HELE · Helen Of Troy Ltd
$30.22
+0.22 (+0.73%)
At close · Aug 14
Market Cap
$703.89M
Shares
23.29M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$30.22
Open$29.87
Day$29.53–30.39
52W close$13.88–30.22
Avg vol 30d499K
Short int2.8M · 11.9% float · 6.7d
Short vol55%
Last earningsJul 8, 2026
DataJan 2020–Aug 2026
Filing10-Q · Jul 8
Up next
Next earnings call
Oct 7, 2026
Est · unconfirmed
· in 8 wks
FQ2-27 quarter ends
~Aug 28, 2026
Est
filed Jul 8, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Fair
Quant / Vol
Very High
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+40%
above
Price vs 50-day avg
+8%
above
RSI (14)
59
neutral
MACD trend
Positive
52-week position
100%
near high
Volume (OBV)
Bearish div.
distributing
Momentum
relative strength
1-month return
+8%
trailing
6-month return
+74%
trailing
YTD return
+42%
this year
Relative strength
+60%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $28 › 200d $22 — 50d above 200d
Institutional flow
Accumulating
+5% holders QoQ · +47 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
11.92% of float · ▲ +2.9% MoM · 6.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
200 holders — mid 3-yr range
Squeeze score
82
high risk · 0–100
Fundamentals
Revenue growth
+6%
Y/Y
Gross margin
55%
contracting
EPS growth
−828%
Y/Y
Buyback
$496.8M
remaining
Balance sheet
$761.9M
net debt
Quant / Vol
risk profile
Volatility
60%
annualized · 1-yr
Max drawdown
−50%
past year
ATR
4.7%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Jan 8, 2026
Home & Outdoor net sales
· fiscal year 2026
Initiated
$812M – $819M
Beauty & Wellness net sales
· fiscal year 2026
Initiated
$946M – $954M
Adjusted Diluted EPS
· fiscal year 2026
Non-GAAP
Initiated
$3.25 – $3.75
Consolidated net sales revenue
· fiscal year 2026
Initiated
$1.76B – $1.77B
prior FY $1.79B
midpoint −1.2% Y/Y
Olive & June incremental net sales contribution
· fiscal year 2026
Initiated
$106M – $109M
Interest expense
· fiscal year 2026
Initiated
$58M – $59M
Adjusted effective tax rate
· fiscal year 2026
Non-GAAP
Initiated
13.4% – 14.7%
Prior guidance
period ended
· from the Earnings Call filed May 31, 2024
Net sales
· fiscal '25
$1.89B – $1.94B
Home and outdoor net sales
· fiscal '25
-3% – -1%
GAAP diluted EPS
· fiscal '25
$4.69 – $5.45
Beauty and wellness net sales
· fiscal '25
-8% – -5%
Adjusted EBITDA margin compression year-over-year
· fiscal '25
-160% – -150%
GAAP effective tax rate
· fiscal '25
27.3% – 29.5%
Non-GAAP adjusted diluted EPS
· fiscal '25
$7.00 – $7.50
Non-GAAP adjusted tax rate
· fiscal '25
20.7% – 21.3%
Capital and intangible asset expenditures
· fiscal '25
$30M – $35M
Guided vs delivered
· last 3 settled
Consolidated net sales revenue
fiscal year 2026
guided $1.76B – $1.77B
$1.79B
Beat +1.2%
Net sales
fiscal '25
guided $1.97B – $2.03B
$1.91B
Miss −4.4%
GAAP diluted EPS
fiscal '25
guided $6.68 – $7.45
$5.37
Miss −24.0%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+40%
Bullish
Price vs 50-day avg
+8%
Bullish
RSI (14)
59
Neutral
MACD trend
Positive
Bullish
52-week position
100%
Bullish
Volume (OBV)
Bearish div.
Bearish
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $28 › 200d $22 — 50d above 200d
Institutional flow
Accumulating
+5% holders QoQ · +47 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
11.92% of float · ▲ +2.9% MoM · 6.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
200 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $14
Now $30 · 100%
Range high $30
vs 200-day avg +40%
vs 50-day avg +8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $190M | Fiscal 2027 Outlook | — |
| Free Cash Flow non-GAAP | $85M | Fiscal 2027 Outlook | — |
| Beauty & Wellness net sales growth | -0.5% | Third Quarter Fiscal 2026 | — |
| Beauty & Wellness Organic business growth non-GAAP | -13.9% | Third Quarter Fiscal 2026 | — |
| Home & Outdoor net sales growth | -6.7% | Third Quarter Fiscal 2026 | — |
| Home & Outdoor Organic business growth non-GAAP | -7.1% | Third Quarter Fiscal 2026 | — |
| Net cash provided by operating activities | $11.9M | Third Quarter Fiscal 2026 | — |
| Non-GAAP adjusted diluted EPS non-GAAP | $1.71 | Third Quarter Fiscal 2026 | — |
| Non-GAAP adjusted EBITDA margin non-GAAP | 14.7% | Third Quarter Fiscal 2026 | — |
| Non-GAAP adjusted operating margin non-GAAP | 12.9% | Third Quarter Fiscal 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Household & Personal Products — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HELE
this stock
Helen Of Troy Ltd
|
$703.89M | +42.2% | +5.8% | — | 11.9% |
|
PG
PROCTER & GAMBLE Co
|
$336.00B | +0.9% | +3.3% | 21.8 | 1.2% |
|
UL
Unilever PLC
|
$132.90B | -5.1% | — | — | 0.1% |
|
CL
Colgate Palmolive Co
|
$73.30B | +16.4% | +1.7% | 36.3 | 2.2% |
|
RBGLY
Reckitt Benckiser Group PLC
|
$44.32B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HELE | +1.5% | +7.5% | +73.8% | +9.4% | +42.2% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +1.1% | +3.1% | +60.0% | +5.5% | +28.4% |
Capital returns
Buyback program
· as of May 31, 2026
Authorized
$500.00M
Spent (derived)
$3.20M
Remaining
$496.80M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
916789
CUSIP
G4388N106
13F (30d)
219 filings
193 filers
Visit website
Investor relations