Monitor the company's ability to execute on tariff mitigation plans and improve gross margins, as ongoing margin pressures and asset impairments continue to impact profitability despite revenue stabilization efforts.
Price Chart
Executive Summary
Helen of Troy reported a significant earnings miss for Q4 FY2026 with adjusted EPS of $0.83, missing consensus by 40.8%, despite a 3.3% decline in revenue. The company initiated FY2027 guidance with revenue growth expectations but maintained adjusted EPS guidance in line with FY2026 results, signaling ongoing margin pressures.
Key Financial Metrics
Key Facts
- Q4 FY2026 adjusted EPS of $0.83 missed consensus of $1.40 by 40.8%
- Q4 revenue declined 3.3% year-over-year to $470.0 million
- FY2026 adjusted EPS of $3.55 missed consensus of $7.17
- Initiated FY2027 adjusted EPS guidance of $3.25-$3.75, at the lower end of FY2026 results
- Company recognized $79.2 million in non-cash asset impairment charges in Q4
Financial Impact
Adjusted EPS miss of $0.57 and revenue decline of $15.9 million
Risk Factors
- Continued exposure to tariff headwinds impacting gross margins
- Ongoing risk of future asset impairment charges due to sustained stock price decline
- Consumer trade-down behavior and promotional environment pressuring margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000916789-26-000047 |
| Document: hele-20260423.htm | 0000916789-26-000047 |
| Document: 0000916789-26-000047-index-headers.html | 0000916789-26-000047 |
| Document: 0000916789-26-000047-index.html | 0000916789-26-000047 |
| Document: 0000916789-26-000047.txt | 0000916789-26-000047 |
| 8-K Data (Synthetic) | 0000916789-26-000047 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 12d ago | 144 | $27.82 $29.42 | ▲ +5.75% | ▲ +6.90% | $28.22 (+1.42%) |
Oct 8, 2026 18d ago | 8-K | $26.55 $29.53 | ▲ +11.22% | ▲ +11.50% | $28.22 (+6.27%) |
Jul 8, 2026 15w ago | 8-K | $25.18 $27.22 | ▲ +8.12% | ▲ +7.26% | $28.22 (+12.08%) |
Jun 4, 2026 20w ago | 8-K | $24.34 $29.86 | ▲ +22.68% | ▲ +22.11% | $28.22 (+15.92%) |
Apr 23, 2026 26w ago | 8-K | $23.82 $23.82 | · 0.00% | ▲ +1.48% | $28.22 (−18.45%) |
US Market Status
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