | 
| - | | |
| 
Gain on extinguishment
of debt | | 
| - | | | 
| - | | |
| 
Changes
in fair value inputs and assumptions reflected in income | | 
| (4,344 | ) | | 
| - | | |
| 
Balances at end of
period | | 
$ | 39,543 | | | 
$ | - | | |
**NOTE
8: STOCK OPTIONS**
The
2018 Equity Incentive Plan was approved by the Board of Directors on July1, 2018 and the Company amended the equity plan on December17,
2023. In conjunction with the recapitalization and effective January3, 2024, the Company adopted the Heliospace 2018 Equity Plan
as the Companys Plan (Equity Plan). On August 19, 2025, the Company adopted the Helio Corporation 2025 Equity Incentive
Plan (the 2025 Plan), which was also approved by the Companys stockholders on August 19, 2025. The 2025 Plan is
intended to assist the Company in recruiting and retaining employees, officers, directors, and consultants, and to provide incentives
tied to increases in the value of the Companys equity. Unless terminated earlier by the Board, the 2025 Plan will terminate on
August 19, 2035, and no awards may be granted after that date.
The
Equity Plan limits the shares of common stock authorized to be awarded as stock awards to 2,382,352 shares as of October 31, 2025 and
October31, 2024, respectively. Employees are provided stock options vesting over a period of fouryears with a one-yearcliff.
After one year, 25% of the award size vests followed by 1/48thof the award size for each month thereafter. On a case-by-casebasis,
options have been granted outright with no vest period.
Due
to the change-in-control transaction described in Note 1, there was a recapitalization for which the Companys stock options were
adjusted for the new capital structure. The Company adjusted each of the granted options a 0.612 factor.
During
the years ended October 31, 2025 and 2024, there were 478,340 and 239,990 stock options granted, respectively.
The
grant date fair value was calculated using the Black-Scholesoption pricing model using the following weighted average inputs:
| 
Risk free interest rate | | 
| 3.88 | % | |
| 
Expected term (years) | | 
| 4.63 | | |
| 
Expected volatility | | 
| 60.10 | % | |
| 
Expected dividends | | 
| 0.00 | % | |
F-17
| | | Number of Shares | | | Weighted Average Exercise Price ($) | | | Weighted Average Remaining Term (Years) | | | Aggregate Intrinsic Value | | |
| | | | | | | | | | | | | | |
| Balance as of October 31, 2023 | | | 2,004,135 | | | $ | 0.08 | | | | 7.56 | | | $ | 140,289 | | |
| Recapitalization of options | | | (777,241 | ) | | | - | | | | - | | | | - | | |
| Issued | | | 239,990 | | | | 0.15 | | | | 4.15 | | | | 1,163,951 | | |
| Canceled | | | (44,577 | ) | | | - | | | | - | | | | (219,319 | ) | |
| Exercised | | | - | | | | - | | | | - | | | | - | | |
| Balance as of October 31, 2024 | | | 1,422,307 | | | $ | 0.09 | | | | 7.27 | | | $ | 6,980,951 | | |
| Issued | | | 328,644 | | | $ | 1.90 | | | | 10.00 | | | | - | | |
| Canceled | | | - | | | | - | | | | - | | | | - | | |
| Exercised | | | - | | | | - | | | | - | | | | - | | |
| Balance as of October 31, 2025 | | | 1,750,971 | | | $ | 0.43 | | | | 6.73 | | | $ | 438,197 | | |
| Exercisable as of October 31, 2025 | | | 1,599,619 | | | $ | 0.46 | | | | 6.64 | | | $ | 395,743 | | |
Stock-basedcompensation
from stock awards for theyear ended October 31, 2025 and 2024 was $431,005 and $196,437, respectively. As of October 31, 2025 and
2024, there remained $110,981and $272,482 of unrecognized stock-basedcompensation from stock option awards, respectively.
As of October 31, 2025, there were1,599,619shares of common stock related to stock option grants that were vested and 151,352
stock option grants that were unvested. As of October 31, 2024, there were 1,105,507shares of common stock related to stock option
grants that were vested and 316,800 stock option grants that were unvested.
The
fair value of the stock was determined using observable inputs (level 2 fair value measurement) with a market approach technique. The
main input for the common stock fair value was the price of the Companys common stock as of the date of the grant.
F-18
****
**NOTE
9: LEASES**
The
Company leases its office and manufacturing facility with both classified as operating leases. The Company recognized right of use assets
and lease liabilities pursuant to these leases. Leases with an initial term of 12months or less or leases that are immaterial are
not included on the consolidated balance sheets. The lease liability was calculated at the commencement date of each lease by discounting
the future payments using the Companys incremental borrowing rate of 10%.
In
addition, the Company is a lessee under four leases with an initial term of 12months or less. These leases combine for approximately
$47,000 and $126,000 of lease expense for theyears ending October 31, 2025 and 2024, respectively.
The
lease for the manufacturing facility commenced on June1, 2022 and has a term of fiveyears. For the first year the monthly
lease payments were $36,000. The monthly lease payments are subject to an annual increase of 3%.
The
office lease commenced on September1, 2023 and has a term of twoyears. The rent is fixed at $3,909 for the term of the lease.
This lease expired on August 1, 2025 and was not renewed.
Right-of-use
asset is summarized below:
| 
| | 
October
31,
2025 | | | 
October
31,
2024 | | |
| 
Office lease | | 
$ | 1,788,571 | | | 
$ | 1,873,282 | | |
| 
Less: accumulated
amortization | | 
| (1,222,210 | ) | | 
| (913,905 | ) | |
| 
Right-of-use asset,
net | | 
$ | 566,361 | | | 
$ | 959,377 | | |
Operating
lease liability is summarized below:
| 
| 
| 
October
31, 2025 | 
| 
| 
October
31, 2024 | 
| |
| 
Office lease | 
| 
$ | 
701,275 | 
| 
| 
$ | 
1,111,847 | 
| |
| 
Less: current portion | 
| 
| 
(477,956 | 
) | 
| 
| 
(503,124 | 
) | |
| 
Long term portion | 
| 
$ | 
223,319 | 
| 
| 
$ | 
608,723 | 
| |
Future
minimum lease payments required under operating leases on an undiscounted cash flow basis as of October 31, 2025 were as follows:
| 
2026 | | 
$ | 477,956 | | |
| 
2027 | | 
| 283,626 | | |
| 
Total future minimum lease payments | | 
$ | 761,582 | | |
| 
Less imputed interest | | 
| (60,307 | ) | |
| 
Total operating lease
liability | | 
$ | 701,275 | | |
The
Company recognized rent expense pursuant to these leases on the straight-linebasis in accordance with the guidance in ASC842.
The Company recognized rent expense of $393,016 and $400,075 for the years ended October 31, 2025 and2024, related to these leases,
which is included within facilities expense on the consolidated statements of operations.
**NOTE
10: COMMITMENTS AND CONTINGENCIES**
****
**Legal
Proceedings**
The
Company is not presently a party to any legal proceedings, the resolution of which the Company believes would have a material adverse
effect on its business, financial condition, operating results, or cash flows. However, legal proceedings are subject to inherent uncertainties,
and an unfavorable outcome could include monetary damages, and excessive verdicts can result from litigation, and as such, could result
in a material adverse impact on its business, financial position, results of operations, and/or cash flows.
****
F-19
****
**NOTE
11: INCOME TAXES**
There
was no income tax expense reflected in the results of operations for the years ended October 31, 2025 and 2024, because the Company carried
forward net losses for tax purposes.
The
following table reconciles the U.S. statutory rates to the Companys effective tax rate for the years ended October 31, 2025 and
2024:
| 
| | 
October
31, 
2025 | | | 
October
31, 
2024 | | |
| 
Federal income taxes at statutory
rate | | 
| 21.00 | % | | 
| 21.00 | % | |
| 
State income taxes at statutory rate | | 
| 7.12 | % | | 
| 9.76 | % | |
| 
Change in valuation allowance | | 
| (26.62 | )% | | 
| (26.62 | )% | |
| 
Other | | 
| (1.51 | )% | | 
| (1.51 | )% | |
| 
Totals | | 
| - | | | 
| - | % | |
Deferred
tax assets as of October 31, 2025 and October 31, 2024 consist of the following components:
| 
| | 
October
31, 2025 | | | 
October
31, 2024 | | |
| 
Deferred tax assets | | 
$ | - | | | 
$ | - | | |
| 
Net operating
loss carryforwards | | 
| 1,405,286 | | | 
| 520,874 | | |
| 
Stock based compensation | | 
| 175,581 | | | 
| 54,970 | | |
| 
ROU Liabilities | | 
| 36,877 | | | 
| (159,339 | ) | |
| 
Other | | 
| 210 | | | 
| 210 | | |
| 
Total deferred tax asset | | 
$ | 1,617,954 | | | 
$ | 416,715 | | |
| 
Valuation
allowance | | 
| (1,605,655 | ) | | 
| (613,609 | ) | |
| 
Deferred tax assets,
net | | 
$ | 12,299 | | | 
| | | |
| 
Deferred tax liabilities | | 
| | | | 
$ | (196,894 | ) | |
| 
ROU Assets | | 
| (1,527 | ) | | 
| 214,006 | | |
| 
Depreciation | | 
| (10,772 | ) | | 
| (17,113 | ) | |
| 
Net deferred tax
assets | | 
$ | - | | | 
$ | - | | |
The
Company has net operating loss carry forwards available to offset future taxable income. Current tax laws limit the Companys ability
to utilize these carryforwards. Because the Companys realization of the deferred tax assets is not certain, the Company fully
offset the deferred tax assets resulting from these carryforwards with a valuation allowance. The Company has approximately $1,180,000
of federal and state net operating loss carrying forwards to offset future federal taxable income as of October 31, 2025.
The
Company recognizes uncertain tax positions taken when filing its tax returns if it is more likely than not that the tax authorities will
not uphold the position based on current tax law. As of October 31, 2025, the company has not identified any uncertain tax positions.
F-20
****
**NOTE
12: CLIENT CONCENTRATIONS**
Four
customers accounted for 98% of the Companys outstanding receivables on October 31, 2025 and four customers accounted for 90% of
the Companys outstanding receivables on October31, 2024. The table below summarizes the accounts receivable concentrations
by customer as of October 31, 2025, and October 31, 2024:
| 
| | 
Accounts
Receivable
Concentration | | |
| 
| | 
October 31, | | | 
October 31 | | |
| 
Company | | 
2025 | | | 
2024 | | |
| 
A | | 
45 | % | | 
27 | % | |
| 
B | | 
| 31 | % | | 
| 23 | % | |
| 
C | | 
| 17 | % | | 
| 21 | % | |
| 
D | | 
| 6 | % | | 
| 20 | % | |
| 
| | 
| 98 | % | | 
| 90 | % | |
For
the years ended October 31, 2025 and 2024, the Companys revenue was concentrated amongst eleven and eight customers, respectively.
