Helen of Troy Limited is an American publicly traded designer, developer and worldwide marketer of consumer brand-name housewares, health and home, and beauty products under owned and licensed brands. It is the parent corporation of OXO International Ltd., Kaz, Inc., Steel Technology, LLC, and Idelle Labs, Ltd, among others. The company is headquartered in Hamilton, Bermuda, with U.S. operations headquartered in El Paso, Texas.3Wikipedia text CC BY-SA 4.0
Helen of Troy Limited is an American publicly traded designer, developer and worldwide marketer of consumer brand-name housewares, health and home, and beauty products under owned and licensed brands. It is the parent corporation of OXO International Ltd., Kaz, Inc., Steel Technology, LLC, and Idelle Labs, Ltd, among others. The company is headquartered in Hamilton, Bermuda, with U.S. operations headquartered in El Paso, Texas. The company is named after the mythic figure Helen of Troy.3
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Revenue10111213146$1.8B in 2026+14% since 2019Gross profit10111213146$815.7M in 2026+27% since 2019Operating income10111213146-$782.1M in 2026Net income10111213146-$899.0M in 2026
Revenue1516$440.9M in Q2 FY2026+10% since Q1 FY2026Gross profit1516$230.1M in Q2 FY2026+24% since Q1 FY2026Operating income1516$22.9M in Q2 FY2026−62% since Q1 FY2026Net income1516$4.6M in Q2 FY2026−87% since Q1 FY2026
Every line of the income statement as filed: the last 3 fiscal years, latest first.6
Period ending
2026-02-28
2025-02-28
2024-02-29
Sales revenue, net
$1.8B
$1.9B
$2.0B
Cost of goods sold
$970.6M
$993.3M
$1.1B
Gross profit
$815.7M
$914.4M
$948.7M
Selling, general and administrative expense (SG&A)
$708.9M
$705.4M
$669.4M
Asset impairment charges
$885.9M
$51.5M
$0
Restructuring charges
$3.0M
$14.8M
$18.7M
Operating (loss) income
-$782.1M
$142.7M
$260.6M
Non-operating income, net
$982.0K
$838.0K
$1.5M
Interest expense
$57.7M
$51.9M
$53.1M
(Loss) income before income tax
-$838.8M
$91.7M
$209.0M
Income tax expense (benefit)
$60.1M
-$32.1M
$40.4M
Net (loss) income
-$899.0M
$123.8M
$168.6M
Basic (in dollars per share)
-$39.08
$5.38
$7.06
Diluted (in dollars per share)
-$39.08
$5.37
$7.03
Basic (in shares)
23.0M shares
23.0M shares
23.9M shares
Diluted (in shares)
23.0M shares
23.1M shares
24.0M shares
No quarter-by-quarter statement was filed.
