Tariff Refunds and a Strong Q2 Drive Helen of Troy's Raised FY27 Guidance
HELE has more than doubled off its 52-week low of $13.85.
Summary
Helen of Troy beat Q2 estimates and raised full-year guidance, driven by tariff refunds and broad-based Home & Outdoor growth.
Updates
· SEC 10-Q — The 10-Q reports Q2 net income of $4.6M, diluted EPS of $0.19, and six-month net income of $40.4M.
Key Events · Earnings and Guidance · HELE
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Q2 Beat on Revenue and EPS
Consolidated net sales rose 2.1% to $440.9M; adjusted diluted EPS of $0.79 beat the prior-year $0.59 by 34%.
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FY27 Guidance Raised Across the Board
Adjusted diluted EPS outlook raised to $3.60-$4.15 from $3.25-$3.75; adjusted EBITDA raised to $203-$210M; free cash flow raised to $120-$140M.
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Tariff Refunds Boost Results
Q2 included $26.9M gross pre-tax tariff refunds, with ~$23M reinvested; full-year refunds estimated at ~$80.5M with 83-88% reinvestment.
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Balance Sheet Strengthens
Net leverage ratio improved to 3.03x, below the prior outlook of ≤3.2x; total debt fell to $672.6M from $893.2M a year ago.
Analysis · HELE · Manufacturing
A clean beat-and-raise quarter underscores the strength of the underlying business. Revenue grew 2.1% to $440.9M, adjusted EPS jumped 34% to $0.79, and full-year adjusted EPS guidance was raised to $3.60-$4.15 from $3.25-$3.75. The quarter benefited from $26.9M in gross tariff refunds, of which management reinvested roughly $23M into growth initiatives. The balance sheet also improved—net leverage fell to 3.03x from a prior outlook of up to 3.2x, and free cash flow guidance was raised to $120-$140M. One wrinkle is $4.0M in divestiture litigation costs tied to the 2021 HRB Brands sale, now excluded from non-GAAP measures.
How filings like this one have moved
In the 30 days to Oct 8, 2026, 28.8% of the 1732 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, HELE was trading at $27.99 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $595.1M. The 52-week trading range was $13.85 to $30.68. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.