Helen of Troy (NASDAQ:HELE) Issues Quarterly Earnings Results, Beats Estimates By $0.09 EPS

Helen of Troy (NASDAQ:HELE) released its quarterly earnings results on Thursday, April 23rd. The company reported $0.83 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.09, FiscalAI reports. The company had revenue of $470.03 million during the quarter, compared to analysts’ expectations of $450.38 million. Helen of Troy had a positive return on equity of 7.00% and a negative net margin of 50.33%.The firm’s revenue was down 3.3% compared to the same quarter last year. During the same period last year, the business posted $2.33 earnings per share. Helen of Troy updated its FY 2027 guidance to 3.250-3.750 EPS.

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

• The company significantly mitigated tariff pain—turning a $51M gross tariff hit into a net operating income impact of less than $30M in FY26 and plans to reduce China?tariff exposure to under 20% with dual?sourcing rising to ~55% by end of FY27.
• Management laid out a three?phase, multi?year roadmap centered on consumer?first innovation, digital/social commerce expansion, AI and advanced?planning upgrades, and targeted brand investments to restore top?line momentum.
• FY2027 guidance calls for net sales of $1.751B–$1.822B, adjusted EBITDA of $190M–$197M, adjusted EPS of $3.25–$3.75, and free cash flow of $85M–$100M, with first?half EPS pressure from tariff COGS cycling and planned people/brand investments producing an uneven cadence.
• Balance sheet and cash actions are prioritized—FY26 free cash flow was $132M, the company paid down $112M of debt in the quarter and used ~$78M from a facility sale to reduce leverage, targeting ~3.2x net leverage or lower by year?end FY27.

Helen of Troy Stock Performance

NASDAQ HELE traded up $0.75 on Monday, hitting $25.09. 125,757 shares of the company’s stock traded hands, compared to its average volume of 699,420. The firm’s 50-day moving average price is $21.47 and its two-hundred day moving average price is $19.58. The firm has a market capitalization of $583.54 million, a PE ratio of -0.64 and a beta of 1.34. The company has a current ratio of 1.71, a quick ratio of 0.81 and a debt-to-equity ratio of 0.95. Helen of Troy has a 1-year low of $13.85 and a 1-year high of $33.73.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. iSAM Funds UK Ltd acquired a new stake in Helen of Troy during the 3rd quarter worth about $27,000. Larson Financial Group LLC raised its position in Helen of Troy by 1,323.2% during the third quarter. Larson Financial Group LLC now owns 1,352 shares of the company’s stock valued at $34,000 after acquiring an additional 1,257 shares in the last quarter. Tower Research Capital LLC TRC boosted its position in Helen of Troy by 216.1% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,998 shares of the company’s stock worth $57,000 after purchasing an additional 1,366 shares in the last quarter. Lazard Asset Management LLC acquired a new position in shares of Helen of Troy in the 2nd quarter valued at $67,000. Finally, Canada Pension Plan Investment Board boosted its holdings in Helen of Troy by 407.7% during the second quarter. Canada Pension Plan Investment Board now owns 6,600 shares of the company’s stock worth $187,000 after buying an additional 5,300 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of analysts recently commented on HELE shares. Canaccord Genuity Group lifted their target price on shares of Helen of Troy from $18.00 to $23.00 and gave the stock a “hold” rating in a research note on Friday, April 24th. Zacks Research raised shares of Helen of Troy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 5th. UBS Group lifted their price objective on shares of Helen of Troy from $16.00 to $25.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. Weiss Ratings reissued a “sell (d-)” rating on shares of Helen of Troy in a report on Friday, March 27th. Finally, Wall Street Zen downgraded Helen of Troy from a “buy” rating to a “hold” rating in a research report on Saturday, May 23rd. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Helen of Troy presently has an average rating of “Moderate Buy” and an average price target of $24.00.

Helen of Troy Company Profile

Helen of Troy Limited is a global consumer products company that designs, sources and markets a diversified portfolio of household, health and beauty brands. Headquartered in El Paso, Texas, the company operates through three principal segments—Health & Home, Housewares and Beauty—offering products under well-known names including OXO, Vicks, Braun, Honeywell Home, PUR and Hot Tools. Helen of Troy distributes its products through a combination of mass, specialty and e-commerce channels to consumers, retailers and distributors worldwide.

The Housewares segment features kitchen tools, gadgets and organizational solutions marketed primarily under the OXO brand, recognized for its ergonomic “Good Grips” design.