For the years ended October 31, 2025, 75% of all revenue was obtained from government sources either as a direct contractor or subcontractor,
with the remaining 25% of revenue from private customers. For the years ended October 31, 2024, 75% of all revenue was obtained from
government sources either as a direct contractor or subcontractor, with the remaining 25% of revenue from private customers.
**NOTE
13: SEGMENT INFORMATION**
The
Company conducts its business activities and reports financial results as one business segment. The presentation of financial results
as one reportable segment is consistent with the way the Company operates its business and is consistent with the manner in which the
Chief Operating Decision Maker (CODM) evaluates performance and makes resource and operating decisions for the business.
The Companys CODM is the Chief Executive Officer. Furthermore, the Company notes that monitoring financial results as one reportable
segment helps the CODM manage costs on a consolidated basis, consistent with the integrated nature of the operations. The CODM uses net
loss, as reported on the Consolidated Statements of Operations, in evaluating the performance of the Company and determining how to allocate
resources of the Company as a whole. As the CODM evaluates performance on a consolidated basis, all required financial segment information
is included in the consolidated financial statements.
F-21
**NOTE
14: SUBSEQUENT EVENTS**
In
preparing these consolidated financial statements, management has evaluated events and transactions for potential recognition or disclosure
through the date the financial statements were issued. Such events or transactions are described below as of the date these consolidated
financial statements were issued.
The
following subsequent events occurred after October 31, 2025, and prior to the filing of this Quarterly Report on Form 10-K.
**Debt
Exchange with Related Parties**
On
December 2, 2025, the Company entered into exchange agreements with Gregory T. Delory, the Companys then Chief Executive Officer
and Chairman of the Board, and Paul S. Turin, the Companys Chief Engineer and a member of the Board of Directors (collectively,
the Exchange Agreements).
Pursuant
to the Exchange Agreement with Mr. Delory, promissory notes held by Mr. Delory in an aggregate outstanding amount of $315,188, consisting
of $288,281 in principal and $26,908 in accrued and payable interest, were cancelled in exchange for 2,204,561 shares of the Companys
common stock.
Pursuant
to the Exchange Agreement with Mr. Turin, promissory notes held by Mr. Turin in an aggregate outstanding amount of $742,577, consisting
of $680,773 in principal and $61,804 in accrued and payable interest, were cancelled in exchange for 5,193,898 shares of the Companys
common stock.
The
number of shares issued under the Exchange Agreements was calculated using a conversion price of $0.142971 per share, representing the
volume-weighted average price of the Companys common stock for the twenty (20) trading days preceding the date of the Exchange
Agreements, as reported by OTC Markets Group.
The
Exchange Agreements were approved by the Companys Board of Directors. The Company believes that the terms of the exchanges were
fair and reasonable and no less favorable to the Company than could have been obtained from an unaffiliated third party under similar
circumstances.
**Management
and Board Appointments**
****
**Appointment
of Chief Executive Officer and Chairman (January 5, 2026).**
****
On
January 5, 2026, the Company appointed Edward Cabrera as Chief Executive Officer and Chairman of the Board, replacing Gregory T. Delory,
who transitioned to the role of Chief Technology Officer and remains a member of the Board. In connection with Mr. Cabreras appointment,
the Company entered into an executive agreement and issued 3,000,000 shares of common stock valued at $1,349,700 as compensation. Mr.
Cabrera will receive an annual base salary of $1, unless and until the Board determines otherwise.
**Appointment
of Manager of Investor Relations (January 5, 2026).**
****
On
January 5, 2026, the Company entered into an employment agreement with Edward W. Cabrera pursuant to which he serves as the Companys
Manager of Investor Relations. In connection with the agreement, the Company issued shares of common stock as compensation for services.
The employment agreement and issuance of 1,250,000 shares valued at $562,375 were approved by the Companys Board of Directors.
Mr. Cabrera is the son of Edward Cabrera, the Companys Chief Executive Officer and Chairman of the Board. See Related Party
Transactions.
**Appointment
of Chief Financial Officer (January 19, 2026).**
****
On
January 19, 2026, the Company appointed Mark Knauf as Chief Financial Officer. In connection with his appointment, the Company entered
into an executive employment agreement providing for equity-based compensation, subject to vesting, and a cash salary payable only upon
the Company achieving specified fundraising milestones.
**Board
Appointments (January 21 and January 26, 2026).**
****
On
January 21, 2026 and January 26, 2026, the Company appointed Vikas Vik Parti, Mario Martinez, and Bruce T. Campbell to
its Board of Directors. Mr. Martinez was appointed Chairman of the Audit Committee, Mr. Campbell was appointed Chairman of the Compensation
Committee, and Mr. Parti was appointed Chairman of Intellectual Property.
F-22
**Financings**
****
**Issuance
of Bridge and Convertible Notes (December 19, 2025).**
****
On
December 19, 2025, the Company entered into purchase agreements with institutional investors pursuant to which it issued unsecured bridge
notes and an unsecured convertible promissory note for aggregate gross proceeds of approximately $250,000, reflecting original issue
discounts. The notes bear interest at 12% per annum, mature in 2026, and contain customary default provisions.
**Convertible
Note Financings (January 12 and January 14, 2026).**
****
On
January 12, 2026 and January 14, 2026, the Company entered into securities purchase agreements with accredited investors pursuant to
which it issued convertible promissory notes for aggregate gross proceeds of $300,000, reflecting original issue discounts of $30,000.
The Company received net proceeds after fees, and the notes are convertible into shares of the Companys common stock at 90% of
the lowest closing price of the Companys common stock during the ten (10) trading days prior to conversion or (ii) $0.50 per share,
subject to adjustment. In connection with each transaction, the Company issued 75,000 shares of common stock as commitment shares, and
in the January 14, 2026 transaction, the Company also issued a warrant to purchase up to 330,000 shares of common stock at an exercise
price of $0.50 per share, exercisable for five years and subject to a 4.99% beneficial ownership limitation. The securities were offered
and sold in reliance upon the exemption from registration provided by Section 4(a)(2) of the Securities Act and Rule 506(b) promulgated
thereunder.
**Notices
of Default**
On
December 1, 2025, the Company received a notice from a noteholder asserting that the Company was in default under an Amended and Restated
Secured Promissory Note, dated October 15, 2024, in the principal amount of $250,000, bearing interest at a rate of 9.75% per annum,
due to the Companys failure to repay the outstanding amount upon the November 5, 2025 maturity date. The notice states that the
noteholder is demanding repayment and may elect to exercise remedies available under the note. The Company is currently evaluating the
notice and its rights and obligations thereunder.
On
February 7, 2026, the Company received notices of default and demand for payment (collectively, the Default Notices) from
the holders of the following promissory notes previously issued by the Company: (i) a promissory note, dated March 18, 2024, originally
issued to Blackwolf Venture Group, LLC and assigned to James S. Byrd SEP-IRA, in the original principal amount of $50,000; (ii) a promissory
note, dated April 16, 2025, issued to Indicia Capital, LLC in the original principal amount of $150,000; and (iii) a promissory note,
dated March 18, 2024, issued to David Shapiro in the original principal amount of $50,000. Each Default Notice alleges that the Company
is in default under the applicable promissory note and demands immediate payment of the outstanding principal balance, together with
accrued interest. The Company is currently evaluating the notice and its rights and obligations thereunder.
**Recent
Sales of Unregistered Securities**
On
January 15, 2026, the Company issued 12,000 shares of common stock to a consultant in consideration for services rendered.
F-23
**ITEM
9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE**
Not
Applicable.
**ITEM
9A. CONTROLS AND PROCEDURES**
**Disclosure
Controls and Procedures**
The
Companys management, including the Chief Executive Officer and Chief Financial Officer, evaluated the effectiveness of the Companys
disclosure controls and procedures (as defined in Rule 15d-15(e) under the Securities Exchange Act of 1934) as of October 31, 2025. Based
on that evaluation, management concluded that the Companys disclosure controls and procedures were not effective as of that date
due to material weaknesses in internal control over financial reporting, which did not provide reasonable assurance that material information
required to be disclosed by the Company in its reports filed under the Exchange Act was timely recorded, processed, summarized, and reported.
**Managements
Report on Internal Control over Financial Reporting**
Management
is responsible for establishing and maintaining adequate internal control over financial reporting, as defined in Rule 15d-15(f) under
the Exchange Act. As of October 31, 2025, management evaluated the effectiveness of the Companys internal control over financial
reporting. Based on this evaluation, management concluded that the Companys internal control over financial reporting was not
effective due to material weaknesses, including insufficient financial reporting personnel with appropriate technical accounting expertise,
inadequate review and oversight of non-routine transactions, and ineffective controls over the financial statement close process.
Management
is in the process of implementing remediation measures to address these material weaknesses, including the engagement of financial consultants
with technical accounting expertise, enhancements to internal review and approval procedures, improvements to journal entry controls,
and the appointment of a Chief Financial Officer subsequent to fiscal year end. These remediation efforts are ongoing, and management
cannot provide assurance that these measures will fully remediate the material weaknesses.
Because
the Company is a non-accelerated filer, managements assessment of internal control over financial reporting has not been audited
by an independent registered public accounting firm.
**Changes
in Internal Control over Financial Reporting**
There
were no changes in the Companys internal control over financial reporting during the fourth fiscal quarter ended October 31, 2025
that have materially affected, or are reasonably likely to materially affect, the Companys internal control over financial reporting.
24
**ITEM
9B. OTHER INFORMATION**
(a)
On September 18, 2025, the Company obtained a short-term loan, which totaled $ 63,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 30 weeks. The Company is expected to repay an aggregate of $91,980 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates.
On
September 30, 2025, the Company obtained a short-term loan, which totaled $ 60,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 18 weeks. The Company is expected to repay an aggregate of $89,940 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates.
On
September 30, 2025, the Company obtained a short-term loan, which totaled $ 60,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 18 weeks. The Company is expected to repay an aggregate of $89,940 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates
On
September 30, 2025, the Company obtained a short-term loan, which totaled $ 80,000, from a single lender to fund operations. The loan
is secured by expected (i) future cash receipts of the Company, and (ii) all other tangible and intangible personal property. Payments
are expected on a weekly basis for 24 weeks. The Company is expected to repay an aggregate of $120,000 to the lender over the nominal
term. The repayment amount decreases for earlier payoff dates.
