Latest revenue
$512.8M
as of 2025-11-30
Latest net income
—
as of 2025-11-30
Net margin
—
as of 2025-11-30
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Electric Housewares & Fans (3 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think HELE is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $565.6M
- Enterprise value
- $1.77B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 0.71×
- Dividend yield
- 0.0%
- 52-wk high
- $33.73
- 52-wk low
- $13.85
- Beta
- —
- Shares out
- 23.3M
5-year trend
What this company does
Item 1. Business Our Company We incorporated as Helen of Troy Corporation in Texas in 1968 and were reorganized as Helen of Troy Limited in Bermuda in 1994. We are a leading global consumer products company offering creative products and solutions for our customers through a diversified portfolio of brands. We have built leading market positions through new product innovation, product quality and competitive pricing. We go to market under a number of brands, some of which are licensed. Our portfolio of brands includes OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon and Olive & June, among others. Segment Information We currently operate in two…
AI summary unavailable — showing raw filing excerpt
Generated from HELE's filing dated 2026-04-23
Key risks
Table of Contents Item 1A. Risk Factors Carefully consider the risks described below and all of the other information included in our Annual Report when deciding whether to invest in our securities or otherwise evaluating our business. If any of the risks or other events or circumstances described elsewhere in this Annual Report materialize, our business, operating results or financial condition may suffer. As a result, the trading price of our common stock and the value of your investment might significantly decline. The risks listed below are not the only risks that we face. Additional risks unknown to us or that we currently believe are insignificant may also affect our business. You…
AI summary unavailable — showing raw filing excerpt
Generated from HELE's filing dated 2026-04-23
Profitability
Gross margin
45.7%
4.7%Operating margin
-43.8%
685.1%Net margin
-50.3%
875.8%Return on equity
-112.6%
1632.1%Return on assets
-42.5%
1175.5%Leverage
Debt / equity
1.65×
91.8%Long-term debt / equity
0.95×
75.6%Debt / assets
62.3%
34.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-28 | $470.0M | -3.3% | — | — | — |
Q4 2025 2025-11-30 | $512.8M | -3.4% | — | — | — |
Q3 2025 2025-08-31 | $431.8M | -8.9% | — | — | — |
Q2 2025 2025-05-31 | $371.7M | -10.8% | — | — | — |
Q1 2025 2025-02-28 | $485.9M | — | — | — | — |
Q4 2024 2024-11-30 | $530.7M | -3.4% | — | — | — |
Q3 2024 2024-08-31 | $474.2M | -3.5% | — | — | — |
Q2 2024 2024-05-31 | $416.8M | — | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Electric Housewares & Fans · SIC 3634
Your notes
Keep private notes on HELE — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$425.9K
Insider selling
$0
Net activity
+$425.9K
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns HELE
Institutional value
$124.1M
Total shares held
8.7M
Distinct holders
102
-91 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.7M | $25.2M | -15.4K (-0.9%) | Trimmed |
| 2 | RWWM, Inc. | 1.2M | $16.9M | +541.7K (+85.7%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $14.5M | — | New |
| 4 | PZENA INVESTMENT MANAGEMENT LLC | 761.2K | $11.0M | -186.4K (-19.7%) | Trimmed |
| 5 | DIMENSIONAL FUND ADVISORS LP | 498.7K | $7.2M | -201.9K (-28.8%) | Trimmed |
| 6 | FEDERATED HERMES, INC. | 460.8K | $6.6M | +186.9K (+68.2%) | Added |
| 7 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 356.1K | $5.1M | +245.8K (+222.9%) | Added |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 332.6K | $4.8M | — | New |
| 9 | JPMORGAN CHASE & CO | 192.8K | $2.7M | +10.6K (+5.8%) | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 169.9K | $2.4M | +4.9K (+3.0%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 156.2K | $2.3M | — | New |
| 12 | WELLS FARGO & COMPANY/MN | 142.3K | $2.1M | +5.0K (+3.6%) | Added |
| 13 | HSBC HOLDINGS PLC | 137.4K | $1.9M | — | New |
| 14 | Vanguard Global Advisers, LLC | 126.1K | $1.8M | — | New |
| 15 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 97.7K | $1.4M | — | New |
| 16 | Pinnacle Holdings, LLC | 80.3K | $1.2M | +12.3K (+18.1%) | Added |
| 17 | Bank of New York Mellon Corp | 80.2K | $1.2M | -842 (-1.0%) | Trimmed |
| 18 | Invesco Ltd. | 79.7K | $1.1M | -32.7K (-29.1%) | Trimmed |
| 19 | Creative Planning | 73.7K | $1.1M | +46.6K (+172.1%) | Added |
| 20 | CM Management, LLC | 70.0K | $1.0M | +55.0K (+366.7%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once HELE's latest filing finishes processing.
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