Total assets1710111213146$2.1B in 2026+28% since 2019Total liabilities1710111213146$1.3B in 2026+102% since 2019Shareholders’ equity111213146$798.2M in 2026−20% since 2019Cash1710111213146$18.9M in 2026+59% since 2019Long-term debt1710111213146$755.8M in 2026+137% since 2019
Total assets1516$2.1B in Q2 FY2026−1% since Q1 FY2026Total liabilities1516$1.2B in Q2 FY2026−6% since Q1 FY2026Shareholders’ equity1516$853.8M in Q2 FY2026+7% since Q1 FY2026Cash1516$22.6M in Q2 FY2026+20% since Q1 FY2026Long-term debt1516$647.6M in Q2 FY2026−14% since Q1 FY2026
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.6
Period ending
2026-02-28
2025-02-28
2024-02-29
2023-02-28
Cash and cash equivalents
$18.9M
$18.9M
Receivables, less allowances of $4,923 and $4,294
$361.3M
$428.3M
Inventory
$455.8M
$452.6M
Prepaid expenses and other current assets
$24.1M
$26.1M
Income taxes receivable
$5.4M
$5.8M
Total assets, current
$865.5M
$931.7M
Property and equipment, net of accumulated depreciation of $193,622 and $200,176
$308.0M
$330.0M
Goodwill
$472.3M
$1.2B
$1.1B
Other intangible assets, net of accumulated amortization of $173,495 and $205,757
Helen of Troy Limited sits at the top of its group. 46 entities, 16 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Helen of Troy Limited
RWWM, Inc.Filed SCHEDULE 13G/A on Helen of Troy Limited, latest Aug 14, 2026 (2 filings since May 15, 2026)
B&W Enterprises Limited Subsidiary · British Virgin Islands
Drybar Products LLC Subsidiary · Delaware, United States
H.O.T. Cayman Holding Subsidiary · Cayman Islands
Helen of Troy (Cayman) Limited Subsidiary · Cayman Islands
Helen of Troy Canada, Inc. Subsidiary · Nevada, United States
Helen of Troy Chile S.A. Subsidiary · Chile
Helen of Troy Consulting (Shenzhen) Company Limited Subsidiary · China
Helen of Troy Consulting Vietnam Subsidiary · Vietnam
Helen of Troy de Mexico S. de R.L. de C.V. Subsidiary · Mexico
Helen of Troy Holding B.V. Subsidiary · Netherlands
Helen of Troy Insurance Limited Subsidiary · Cayman Islands
Helen of Troy Macao Limited Subsidiary · Macau
Helen of Troy Nevada Corporation Subsidiary · Nevada, United States
Helen of Troy Services Limited Subsidiary · Hong Kong
Helen of Troy Texas Corporation Subsidiary · Texas, United States
HOT (Jamaica) Limited Subsidiary · Jamaica
HOT (UK) Limited Subsidiary · United Kingdom
HOT Latin America, LLC Subsidiary · Nevada, United States
HOT Nevada, Inc. Subsidiary · Nevada, United States
HOT Switzerland Services Sarl Subsidiary · Switzerland
Idelle Labs, Ltd. Subsidiary · Texas, United States
Kaz (Far East) Limited Subsidiary · Hong Kong
Kaz Canada, Inc. Subsidiary · Massachusetts, United States
Kaz Europe Sarl Subsidiary · Switzerland
and 20 more
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Helen of Troy Limited reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
As of February 28, 2026, we own, lease or otherwise utilize through third-party management service agreements various properties worldwide for sales, procurement, research and development, administrative and distribution facilities. We lease our U.S. headquarters, which is located in El Paso, Texas, and we own three main distribution facilities, two of which are located in Southaven and Olive Branch, Mississippi, and one located in Gallaway, Tennessee, which became operational during the first quarter of fiscal 2024. Our distribution facilities in Gallaway, Tennessee, and Southaven, Mississippi, currently service our Home & Outdoor segment and Beauty & Wellness segment, respectively. Our distribution facility in Olive Branch, Mississippi, currently services both of our segments. On April 14, 2026, we completed the sale of our distribution facility in Southaven, Mississippi which serviced our Beauty business. As a result, our Beauty business is now serviced by our distribution facility in Olive Branch, Mississippi. We believe our facilities are adequate to conduct our business. See Note 4 to the accompanying consolidated financial statements for additional information.
Helen of Troy Limited began as a wig store in Downtown El Paso in 1968 and expanded into the hair appliance business in 1975 by supplying hair salons with hair dryers and curling irons. In 1980, the son of the company's founder Louis Rubin, Jerry Rubin, entered into a licensing agreement with Vidal Sassoon. Since then, the company's growth has come through years of acquiring rights to use well-known global brands in the health and home, housewares, beauty and nutritional supplements categories, or by acquiring brands and companies outright.
The company underwent a notable tax inversion when it reorganized into a Bermuda company in 1993. This inversion prompted new federal legislation tightening the rules on inversion, which are colloquially known as the "Helen of Troy Rules."
