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Helen Of Troy (HELE)
NASDAQ:HELE
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.75Last Year’s EPS
2.33Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presents a mix of encouraging brand-level progress and product innovation (strong Olive & June sales, 21% organic B2C growth, branded product launches) alongside significant operational headwinds driven by tariffs, pricing realization challenges, margin compression, and higher leverage. Management is prioritizing revenue-led recovery, investing in innovation and talent, and pursuing supply-chain mitigation and liquidity flexibility, but near-term profit pressure and elevated inventory/leverage remain material concerns.Company Guidance
Outperformance vs. Internal Outlook
Consolidated net sales decreased 3.4% but were favorable to management's outlook and represented a sequential improvement compared to Q1 and Q2.
Strong Brand-Level Wins and Product Innovation
Notable brand performance from Osprey, OXO, Olive and June (Olive and June delivered ~$37.7–$38.0M in sales), Hydro Flask collaborations and multiple new launches across Home & Outdoor and Beauty & Wellness demonstrating active innovation and assortments aimed at driving future growth.
Digital Direct-to-Consumer Growth
Organic B2C revenue increased 21%, signaling meaningful momentum in direct online channels.
Free Cash Flow Despite Tariff Headwind
Reported year-to-date free cash flow of $29 million despite $58 million of incremental cash outflows related to tariffs and supplier transitions out of China.
Tariff Mitigation Progress and Supply-Chain Actions
Management is implementing supplier diversification, SKU prioritization, cost reductions and price increases; expects to reduce cost of goods sold subject to China tariffs to 25%–30% by 2026 and now expects less than a $30M tariff impact on operating income for the full year (up from prior ~$20M expectation) reflecting mitigation efforts.
Balance Sheet & Liquidity Actions
Amended credit agreement extends the leverage ratio holiday and updates the interest coverage definition to provide flexibility; at quarter end debt totaled $892M with $325M revolver availability.
Tighter FY26 Revenue Range, Showing Increased Visibility
Company tightened FY26 net sales guidance to $1.758B–$1.773B and provided narrower segment ranges: Home & Outdoor $812M–$819M and Beauty & Wellness $946M–$954M.
HELE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HELE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 09, 2025 | $27.61 | $20.71 | -24.99% |
Jul 10, 2025 | $31.00 | $23.96 | -22.71% |
Apr 24, 2025 | $34.12 | $30.04 | -11.96% |
Jan 08, 2025 | $59.29 | $58.97 | -0.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Helen Of Troy (HELE) report earnings?
Helen Of Troy (HELE) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Helen Of Troy (HELE) earnings time?
Helen Of Troy (HELE) earnings time is at Apr 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HELE EPS forecast?
HELE EPS forecast for the fiscal quarter 2026 (Q4) is 0.75.
