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

Helen of Troy (NASDAQ:HELE) posted its earnings results on Thursday. The company reported $0.83 EPS for the quarter, beating the consensus estimate of $0.74 by $0.09, FiscalAI reports. Helen of Troy had a positive return on equity of 8.33% and a negative net margin of 43.97%.The firm had revenue of $470.03 million for the quarter, compared to analysts’ expectations of $450.38 million. During the same period last year, the firm earned $2.33 EPS. The firm’s revenue was down 3.3% compared to the same quarter last year. 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 Price Performance

Shares of NASDAQ HELE traded down $2.03 during mid-day trading on Friday, reaching $21.79. The company had a trading volume of 746,049 shares, compared to its average volume of 711,766. The company has a current ratio of 1.81, a quick ratio of 0.90 and a debt-to-equity ratio of 1.02. The stock has a market cap of $502.70 million, a PE ratio of -0.62 and a beta of 0.86. The company has a 50-day moving average price of $16.76 and a two-hundred day moving average price of $18.67. Helen of Troy has a 1-year low of $13.85 and a 1-year high of $33.76.

Analysts Set New Price Targets

A number of research firms have recently commented on HELE. Zacks Research raised Helen of Troy from a “strong sell” rating to a “hold” rating in a research note on Monday, March 23rd. Canaccord Genuity Group boosted their price objective on Helen of Troy from $18.00 to $23.00 and gave the stock a “hold” rating in a research note on Friday. UBS Group boosted their price objective on Helen of Troy from $16.00 to $25.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Helen of Troy in a research note on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $24.00.

Hedge Funds Weigh In On Helen of Troy

A number of hedge funds have recently modified their holdings of HELE. Royal Bank of Canada grew its holdings in shares of Helen of Troy by 60.2% in the 1st quarter. Royal Bank of Canada now owns 7,102 shares of the company’s stock worth $380,000 after acquiring an additional 2,670 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of Helen of Troy by 4.3% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,533 shares of the company’s stock worth $724,000 after acquiring an additional 563 shares during the last quarter. Millennium Management LLC acquired a new position in shares of Helen of Troy in the 1st quarter worth $14,013,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Helen of Troy by 16.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 74,309 shares of the company’s stock worth $3,975,000 after acquiring an additional 10,397 shares during the last quarter. Finally, American Century Companies Inc. grew its holdings in shares of Helen of Troy by 4.6% in the 2nd quarter. American Century Companies Inc. now owns 57,265 shares of the company’s stock worth $1,625,000 after acquiring an additional 2,503 shares during the last quarter.

Key Helen of Troy News

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

• Positive Sentiment: Reported quarterly results beat Street estimates: Q4 EPS $0.83 vs. ~$0.74 consensus and revenue $470.0M vs. ~$450M, signaling stronger-than-expected top- and bottom-line resilience. Business Wire: Q4 Results
• Positive Sentiment: Company raised FY2027 guidance: adjusted EPS range $3.25–$3.75 (above consensus ~3.15) and revenue guidance ~ $1.75–$1.82B — gives investors a clearer path to recovery and supports valuation. Business Wire: FY27 Guidance
• Positive Sentiment: Analysts lifted price targets: UBS bumped its PT to $25 (neutral rating) and Canaccord raised its PT to $23 (hold), reflecting improved visibility on earnings and supporting upside potential from current levels. MarketScreener: UBS PT Benzinga: Canaccord PT
• Neutral Sentiment: Segment commentary was mixed: management said Hydro Flask and Osprey showed pockets of strength (Hydro Flask “tops plan,” Osprey growth), but performance was uneven across other categories — suggests recovery may be lumpy. SGB Online: Segment Highlights
• Neutral Sentiment: Analyst write-ups and call transcripts are available for deeper read-through of margin drivers and one-time items; investors should review the transcript/slide deck to assess sustainability of the beat. Seeking Alpha: Earnings Transcript
• Negative Sentiment: Shareholder litigation inquiry: Faruqi & Faruqi is investigating potential securities claims against Helen of Troy, which can increase legal risk and create headline volatility. Newsfile: Faruqi & Faruqi Notice
• Negative Sentiment: Margins and some segment sales are under pressure: Home & Outdoor sales slid in fiscal Q4; gross margin declined and operating margin was negative (impairment charges noted), which explains investor caution despite the earnings beat. SGB Online: Home & Outdoor Sales Slide Business Wire: Q4 Results (margins)

About Helen of Troy

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.