earnings
confidence high
sentiment negative
materiality 0.80
Helen of Troy Q3 net sales down 3.4% to $530.7M; GAAP EPS $2.17; acquires Olive & June for $229.4M
HELEN OF TROY LTD
2025-Q3 EPS
reported $3.15
vs consensus $0.54
▲ beat
(+487.1%)
- Consolidated net sales $530.7M (-3.4% YoY); GAAP diluted EPS $2.17 (vs $3.19); adjusted diluted EPS $2.67 (vs $2.79).
- Home & Outdoor +4.3% to $246.1M; Beauty & Wellness -9.3% to $284.6M due to weak illness season and soft beauty demand.
- FY2025 guidance narrowed: net sales $1.888-$1.913B; GAAP EPS $4.60-$5.02; adjusted EPS $7.15-$7.40; adj. EBITDA $292-$295M.
- Acquired Olive & June on Dec 16 for initial cash $229.4M (net) plus up to $15M contingent; funded with cash and revolver.
- Project Pegasus on track; FY2025 savings $26M-$30M; total targeted annual savings $75M-$85M by FY2027.