(b)
The Company has not yet adopted a formal insider trading policy and no officer or director of the Company has adopted or terminated any
contract, plan or written plan for the purchase or sale of our securities in accordance with Rule 10b5-1(c), or non- Rule 10b5-1 trading
arrangement, as each term is defined in Item 408(a) of Regulation S-K.
**ITEM
9C. DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTIONS**
Not
Applicable.
25
****
**PART
III**
**ITEM
10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE**
****
**Directors
and Executive Officers**
The
following table sets forth the name, age and position of our executive officers and directors as of the date of this Annual Report. Executive
officers are appointed by and serve at the pleasure of Board of Directors subject the terms and conditions of an employment agreement,
if any. Directors are elected annually by our shareholders at the annual meeting. Each director holds his office until her or his successor
is elected and qualified or her or his earlier resignation or removal.
| 
Name | 
| 
Age | 
| 
Position | 
| 
Director
Since | |
| 
Edward
M. Cabrera | 
| 
66 | 
| 
President,
CEO, Chairman of the Board of Directors | 
| 
January
2026 | |
| 
Mark
Knauf | 
| 
61 | 
| 
Chief
Financial Officer | 
| 
N/A | |
| 
Gregory
T.Delory | 
| 
57 | 
| 
Director
and Chief Technology Officer | 
| 
January
2024 | |
| 
Stuart
Bale | 
| 
61 | 
| 
Director | 
| 
July
2025 | |
| 
Bruce
Campbell | 
| 
68 | 
| 
Director
and Chairman of Compensation Committee | 
| 
January
2026 | |
| 
Mario
Noel Martinez | 
| 
67 | 
| 
Chairman
of the Audit Committee & Director | 
| 
January
2026 | |
| 
Vikas
Parti | 
| 
46 | 
| 
Chairman
of Intellectual Property Committee & Director | 
| 
January
2026 | |
| 
Paul
S.Turin | 
| 
65 | 
| 
Director
and Chief Engineer | 
| 
January
2024 | |
*Edward
M. Cabrera,*( President, CEO; Chairman of the Board of Directors) has 40 years of experience on Wall Street working as an investment
banker and portfolio analyst with such firms as Merrill Lynch and UBS/PaineWebber. has been serving as the President and Chief Executive
Officer of the Company and as the Chairman of the Companys Board of Directors since January 2026. Mr. Cabrera has been selected
as top-ranked for his work by Institutional Investor magazine and the Greenwich Associates Survey. Prior to Wall Street, he graduated
with an MBA from Harvard Business School after working at General Electric in the Armament Division and in the Jet Propulsion Department
of Eastern Airlines. Prior to this, he graduated from University of Florida with a Bachelor of Science in Engineering.
**
*Director
Qualifications.* The Board believes Mr. Cabrera is
well qualified to serve as a director based on his more than 40 years of experience in investment banking and portfolio analysis, his
leadership of public and private companies, and his deep understanding of capital markets, investor relations, and corporate strategy.
His background in engineering and advanced business education further supports the Boards oversight of the Companys technology-focused
operations and long-term growth objectives.
**
*Gregory
T.Delory* (CTO; Director) has nearly 30years of experience as a space scientist, co-investigator, project scientist and
manager on space flight programs in university, NASA, aerospace and startup company environments. Mr.
Delory served as the Companys President and Chief Executive Officer from the consummation of the Companys business
combination in January 2024 until January 2026. He has served as the Companys Chief Technology Officer since January 2026. Mr.
Delory has been a member of the Companys Board of Directors since January 2024 and served as Chairman of the Board from January
2024 through January 2026. He has worked on space instrument development, requirements, mission design and data production from numerous
NASA space flight projects including orbiters for the Earth, Moon and Mars, as well as planetary landers. He has a Ph.D. in Physics from
the University of California at Berkeley and was a recipient of the F.L.Scarf award for outstanding graduate thesis. Mr.Delory
has served as CEO of the Heliospace Corporation since co-founding the company in March2018.
**
*Director
Qualifications.* The Board believes Mr. Delory is
well qualified to serve as a director based on his extensive scientific and technical expertise in space systems, mission design, and
aerospace program management, as well as his institutional knowledge of the Company as a co-founder and former Chief Executive Officer.
His decades of experience with NASA, academic institutions, and aerospace startups provide critical insight into the development, execution,
and commercialization of the Companys core space-based technologies.
**
*Mark
Knauf* (CFO) has been a Certified Public Accountant for over 32 years, with experience in business accounting, tax accounting, and
economic consulting. Mr. Knauf was appointed as the Chief Financial Officer of the Company in January 2026. Since January 2000, Mr. Knauf
has served as President of Mark H. Knauf, P.A., and since May 2003, as Managing Director of Englewood Property Holdings, LLC, which owns
and manages raw land and residential and commercial real estate properties. From June 1993 to September 1995, Mr. Knauf served as Chief
Financial Officer of Amscot Financial, Inc. Mr. Knauf received his accounting degree from the Fisher School of Accounting at the University
of Florida.
**
26
**
*Paul
S.Turin*(Chief Engineer; Director) has over 35years of experience in the design, assembly, test and delivery of mechanical
systems for over 120 instruments and mechanisms on over 30 space flight missions during a career at The University of California Space
Sciences Laboratory, private companies and Heliospace.Mr. Turin has been serving as the Companys Chief Engineer and as director
of the Companys Board of Directors since the consummation of the Companys business combination in January 2024. He has
been the lead mechanical engineer on 8 space flight missions, Examples of his work include deployable mechanisms and instruments on the
NASA STEREO, THEMIS, Van Allen, NuSTAR, MAVEN, ICON, Solar Orbit and Solar Probe Plus spacecraft for which has received numerous NASA
Group Achievement Awards. He has a Bachelor of Science in Mechanical Engineering from the University of California, Berkeley. He is a
co-founder of Heliospace and has served as the Chief Engineer since March2018.
**
*Director
Qualifications.* The Board believes Mr. Turin is well
qualified to serve as a director based on his more than 35 years of experience designing, testing, and delivering mechanical systems
for space flight missions and his leadership role in the engineering development of complex, mission-critical hardware. His hands-on
experience with space-qualified systems and long-standing involvement with the Company as a co-founder and Chief Engineer support the
Boards oversight of technical execution, reliability, and operational risk.
**
*Bruce
Campbell* (Director, Chair of Compensation Committee) brings more than four decades of experience in engineering, global aviation
operations, advanced aircraft development, and technical consulting. Mr. Campbell was appointed Chairman
of the Board and Chair of the Compensation Committee in January 2026. He began his career as a petroleum engineer focused on reservoir
engineering, enhanced oil recovery, and project economic analysis. Mr. Campbell is a retired FedEx Captain with a 30-year career working
in the United States and abroad, providing leadership in complex, high-consequence operational environments. He holds a B.A. in Geology
with a minor in Chemistry from the University of Northern Colorado and a Masters degree in Petroleum Engineering from the New
Mexico Institute of Mining and Technology, and holds multiple aircraft type and flight instructor ratings.
**
*Director
Qualifications.* The Board believes Mr. Campbell is
well qualified to serve as a director based on his extensive operational leadership experience, engineering background, and decades of
oversight in safety-critical and highly regulated environments.
**
*Vikas
Parti*(Director, Chair of Intellectual Property Director) is a Registered Patent Attorney with extensive experience in intellectual
property strategy, patent preparation and prosecution, and litigation-ready claim analysis before the U.S. Patent and Trademark Office,
where he has been registered to practice since 2009. He holds a Juris Doctor from Western Michigan University Cooley Law School and a
Bachelor of Science in Computer Science from Webster University. Mr. Parti brings deep expertise in developing and managing patent portfolios
for technology-driven companies, with a particular focus on aligning intellectual property protection with engineering development, commercialization
strategies, and long-term business objectives. His background includes advising on patent strategy, freedom-to-operate considerations,
and the protection of proprietary technologies and trade secrets.
*Director
Qualifications.* The Board believes Mr. Parti is well
qualified to serve as a director based on his combined legal and technical expertise and his experience protecting and managing intellectual
property critical to technology-focused businesses.
*Mario
Noel Martinez* (Director, Chair of the Audit Committee) brings more than 40 years of senior-level experience in finance and accounting.
He has spent the past 15 years as a Senior Business Financial Consultant, following 25 years in global manufacturing roles with United
Technologies, Lear, and General Electric. He previously served as Chief Financial Officer of IFAB Company and Rexnord Queretaro. Mr.
Martinez holds a degree in Accounting from the University of TexasPan American.
*Director
Qualifications.* The Board believes Mr. Martinez is
well qualified to serve as a director based on his extensive financial management experience, accounting expertise, and prior service
in senior executive and chief financial officer roles.
**
*Stuart
Bale* (Director) Mr. Bale brings over 25 years of experience as a solar and space scientist, physics professor, and institutional
leader. He has served as a NASA Principal Investigator on five flight instrument programs, including the Parker Solar Probe and Commercial
Lunar Payload Services programs, and has a particular interest in radio-frequency science and instrumentation. Mr. Bale is a Fellow of
the American Physical Society and the American Geophysical Union.
**
*Director
Qualifications.* The Board believes Professor Bale
is well qualified to serve as a director based on his extensive experience in space science missions, instruments, and research, with
an emphasis on the Moon.
**Family
Relationships**
****
There
are no family relationships among any of the directors and executive officers of the Company.
****
27
****
**Involvement
in Certain Legal Proceedings**
Our
directors and officers have not been convicted in a criminal proceeding, excluding traffic violations or similar misdemeanors, nor have
been a party to any judicial or administrative proceeding during the past tenyears that resulted in a judgment, decree or final
order enjoining the person from future violations of, or prohibiting activities subject to, federal or state securities laws, or a finding
of any violation of federal or state securities laws, except for matters that were dismissed without sanction or settlement. Except as
set forth in our discussion below in Certain Relationships and Related Transactions, our directors and officers have not
been involved in any transactions with us or any of our affiliates or associates which are required to be disclosed pursuant to the rules
and regulations of the SEC.
****
**Board
Leadership Structure and Our Boards Role in Risk Oversight**
****
**Committees
of Our Board of Directors**
The
standing committees of our Board consist of an Audit Committee, a Compensation Committee, a Nominating and Governance Committee and an
Intellectual Property Committee. Our Board may also establish from time to time any other committees that it deems necessary or desirable.
