Helen of Troy Limited filings document formal disclosures for a Bermuda consumer products company with branded home, outdoor, beauty and wellness categories. Form 8-K reports furnish quarterly and fiscal-year operating results, including discussion of net sales, margins, tariffs, freight, promotional expense, inventory effects and brand-category demand.
The company's filings also record capital-structure and governance matters, including amendments to its revolving credit facility, financial covenant terms, board and executive officer changes, the 2025 Stock Incentive Plan and annual shareholder voting results. These records connect Helen of Troy's brand portfolio and operating performance with its debt arrangements, compensation plans and public-company governance.
Vincent D. Carson, identified as a former director of Helen of Troy Ltd, reported a proposed sale of 1,948 common shares, with an aggregate market value of $55,673.84. The approximate sale date is October 13, 2026, through Fidelity Brokerage Services LLC on Nasdaq. The reported acquisition details list restricted-stock vesting on March 1, May 15, September 1 and December 1, 2021.
Helen of Troy Limited (HELE) reported second-quarter sales revenue of $440.926 million, compared with $431.781 million a year earlier. Net income was $4.632 million, versus a net loss of $308.643 million; six-month net income was $40.394 million, versus a net loss of $759.361 million. The prior-year periods included asset impairment charges of $326.394 million for the quarter and $740.779 million for six months; Helen of Troy recorded no impairment charges in the first six months of fiscal 2027.
Six-month results included a $54.9 million gain on the April 14, 2026 sale of its Southaven, Mississippi distribution facility; proceeds were used to repay credit-facility borrowings. Tariff refunds reduced cost of goods sold by $28.7 million for six months, and the company collected $25.3 million in refunds. Operating cash flow was $56.451 million, compared with $47.868 million a year earlier. Long-term debt was $672.622 million on August 31, 2026, compared with $780.811 million on February 28, 2026. Helen of Troy also entered a final $4.4 million administrative settlement with the EPA concerning packaging and labeling claims on certain products, payable in the third quarter of fiscal 2027.
Helen of Troy Limited (HELE) reported second-quarter fiscal 2027 net sales of $440.9 million for the three months ended August 31, 2026, up 2.1% from $431.8 million a year earlier. Home & Outdoor sales rose 9.2% to $227.9 million, while Beauty & Wellness sales fell 4.5% to $213.0 million. GAAP net income was $4.6 million, compared with a $308.6 million loss; the prior-year quarter included $326.4 million of non-cash asset impairment charges. Adjusted EBITDA was $49.4 million versus $36.2 million, adjusted diluted EPS was $0.79 versus $0.59, and operating cash flow was $57.1 million versus cash used of $10.5 million.
Quarter results included $26.9 million in gross pre-tax tariff refunds, of which approximately $23 million was reinvested, for an approximately $4.0 million net pre-tax benefit and approximately $0.12 diluted EPS benefit. Helen of Troy narrowed its fiscal 2027 consolidated net sales outlook to $1.768-$1.822 billion and raised its outlook for GAAP diluted EPS to $3.63-$4.26, adjusted diluted EPS to $3.60-$4.15, adjusted EBITDA to $203-$210 million, operating cash flow to $163-$179 million, and free cash flow to $120-$140 million. Management expects to reinvest approximately 83% to 88% of tariff refunds.
Helen of Troy Ltd (HELE) Chief Financial Officer Brian Grass had 496 common shares withheld on October 5, 2026, at $25.64 per share to satisfy estimated tax liability on restricted stock awards that vested October 4, 2026. His reported position after the transaction was 172,125 common shares held directly. The grant of the restricted stock awards had previously been reported as beneficially owned in Brian Grass’s October 10, 2023 Form 4.
HELEN OF TROY LTD (HELE) reported that Chief Executive Officer and director George Scott Uzzell had 4,793 common shares withheld on September 2, 2026 to satisfy estimated tax liability on the vesting of previously granted restricted stock awards, at a price of $28.59 per share. Following this tax-withholding disposition, he directly holds 235,968 common shares.
HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. Woody Darren G reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD (HELE) director Darren G. Woody received a grant of 860 common shares on September 1, 2026, as restricted stock that vested immediately. The award was made at $0.00 per share and increased his directly held position to 15,919 common shares, with an additional 10 shares held indirectly by his spouse. The grant is accompanied by a cash tax-offset right designed to cover certain tax liabilities incurred upon vesting. No transactions are reported under a Rule 10b5-1 trading plan.
HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD (HELE) reported that director Tabata Lorena Gomez Sades received a grant of 860 restricted common shares on September 1, 2026. The restricted stock vested immediately and includes a tax-offset right providing cash to cover certain related tax liabilities. Following this grant, the director directly holds 9,544 common shares, and no Rule 10b5-1 trading plan is reported.
HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. FADEL MITCHELL E reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD (HELE) reported that director Mitchell E. Fadel received a grant of 860 common shares on September 1, 2026. The award is in the form of restricted stock that vested immediately and includes a tax-offset right providing cash to cover certain tax liabilities; Fadel now directly holds 860 common shares. No Rule 10b5-1 trading plan is reported.
HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. RAFF BERYL reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD (HELE) reported that director Beryl Raff received a grant of 860 common shares of restricted stock on September 1, 2026. The restricted stock vested immediately and is accompanied by a cash tax-offset right. Following this award, Raff directly holds 14,639 common shares.
HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. Berry Krista reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD (HELE) reports that director Krista Berry received a grant of 860 restricted common shares on September 1, 2026. The restricted stock vested immediately and includes a tax-offset right providing cash to cover related tax liabilities. After this award, she holds 12,326 common shares directly. No Rule 10b5-1 plan is reported.