In June 2004, the company paid $273.2 million for OXO International, a New York designer and maker of household tools. In January 2011, the company announced it has completed the acquisition of Kaz Incorporated for $271.5 million. Kaz provides consumer products serving health care and home environment needs including body thermometers, humidifiers, fans, and other products primarily under the licensed brands Vicks, Braun and Honeywell, as well as products under owned brands like Stinger, Softheat, and Kaz. In January 2012, Kaz acquired PŪR water purification products business from Procter & Gamble.
In 2014, the company implemented its succession plan, with Jerry Rubin stepping down as CEO, and the appointment of Julien R. Mininberg as CEO, effective March 1, 2014. Mininberg had been CEO and president of Helen of Troy's Healthcare/Home Environment segment.
In March 2016, the company acquired Steel Technology, LLC, which does business under the brand name Hydro Flask, for approximately $210 million in cash, subject to certain customary closing adjustments.
In December 2021, the company bought Osprey Packs, Inc for $414 million.
Helen of Troy Limited, together with its subsidiaries, designs, develops, imports, markets, and distributes brand-name products in three reportable business segments: Health & Home, Housewares, and Beauty.
The Health and Home segment offers healthcare and home comfort products including thermometers, blood pressure monitors and humidifiers, faucet mount water filtration systems and pitcher-based water filtration systems, air purifiers, heaters, fans, humidifiers and dehumidifiers under the PUR, Honeywell, Braun, and Vicks brands.
The Housewares segment offers food and beverage preparation tools and gadgets, storage containers and organization products, household cleaning products, shower organization and bathroom accessories, feeding and drinking products, child seating, cleaning tools and nursery accessories, insulated water bottles, jugs, drinkware, travel mugs and food containers under the OXO, Good Grips, Hydro Flask, Soft Works, and OXO tot brands.
The Beauty segment offers hair care appliances (both retail and professional), grooming brushes, tools and decorative hair accessories, liquid hair styling, treatment and conditioning products under the Hot Tools and Drybar brands.
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
372 filings to the SEC since October 2021: 5 annual reports, 16 quarterly reports, 57 major events, 228 insider forms, 41 large holders, 25 other. The latest 20:
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
SEC filer profile
How Helen of Troy Limited is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
From the cover page of the 10-K filed Apr 23, 2026 (Section 12(b) of the Exchange Act).18
Risk factors and legal proceedings
The risks Helen of Troy Limited names in Item 1A of its 10-K filed Apr 23, 2026: 27 risks under these headings, as written.18
Business, Operational and Strategic Risks
Legal, Regulatory and Tax Risks
Financial Risks
Certain of our U.S. distribution facilities are geographically concentrated. This factor increases our risk that disruptions could occur and significantly affect our ability to deliver products to our customers in a timely manner. Such disruptions could have a material adverse effect on our business.
The occurrence of cyber incidents, or failure by us or our third-party service providers to maintain cybersecurity and the integrity of confidential internal or customer data, could have a material adverse effect on our operations and profitability. Such incidents may also result in faulty business decisions, operational inefficiencies, damage to our reputation or our associate and business relationships, and/or subject us to costs, fines, or lawsuits.
We rely on central global Enterprise Resource Planning (“ERP”) systems and other peripheral information systems. A cybersecurity breach, obsolescence or interruptions in the operation of our computerized systems or other information technologies could have a material adverse effect on our operations and profitability.
We rely on licensed trademarks from third parties and license certain trademarks to third parties in exchange for royalty income, the loss of which could have a material adverse effect on our revenues and profitability.
To compete successfully, we must develop and introduce a continuing stream of innovative new products to meet changing consumer preferences.
Large customers may take actions that adversely affect our gross profit and operating results.
Our operating results are dependent on sales to several large customers and the loss of, or substantial decline in, sales to a top customer could have a material adverse effect on our revenues and profitability.
We are dependent on third-party manufacturers, most of which are located in Asia, and any inability to obtain products from such manufacturers could have a material adverse effect on our business, operating results and financial condition.