The
board of directors has extensive involvement in the oversight of risk management related to us and our business. Our chief executive
officer and other executive officers will regularly report to thenon-executivedirectors and the Audit Committee, the Compensation
Committee and the Nominating and Governance Committee to ensure effective and efficient oversight of our activities and to assist in
proper risk management and the ongoing evaluation of management controls. We believe that the leadership structure of our Board provides
appropriate risk oversight of our activities.
****
**Audit
Committee**
The
Audit Committee consists ofthree directors. The chair of the Audit Committee is Mario Noel Martinez, with directors Bruce Campbell
and Vik Parti as members. Each of our Audit Committee members qualifies as independent directors under the corporate governance standards
of the NYSE Americanand the independence requirements of Rule10A-3 of the ExchangeAct. Our Board has determined that
Mario Martinez qualifies as an audit committee financial expert as such term is defined in Item407(d)(5)of
RegulationS-K.The purpose of the Audit Committee will be to prepare the audit committee report required by the SEC to be
included in our proxy statement and to assist our Board in overseeing:
| 
| accounting,
financial reporting and disclosure processes; | 
|
| 
| adequacy
and soundness of systems of disclosure and internal control established by management; | 
|
| 
| the
quality and integrity of our financial statements and related notes thereto and the annual
independent audit of our financial statements; | 
|
| 
| the
engagement, retention and termination, as applicable, of an independent registered public
accounting firm; | 
|
| 
| our
independent registered public accounting firms qualifications and independence; | 
|
| 
| the
performance of our internal audit function and independent registered public accounting firm; | 
|
| 
| our
compliance with legal and regulatory requirements in connection with the foregoing; | 
|
| 
| compliance
with our Code of Conduct; | 
|
| 
| overall
risk management profile; and | 
|
| 
| preparing
the audit committee report required to be included in our proxy statement under the rules
and regulations of the SEC. | 
|
Our
Board will adopt a written charter for the Audit Committee.
****
**Compensation
Committee**
Compensation
Committeehas Bruce Campbell serving as chair, and with directors Mario Noel Martinez and Vik Parti as members. Each of our Compensation
Committee members qualify as independent directors under the corporate governance standards of the NYSE American.
28
The
purpose of the Compensation Committee is to assist our Board in discharging its responsibilities relating to:
| 
| the
establishment, maintenance and administration of compensation and benefit policies designed
to attract, motivate and retain personnel with the requisite skills and abilities to contribute
to our long term success; | 
|
| 
| setting
our compensation program and compensation of our executive officers, directors and key personnel; | 
|
| 
| monitoring
our incentive compensation and equity-based compensation plans; | 
|
| 
| succession
planning for our executive officers, directors and key personnel; | 
|
| 
| our
compliance with the compensation rules, regulations and guidelines promulgated by, the SEC
and other law, as applicable; and | 
|
| 
| preparing
the compensation committee report required to be included in our proxy statement under the
rules and regulations of the SEC. | 
|
Our
Board will adopt a written charter for the Compensation Committee.
****
**Compensation
Committee Insider Participation**
None
of the members of our Compensation Committee has at any time been one of our executive officers or employees. None of our executive officers
currently serves, or has served during the last completed fiscal year, on the Compensation Committee or board of directors of any other
entity that has one or more executive officers serving as a member of our Board or Compensation Committee.
****
**Director
Independence**
The
Company is not currently listed on a national securities exchange and, as a result, is not subject to the director independence requirements
of any such exchange. However, in evaluating the independence of its directors, the Board of Directors has considered independence standards
substantially similar to those set forth in the corporate governance listing standards of the NYSE American.
Under
these standards, a director who is employed by the Company is not considered independent. A director is considered independent only if
the Board affirmatively determines that the director has no material relationship with the Company, either directly or indirectly, including
as a partner, stockholder or officer of an organization that has a relationship with the Company. Ownership of a significant amount of
the Companys securities, by itself, does not constitute a material relationship.
Based
on this evaluation, the Board has affirmatively determined that Mr. Campbell, Mr. Parti and Mr. Martinez
are independent directors. In making these determinations, the Board reviewed all relevant facts and circumstances known to it, including
information provided by the directors in connection with questionnaires and interviews.
**Code
of Conduct**
We
will adopt a Code of Conduct that applies to all of our directors, officers and employees, including our chief executive officer and
chief financial and accounting officer. Our Code of Conduct will be available on our website upon the completion of this offering. Our
Code of Conduct will be a code of ethics, as defined in Item406(b)of RegulationS-K.We will make
any legally required disclosures regarding amendments to, or waivers of, provisions of our code of ethics on our website.
****
**Director
Compensation**
We
did not have any non-employee directors who received compensation for their service on our Board during fiscal year 2025 or 2024.
In
2026, each of our non-employee directors will be eligible to receive compensation for his or her service on our Board consisting of annual
cash retainers payable in monthly installments, along with restricted stock, each in an amount to be reasonably determined by the Board.
In addition, non-employee directors who serve as Chair of the Audit Committee, the Compensation Committee and the Nominating and Governance
Committee will be eligible for additional compensation as determined by the Board.
Our
directors will be reimbursed for travel, food, lodging and other expenses directly related to their activities as directors. Our directors
are also entitled to the protection provided by the indemnification provisions in our Bylaws. Our Board may revise the compensation arrangements
for our directors from time to time.
29
****
**ITEM
11. EXECUTIVE COMPENSATION**
The
following table sets forth information concerning the compensation earned during the fiscal years ended October 31, 2025 and 2024 by
the Companys named executive officers. Gregory T. Delory served as the Companys Chief Executive Officer from inception
through fiscal year 2025. Subsequent to fiscal year end, effective January 5, 2026, the Company appointed Edward Cabrera as Chief Executive
Officer, and Mr. Delory transitioned to the role of Chief Technology Officer. Compensation for Mr. Cabrera is not reflected in the table
below, as he did not serve as a named executive officer during fiscal years 2025 or 2024.
****
**Summary
Compensation Table**
| 
NameandPrincipalPosition | | 
Fiscal
Year Ended | | | 
Salary
($) | | | 
Bonus
($) | | | 
Option
Awards ($) | | | 
Non-equity
Incentive Compensation ($) | | | 
Non-Qualified
Deferred Compensation Earnings ($) | | | 
All
Other Compensation ($) | | | 
Total
($) | | |
| 
Gregory T.Delory, | | 
| 2025 | | | 
$ | 176,875 | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
$ | 2,984 | (2) | | 
$ | 178,859 | | |
| 
CEO
and Director(1) | | 
| 2024 | | | 
$ | 274,144 | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
$ | 4,476 | (2) | | 
$ | 278,620 | | |
| 
| | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | |
| 
Stuart
D. Bale,(3) 
Chief
Scientist | | 
| 2025 | | | 
$ | - | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
| | | | 
$ | - | | |
| 
| | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | |
| 
Paul S. Turin, | | 
| 2025 | | | 
$ | 67,428 | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
$ | 2,984 | (1) | | 
$ | 70,412 | | |
| 
ChiefEngineerandDirector | | 
| 2024 | | | 
$ | 202,051 | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
$ | 4,476 | (1) | | 
$ | 206,527 | | |
| 
| | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | | 
| | | |
| 
Joseph T.Pitman,
(4) | | 
| 2025 | | | 
$ | 228,840 | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
$ | 228,840 | | |
| 
Former CTO and Director | | 
| 2024 | | | 
$ | 374,000 | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
| - | | | 
$ | 374,000 | | |
| 
(1) | Mr.
Delory served as the Companys Chief Executive Officer from inception through fiscal
year 2025. Effective January 5, 2026, Mr. Delory transitioned to the role of Chief Technology
Officer and remains a member of the Companys Board of Directors | |
| 
(2) | Health
plan stipend | |
| 
(3) | Appointed
by the Board on July 24, 2025. | |
| 
| | |
| 
(4) | Resigned
on July 24, 2025. | |
****
**Emerging
Growth Company Status**
As
an emerging growth company, we are currently exempt from certain requirements related to executive compensation, including the requirements
to hold a nonbinding advisory vote on executive compensation and to provide information relating to the ratio of total compensation of
our Chief Executive Officer to the median of the annual total compensation of all of our employees, each as required by the Investor
Protection and Securities Reform Actof2010, which is part of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
****
**Employment
Agreements**
As
of October 31, 2025, the Company did not have any written employment agreements with its executive officers or directors.
Subsequent
to fiscal year end, the Company entered into employment agreements with Edward Cabrera, in connection with his appointment as Chief Executive
Officer, and Mark Knauf, in connection with his appointment as Chief Financial Officer.
**Employment
Agreement with Edward Cabrera (Chief Executive Officer)**
In
January 2026, the Company entered into an employment agreement with Edward Cabrera, pursuant to which Mr. Cabrera was appointed Chief
Executive Officer and Chairman of the Board. The agreement has an initial term of one year and automatically renews for successive one-year
terms unless terminated in accordance with its terms.
Under
the agreement, the Company issued Mr. Cabrera 3,000,000 shares of the Companys common stock upon execution of the agreement. Mr.
Cabrera is entitled to receive a nominal annual salary of $1, with any future cash compensation subject to determination by the Companys
Board of Directors based on performance or other criteria.
30
The
agreement provides that Mr. Cabrera may be terminated for cause, resigned voluntarily, or terminated without cause, in each case subject
to the terms of the agreement. In the event of a termination without cause, constructive termination, termination by mutual agreement,
death, or disability, Mr. Cabrera may be entitled to continued compensation and benefits for a specified period following termination,
as set forth in the agreement.
**Employment
Agreement with Mark Knauf (Chief Financial Officer)**
In
January 2026, the Company entered into an employment agreement with Mark Knauf, pursuant to which Mr. Knauf was appointed Chief Financial
Officer. The agreement has an initial term of one year and automatically renews for successive one-year terms unless terminated in accordance
with its terms.
Under
the agreement, Mr. Knauf is eligible to receive 100,000 shares of the Companys common stock, vesting quarterly over a one-year
period, subject to continued service. In addition, upon the Company raising an aggregate of $10 million in financing, Mr. Knauf will
be entitled to receive a monthly salary of $10,000, with any future adjustments determined by the Companys Board of Directors.
The
agreement provides for termination by the Company for cause, voluntary resignation by Mr. Knauf, or termination without cause. In the
event of a termination without cause, constructive termination, termination by mutual agreement, death, or disability, Mr. Knauf may
be entitled to continued compensation and benefits for a limited period following termination, as specified in the agreement.
