Helen of Troy Net Income

HELE Stock  USD 18.41  0.35  1.87%   
As of the 10th of February, Helen Of retains the Risk Adjusted Performance of 0.0108, insignificant market risk adjusted performance, and Downside Deviation of 2.75. Helen Of technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Helen of Troy maximum drawdown, and the relationship between the information ratio and downside variance to decide if Helen Of is priced fairly, providing market reflects its last-minute price of 18.41 per share. Given that Helen of Troy has jensen alpha of 0.0215, we strongly advise you to confirm Helen of Troy's regular market performance to make sure the company can sustain itself at a future point.

Helen Of Total Revenue

2.11 Billion

Helen Of's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Helen Of's valuation are provided below:
Gross Profit
842 M
Profit Margin
(0.44)
Market Capitalization
436.1 M
Enterprise Value Revenue
0.7523
Revenue
1.8 B
There are over one hundred nineteen available fundamental trends for Helen of Troy, which can be analyzed over time and compared to other ratios. Investors should ensure to confirm all of Helen Of's regular performance against the performance from 2010 to 2026 to make sure the company is sustainable down the road. As of February 10, 2026, Market Cap is expected to decline to about 1 B. In addition to that, Enterprise Value is expected to decline to about 1.2 B This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
Last ReportedProjected for Next Year
Net Income168.6 M86.7 M
Net Income Applicable To Common Shares175.2 M107.3 M
Net Income From Continuing Ops168.6 M163.8 M
Net Income Per Share 4.83  5.07 
Net Income Per E B T 1.22  0.67 
The current year's Net Income Per Share is expected to grow to 5.07, whereas Net Income is forecasted to decline to about 86.7 M.
  
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Analyzing Helen Of's Net Income over time reveals critical patterns in financial health and operational efficiency. This metric helps investors evaluate trends, identify inflection points, and make informed decisions based on historical performance. Understanding how Net Income has evolved provides context for assessing Helen Of's current valuation and future prospects.

Latest Helen Of's Net Income Growth Pattern

Below is the plot of the Net Income of Helen of Troy over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Helen of Troy financial statement analysis. It represents the amount of money remaining after all of Helen of Troy operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Helen Of's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Helen Of's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported 123.75 M10 Years Trend
Slightly volatile
   Net Income   
       Timeline  

Helen Net Income Regression Statistics

Arithmetic Mean141,750,688
Coefficient Of Variation46.58
Mean Deviation46,686,692
Median140,689,000
Standard Deviation66,025,924
Sample Variance4359.4T
Range255.3M
R-Value0.52
Mean Square Error3398.5T
R-Squared0.27
Significance0.03
Slope6,783,298
Total Sum of Squares69750.8T

Helen Net Income History

2026177 M
2025168.6 M
2023123.8 M
2022143.3 M
2021223.8 M
2019253.9 M
2018168.5 M

Other Fundumenentals of Helen of Troy

Helen Of Net Income component correlations

Helen Net Income Driver Correlations

Understanding the fundamental principles of building solid financial models for Helen Of is extremely important. It helps to project a fair market value of Helen Stock properly, considering its historical fundamentals such as Net Income. Since Helen Of's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Helen Of's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Helen Of's interrelated accounts and indicators.
Will Household Appliances sector continue expanding? Could Helen diversify its offerings? Factors like these will boost the valuation of Helen Of. Market participants price Helen higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Helen Of data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
0.249
Earnings Share
(34.76)
Revenue Per Share
78.531
Quarterly Revenue Growth
(0.03)
Return On Assets
0.0344
The market value of Helen of Troy is measured differently than its book value, which is the value of Helen that is recorded on the company's balance sheet. Investors also form their own opinion of Helen Of's value that differs from its market value or its book value, called intrinsic value, which is Helen Of's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Helen Of's market value can be influenced by many factors that don't directly affect Helen Of's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helen Of's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helen Of is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Helen Of's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.

Helen Of 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Helen Of's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Helen Of.
0.00
11/12/2025
No Change 0.00  0.0 
In 3 months and 1 day
02/10/2026
0.00
If you would invest  0.00  in Helen Of on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Helen of Troy or generate 0.0% return on investment in Helen Of over 90 days. Helen Of is related to or competes with Nu Skin, Village Super, Above Food, MGP Ingredients, Epsium Enterprise, Calavo Growers, and Westrock Coffee. Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, ... More

Helen Of Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Helen Of's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Helen of Troy upside and downside potential and time the market with a certain degree of confidence.

