Helen of Troy Limited (NASDAQ: HELE) reported fiscal 2027 second-quarter net sales of $440.9 million, up 2.1% from $431.8 million a year earlier. GAAP net income was $4.6 million, or $0.19 per diluted share, compared with a net loss of $308.6 million, or $13.44 per diluted share, in the prior-year quarter.
The company raised its fiscal 2027 outlook for GAAP diluted EPS, net income, operating cash flow and adjusted EBITDA. The revised sales outlook is $1.768 billion to $1.822 billion.
- Home & Outdoor sales increased 9.2% to $227.9 million, while Beauty & Wellness sales declined 4.5% to $213.0 million.
- Gross profit margin rose to 52.2% from 44.2%, and operating income totaled $22.9 million versus an operating loss of $315.7 million.
- Cash flow from operations was $57.1 million in the quarter. Total debt was $672.6 million, compared with $893.2 million a year earlier.
- Fiscal 2027 GAAP diluted EPS guidance was raised to $3.63 to $4.26, while GAAP net income guidance was raised to $88 million to $103 million.
$HELE Hedge Fund Activity
We have seen 116 institutional investors add shares of $HELE stock to their portfolio, and 75 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 802,085 shares (+inf%) to their portfolio in Q2 2026, for an estimated $23,316,610
- RWWM, INC. removed 699,218 shares (-59.6%) from their portfolio in Q2 2026, for an estimated $20,326,267
- MILLENNIUM MANAGEMENT LLC added 636,368 shares (+443.6%) to their portfolio in Q2 2026, for an estimated $18,499,217
- AQR CAPITAL MANAGEMENT LLC added 559,816 shares (+73.4%) to their portfolio in Q2 2026, for an estimated $16,273,851
- AMERICAN CENTURY COMPANIES INC added 393,513 shares (+580.3%) to their portfolio in Q2 2026, for an estimated $11,439,422
- WOODLINE PARTNERS LP added 367,060 shares (+inf%) to their portfolio in Q2 2026, for an estimated $10,670,434
- RUBRIC CAPITAL MANAGEMENT LP removed 366,226 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $10,646,189
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
