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Helen Of Troy (HELE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Oct 07, 2026

Before Open (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

0.51

Last Year’s EPS

0.59

Same Quarter Last Year

Analyst Consensus

Hold

Based on 3 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:Jul 08, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a generally constructive operational and financial start to fiscal 2027: Q1 sales growth (+8.2%) and segment gains (Home & Outdoor +9.5%, Beauty & Wellness +7%) beat expectations, debt was materially reduced and inventory improved, and management is investing in a new operating model and brand initiatives. However, notable headwinds persist — gross margin compression (~110 bps), ongoing tariff and inflationary pressure, supply-chain and geopolitical risk, one-time items affecting SG&A, and near-term cadence risk (possible second-half revenue decline). On balance, the positive delivery of better-than-expected top-line performance, deleveraging and clear strategic actions outweigh the near-term margin and macro risks.

Company Guidance

Management reiterated full‑year net sales guidance of $1.759–$1.831 billion (Home & Outdoor $859–$884M; Beauty & Wellness $900–$947M), maintained adjusted EBITDA of $190–$197M (implying +2.1% to +6.3% YoY) and adjusted EPS of $3.25–$3.75, and kept full‑year free cash flow at $85–$100M while raising planned capital expenditures by $2M; Q1 results beat expectations with consolidated sales +8.2% (helped by ~$4–$5M Prime Day order phasing), Home & Outdoor +9.5%, Beauty & Wellness +7.0%, International +1.1%, but Q1 free cash flow was slightly negative. Key margin and balance‑sheet metrics: consolidated gross margin down 110 bps to 46%, SG&A ratio 31% (vs. 45.1% LY, aided by a $55M pretax gain on a facility sale), adjusted operating margin 4% (down 30 bps), inventory $467M (down $17M YoY despite ~ $15M incremental tariffs in inventory), total debt reduced by $716M and net leverage to 3.48x (from 3.87x). Guidance embeds a Phase 1 tariff refund benefit now estimated at ~$9.2M (Q1 included a $1.8M pretax benefit), notes $71M of EPA tariffs paid not in Phase 1, expects H1 sales growth low‑ to mid‑single digits and a second‑half low‑single‑digit decline, anticipates roughly 20% of annual EPS in H1 (about 15% in Q2), and warns refund timing and ongoing cost inflation (commodities, freight, CNY, supply disruption) could affect results.

Consolidated Sales Growth Outperformed Expectations

Net sales increased 8.2% year over year in Q1, coming in above company expectations; Q1 results benefited from ~$4–$5M favorable order phasing from earlier Prime Day timing.

Strong Home & Outdoor Performance

Home & Outdoor sales rose 9.5% year over year with broad-based growth across Osprey, OXO and Hydro Flask; Osprey noted as the strongest performer driven by improved international distribution and ecommerce momentum.

Beauty & Wellness Growth

Beauty and wellness sales increased 7.0% year over year; wellness brands (Braun, Vicks, Honeywell, PUR) outperformed expectations and Olive & June led beauty growth via expanded distribution and new product collaborations.

Improved International Momentum

International sales increased 1.1% year over year, driven primarily by Osprey distribution gains and broad wellness strength.

Raised Full-Year Net Sales Outlook

Full-year net sales guidance was raised slightly to a range of $1.759B to $1.831B while maintaining adjusted EBITDA and adjusted EPS guidance.

Balance Sheet Strength and Cash Deployment

Company used proceeds from a distribution facility sale to reduce total debt by $716M; net leverage decreased to 3.48x from 3.87x the prior quarter; inventory declined to $467M (down $17M year over year despite incremental tariff costs).

Adjusted EPS and EBITDA Above Expectations (Benefit from Tariff Refunds)

Adjusted EPS and EBITDA results were ahead of expectations with a pretax Phase 1 tariff refund benefit of $1.8M recognized in Q1 and Phase 1 refunds now estimated at ~$9.2M total to be recognized when collectible.

Operational and Commercial Improvements

Company is implementing a new operating model (5 segment GMs, 3 geo-GMs), prioritizing pricing discipline, demand planning improvements, ecommerce and retail media optimization, and closer-to-consumer decision making to accelerate execution.

Product and Brand Wins

Notable product/brand highlights: Osprey Daylight and Transporter packs driving share, OXO entering pet category with new SKUs, Braun blood pressure monitors gaining share in mass retail, Olive & June collaboration with The Mandalorian driving engagement.

Helen Of Troy (HELE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HELE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 07, 2026	2027 (Q2)	0.51 / -	0.59	―	―	―
Jul 08, 2026	2027 (Q1)	0.02 / 0.17	0.41	-58.54% (-0.24)
Apr 23, 2026	2026 (Q4)	0.70 / 0.83	2.33	-64.38% (-1.50)
Nov 30, 2025	2026 (Q3)	1.70 / 1.71	2.67	-35.96% (-0.96)	―	―
Oct 09, 2025	2026 (Q2)	0.53 / 0.59	1.21	-51.24% (-0.62)
Jul 10, 2025	2026 (Q1)	0.79 / 0.41	0.99	-58.59% (-0.58)
Apr 24, 2025	2025 (Q4)	2.38 / 2.33	2.45	-4.90% (-0.12)
Jan 08, 2025	2025 (Q3)	2.62 / 2.67	2.79	-4.30% (-0.12)
Oct 09, 2024	2025 (Q2)	1.05 / 1.21	1.74	-30.46% (-0.53)
Jul 09, 2024	2025 (Q1)	1.59 / 0.99	1.94	-48.97% (-0.95)

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
Jul 08, 2026	$28.04	$25.18	-10.22%
Apr 23, 2026	$19.77	$23.82	+20.49%
Oct 09, 2025	$27.61	$20.71	-24.99%
Jul 10, 2025	$31.00	$23.96	-22.71%

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.