Over the past six months (April 2026 - October 2026), several events impacted Helen of Troy's stock price. In Q1 Fiscal 2027, reported July 8, 2026, the company reported adjusted diluted EPS of $0.17, significantly beating the consensus estimate of $0.02, and revenue of $402.1 million, exceeding expectations of $374.55 million; however, the stock lost about 10% since June 30, 2026, as the full-year adjusted EPS outlook was maintained due to ongoing margin pressures. In April 2026, Helen of Troy completed the sale of a distribution facility in Southaven, Mississippi, for $82 million. Q2 Fiscal 2027 earnings, reported October 8, 2026, showed strong results with consolidated net sales revenue increasing 2.1% to $440.9 million and GAAP net income of $4.6 million, a significant improvement from a prior-year loss. Adjusted diluted EPS was $0.79, surpassing the consensus estimate of $0.50. Q2 results included $26.9 million in gross pre-tax tariff refunds, with approximately $23 million reinvested, resulting in a net pre-tax benefit of about $4.0 million and a diluted EPS benefit of approximately $0.12; the company expects to recognize the remaining $51.8 million in gross tariff refunds in Q3 FY27, anticipating $80.5 million in gross refunds for the full year with a net pre-tax benefit of $10 million to $14 million after reinvestment. In Q2 FY27, Home & Outdoor net sales increased 9.2% due to strong demand for packs, higher international sales, and new product launches, while Beauty & Wellness net sales decreased 4.5% due to softer consumer demand in hair appliances and prestige hair care, partially offset by growth in heaters, thermometers, and nail care. The company reduced its total debt by $221 million year-over-year to $672.6 million in Q2 FY27, improving its net leverage ratio to 3.0x from 3.5x. Following the strong Q2 performance, Helen of Troy narrowed its fiscal 2027 consolidated net sales guidance to $1.768-$1.822 billion and raised its outlook for GAAP diluted EPS to $3.63-$4.26, adjusted diluted EPS to $3.60-$4.15, adjusted EBITDA to $203-$210 million, operating cash flow to $163-$179 million, and free cash flow to $120-$140 million. On October 8, 2026, following the better-than-expected earnings announcement, Helen of Troy's shares hit a new 52-week high of $31.98.
