Helen Of Troy HELE
NASDAQ HELE
$28.41 -0.33 (-1.15%)
At close: Aug 19, 2026 · 4:00 PM UTC

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
DateValue
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