Helen Of Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Helen Of's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Helen Of's standard deviation. In reality, there are many statistical measures that can use Helen Of historical prices to predict the future Helen Of's volatility.
Hype
Prediction
LowEstimatedHigh
15.7018.7621.82
Details
Intrinsic
Valuation
LowRealHigh
16.8821.9825.04
Details
5 Analysts
Consensus
LowTargetHigh
25.4828.0031.08
Details
Earnings
Estimates (0)
LowProjected EPSHigh
0.810.870.90
Details

Helen Of February 10, 2026 Technical Indicators

Helen of Troy Backtested Returns

Helen of Troy holds Efficiency (Sharpe) Ratio of -0.0156, which attests that the entity had a -0.0156 % return per unit of risk over the last 3 months. Helen of Troy exposes twenty-eight different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Helen Of's Downside Deviation of 2.75, insignificant market risk adjusted performance, and Risk Adjusted Performance of 0.0108 to validate the risk estimate we provide. The company retains a Market Volatility (i.e., Beta) of -0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Helen Of are expected to decrease at a much lower rate. During the bear market, Helen Of is likely to outperform the market. At this point, Helen of Troy has a negative expected return of -0.0478%. Please make sure to check out Helen Of's downside variance, daily balance of power, and the relationship between the maximum drawdown and skewness , to decide if Helen of Troy performance from the past will be repeated at some point in the near future.

Auto-correlation

    
  -0.8  

Almost perfect reverse predictability

Helen of Troy has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Helen Of time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Helen of Troy price movement. The serial correlation of -0.8 indicates that around 80.0% of current Helen Of price fluctuation can be explain by its past prices.
Correlation Coefficient-0.8
Spearman Rank Test-0.44
Residual Average0.0
Price Variance1.97
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Competition

Helen Accumulated Other Comprehensive Income

Accumulated Other Comprehensive Income

2.2 Million

At present, Helen Of's Accumulated Other Comprehensive Income is projected to increase significantly based on the last few years of reporting.
Based on the recorded statements, Helen of Troy reported net income of 123.75 M. This is 88.8% lower than that of the Household Durables sector and 87.65% lower than that of the Consumer Discretionary industry. The net income for all United States stocks is 78.33% higher than that of the company.

Helen Net Income Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Helen Of's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Helen Of could also be used in its relative valuation, which is a method of valuing Helen Of by comparing valuation metrics of similar companies.
Helen Of is currently under evaluation in net income category among its peers.

Helen Of Current Valuation Drivers

We derive many important indicators used in calculating different scores of Helen Of from analyzing Helen Of's financial statements. These drivers represent accounts that assess Helen Of's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Helen Of's important valuation drivers and their relationship over time.
202120222023202420252026 (projected)
Market Cap5.0B2.7B3.0B1.3B1.1B1.0B
Enterprise Value5.8B3.7B3.7B2.2B2.0B1.2B

Helen Of ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Helen Of's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Helen Of's managers, analysts, and investors.
Environmental
Governance
Social

Helen Of Institutional Holders

Institutional Holdings refers to the ownership stake in Helen Of that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Helen Of's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Helen Of's value.
Shares
Castleknight Management Lp2025-06-30
439.5 K
D. E. Shaw & Co Lp2025-06-30
421.6 K
Federated Hermes Inc2025-06-30
372 K
Jacobs Levy Equity Management, Inc.2025-06-30
344 K
Goldman Sachs Group Inc2025-06-30
341.9 K
Invenomic Capital Management, Lp2025-06-30
328.7 K
Morgan Stanley - Brokerage Accounts2025-06-30
322.9 K
M&g Plc2025-06-30
319.7 K
Aqr Capital Management Llc2025-06-30
315.5 K
Blackrock Inc2025-06-30
3.5 M
Vanguard Group Inc2025-06-30
2.6 M

Helen Fundamentals

About Helen Of Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Helen of Troy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Helen Of using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Helen of Troy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Helen of Troy is a strong investment it is important to analyze Helen Of's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Helen Of's future performance. For an informed investment choice regarding Helen Stock, refer to the following important reports:
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You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Will Household Appliances sector continue expanding? Could Helen diversify its offerings? Factors like these will boost the valuation of Helen Of. Market participants price Helen higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Helen Of data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
0.249
Earnings Share
(34.76)
Revenue Per Share
78.531
Quarterly Revenue Growth
(0.03)
Return On Assets
0.0344
The market value of Helen of Troy is measured differently than its book value, which is the value of Helen that is recorded on the company's balance sheet. Investors also form their own opinion of Helen Of's value that differs from its market value or its book value, called intrinsic value, which is Helen Of's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Helen Of's market value can be influenced by many factors that don't directly affect Helen Of's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helen Of's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helen Of is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Helen Of's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.