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 LTD (HELE) reports that Platz Marlo Michelle Cormier, a director of the company, has filed an initial statement of beneficial ownership on Form 3. The filing reports no transactions and lists no equity or derivative holdings for the director at this time.
HELEN OF TROY LTD (HELE) reports results of its August 25, 2026 annual general meeting. Shareholders approved an amendment to the Helen of Troy Limited 2025 Stock Incentive Plan authorizing an additional 965,000 common shares for awards under the plan, subject to the plan’s share counting rules.
All nine director nominees were elected to the Board, each to serve until the next annual general meeting of shareholders. On a non-binding advisory basis, shareholders approved the compensation of the company’s named executive officers. Shareholders also approved Amendment No. 1 to the 2025 Stock Plan and ratified the appointment of Grant Thornton LLP as auditor and independent registered public accounting firm, including authorizing the Audit Committee to set the auditor’s remuneration.
RWWM, Inc. and related individuals report beneficial ownership of common stock of Helen of Troy Limited. The filing states that 474,601 shares are held in client accounts advised by RWWM, Inc., representing 2.0% of the outstanding common stock as of June 30, 2026.
RWWM, Inc. has sole dispositive power over 474,601 shares, while Aaron J. Wagner directly or through controlled entities holds 10 shares with sole voting and dispositive power. As officers of RWWM, Inc., Scott P. Roseman and Aaron J. Wagner may be deemed to share beneficial ownership of the advisory shares.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report beneficial ownership of Helen of Troy Ltd common shares. They state aggregate beneficial ownership of 1,322,587 common shares, representing 5.68% of the outstanding class as of 06/30/2026.
Both entities report no sole voting or dispositive power. They report shared voting power over 1,316,030 shares and shared dispositive power over 1,322,587 shares, reflecting coordinated control within the AQR group. AQR Capital Management, LLC is described as a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
Vanguard Capital Management filed an amended Schedule 13G reporting its beneficial ownership of Helen of Troy Ltd common stock. Vanguard reports beneficial ownership of 1,148,527 shares, representing 4.93% of the outstanding common stock.
Vanguard has sole voting power over 155,000 shares and sole dispositive power over all 1,148,527 shares, with no shared voting or dispositive power. The position aggregates holdings managed by Vanguard Capital Management LLC and specified affiliates and business divisions, including various Vanguard entities and Vanguard funds or client accounts over which they exercise voting and/or dispositive power.
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.