The Portnoy Law Firm has initiated a securities fraud investigation into Helen of Troy Limited following a significant stock price collapse of 24.99% on October 9, 2025. The decline was triggered by disappointing Q2 FY2026 financial results, including an 8.9% year-over-year decline in consolidated net sales to $431.8 million, a GAAP diluted loss per share of $13.44, and adjusted diluted EPS of only $0.59 compared to $1.21 in the prior year. The firm is seeking investors to join a potential class action lawsuit.
Helen Of Troy Ltd (HELE)
Common Stock · Currency in USD · XNAS
Helen Of Troy Ltd is a consumer products company offering creative products and solutions for its customers through a diversified portfolio of brands. It has two operating segments: Home and Outdoor segment provides a broad range of consumer products for home activities such as food preparation, cooking, cleaning, and organization; as well as products for outdoor and on-the-go activities such as hydration, food storage, backpacks, and travel gear, and The Beauty and Wellness segment provides beauty and wellness products including mass and prestige market beauty appliances, prestige market liquid-based hair and personal care products, and wellness devices including thermometers, water and air filtration systems, humidifiers, and fans.
Company Info
SIC3634
Composite FIGI—
CIK0000916789
IPOJul 8, 1976
Sectorelectric housewares & fans
Highlights
Market Cap$336.85M
EPS-$14.60
P/E Ratio-1.00
Revenue$1.89B
Gross Profit$961.38M
Net Income-$336.22M
Employees1,883
WSO23,072,103
Phone915-225-8000
Websitehttps://www.helenoftroy.com
Related Tickers
Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Helen Of Troy Ltd, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Helen Of Troy Ltd (HELE) has returned -32.41% so far this year and -66.23% over the past 12 months. Looking at the last ten years, HELE has achieved an annualized return of -17.83%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
HELE
1M-12.47%
6M-44.72%
YTD-32.41%
1Y-66.23%
5Y-41.52%
10Y-17.83%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Helen Of Troy Ltd (HELE) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -23.33% | 6.52% | -16.21% | 0.97% | ||||||||
| 2025 | 2.10% | -9.53% | -3.10% | -47.88% | -3.41% | 7.09% | -22.17% | 12.67% | 3.03% | -26.57% | 3.21% | 12.55% |
| 2024 | -4.43% | 8.62% | -7.45% | -19.95% | 15.51% | -13.74% | -36.26% | -10.03% | 16.72% | 3.29% | 14.61% | -17.77% |
| 2023 | 0.70% | 0.08% | -15.10% | 6.07% | -3.68% | 12.58% | 30.45% | -12.92% | -5.82% | -15.04% | 7.67% | 15.02% |
| 2022 | -14.09% | -2.13% | -4.34% | 9.82% | -13.67% | -13.09% | -18.03% | -7.59% | -20.92% | -4.10% | 2.48% | 12.03% |
| 2021 | 9.07% | -12.57% | -4.64% | -0.30% | -0.52% | 7.94% | -2.49% | 6.59% | -6.03% | -0.24% | 6.96% | 0.07% |
| 2020 | 4.58% | -12.98% | -12.97% | 19.74% | 14.01% | 3.18% | 0.18% | 9.26% | -6.65% | -1.91% | 5.07% | 8.85% |
| 2019 | -10.88% | -3.38% | 2.84% | 23.54% | -7.31% | -2.27% | 12.84% | 3.56% | 2.84% | -5.59% | 7.16% | 11.00% |
| 2018 | -3.47% | -2.96% | -3.28% | 2.59% | 0.90% | 8.60% | 17.31% | 3.75% | 9.77% | -5.89% | 15.12% | -9.13% |
| 2017 | 9.31% | 4.77% | -4.46% | -0.21% | -3.19% | 3.07% | 6.90% | -10.59% | 6.84% | -4.08% | -4.59% | 7.77% |
| 2016 | -3.28% | 3.51% | 1.28% | -3.14% | -9.45% | -4.85% | -5.39% | 4.42% | -0.59% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Helen Of Troy Ltd (HELE) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of HELE compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Helen Of Troy Ltd volatility is 2.51%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 3.13B | 2.84B | 2.91B | 2.82B | 2.26B | 1.90B | 1.65B | 1.62B | 1.81B | 1.87B | 1.65B | 1.53B | 1.47B | 1.44B |
| Equity Attributable To Parent (USD) | 1.68B | 1.64B | 1.49B | 1.33B | 1.24B | 1.16B | 996.64M | 1.01B | 1.02B | 930.04M | 904.57M | 1.03B | 926.61M | 796.73M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 1.68B | 1.64B | 1.49B | 1.33B | 1.24B | 1.16B | 996.64M | 1.01B | 1.02B | 930.04M | 904.57M | 1.03B | 926.61M | 796.73M |
| Other Non-current Liabilities (USD) | 60.54M | 78.42M | 75.87M | 77.22M | 61.64M | 63.96M | 20.08M | 19.90M | 17.35M | 46.94M | 54.12M | - | 63.73M | 82.11M |
| Long-term Debt (USD) | 921.85M | 671.95M | 936.88M | 816.21M | 347.61M | 339.31M | 320.78M | 289.87M | 485.62M | 623.91M | 433.21M | 192.61M | 175.00M | 178.00M |
| Noncurrent Liabilities (USD) | 982.39M | 750.37M | 1.01B | 893.42M | 409.25M | 403.26M | 340.87M | 309.77M | 502.96M | 670.84M | 487.33M | 174.46M | 238.73M | 260.11M |
| Other Current Liabilities (USD) | 180.76M | 168.89M | 204.18M | 239.11M | 213.70M | 136.60M | 131.69M | 130.08M | 142.69M | 136.13M | 118.92M | 183.89M | 202.14M | 309.04M |
| Wages (USD) | 16.10M | 36.57M | 17.38M | 55.41M | 66.39M | 49.62M | 36.78M | 37.67M | 34.92M | 28.91M | 44.38M | 69.88M | 34.27M | - |