****
**Retirement
Benefits**
We
do not have a defined benefit pension plan or nonqualified deferred compensation plan. Heliospace provided a retirement plan through
July 2025 intended to provide benefits under Section401(k)of the Code (as defined below), pursuant to which employees, including
the Named Executive Officers, can make or have made voluntary pre-tax contributions. Heliospace provided matching contributions to all
eligible employees, including our Named Executive Officers. All contributions under the plan are subject to certain annual dollar limitations,
which are periodically adjusted for changes in the cost of living. Heliospace intends to restart a retirement plan in Q2 of 2026 as the
company scales in both personnel and revenue.
**Director
Compensation Arrangements**
The
Company did not have any non-employee directors during the fiscal year ended October 31, 2025, and no compensation was paid to any director
for service on the Board during that fiscal year.
Subsequent
to fiscal year end, the Company entered into Board of Directors agreements with its independent directors. On January 21, 2026, the Company
entered into a Board of Directors agreement with Vikas Vik Parti, and on January 26, 2026, the Company entered into Board
of Directors agreements with Mario Martinez and Bruce T. Campbell. Under these agreements, each independent director is eligible to receive
equity compensation with an annual grant value of $100,000, payable in quarterly installments in the form of restricted stock units,
subject to approval under the Companys equity incentive plan, as well as reimbursement of reasonable expenses incurred in connection
with service on the Board. The foregoing description is qualified in its entirety by reference to the form of Board of Directors Agreement,
which has been filed as an exhibit to this Annual Report on Form 10-K.
****
**Potential
Payments Upon Termination or Change in Control**
None.
****
**Equity
Incentive Plan**
****
The
2018 Equity Incentive Plan was approved by the Board of Directors on July1, 2018 and the Company amended the equity plan on December17,
2023. In conjunction with the recapitalization and effective January3, 2024, the Company adopted the Heliospace 2018 Equity Plan
as the Companys Plan (Equity Plan). The Equity Plan limits the shares of common stock authorized to be awarded as
stock awards to 2,382,352 shares as of October 31, 2025 and October31, 2024, respectively. Employees are provided stock options
vesting over a period of fouryears with a one-yearcliff. After one year, 25% of the award size vests followed by 1/48thof
the award size for each month thereafter. On a case-by-casebasis, options have been granted outright with no vest period.
****
**Helio
Corporation 2025 Equity Incentive Plan**
****
On
August 19, 2025, the Company adopted the Helio Corporation 2025 Equity Incentive Plan (the 2025 Plan), which was also approved
by the Companys stockholders on August 19, 2025. The 2025 Plan is intended to assist the Company in recruiting and retaining employees,
officers, directors, and consultants, and to provide incentives tied to increases in the value of the Companys equity. Unless
terminated earlier by the Board, the 2025 Plan will terminate on August 19, 2035, and no awards may be granted after that date.
*Administration*.
The 2025 Plan is administered by the Companys Board of Directors (the Board), unless and until the Board delegates
administration to a committee of one or more Board members. Subject to the terms of the 2025 Plan, the administrator has broad discretion
to determine eligible participants, the type of award granted, the number of shares subject to awards, vesting schedules, exercise prices
(if applicable), and other terms and conditions, and to interpret and administer the 2025 Plan and award agreements. The 2025 Plan permits
certain actions that may be treated as repricing, including reductions in option exercise prices and cancellation and replacement
of options, subject to the consent of adversely affected optionholders and the other limitations set forth in the 2025 Plan.
31
*Shares
available for issuance; automatic evergreen increase*. The maximum number of shares of the Companys common
stock authorized for issuance under the 2025 Plan is **2,250,000 shares**, subject to adjustment for stock splits, recapitalizations
and similar events. Beginning with the fiscal year ending October 31, 2026, the share reserve is subject to an automatic annual increase
on the first trading day of each fiscal year so that the aggregate number of shares reserved under the 2025 Plan equals 20% of the Companys
common stock outstanding on the last trading day of the preceding fiscal year, reduced by the number of shares then reserved and available
for issuance under the Companys 2018 Equity Incentive Plan (as further described in the 2025 Plan). Shares generally return to
the reserve if awards expire, terminate, are forfeited, or are repurchased by the Company in accordance with the terms of the 2025 Plan.
*Eligibility*.
Incentive stock options may be granted only to employees. Other awards may be granted to employees, officers, directors, and consultants.
The 2025 Plan also contains limitations applicable to ten percent stockholders, including a higher minimum exercise price
and a shorter maximum term for incentive stock options.
*Types
of awards*. The 2025 Plan authorizes the grant of a variety of equity-based awards, including:
| 
| Incentive
stock options (ISOs) and nonstatutory qualified stock options (NQSOs); | 
|
| 
| Restricted
stock awards (including stock bonuses); | 
|
| 
| Stock
appreciation rights; | 
|
| 
| Restricted
stock units (settled in shares of common stock or cash, as determined under the award terms);
and | 
|
| 
| Performance
awards payable in shares, cash, or a combination thereof, based on performance goals established
by the administrator. | 
|
**
*Option
terms*. Options generally may not have a term longer than 10 years from the grant date (or 5 years for incentive stock options
granted to ten percent stockholders). The exercise price per share generally may not be less than 100% of fair market value on the grant
date (or 110% for incentive stock options granted to ten percent stockholders). The 2025 Plan permits several methods of paying the exercise
price, including cash, delivery of previously owned shares (subject to holding period requirements in certain cases), deferred payment
arrangements (subject to limitations), net exercise arrangements, promissory notes with full recourse, or other lawful
consideration acceptable to the Board. Options typically terminate following cessation of service, subject to post-termination exercise
periods that vary based on the reason for termination (including death or disability) and the terms of the applicable award agreement.
*Restricted
stock and other awards*. Restricted stock awards may be subject to vesting conditions and may include Company repurchase rights
with respect to unvested shares, subject to limitations under the 2025 Plan. Restricted stock units represent the right to receive one
share of common stock (or the value thereof in cash) upon vesting and settlement. Stock appreciation rights provide the right to receive
the appreciation in the Companys common stock (in shares, cash, or a combination), as determined by the administrator.
**
*Adjustments
and corporate transactions*. The 2025 Plan provides for equitable adjustments to the share reserve and outstanding awards in the
event of stock splits, dividends, recapitalizations and similar events. In connection with a corporate transaction (including a change
of control), the administrator may take a variety of actions with respect to outstanding awards, including assumption or substitution
of awards, acceleration of vesting or exercisability, cancellation in exchange for cash or other consideration (which may be zero in
certain circumstances), and other actions permitted by the 2025 Plan.
*Withholding
and other provisions*. Award agreements generally require participants to satisfy applicable tax withholding obligations, including
through share withholding, cash payment, or other permitted methods. The 2025 Plan includes provisions intended to support compliance
with Section 409A of the Internal Revenue Code and provides that awards are subject to any clawback or recoupment policies adopted by
the Company and applicable law, including Exchange Act Rule 10D-1 requirements and any applicable listing standards. The 2025 Plan is
governed by Florida law.
*Arbitration*.
The 2025 Plan provides that disputes relating to awards or the 2025 Plan are to be resolved through binding and confidential arbitration
under the Commercial Arbitration Rules of the American Arbitration Association in Berkeley, California, with arbitration fees paid by
the Company, and permits the arbitrator to award attorneys fees and costs to the prevailing party.
32
**ITEM
12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS**
****
The
following table sets forth information as to the shares of common stock beneficially owned as of February 10, 2026by (i)each
person known to us to be the beneficial owner of more than 5% of our common stock; (ii)each director; (iii)each executive
officer; and (iv)all of our directors, director nominees and executive officers as a group. Unless otherwise indicated in the footnotes
following the table, the persons as to whom the information is given had sole voting and investment power over the shares of common stock
shown as beneficially owned by them and the address of each beneficial owner listed on the table is c/o Helio Corporation, 2448 Sixth
Street, Berkeley, CA94710. Beneficial ownership is determined in accordance with Rule13d-3 under the ExchangeAct, which
generally means that any shares of common stock subject to options currently exercisable or exercisable within 60days of the determination
date are considered to be beneficially owned, including for the purpose of computing the percentage ownership of the person holding such
options, but are not considered outstanding when computing the percentage ownership of each other person.
| 
Name
and Address of Beneficial Owner | 
| 
Number
of Shares Beneficially Owned(1) | 
| 
| 
Percent
of Class (%)(2) | 
| |
| 
Edward
Cabrera | 
| 
| 
3,000,000 | 
| 
| 
| 
12.94 | 
% | |
| 
Mark
Knauf, Chief Financial Officer (3) | 
| 
| 
- | 
| 
| 
| 
0.00 | 
% | |
| 
Gregory
T.Delory, Chief Technology Officer and Director | 
| 
| 
5,450,801 | 
| 
| 
| 
23.51 | 
% | |
| 
Stuart
D. Bale | 
| 
| 
765,220 | 
| 
| 
| 
3.30 | 
% | |
| 
Bruce
Campbell, Director (3) | 
| 
| 
- | 
| 
| 
| 
0.00 | 
% | |
| 
Mario
Noel Martinez, Director (3) | 
| 
| 
- | 
| 
| 
| 
0.00 | 
% | |
| 
Vikas
Parti, Director (3) | 
| 
| 
- | 
| 
| 
| 
0.00 | 
% | |
| 
Paul
S.Turin, Director and Chief Engineer | 
| 
| 
7,730,239 | 
| 
| 
| 
33.35 | 
% | |
| 
Total
of Officers, Directors and Director Nominees as a Group (6 persons) | 
| 
| 
16,946,260 | 
| 
| 
| 
73.1 | 
% | |
| 
| 
| 
| 
| 
| 
| 
| 
| 
| |
| 
5%+
Stockholder | 
| 
| 
| 
| 
| 
| 
| 
| |
| 
Joseph
T.Pitman | 
| 
| 
2,824,064 | 
| 
| 
| 
12.18 | 
% | |
| 
Edward
W. Cabrera | 
| 
| 
1,250,000 | 
| 
| 
| 
5.39 | 
% | |
| 
(1) | All
shares owned by the officers, directors, director nominees and persons known to be the beneficial
owner of more than 5% of the Company common stock are owned outright and none are acquirable
upon exercise or conversion of outstanding warrants, options, notes or other derivative securities. | 
|
| 
(2) | 
Based on 23,170,425 shares of common stock
issued and outstanding as of February 10, 2026. | |
| 
(3) | Right
to acquire up to $100k of Restricted Stock Units (RSUs) vesting at $25k per quarter. | 
|
**ITEM
13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE.**
****
**Related
Party Loans**
Between
April2022 and October2024, Paul S. Turin, stockholder and director, made various loans to the Company. As of October 31,
2025 and October31, 2024, the outstanding principal balance of these loans was $480,000 and $480,000, respectively, and accrued
interest was $51,397 and $11,484, respectively. The outstanding principal balance under these loans at October31, 2023 and October31,
2022 was $400,000 and $350,000, respectively. The loans terms are for 36months and are classified as current and non-current,
as applicable, liabilities on the balance sheet and accrue interest at a rate of 6.5% to 11.25% per annum, which, along with all principal,
shall be due at maturity. These notes are unsecured and are not convertible into equity instruments. No principal payments have been
made on these loans. Interest payments of $25,266 were made in the fiscal year ending October31, 2024. There have not been any
additional interest payments through the date of this filing. The loans mature as follows: $250,000 in October 2025, $100,000 in August
2025, $50,000 in February 2026, and $80,000 in February 2027. The Company plans to pay these loans from normal operating cash in the
ordinary course of business when due. As of October 31, 2025, the aggregate outstanding balance under the notes was approximately $531,397,
consisting of $480,000 in principal and $51,397 in accrued and unpaid interest.
