---
schema_version: "secwatch.filing_event.v1"
accession: "0000916789-26-000137"
form_type: "8-K"
ticker: "HELE"
cik: "0000916789"
company_name: "HELEN OF TROY LTD"
filed_at: "2026-10-08T10:50:14+00:00"
generated_at: "2026-10-12T15:40:11.633538+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Helen of Troy Q2 FY27 sales up 2.1% to $440.9M; adjusted EPS $0.79; raises FY27 adjusted EPS outlook

## Summary
- Q2 FY27 net sales rose 2.1% to $440.9M; GAAP net income $4.6M and diluted EPS $0.19; adjusted EPS $0.79, up 33.9% YoY.
- Adjusted EBITDA $49.4M (11.2% margin) vs $36.2M; gross margin 52.2% vs 44.2%, aided by tariff refunds worth ~560 bps net of higher tariff costs.
- Home & Outdoor sales +9.2% to $227.9M, adjusted operating income $28.0M (12.3% margin); Beauty & Wellness sales -4.5% to $213.0M, adjusted operating income $10.0M (4.7% margin).
- FY27 outlook raised: adjusted EPS $3.60-$4.15 (prior $3.25-$3.75); net sales narrowed to $1.768-$1.822B; adjusted EBITDA $203-$210M; free cash flow $120-$140M.
- Q2 operating cash flow $57.1M vs -$10.5M YoY; total debt $672.6M vs $893.2M; inventory $480.3M vs $528.9M; tariff refunds gross $26.9M, net benefit ~$4.0M or $0.12 EPS.

## SEC filing metadata
- accession: 0000916789-26-000137
- form_type: 8-K
- ticker: HELE
- cik: 0000916789
- company_name: HELEN OF TROY LTD
- filed_at: 2026-10-08T10:50:14+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/916789/000091678926000137/0000916789-26-000137-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/916789/000091678926000137/hele-20261008.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000916789-26-000137
- JSON: https://secwatch.observer/filing/0000916789-26-000137.json
- Plain text: https://secwatch.observer/filing/0000916789-26-000137.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.