Helen of Troy Ltd

HELE.US
Consumer Defensive · Household & Personal Products
28.85
+0.58 (+2.05%)
USD · NASDAQ

Company Information

Company Name
Helen of Troy Ltd
Sector
Consumer Defensive
Industry
Household & Personal Products
Exchange
NASDAQ
ISIN: USG4388N1066
CIK: 0000916789
CUSIP: G4388N106
Currency: USD
Full Time Employees: 1,854
Phone: 915 225 8000
Fiscal Year End: February
IPO Date: Mar 26, 1990
Description:

Helen of Troy Limited operates as a consumer products company in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Home & Outdoor segment offers food storage containers, kitchen utensils for cooking and preparing salads, fruits, vegetables and meats, graters, slicers and choppers, baking essentials, kitchen organization, bath, cleaning, infant and toddler products, and coffee preparation tools and electronics. This segment also provides insulated beverageware, including bottles, travel tumblers, drinkware and mugs, food and lunch containers, insulated totes, soft coolers, outdoor kitchenware and accessories; technical and outdoor sports packs, bike packs and bags, hydration and travel packs, duffel bags and luggage, lifestyle and everyday packs, and kid carrier packs and accessories. The Beauty & Wellness segment offers brushes, grooming tools and accessories, as well as mass, professional, and prestige hair appliances; prestige shampoos, liquid hair styling products, treatments and conditioners; nail polish, press-on nails, manicure and pedicure systems, grooming tools and nail care essentials; and thermometers, blood pressure monitors, pulse oximeters, nasal aspirators, humidifiers, faucet mount and pitcher water filtration systems, air purifiers, heaters, fans and humidification, thermometry, water filtration and air purification consumables. It sells its products through mass merchandisers, sporting goods retailers, department stores, drugstore chains, home improvement stores, grocery stores, specialty stores, prestige beauty chains, beauty supply retailers, e-commerce retailers, wholesalers, warehouse clubs and distributors, and directly to consumers under the OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon, and Olive & June brands. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas.

Address:

201 E. Main Street, El Paso, TX, United States, 79901

People

Directors & Officers

Name Title Year Born
Mr. George Scott Uzzell CEO & Director 1967
Mr. Brian L. Grass Chief Financial Officer 1970
Ms. Tracy Schuerman Assistant Chief Financial Officer 1972
Ms. Sabrina McKee Senior Vice President of Business Development and Investor Relations 1968
Mr. W. Crews Lott J.D. Senior VP & General Counsel NA
Fred Perea Global Head of Human Resources NA
Larry Witt President of Home & Outdoor NA
Jay Caron Chief of Global Operations NA
Nicolas Lanus President of International NA
Nick Judson Head of Strategy & Transformation NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jul 16, 2025 Tessa Judge N/A Purchase 435.00 $22.87 $9.95K
Jul 15, 2025 Brian Grass N/A Purchase 10.00K $21.47 $214.70K
Jul 15, 2025 Tracy Scheuerman N/A Purchase 10.00K $20.13 $201.30K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 1.75M Mar 31, 2026 7.50% $0.00 -0.87%
Vanguard Group Inc 1.53M Dec 31, 2025 6.56% $0.00 -28.70%
RWWM Inc 1.17M Mar 31, 2026 5.04% $1.24 85.69%
Vanguard Capital Management, LLC 1.01M Mar 31, 2026 4.32% $0.00 0.00%
Paradigm Capital Management, Inc. 927.10K Mar 31, 2026 3.98% $0.51 64.32%
Charles Schwab Investment Management Inc 924.01K Mar 31, 2026 3.97% $0.00 4.84%
D. E. Shaw & Co LP 764.30K Mar 31, 2026 3.28% $0.01 2.07%
AQR Capital Management LLC 762.77K Mar 31, 2026 3.27% $0.01 330.23%
Pzena Investment Management, LLC 761.17K Mar 31, 2026 3.27% $0.04 -19.67%
Wellington Management Company LLP 730.89K Mar 31, 2026 3.14% $0.00 -3.44%
Invenomic Capital Management, LP 649.46K Mar 31, 2026 2.79% $0.43 9.46%
Ameriprise Financial Inc 640.36K Mar 31, 2026 2.75% $0.00 -18.41%
CastleKnight Management LP 629.70K Mar 31, 2026 2.70% $0.15 34.47%
Bank of America Corp 606.80K Mar 31, 2026 2.61% $0.00 -6.44%
Geode Capital Management, LLC 578.35K Mar 31, 2026 2.48% $0.00 3.79%
State Street Corp 515.65K Mar 31, 2026 2.21% $0.00 5.55%
Dimensional Fund Advisors, Inc. 498.75K Mar 31, 2026 2.14% $0.00 -28.81%
The Goldman Sachs Group Inc 491.77K Mar 31, 2026 2.11% $0.00 -3.88%
Federated Hermes Inc 460.76K Mar 31, 2026 1.98% $0.01 68.23%
Hotchkis & Wiley Capital Management LLC 395.89K Mar 31, 2026 1.70% $0.02 0.82%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 701.59K 3.01% ▼ 2.12% Jun 30, 2026
2 PIMCO RAE US Small Instl 623.19K 2.68% ▲ 29.25% Mar 31, 2026
3 PIMCO RAE US Small 623.19K 2.68% ▲ 29.25% Mar 31, 2026
4 iShares Russell 2000 ETF 608.47K 2.61% ▲ 0.59% Jun 30, 2026
5 Schwab Fundamental U.S. Small CompanyETF 476.73K 2.05% ▲ 0.00% Jun 30, 2026
6 Invenomic Institutional 470.11K 2.02% ▼ 7.67% Apr 30, 2026
7 Columbia Small Cap Value Discovery Fund 425.76K 1.83% ▼ 3.82% Jun 30, 2026
8 Columbia Small Cap Value Discv A 425.76K 1.83% ▲ 0.73% Jun 30, 2026
9 Avantis US Small Cap Value ETF 320.95K 1.38% ▲ 0.48% Jun 30, 2026
10 Federated Hermes MDT SCC Institutional 300.46K 1.29% ▲ 57.51% Mar 31, 2026

Financial Highlights

Market Cap: $658.47M
EBITDA: $220.51M
PEG Ratio: $0.97
Book Value: $36.23
Earnings/Share: $-17.92
Profit Margin: -22.71%
Operating Margin: 15.13%
ROA (TTM): 4.44%
ROE (TTM): -39.83%
Revenue (TTM): $1.82B
Revenue/Share (TTM): $78.71
Earnings Growth (YOY): 24.90%
Revenue Growth (YOY): 8.20%

Valuation Metrics

Enterprise Value: $1.41B
Trailing P/E: 0.00
Forward P/E: 8.16

Shares Statistics

Shares Outstanding: 23.29M
Shares Float: 23.06M
% Insiders: 204.50%
% Institutions: 9,602.10%
Short % Float: 11.67%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$1.79B
Cost of Goods Sold
adjust
$-970.60M
Gross Profit
subtotal
$815.69M
SG&A
adjust
$-708.91M
R&D
adjust
$-54.00M
Operating Income
subtotal
$106.79M
Other / Non-Operating Items
adjust
$-1.01B
Net Income
subtotal
$-898.98M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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