Helen Of Troy HELE
NASDAQ HELE
$27.26 -0.81 (-2.89%)
As of: Sep 9, 2026 · 10:42 AM EDT

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

Historic Data

Download Data
DateValue
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