33
On
March 1, 2024, the Company issued promissory note in the principal amount of $50,000 to Gregory T. Delory, the Companys Chief
Executive Officer, President, and Chairman. The note bears interest at an annual rate of 10.66% and matures on the 23-month anniversary
of the issuance date. During the fiscal year ended October 31, 2024, the Company prepaid $13,692 toward the outstanding principal of
the note. No interest or additional principal payments have been made on the note. As of October 31, 2025, the outstanding balance under
the note was approximately $39,904, consisting of $36,308 in principal and $3,596 in accrued and unpaid interest.
On
February 3, 2025, the Company issued a promissory note in the principal amount of $185,000 to Paul S. Turin, the Companys Chief
Engineer and a member of the Board of Directors. The note bears interest at a rate of 9.75% per annum and matures on the third anniversary
of the issuance date. As of October 31, 2025, the outstanding balance under the note was approximately $189,892, consisting of $185,000
in principal and $4,892 in accrued and unpaid interest. No payments of principal or interest have been made to date.
On
February 14, 2025, the Company issued a promissory note in the principal amount of $200,000 to Gregory T. Delory, the Companys
Chief Executive Officer, President, and Chairman. The note bears interest at a rate of 9.75% per annum and matures on the third anniversary
of the issuance date. As of October 31, 2025, the outstanding balance under the note was approximately $204,701, consisting of $200,000
in principal and $4,701 in accrued and unpaid interest. No payments of principal or interest have been made to date.
****
**Related
Party Transactions with Organizer**
James
S. Byrd incorporated the Company as Stirling Bridge Group, Inc. in October 2022 (renamed Web3 Corporation in May 2023) and served as
its Chief Executive Officer until the closing of the Business Combination between Web3 Corporation and Heliospace Corporation in January
2024. Since that time, Mr. Byrd has not held any management or executive role with the Company and provides legal services solely in
his capacity as external counsel.
In
connection its incorporation, the Company issued an aggregate of 2,000,000 shares of common stock (the Founder Shares)
to Blue Ridge Capital, LLC, a limited liability company wholly owned by James S. Byrd (Blue Ridge Capital), for an aggregate
purchase price of $125. In January 2024, in connection with the Business Combination between Web3 Corporation and Heliospace Corporation,
the Company repurchased 1,560,000 of the Founder Shares from Blue Ridge Capital for an aggregate cash consideration of $130,000. The
terms of the repurchase were negotiated in connection with the Business Combination.
Prior
to the Business Combination, Web3 Corporation paid approximately $53,000 in legal fees to firms affiliated with Mr. Byrd. Since the Business
Combination, Helio Corporation has paid approximately $145,000 to one or more law firms affiliated with Mr. Byrd, and currently pays
Byrd Law Group a monthly retainer of $15,000 for legal services rendered. All such transactions were approved by the Board in accordance
with its related party transaction policy. See Legal Matters for additional information regarding Byrd Law Group.
On
March 18, 2024, the Company issued a convertible promissory note in the principal amount of $250,000 to BlackWolf Venture Group, LLC
(BlackWolf), a limited liability company of which Mr. Byrd was a member, bearing interest at a rate of 9.75% per annum
and maturing 24 months from the issuance date. On June 20, 2024, the note was amended and restated (the Amended and Restated BlackWolf
Note) to increase the principal amount to $500,000, maintain the same interest rate, and extend the maturity to 24 months from
the date of amendment.
In
connection with Mr. Byrds withdrawal from BlackWolf on October 7, 2024, BlackWolf and Mr. Byrd entered into an agreement whereby
Mr. Byrd withdrew as a member of BlackWolf and BlackWolf assigned $50,000 of the outstanding principal amount under the Amended and Restated
BlackWolf Note, plus accrued interest, to Mr. Byrd. On October 31, 2024, the Company and Mr. Byrd entered into an amendment to (i) extend
the maturity of Mr. Byrds assigned portion of the Amended and Restated BlackWolf Note to the earlier of (a) the Companys
listing on a national securities exchange (NYSE or Nasdaq) or (b) March 31, 2025, and (ii) eliminate the conversion feature of Mr. Byrds
assigned portion of the Amended and Restated BlackWolf Note. On April 25, 2025, the Company and Mr. Byrd entered into an amendment to
further extend the maturity date to the earlier of (a) the Companys listing on a national securities exchange or (b) June 30,
2025. All other terms of the assigned portion of the Amended and Restated BlackWolf Note remain unchanged and in full force and effect.
The transaction was approved by the Board of Directors in accordance with the Companys related party transaction policy. As of
October 31, 2025, the outstanding balance of the $50,000 portion of the Amended and Restated BlackWolf Note assigned to Mr. Byrd was
approximately $55,623, consisting of $50,000 in principal and $5,623 in accrued and unpaid interest. No payments of principal or interest
have been made towards the assigned portion of the Amended and Restated BlackWolf Note. The note is currently in default.
On
April 16, 2025, we issued a promissory note in the principal amount of $150,000 to Indicia Capital, LLC, an entity controlled by James
S. Byrd, which bears interest at 9.75% per annum and matures in 180 days or upon our receipt of at least $1,000,000 in new financing.
In connection with the note, Greg Delory, our Chief Executive Officer, President and Chairman, transferred 15,000 shares of his personal
holdings of our common stock to Indicia Capital as additional consideration. The transaction was approved by the Companys Board
of Directors in accordance with its policy for reviewing and approving related party transactions. As of October 31, 2025, the outstanding
balance under the note was approximately $151,082, consisting of $150,000 in principal and $1,082 in accrued and unpaid interest. No
payments of principal or interest have been made to date.
34
**Debt
Exchange Transactions with Related Parties**
On
December 2, 2025, the Company entered into exchange agreements with Gregory T. Delory, the Companys then Chief Executive Officer
and Chairman of the Board, and Paul S. Turin, the Companys Chief Engineer and a member of the Board of Directors (collectively,
the Exchange Agreements).
Pursuant
to the Exchange Agreement with Mr. Delory, promissory notes held by Mr. Delory in an aggregate outstanding amount of $315,188, consisting
of $288,281 in principal and $26,908 in accrued and payable interest, were cancelled in exchange for 2,204,561 shares of the Companys
common stock.
Pursuant
to the Exchange Agreement with Mr. Turin, promissory notes held by Mr. Turin in an aggregate outstanding amount of $742,577, consisting
of $680,773 in principal and $61,804 in accrued and payable interest, were cancelled in exchange for 5,193,898 shares of the Companys
common stock.
The
number of shares issued under the Exchange Agreements was calculated using a conversion price of $0.142971 per share, representing the
volume-weighted average price of the Companys common stock for the twenty (20) trading days preceding the date of the Exchange
Agreements, as reported by OTC Markets Group.
The
Exchange Agreements were approved by the Companys Board of Directors. The Company believes that the terms of the exchanges were
fair and reasonable and no less favorable to the Company than could have been obtained from an unaffiliated third party under similar
circumstances.
****
**Employment
Agreement with Edward Cabrera (Chief Executive Officer)**
In
January 2026, the Company entered into an employment agreement with Edward Cabrera, pursuant to which Mr. Cabrera was appointed Chief
Executive Officer and Chairman of the Board. Under the agreement, the Company issued Mr. Cabrera 3,000,000 shares of common stock upon
execution of the agreement and agreed to pay him a nominal annual salary. The agreement has an initial term of one year and automatically
renews for successive one-year terms unless terminated in accordance with its terms. The material terms of Mr. Cabreras compensation
arrangements are described under Executive CompensationEmployment Agreements.
**Employment
Agreement with Investor Relations Manager**
On
January 5, 2026, the Company entered into an employment agreement with Edward W. Cabrera, pursuant to which Mr. Cabrera serves as the
Companys Investor Relations Manager. Mr. Cabrera is the son of Edward Cabrera, the Companys Chief Executive Officer.
Under
the agreement, Mr. Cabrera is responsible for managing the Companys investor relations, public communications, and related outreach
activities. As consideration for his services, the Company agreed to issue Mr. Cabrera 1,250,000 shares of the Companys common
stock upon execution of the agreement. In addition, upon the Company raising an aggregate of $10 million in financing, Mr. Cabrera will
be entitled to receive a monthly salary of $15,000, and will be eligible to participate in the Companys employee benefit plans.
The agreement has an initial term of one year and automatically renews for successive one-year terms unless terminated in accordance
with its terms.
**Indemnification
of Officers and Directors**
Our
Bylaws include provisions that provide for indemnification, expense advancement and reimbursement for our directors and officers, to
the maximum extent allowable under Florida law. We have also entered into or will enter into prior to the effective date of the registration
statement of which prospectus forms a part into customary indemnification agreements with our officers or directors. We also currently
maintain directors and officers insurance covering certain liabilities that may be incurred by directors and officers in
the performance of their duties.
****
35
****
**Policies
and Procedures for the Review, Approval or Ratification of Related Person Transactions**
The
Company does not currently have a written policy governing the review, approval or ratification of transactions with related persons.
Related
person transactions are reviewed and approved by the Companys Board of Directors, or by the Audit Committee Chair, as applicable,
prior to entry into such transactions, or, if not approved in advance, are submitted for ratification. In reviewing and approving any
related person transaction, the Board of Directors or the Audit Committee Chair considers all relevant facts and circumstances, including
the nature of the related persons interest in the transaction, the material terms of the transaction, the purpose of the transaction,
the availability of alternative arrangements with unrelated third parties, and whether the transaction is on terms that are no less favorable
to the Company than those that could be obtained in an arms-length transaction with an unrelated third party.
Any
director or officer who has an interest in a related person transaction is required to recuse himself or herself from the deliberations
and approval of such transaction.
