Helen of Troy (NASDAQ:HELE) Releases Earnings Results, Beats Expectations By $0.29 EPS

Posted by Stanley Muller on Oct 9th, 2026

Helen of Troy (NASDAQ:HELE – Get Free Report) posted its quarterly earnings data on Thursday. The company reported $0.79 earnings per share for the quarter, beating analysts’ consensus estimates of $0.50 by $0.29, FiscalAI reports. The business had revenue of $440.93 million during the quarter, compared to analyst estimates of $442.33 million. Helen of Troy had a negative net margin of 22.70% and a positive return on equity of 6.46%. The company’s revenue was up 2.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.59 earnings per share. Helen of Troy updated its FY 2027 guidance to 3.600-4.150 EPS.

Here are the key takeaways from Helen of Troy’s conference call:

Second-quarter results were ahead on profitability: sales rose 2.1% to meet expectations, while adjusted EPS and EBITDA exceeded the company’s base-business outlook. Home & Outdoor grew 9.2%, led by Osprey, OXO, and Hydro Flask.
Management raised full-year adjusted EPS guidance to $3.60–$4.15 and free cash flow guidance to $120–$140 million, largely reflecting an estimated $0.30–$0.45 per-share net benefit from tariff refunds. The company narrowed its sales outlook to $1.768–$1.822 billion and maintained base-business EBITDA guidance.
Balance-sheet and working-capital metrics improved, with total debt down $221 million year over year, net leverage falling to 3.0x, inventory down $49 million, and active inventory composition improving by seven percentage points. Management now targets net leverage of 2.7x or lower by fiscal year-end.
Helen of Troy expects to receive $80.5 million in gross tariff refunds but plans to reinvest $66.5–$70.5 million in brands, packaging, product development, inventory cleanup, and organizational capabilities. Management said much of this spending is foundational and may not generate an immediate return, but is intended to improve fiscal 2028 performance.
Beauty & Wellness remains uneven, with second-quarter sales down 4.5%, while Hydro Flask is driving the reduced Home & Outdoor outlook because of category saturation, promotional pressure, and channel inventory correction. Management also cited pressured consumers, higher fuel and commodity costs, supply risks, and a weaker expected cold-and-flu season as ongoing headwinds.

Helen of Troy Price Performance

Helen of Troy stock opened at $26.55 on Friday. Helen of Troy has a 1 year low of $13.85 and a 1 year high of $31.98. The firm has a 50 day moving average price of $28.21 and a 200 day moving average price of $25.42. The company has a market cap of $618.35 million, a price-to-earnings ratio of -1.48 and a beta of 1.34. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.81 and a current ratio of 1.78.

Analysts Set New Price Targets

HELE has been the topic of a number of analyst reports. Canaccord Genuity Group raised their target price on shares of Helen of Troy from $25.00 to $26.00 and gave the stock a “hold” rating in a research report on Tuesday. Weiss Ratings lowered Helen of Troy from a “sell (d)” rating to a “sell (d-)” rating in a research note on Tuesday, July 21st. Zacks Research cut Helen of Troy from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. UBS Group lifted their price objective on Helen of Troy from $25.00 to $28.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Finally, Wall Street Zen upgraded Helen of Troy from a “hold” rating to a “strong-buy” rating in a research note on Sunday, July 12th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Helen of Troy presently has a consensus rating of “Hold” and an average price target of $27.00.

View Our Latest Stock Analysis on HELE

Helen of Troy News Roundup

Here are the key news stories impacting Helen of Troy this week:

Positive Sentiment: Adjusted diluted EPS was $0.79, up from $0.59 a year earlier and well above analysts’ estimates of approximately $0.50–$0.51. Adjusted income increased 40.3% to $19 million. Helen of Troy Q2 earnings report
Positive Sentiment: Management raised fiscal 2027 adjusted EPS guidance to $3.60–$4.15, above the roughly $3.41 consensus estimate. GAAP diluted EPS guidance was also raised to $3.63–$4.26, with higher outlooks for net income, adjusted EBITDA and operating cash flow. Helen of Troy raises fiscal 2027 guidance
Positive Sentiment: Tariff refunds provided a gross pre-tax benefit of $26.9 million. Helen of Troy reinvested approximately $23 million in the quarter, leaving an estimated $4 million net pre-tax benefit and about $0.12 of EPS benefit. Helen of Troy tariff refunds and outlook
Positive Sentiment: Home & Outdoor sales rose 9.2% to $227.9 million, gross margin improved to 52.2% from 44.2%, and total debt declined to $672.6 million from $893.2 million a year earlier. Management is targeting net leverage of 2.7 times or lower. Helen of Troy quarterly results
Neutral Sentiment: Revenue increased 2.1% year over year to $440.9 million, broadly stable but slightly below the $442.3 million analyst estimate. Fiscal 2027 sales guidance is approximately $1.768 billion to $1.822 billion, around consensus. Helen of Troy second-quarter results
Negative Sentiment: Beauty & Wellness sales declined 4.5% to $213.0 million, highlighting continued pressure outside the stronger Home & Outdoor business. In addition, part of the earnings improvement reflects tariff-related refunds, which may not fully recur.

About Helen of Troy

(Get Free Report)

Helen of Troy Limited is a global consumer products company that develops, markets and distributes branded products across the home and outdoor, beauty, and health and wellness categories. Its portfolio includes household and organization products, drinkware and outdoor equipment, personal-care appliances, hair-care products, and consumer health products.

The company’s principal brands include OXO, Hydro Flask, Osprey, Drybar and Hot Tools. Helen of Troy also markets certain health and wellness products under licensed brands, including Vicks, Braun and Honeywell, as well as beauty products under selected licensed and owned brands.