earnings
confidence high
sentiment negative
materiality 0.75
Helen of Troy Q2 sales down 3.5%; GAAP EPS $0.74, adj. EPS $1.21; reaffirms FY outlook
HELEN OF TROY LTD
2025-Q2 EPS
reported $1.00
vs consensus $0.87
▲ beat
(+15.3%)
- Q2 net sales $474.2M, down 3.5% YoY; GAAP diluted EPS $0.74, adj. diluted EPS $1.21.
- Operating margin declined 220 bps to 7.3% on higher SG&A and lower gross margin.
- Beauty & Wellness segment sales down 7.7% to $232.3M; Home & Outdoor up 0.8% to $241.9M.
- FY2025 outlook unchanged: net sales $1.885-$1.935B, adj. EPS $7.00-$7.50, adj. EBITDA $287-$297M.
- Free cash flow guidance reduced to $180-$200M; net leverage target raised to 1.9x-1.8x.