The
Company intends to adopt a formal written policy for the review, approval and ratification of related person transactions and to administer
such policy through its Audit Committee following the completion of the Committees formation.
**ITEM
14. PRINCIPAL ACCOUNTANT FEES AND SERVICES**
During
the fiscal years ended October 31, 2025 and 2024 Astra Audit & Advisory LLC (AAA) served as our independent registered
public accounting firm and, in that capacity, rendered an opinion on our consolidated financial statements as of and for the fiscal year
ended October 31, 2025.
**Audit
and Non-Audit Fees**
The
following table sets forth the aggregate fees billed to us by our independent registered public accounting firm in each of the last two
fiscal years:
| 
| | 
2025 | | | 
2024 | | |
| 
Audit fees (1) | | 
$ | 167,986 | | | 
$ | 45,000 | | |
| 
Audit-related fees (2) | | 
$ | - | | | 
$ | - | | |
| 
Tax fees (3) | | 
$ | - | | | 
$ | - | | |
| 
All other fees (4) | | 
$ | 14,650 | | | 
$ | 24,820 | | |
| 
(1) | 
Audit
fees consistent principally of audit work performed on the financial statements, as well as work generally only the independent auditors
can reasonably be expected to provide, such as statutory audits. | |
| 
| 
| |
| 
(2) | 
Audit-related
fees consisted principally of an attestation report on managements report on internal controls, a review of our Form 10-Qs
and related press releases, and other general miscellaneous matters. | |
| 
| 
| |
| 
(3) | 
Tax
fees consisted principally of assistance with tax compliance, preparation of returns, tax planning, and providing tax guidance. | |
| 
| 
| |
| 
(4) | 
Consist
of fees for products and services provided by our principal accountants, other than services reported under Audit fees,
Audit related fees, or Tax fees. | |
As
part of its responsibility for oversight of the independent registered public accountants, the board of directors has established a policy
to pre-approve all audit and permissible non-audit services provided by the independent auditor. In accordance with this policy, each
type of audit, audit related, tax and other permitted service to be provided by the independent auditors is specifically described and
each service. The fees are budgeted and the board of directors requires the independent auditor and management to report actual fees
versus the budget periodically throughout the year by category of service.
36
**PART
IV**
**ITEM
15. EXHIBITS AND FINANCIAL STATEMENT SCHEDULES**
| 
(a) | Documents
filed as part of this report | |
| 
1. | Financial
statements | |
The
financial statements are set forth under Item 8 of this Form 10-K, as indexed below.
| 
Consolidated
Balance Sheets as of October 31, 2025 and 2024 | 
| 
F-3 | |
| 
Consolidated
Statements of Operations for the years ended October 31, 2025 and 2024 | 
| 
F-4 | |
| 
Consolidated
Statements of Changes in Shareholders Deficit for the years ended October 31, 2025 and 2024 | 
| 
F-5 | |
| 
Consolidated
Statements of Cash Flows for the years ended October 31, 2025 and 2024 | 
| 
F-6 | |
| 
Notes
to Consolidated Financial Statements | 
| 
F-7 | |
2.
Financial statement schedules
Financial
statement schedules are omitted because the information called for is not material or is shown either in the consolidated financial statements
or the notes thereto.
3.
Exhibits
| 
Exhibit | 
| 
Description | 
| 
Previously
Filed and 
Incorporated by Reference Herein | 
| 
Previously
Filed
Exhibit No. | |
| 
3.1 | 
| 
Articles
of Incorporation of Stirling Bridge Group, Inc., dated October3, 2022 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
3.1 | |
| 
3.2 | 
| 
Articles
of Amendment to Articles of Incorporation of Stirling Bridge Group, Inc., dated May10, 2023 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
3.2 | |
| 
3.3 | 
| 
Articles
of Amendment to Articles of Incorporation of Web3 Corporation, January22, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
3.3 | |
| 
3.4 | 
| 
Articles
of Amendment to Articles of Incorporation of Helio Corporation, dated July1, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
3.4 | |
| 
3.5 | 
| 
Amended
and Restated Bylaws of Helio Corporation | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
3.5 | |
| 
3.1 | 
| 
Certificate
of Amendment to Articles of Incorporation of Helio Corporation, filed April 8, 2025 | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
3.1 | |
| 
4.1* | 
| 
Description of registrants
securities | 
| 
| 
| 
| |
| 
10.1+ | 
| 
2018
Heliospace Corporation Equity Incentive Plan | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.1 | |
| 
10.2+ | 
| 
Form
of Heliospace Corporation Equity Incentive Plan Award Agreement | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.2 | |
| 
10.3+ | 
| 
Form
of Employment Agreement between Helio Corporation and Gregory Delory | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.3 | |
| 
10.4 | 
| 
Unsecured
Promissory Note in the principal sum of $250,000, of Heliospace Corporation as Maker dated April18, 2022 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.4 | |
| 
10.5 | 
| 
Unsecured
Promissory Note in the principal sum of $100,000, of Heliospace Corporation as Maker and dated August29, 2022 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.5 | |
| 
10.6 | 
| 
Unsecured
Promissory Note in the principal sum of $50,000, of Heliospace Corporation as Maker dated February14, 2023 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.6 | |
| 
10.7 | 
| 
Unsecured
Promissory Note in the principal sum of $80,000, of Heliospace Corporation as Maker dated February26, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.7 | |
| 
10.8 | 
| 
Unsecured
Promissory Note in the principal sum of $50,000, of Heliospace Corporation as Maker dated March1, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.8 | |
| 
10.9 | 
| 
Unsecured
Promissory Note in the principal sum of $30,000, of Heliospace Corporation as Maker dated March1, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.9 | |
| 
10.10 | 
| 
Unsecured
Promissory Note in the principal sum of $150,000, of Heliospace Corporation as dated March12, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.1 | |
37
| 
10.11 | 
| 
Unsecured
Promissory Note in the principal sum of $400,000, of Helio Corporation as Maker dated October17, 2024 | 
| 
Registration Statement on Form
S-1 (File No. 333-284062) | 
| 
10.11 | |
| 
10.12 | 
| 
Amendment
(Byrd) to Unsecured Promissory Note in the principal sum of $50,000, of Helio Corporation as Maker dated March18, 2024 (as
amended on October31, 2024) | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.12 | |
| 
10.13 | 
| 
Unsecured
Promissory Note in the principal sum of $50,000, of Helio Corporation as Maker dated March18, 2024 (as amended on October31,
2024) | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.13 | |
| 
10.14 | 
| 
Secured
Promissory Note in the principal sum of $500,000, of Helio Corporation as Maker dated October16, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.14 | |
| 
10.15 | 
| 
Secured
Promissory Note in the principal sum of $250,000, of Helio Corporation as Maker dated October16, 2024 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.15 | |
| 
10.16 | 
| 
Unsecured
Promissory Note in the principal sum of $50,000, of Helio Corporation as Maker dated January9, 2025 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.16 | |
| 
10.17+ | 
| 
Form
of Employment Agreement between Helio Corporation and Paul Turin | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.18 | |
| 
10.18 | 
| 
Unsecured
Promissory Note in the principal sum of $100,000, of Helio Corporation as Maker dated February 3, 2025 | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
10.20 | |
| 
10.19 | 
| 
Securities
Purchase Agreement, dated August 26, 2025, by and between Helio Corporation and the Buyer. | 
| 
Form 8-K filed September 2, 2025 | 
| 
10.1 | |
| 
10.20 | 
| 
$275,000
Promissory Note, dated August 26, 2025, issued by Helio Corporation. | 
| 
Form 8-K filed September 2, 2025 | 
| 
10.2 | |
| 
10.21 | 
| 
Exchange
Agreement, dated December 2, 2025, between Helio Corporation and Gregory T. Delory | 
| 
Form 8-K filed December 4, 2025 | 
| 
10.1 | |
| 
10.22 | 
| 
Exchange
Agreement, dated December 2, 2025, between Helio Corporation and Paul S. Turin | 
| 
Form 8-K filed December 4, 2025 | 
| 
10.2 | |
| 
10.23 | 
| 
Promissory
Note, dated December 2, 2025, issued to Gregory T. Delory | 
| 
Form 8-K filed December 4, 2025 | 
| 
10.3 | |
| 
10.24 | 
| 
Promissory
Note, dated December 2, 2025, issued to Paul S. Turin | 
| 
Form 8-K filed December 4, 2025 | 
| 
10.4 | |
| 
10.25 | 
| 
Securities
Purchase Agreement, dated December 19, 2025, between Helio Corporation and an institutional investor | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.1 | |
| 
10.26 | 
| 
Promissory
Note, dated December 19, 2025, issued by Helio Corporation pursuant to Exhibit 10.1 | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.2 | |
| 
10.27 | 
| 
Securities
Purchase Agreement, dated December 19, 2025, between Helio Corporation and an institutional investor | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.3 | |
| 
10.28 | 
| 
Promissory
Note, dated December 19, 2025, issued by Helio Corporation pursuant to Exhibit 10.3 | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.4 | |
| 
10.29 | 
| 
Securities
Purchase Agreement, dated December 19, 2025, between Helio Corporation and an institutional investor | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.5 | |
| 
10.3 | 
| 
Convertible
Promissory Note, dated December 19, 2025, issued by Helio Corporation pursuant to Exhibit 10.5 | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.6 | |
| 
10.31+ | 
| 
Executive
Employment Agreement, dated January 5, 2026, between Helio Corporation and Edward Cabrera | 
| 
Form 8-K filed January 5, 2026 | 
| 
10.1 | |
| 
10.32 | 
| 
Securities
Purchase Agreement, dated January 12, 2026, by and between Helio Corporation and the investor party thereto | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.1 | |
| 
10.33 | 
| 
Convertible
Promissory Note, dated January 12, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.2 | |
| 
10.34 | 
| 
Securities
Purchase Agreement, dated January 14, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.3 | |
