Welcome to our dedicated page for HELEN OF TROY SEC filings (Ticker: HELE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Helen of Troy Limited reported stronger headline results for the quarter ended May 31, 2026, but underlying earnings softened. Net sales revenue rose 8.2% to $402.1 million as both Home & Outdoor and Beauty & Wellness grew, helped by new products, stronger international demand and higher online sales.
GAAP operating income was $60.3 million and net income was $35.8 million, or $1.51 per diluted share, compared to a large loss a year ago that was driven by $414.4 million of impairment charges. This quarter’s profit includes a $54.9 million gain on the $82.0 million sale of a distribution facility, with proceeds used to reduce credit facility borrowings.
On an adjusted basis, operating income held flat at $16.1 million, but adjusted income fell to $4.0 million and adjusted diluted EPS dropped to $0.17 from $0.41, reflecting lower gross margin and higher share-based compensation. Gross margin slipped to 46.0% as tariffs and inventory adjustments weighed on costs, even after recognizing $1.9 million of probable tariff refunds. Operating cash flow was slightly negative, while investing cash flow was boosted by the facility sale.
Helen of Troy Limited reported first quarter fiscal 2027 net sales of $402.1 million, up 8.2% from $371.7 million a year earlier, with growth in both Home & Outdoor and Beauty & Wellness. GAAP diluted EPS was $1.51, helped by an after-tax gain of $1.74 per share from the sale of a distribution facility.
Excluding this gain and other items, adjusted diluted EPS was $0.17, down from $0.41, mainly due to higher adjusted income tax expense. Adjusted operating margin slipped to 4.0% from 4.3% as tariffs, inventory obsolescence and mix weighed on profitability, partly offset by lower freight and better operating leverage.
Management updated its fiscal 2027 outlook, raising consolidated net sales guidance to $1.759–$1.831 billion while maintaining GAAP diluted EPS of $3.57–$4.18 and adjusted EPS of $3.25–$3.75. The company still expects GAAP net income of $85–$100 million, adjusted EBITDA of $190–$197 million, operating cash flow of $119–$130 million, and free cash flow of $85–$100 million.
Helen of Troy Limited is asking shareholders to vote at a virtual annual meeting on August 25, 2026 on four key proposals: electing nine directors, an advisory say-on-pay vote, increasing shares under the 2025 Stock Incentive Plan, and appointing Grant Thornton LLP as auditor for fiscal 2027.
The proxy highlights a leadership transition to new CEO G. Scott Uzzell and a strategy reset focused on brand rejuvenation, consumer-centric organization, and asset efficiency amid tariff-related headwinds. For fiscal 2026, the company reported net sales of $1,786.3 million, an operating loss of $782.1 million, and a net loss of $899.0 million, alongside adjusted diluted EPS of $3.55 and adjusted EBITDA of $185.8 million.
Helen of Troy Limited furnished an update under Regulation FD to announce the release of its fiscal year 2026 Sustainability Report. The report is available on the company’s website at www.helenoftroy.com/sustainability. The information is furnished, not filed, so it is not incorporated into other securities law filings unless specifically referenced.
Woody Darren G reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Darren G. Woody reported a grant of 919 common shares as compensation. The award is structured as restricted stock that vested immediately and includes a tax-offset right paying cash to cover certain taxes tied to the vesting event. Following this grant, Woody directly holds 15,059 common shares. A separate entry shows 10 common shares held indirectly through his spouse.
Otero Elena reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Elena Otero received a grant of 919 common shares as restricted stock, which vested immediately at no cost. After this award, she directly holds 8,684 common shares. The grant includes a tax-offset right providing cash to cover certain tax liabilities arising from the vesting.
GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Tabata Lorena Gomez Sades received a grant of 919 common shares as restricted stock. The award carried no purchase price and vested immediately. After this compensation grant, she directly holds a total of 8,684 common shares of the company.
The restricted stock is paired with a tax-offset right that provides a cash amount upon vesting to cover certain tax liabilities generated by the grant. This is a routine equity-based compensation event rather than an open-market share purchase or sale.
RAFF BERYL reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Beryl Raff received an equity grant of 919 common shares. The award was structured as restricted stock that vested immediately, so the shares became fully owned at once rather than over time. Following this grant, Raff directly holds a total of 13,779 common shares.
The grant includes a tax-offset right that provides a cash amount intended to cover certain tax liabilities triggered by the vesting event, making the award net of some tax impact for the director.
Berry Krista reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Krista Berry received 919 common shares as a restricted stock grant that vested immediately. The shares were awarded at no stated purchase price and are paired with a tax-offset right that provides cash to cover related tax liabilities. After this grant, Berry directly holds 11,466 common shares.
CASE THURMAN K reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director CASE THURMAN K received a grant of 919 common shares as equity compensation. The award was reported at a price of $0.00 per share, indicating it was a company grant rather than an open‑market purchase. Following this grant, the director directly holds 11,644 common shares. The restricted stock vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting event, making this a routine compensation-related transaction rather than a market trade.