earnings
confidence high
sentiment negative
materiality 0.85
Helen of Troy Q4 revenue -0.7% to $485.9M; adj EPS $2.33 (-4.9%); no FY2026 guidance
HELEN OF TROY LTD
2025-FY EPS
reported $5.37
vs consensus $1.75
▲ beat
(+207.5%)
- Q4 net sales $485.9M vs $489.2M (-0.7%); GAAP diluted EPS $2.22 (+24.0%), adjusted diluted EPS $2.33 (-4.9%).
- Non-cash asset impairment charges of $51.5M to reduce Drybar goodwill/tradename in Beauty & Wellness segment.
- Olive & June acquisition contributed $23.0M to Q4 revenue; Project Pegasus completed with total pre-tax charges of $60.9M.
- No FY2026 outlook provided due to evolving global tariff policies; implementing cost cuts including freeze on China inventory purchases and reduced marketing.
- FY2025 full-year revenue $1.908B (-4.9%); free cash flow $83.1M vs $269.4M; adjusted EBITDA margin 15.2% vs 16.8%.