Helen Of Troy (HELE) Invested Capital (2011 - 2026)
Helen Of Troy (HELE) posted Invested Capital of $25.0 million for Q2 2026, little changed on a QoQ basis from $25.0 million in Q1 2026, and up 23.07% year-over-year from $20.3 million in Q2 2025.
Helen Of Troy (HELE) Invested Capital (2011 - 2026) Analysis & Trends
Helen Of Troy's Invested Capital history runs 16 years deep, the most recent figure standing at $25.0 million for 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 $25.0 million for Q2 2026 at Helen Of Troy, roughly flat from $25.0 million in the prior quarter.
- Across five years, Invested Capital topped out at $25.0 million in Q1 2026 and bottomed at $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 slumped 70.13%.
- Helen Of Troy's Invested Capital stood at $20.9 million in 2022, then slumped by 70.13% to $6.2 million in 2023, then jumped by 37.83% to $8.6 million in 2024, then soared by 172.73% to $23.4 million in 2025, then climbed by 6.66% to $25.0 million in 2026.
- Business Quant data shows HELE's Invested Capital at $25.0 million in Q2 2026, $25.0 million in Q1 2026, and $23.4 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Procter & Gamble | 345.95 Bn | 333.64 Bn | 10.51 Bn | 13.17 Bn |
| 2 | Unilever | 134.07 Bn | 123.59 Bn | - | 32.92 Bn |
| 3 | Colgate Palmolive | 73.64 Bn | 72.30 Bn | 3.23 Bn | - |
| 4 | Kenvue | 37.28 Bn | 37.17 Bn | 2.30 Bn | 1.59 Bn |
| 5 | Kimberly Clark | 36.96 Bn | 36.42 Bn | 1.53 Bn | 609.00 Mn |
| 6 | Estee Lauder Companies | 30.06 Bn | 26.94 Bn | 2.84 Bn | 502.00 Mn |
| 7 | Church & Dwight | 23.36 Bn | 22.86 Bn | 681.40 Mn | 197.20 Mn |
| 8 | Clorox | 11.85 Bn | 10.66 Bn | 722.00 Mn | - |
| 9 | Yatsen Holding | 6.39 Bn | 6.25 Bn | 153.20 Mn | 3.00 Mn |
| 10 | Helen Of Troy | 662.82 Mn | 641.14 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 |