Helen Of Troy (HELE) Invested Capital (2011 - 2026)
Helen Of Troy's (HELE) quarterly Invested Capital came in at $25.0 million in Q2 2026, up 23.07% YoY from $20.3 million in Q2 2025, and little changed on a QoQ basis from $25.0 million in Q1 2026.
Helen Of Troy (HELE) Invested Capital (2011 - 2026) Analysis & Trends
Helen Of Troy (HELE) has 16 years of Invested Capital data on file, last reported at $25.0 million in Q2 2026.
- Quarterly Invested Capital rose 23.07% year-over-year to $25.0 million in Q2 2026, while the trailing twelve-month figure through May 2026 was $95.3 million (up 106.78% YoY) and the FY2026 annual result came in at $25.0 million, up 166.67% from the prior year.
- Invested Capital was little changed at $25.0 million in Q2 2026, from $25.0 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $25.0 million in Q1 2026 to a low of $1.9 million in Q1 2022.
- A 5-year average of $13.2 million and a median of $9.0 million in 2024 frame the typical range for Invested Capital.
- Annual changes were most pronounced in 2022 — Invested Capital soared 1007.86% — and 2023, when it tumbled 70.13%.
- Tracing HELE's Invested Capital over 5 years: stood at $20.9 million in 2022, then plunged by 70.13% to $6.2 million in 2023, then surged by 37.83% to $8.6 million in 2024, then jumped by 172.73% to $23.4 million in 2025, then gained by 6.66% to $25.0 million in 2026.
- The last three Invested Capital figures came in at $25.0 million (Q2 2026), $25.0 million (Q1 2026), and $23.4 million (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Procter & Gamble | 334.68 Bn | 324.73 Bn | 10.28 Bn | 11.30 Bn |
| 2 | Unilever | 135.06 Bn | 122.54 Bn | - | 37.32 Bn |
| 3 | Colgate Palmolive | 73.11 Bn | 71.74 Bn | 3.30 Bn | - |
| 4 | Kenvue | 36.14 Bn | 35.03 Bn | 2.30 Bn | 1.41 Bn |
| 5 | Kimberly Clark | 35.84 Bn | 34.89 Bn | 1.60 Bn | 43.00 Mn |
| 6 | Estee Lauder Companies | 30.63 Bn | 27.51 Bn | 2.84 Bn | 502.00 Mn |
| 7 | Church & Dwight | 23.49 Bn | 23.23 Bn | 693.90 Mn | 49.90 Mn |
| 8 | Clorox | 12.90 Bn | 12.75 Bn | 804.00 Mn | 1.00 Mn |
| 9 | Yatsen Holding | 5.79 Bn | 5.65 Bn | 153.20 Mn | 3.00 Mn |
| 10 | Helen Of Troy | 668.87 Mn | 647.19 Mn | 184.86 Mn | 25.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 25.00 Mn |
| Feb 28, 2026 | 25.00 Mn |
| Nov 30, 2025 | 23.44 Mn |
| Aug 31, 2025 | 21.88 Mn |
| May 31, 2025 | 20.31 Mn |
| Feb 28, 2025 | 9.38 Mn |
| Nov 30, 2024 | 8.59 Mn |
| Aug 31, 2024 | 7.81 Mn |
| May 31, 2024 | 7.03 Mn |
| Feb 29, 2024 | 6.25 Mn |
| Nov 30, 2023 | 6.24 Mn |
| Aug 31, 2023 | 6.24 Mn |
| May 31, 2023 | 6.24 Mn |
| Feb 28, 2023 | 6.06 Mn |
| Nov 30, 2022 | 20.87 Mn |
| Aug 31, 2022 | 20.87 Mn |
| May 31, 2022 | 14.62 Mn |
| Feb 28, 2022 | 1.88 Mn |
| Nov 30, 2021 | 1.88 Mn |
| Aug 31, 2021 | 1.88 Mn |