Helen Of Troy (HELE) Invested Capital (2011 - 2026)
Helen Of Troy's (HELE) quarterly Invested Capital came in at $1.6 billion in Q2 2026, down 25.68% on a YoY basis from $2.1 billion in Q2 2025, and down 1.22% quarter-over-quarter from $1.6 billion in Q1 2026.
Analysis
Helen Of Troy (HELE) Invested Capital (2011 - 2026) Analysis & Trends
Helen Of Troy (HELE) has reported Invested Capital for 16 consecutive years, with $1.6 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Invested Capital fell 25.68% year-over-year to $1.6 billion; the trailing twelve-month figure through May 2026 stood at $1.6 billion (down 25.68% YoY), and the FY2026 full-year result was $1.6 billion, down 39.28% from the prior year.
- Invested Capital slipped to $1.6 billion in Q2 2026 per HELE's latest filing, from $1.6 billion in the prior quarter.
- Across five years, Invested Capital topped out at $2.6 billion in Q1 2025 and bottomed at $1.6 billion in Q2 2026.
- Historically, Invested Capital has averaged $2.2 billion across 5 years, with a median of $2.3 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Invested Capital surged 47.59% in 2022, then slumped 39.28% in 2026.
- Over 5 years, Invested Capital stood at $2.5 billion in 2022, then decreased by 8.5% to $2.3 billion in 2023, then gained by 1.73% to $2.4 billion in 2024, then slipped by 26.14% to $1.7 billion in 2025, then slipped by 10.6% to $1.6 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $1.6 billion, $1.6 billion, and $1.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | SharkNinja | 24.44 Bn | 23.66 Bn | 860.34 Mn | 3.56 Bn |
| 2 | Newell Brands | 2.63 Bn | 2.42 Bn | 812.00 Mn | 7.46 Bn |
| 3 | Whirlpool | 2.38 Bn | 1.14 Bn | 442.00 Mn | 11.00 Bn |
| 4 | Helen Of Troy | 635.13 Mn | 613.45 Mn | 184.86 Mn | 1.56 Bn |
| 5 | Hamilton Beach Brands Holding | 419.93 Mn | 318.46 Mn | 77.50 Mn | 266.73 Mn |
| 6 | Lifetime Brands | 192.88 Mn | 187.43 Mn | 93.24 Mn | 365.72 Mn |
| 7 | Traeger | 136.99 Mn | 77.30 Mn | 47.42 Mn | 567.70 Mn |
| 8 | Viomi Technology | 72.76 Mn | -38.43 Mn | - | 223.98 Mn |
| 9 | Fenbo Holdings | 8.52 Mn | 5.82 Mn | - | 5.28 Mn |
| 10 | Hypha Labs | 1.64 Mn | 1.63 Mn | - | -2.86 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 1.56 Bn |
| Feb 28, 2026 | 1.58 Bn |
| Nov 30, 2025 | 1.74 Bn |
| Aug 31, 2025 | 1.82 Bn |
| May 31, 2025 | 2.10 Bn |
| Feb 28, 2025 | 2.60 Bn |
| Nov 30, 2024 | 2.36 Bn |
| Aug 31, 2024 | 2.28 Bn |
| May 31, 2024 | 2.30 Bn |
| Feb 29, 2024 | 2.30 Bn |
| Nov 30, 2023 | 2.32 Bn |
| Aug 31, 2023 | 2.35 Bn |
| May 31, 2023 | 2.35 Bn |
| Feb 28, 2023 | 2.42 Bn |
| Nov 30, 2022 | 2.54 Bn |
| Aug 31, 2022 | 2.57 Bn |
| May 31, 2022 | 2.46 Bn |
| Feb 28, 2022 | 2.14 Bn |
| Nov 30, 2021 | 1.80 Bn |
| Aug 31, 2021 | 1.74 Bn |