38
| 
10.35 | 
| 
Convertible
Promissory Note, dated January 14, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.4 | |
| 
10.36 | 
| 
Common
Stock Purchase Warrant, dated January 14, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.5 | |
| 
10.37+ | 
| 
Executive
Employment Agreement, dated January 19, 2026, by and between Helio Corporation and Mark Knauf | 
| 
Form 8-K filed January 20, 2026 | 
| 
10.1 | |
| 
10.38 | 
| 
Form
of Director Agreement | 
| 
Form 8-K filed January 27, 2026 | 
| 
10.1 | |
| 
10.39 | 
| 
Promissory
Note issued to Paul S. Turin on February 3, 2025, in the principal amount of $185,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.2 | |
| 
10.4 | 
| 
Promissory
Note issued to Gregory T. Delory on February 14, 2025, in the principal amount of $200,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.3 | |
| 
10.41 | 
| 
Promissory
Note issued to Indicia Capital, LLC on April 16, 2025, in the principal amount of $150,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.4 | |
| 
10.42 | 
| 
Note
Amendment dated April 25, 2025, for Promissory Note issued to M. David Shapiro on March 18, 2024, as amended, in the principal amount
of $50,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.5 | |
| 
10.43 | 
| 
Note
Amendment dated April 25, 2025, for Promissory Note issued to Scott Nealey on March 12, 2024, as amended, in the principal amount
of $150,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.6 | |
| 
10.44 | 
| 
Note
Amendment dated April 25, 2025, for Promissory Note issued to James Byrd on March 18, 2024, in the principal amount of $50,000, bearing
interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.7 | |
| 
10.45 | 
| 
Agreement
for $250,000 term loan dated May 17, 2025 | 
| 
Form 10-Q for the quarter ended April 30, 2025 | 
| 
10.4 | |
| 
10.46 | 
| 
Receivables
Sale Agreement dated June 9, 2025 | 
| 
Form 10-Q for the quarter ended April 30, 2025 | 
| 
10.5 | |
| 
10.47 | 
| 
Note
Amendment dated September 22, 2025, for Promissory Note issued to M. David Shapiro on March 18, 2024, as amended, in the principal
amount of $50,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.1 | |
| 
10.48 | 
| 
Note
Amendment dated September 21, 2025, for Promissory Note issued to Scott Nealey on March 12, 2024, as amended, in the principal amount
of $150,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.2 | |
| 
10.49 | 
| 
Note
Amendment dated September 22, 2025 for Promissory Note issued to Indicia Capital, LLC dated April 16, 2025 | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.3 | |
| 
10.50 | 
| 
Amendment
dated September 22, 2025, for Promissory Note issued to James Byrd on March 18, 2024, in the principal amount of $50,000,bearing
interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.4 | |
| 
10.51 | 
| 
Securities
Purchase Agreement, dated December 19, 2025, between Helio Corporation and an institutional investor | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.1 | |
| 
10.52 | 
| 
Promissory
Note, dated December 19, 2025, issued by Helio Corporation pursuant to Exhibit 10.1 | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.2 | |
| 
10.53 | 
| 
Securities
Purchase Agreement, dated December 19, 2025, between Helio Corporation and an institutional investor | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.3 | |
| 
10.54 | 
| 
Promissory
Note, dated December 19, 2025, issued by Helio Corporation pursuant to Exhibit 10.3 | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.4 | |
| 
10.55 | 
| 
Securities
Purchase Agreement, dated December 19, 2025, between Helio Corporation and an institutional investor | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.5 | |
| 
10.56 | 
| 
Convertible
Promissory Note, dated December 19, 2025, issued by Helio Corporation pursuant to Exhibit 10.5 | 
| 
Form 8-K filed December 30, 2025 | 
| 
10.6 | |
| 
10.57 | 
| 
Executive
Employment Agreement, dated January 5, 2026, between Helio Corporation and Edward Cabrera | 
| 
Form 8-K filed January 5, 2026 | 
| 
10.1 | |
| 
10.58 | 
| 
Securities
Purchase Agreement, dated January 12, 2026, by and between Helio Corporation and the investor party thereto | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.1 | |
39
| 
10.59 | 
| 
Convertible
Promissory Note, dated January 12, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.2 | |
| 
10.60 | 
| 
Securities
Purchase Agreement, dated January 14, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.3 | |
| 
10.61 | 
| 
Convertible
Promissory Note, dated January 14, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.4 | |
| 
10.62 | 
| 
Common
Stock Purchase Warrant, dated January 14, 2026 | 
| 
Form 8-K filed January 16, 2026 | 
| 
10.5 | |
| 
10.63 | 
| 
Executive
Employment Agreement, dated January 19, 2026, by and between Helio Corporation and Mark Knauf | 
| 
Form 8-K filed January 20, 2026 | 
| 
10.1 | |
| 
10.64 | 
| 
Promissory
Note issued to Paul S. Turin on February 3, 2025, in the principal amount of $185,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.2 | |
| 
10.65 | 
| 
Promissory
Note issued to Gregory T. Delory on February 14, 2025, in the principal amount of $200,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.3 | |
| 
10.66 | 
| 
Note
Amendment dated April 25, 2025, for Promissory Note issued to M. David Shapiro on March 18, 2024, as amended, in the principal amount
of $50,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.5 | |
| 
10.67 | 
| 
Note
Amendment dated April 25, 2025, for Promissory Note issued to Scott Nealey on March 12, 2024, as amended, in the principal amount
of $150,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.6 | |
| 
10.68 | 
| 
Note
Amendment dated April 25, 2025, for Promissory Note issued to James Byrd on March 18, 2024, in the principal amount of $50,000, bearing
interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended January 31,
2025 | 
| 
10.7 | |
| 
10.69 | 
| 
Agreement
for $250,000 term loan dated May 17, 2025 | 
| 
Form 10-Q for the quarter ended April 30, 2025 | 
| 
10.4 | |
| 
10.70 | 
| 
Receivables
Sale Agreement dated June 9, 2025 | 
| 
Form 10-Q for the quarter ended April 30, 2025 | 
| 
10.5 | |
| 
10.71 | 
| 
Note
Amendment dated September 22, 2025, for Promissory Note issued to M. David Shapiro on March 18, 2024, as amended, in the principal
amount of $50,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.1 | |
| 
10.72 | 
| 
Note
Amendment dated September 21, 2025, for Promissory Note issued to Scott Nealey on March 12, 2024, as amended, in the principal amount
of $150,000, bearing interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.2 | |
| 
10.73 | 
| 
Note
Amendment dated September 22, 2025 for Promissory Note issued to Indicia Capital, LLC dated April 16, 2025 | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.3 | |
| 
10.74 | 
| 
Amendment
dated September 22, 2025, for Promissory Note issued to James Byrd on March 18, 2024, in the principal amount of $50,000,bearing
interest at 9.75% per annum | 
| 
Form 10-Q for the quarter ended July 31, 2025 | 
| 
10.4 | |
| 
10.75* | 
| 
Short Term Loan for $63,000 dated
September 26, 2025 | 
| 
| 
| 
| |
| 
10.76* | 
| 
Short Term Loan 1 for $60,000
dated September 30, 2025 | 
| 
| 
| 
| |
| 
10.77* | 
| 
Short Term Loan 2 for $60,000
dated September 30, 2025 | 
| 
| 
| 
| |
| 
10.78* | 
| 
Short Term Loan for $80,000 dated
9/30/2025 | 
| 
| 
| 
| |
| 
10.79+* | 
| 
Helio Corporation 2025 Equity
Incentive Plan | 
| 
| 
| 
| |
| 
21.1 | 
| 
List
of Subsidiaries of Helio Corporation | 
| 
Registration Statement on Form S-1 (File No.
333-284062) | 
| 
21.1 | |
| 
31.1** | 
| 
Certificate of Principal Executive
Officer pursuant to Section 302 of the Sarbanes Oxley Act of 2002 | 
| 
| 
| 
| |
| 
31.2** | 
| 
Certificate of Principal Financial
Officer pursuant to Section 302 of the Sarbanes Oxley Act of 2002 | 
| 
| 
| 
| |
| 
32.1** | 
| 
Certification of Principal Executive
Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 | 
| 
| 
| 
| |
| 
32.2** | 
| 
Certification of Principal Financial
and Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 | 
| 
| 
| 
| |
| 
101.INS | 
| 
Inline XBRL Instance Document. | 
| 
| 
| 
| 
|
| 
101.SCH | 
| 
Inline XBRL Taxonomy Extension Schema Document. | 
| 
| 
| 
| 
|
| 
101.CAL | 
| 
Inline XBRL Taxonomy Extension Calculation Linkbase
Document. | 
| 
| 
| 
| 
|
| 
101.DEF | 
| 
Inline XBRL Taxonomy Extension Definition Linkbase
Document. | 
| 
| 
| 
| 
|
| 
101.LAB | 
| 
Inline XBRL Taxonomy Extension Label Linkbase Document. | 
| 
| 
| 
| 
|
| 
101.PRE | 
| 
Inline XBRL Taxonomy Extension Presentation Linkbase
Document. | 
| 
| 
| 
| 
|
| 
104 | 
| 
Cover Page Interactive Data File (formatted as Inline
XBRL and contained in Exhibit 101). | 
| 
| 
| 
| 
|
| 
+ | 
Management or compensatory agreement. | |
| 
| 
| |
| 
* | 
Filed herewith | |
| 
| 
| |
| 
** | 
Furnished herewith | |
**ITEM
16. FORM 10K SUMMARY**
****
None
40
**SIGNATURES**
In
accordance with Section 13 or 15(d) of the Securities Exchange Act of 1934, the registrant has caused this report to be signed on its
behalf by the undersigned, thereunto duly authorized.
| 
| 
HELIO CORPORATION | 
|
| 
| 
| 
|
| 
Date: February
17, 2026 | 
By: | 
/s/
Edward Cabrera | 
|
| 
| 
| 
Edward Cabrera | 
|
| 
| 
| 
Chief Executive Officer and Chairman of the Board of
Directors (Principal Executive Officer) | 
|
In
accordance with the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the Registrant
and in the capacities and on the dates indicated.
| 
Signature | 
| 
Title | 
| 
Date | |
| 
| 
| 
| 
| 
| |
| 
/s/ Mark Knauf | 
| 
Chief Financial Officer | 
| 
February 17, 2026 | |
| 
| 
| 
| 
| 
| |
| 
/s/
Gregory T. Delory | 
| 
Chief Technology
Officer | 
| 
February 17, 2026 | |
| 
Gregory T. Delory | 
| 
| 
| |
| 
| 
| 
| 
| 
| |
| 
/s/
Bruce Campbell | 
| 
Director | 
| 
February 17, 2026 | |
| 
Bruce Campbell | 
| 
| 
| 
| |
| 
| 
| 
| 
| 
| |
| 
/s/
Mario Noel Martinez | 
| 
Director | 
| 
February 17, 2026 | |
| 
Mario Noel Martinez | 
| 
| 
| 
| |
| 
| 
| 
| 
| 
| |
| 
/s/
Vikas Parti | 
| 
Director | 
| 
February 17, 2026 | |
| 
Vikas Parti | 
| 
| 
| 
| |
| 
| 
| 
| 
| 
| |
| 
/s/
Paul S. Turin | 
| 
Director | 
| 
February 17, 2026 | |
| 
Paul S. Turin | 
| 
| 
| 
| |
41