Our ability to deliver products to our customers in a timely manner and to satisfy our customers’ fulfillment standards are subject to several factors, some of which are beyond our control.
The other 18 risks
Our operating results may be adversely affected by trade barriers, exchange controls, expropriations, and other risks associated with domestic and foreign operations, including uncertainty and business interruptions resulting from political changes and events in the U.S. and abroad and volatility in the global credit and financial markets and economy.
We are subject to risks related to our dependence on the strength of retail economies and may be vulnerable in the event of a prolonged economic downturn, including a downturn from the effects of macroeconomic conditions, geopolitical conditions including global conflicts or wars, any public health crises or similar conditions.
We rely on our CEO and a limited number of other key senior officers to operate our business. The loss of any of these individuals could have a material adverse effect on our business.
We may be unsuccessful in executing and realizing expected synergies from strategic business initiatives such as acquisitions, divestitures, and global restructuring plans (including Project Pegasus), which may adversely affect the price of our common stock.
If significant tariffs or other restrictions continue to be placed on imports from China, Vietnam or Mexico, or any retaliatory trade measures are taken by China, Vietnam or Mexico, our business and results of operations could be materially and adversely affected.
Changes in laws and regulations, including environmental, employment and health and safety and tax laws, and the costs and complexities of compliance with such laws could have a material adverse impact on our business.
Increased focus and expectations on climate change and other sustainability matters could have a material adverse effect on our business, financial condition and results of operations and damage our reputation.
Significant changes in or our compliance with regulations, interpretations or product certification requirements could adversely impact our operations.
Global legal developments regarding privacy and data security could result in changes to our business practices, penalties, increased cost of operations, or otherwise harm our business.
Our business involves the potential for product recalls, product liability and other claims against us, which could materially and adversely affect our business, operating results and financial condition.
Under current U.S. federal income tax law, tax treatment of our non-U.S. income is dependent on whether we are classified as a “controlled foreign corporation” for U.S. federal income tax purposes. Changes in the composition of our stock ownership could have an impact on our classification. If our classification were to change, it could have a material adverse effect on the largest U.S. shareholders and, in turn, on our business.
Changes in economic substance, tax governance and related regulatory regimes in Bermuda could adversely affect our operations.
Our judgments regarding the accounting for tax positions and the resolution of tax disputes may impact our net earnings and cash flow.
Our business, liquidity or cost of capital may be materially adversely affected by constraints or changes in the capital and credit markets, interest rates and limitations under and compliance with our credit facility, including our debt covenants.
If our goodwill, indefinite-lived and definite-lived intangible assets, or other long-lived assets become further impaired, we will be required to record additional impairment charges, which may be significant.
Our projections of product demand, sales and net income are highly subjective in nature and our future sales and net income could vary by a material amount from our projections.
Increased costs of raw materials, energy and transportation may adversely affect our operating results and cash flow.
Our operating results may be adversely affected by foreign currency exchange rate fluctuations.
Legal proceedings
We are involved in various legal claims and proceedings in the normal course of operations. We believe the outcome of these matters will not have a material adverse effect on our consolidated financial position, results of operations or liquidity, except as described in Note 12 to the accompanying consolidated financial statements and described below.
EPA Regulatory Matter
During fiscal 2022 and 2023, we were in discussions with the EPA regarding the compliance of packaging and labeling claims on certain of our products in the air and water filtration and humidification categories within the Beauty & Wellness segment that are sold in the U.S. The EPA did not raise any product quality, safety or performance issues. As a result of these packaging and labeling compliance discussions, we completed the repackaging and relabeling of impacted products during fiscal 2023. We continue to have ongoing settlement discussions with the EPA related to this matter. As of February 28, 2026, we accrued an estimated liability of $4.4 million, which represents our best estimate of probable settlement costs related to this matter.
See Note 12 to the accompanying consolidated financial statements for further discussion.