| Accounts Payable (USD) | 269.41M | 245.35M | 190.60M | 308.18M | 334.81M | 152.67M | 143.56M | 129.34M | 111.76M | 103.71M | 98.56M | 75.59M | 72.26M | 69.85M |
| Current Liabilities (USD) | 466.26M | 450.81M | 412.16M | 602.69M | 614.89M | 338.90M | 312.03M | 297.09M | 289.37M | 268.76M | 261.87M | 329.35M | 308.67M | 378.89M |
| Liabilities (USD) | 1.45B | 1.20B | 1.42B | 1.50B | 1.02B | 742.16M | 652.90M | 606.86M | 792.33M | 939.60M | 749.19M | 503.82M | 547.40M | 638.99M |
| Other Non-current Assets (USD) | 1.30B | 1.12B | 1.12B | 998.15M | 797.75M | 787.99M | 622.81M | 639.59M | 702.59M | 590.70M | 564.50M | 466.40M | 471.46M | 469.35M |
| Intangible Assets (USD) | 566.76M | 536.70M | 553.88M | 537.85M | 357.26M | 300.95M | 291.53M | 302.92M | 419.49M | 375.75M | 398.43M | 322.31M | 355.63M | 377.15M |
| Fixed Assets (USD) | 330.03M | 336.65M | 351.79M | 205.38M | 136.54M | 132.11M | 130.34M | 123.50M | 134.94M | 130.47M | 126.07M | 129.12M | 101.72M | 100.69M |
| Noncurrent Assets (USD) | 2.20B | 1.99B | 2.02B | 1.74B | 1.29B | 1.22B | 1.04B | 1.07B | 1.26B | 1.10B | 1.09B | 917.83M | 928.80M | 947.19M |
| Other Current Assets (USD) | 479.10M | 447.92M | 436.56M | 524.09M | 490.33M | 426.53M | 302.52M | 303.80M | 266.96M | 471.12M | 271.68M | 326.22M | 264.33M | 234.75M |
| Prepaid Expenses (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 7.65M |
| Inventory (USD) | 452.62M | 396.00M | 455.49M | 557.99M | 481.61M | 256.31M | 302.34M | 251.51M | 289.12M | 301.61M | 293.08M | 289.26M | 280.87M | 246.14M |
| Current Assets (USD) | 931.71M | 843.92M | 892.04M | 1.08B | 971.94M | 682.84M | 604.86M | 555.31M | 556.08M | 772.72M | 564.76M | 615.48M | 545.21M | 488.54M |
| Assets (USD) | 3.13B | 2.84B | 2.91B | 2.82B | 2.26B | 1.90B | 1.65B | 1.62B | 1.81B | 1.87B | 1.65B | 1.53B | 1.47B | 1.44B |
News and Insights
Pomerantz LLP is investigating potential securities fraud claims on behalf of Helen of Troy Limited investors. The investigation was prompted by the company's October 9, 2025 earnings report, which revealed an 8.9% year-over-year decline in net sales to $431.8 million and a GAAP diluted loss per share of $13.44. The stock price fell 24.99% to $20.71 per share following the announcement.
Pomerantz LLP announced investigations into securities fraud claims on behalf of investors in Upstart Holdings, Helen of Troy Limited, and Marriott Vacations Worldwide Corporation. The investigation into Upstart was triggered by the company's November 5, 2025 disclosure that its Model 22 underwriting system reduced borrower approvals and conversion rates, causing the stock price to fall sharply.
Pomerantz LLP announced investigations into potential securities fraud at Marriott Vacations Worldwide Corporation, Helen of Troy Limited, and Upstart Holdings, Inc. The investigation into Marriott Vacations was triggered by the company's November 2025 earnings miss, including declining contract sales and reduced adjusted EBITDA, which caused a sharp stock price decline.
Pomerantz LLP announced investigations into potential securities fraud and unlawful business practices at First Western Financial, Inc. (MYFW), following the company's January 22, 2026 earnings report that missed analyst expectations. First Western's stock fell 8.81% to $24.83 per share on the news. The law firm is also investigating similar claims against Helen of Troy Limited and Upstart Holdings, Inc.
Pomerantz LLP announced investigations into potential securities fraud and unlawful business practices at Ashford Hospitality Trust, Helen of Troy Limited, and Upstart Holdings. The investigation into Ashford was triggered by the company's January 13, 2026 announcement of a mortgage loan extension and suspension of preferred dividends, which caused the stock to fall 8.1% to $3.97 per share.
Helen Of Troy reported a 51% drop in Q2 adjusted earnings and warned of persistent cost pressures and tariff-related disruptions, causing its stock to plunge over 16% in premarket trading.
Helen of Troy (HELE) is poised for a rebound as institutional investors shift from selling to buying, and insiders have not sold shares since 2023. The company's Q2 results show positive impact from its restructuring efforts, and the stock is trading near a decade low, suggesting significant upside potential.
Helen of Troy, a consumer products company, saw its stock surge 15.3% this week despite a 3.5% revenue decline and 30.5% drop in adjusted earnings per share in its fiscal second quarter. The company's results still beat lowered analyst expectations, and its Home & Outdoor segment grew 0.8%, providing hope for better growth ahead. Management is also working to improve profitability and pay down debt.
Helen of Troy reported mixed Q2 results, with earnings beating estimates but sales declining year-over-year due to weaker demand in the Beauty & Wellness segment. The company provided a cautious outlook for fiscal 2025, citing ongoing macroeconomic challenges.