Helen Of Troy (HELE) Invested Capital (2011 - 2026)
Helen Of Troy's Invested Capital came in at $1.56 billion for fiscal Q1 2027 (quarter ended May 31, 2026), down 25.7% from $2.1 billion a year earlier and down 1.2% from the prior quarter.
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Analysis
Helen Of Troy (HELE) Invested Capital (2011 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Helen Of Troy's Invested Capital was $1.58 billion, down 39.3% from FY2025.
- Invested Capital carries a five-year compound annual growth rate of -0.1% (FY2021 to FY2026).
- Going back by fiscal year, Invested Capital was $2.6 billion in FY2025 (+12.9%), $2.3 billion in FY2024 (-5.0%), $2.42 billion in FY2023 (+13.2%) and $2.14 billion in FY2022 (+35.2%).
- The fiscal Q1 2027 figure represents the lowest quarterly Invested Capital since fiscal Q1 2021.
- Year-over-year, Invested Capital has declined for five consecutive quarters, with an average decline of 13.5% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q2 2023 (growth of 47.6%), and the weakest in fiscal Q4 2026 (a decline of 39.3%).
- Business Quant data shows HELE's Invested Capital at $1.58 billion (Q4 2026), $1.74 billion (Q3 2026) and $1.82 billion (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | SharkNinja | 25.37 Bn | 23.04 Bn | 860.34 Mn | 3.56 Bn |
| 2 | Somnigroup International | 13.07 Bn | 12.62 Bn | 817.20 Mn | 7.64 Bn |
| 3 | Hni | 3.27 Bn | 2.84 Bn | 647.20 Mn | 3.18 Bn |
| 4 | Newell Brands | 2.25 Bn | 1.41 Bn | 812.00 Mn | 7.46 Bn |
| 5 | Sonos | 2.12 Bn | 1.02 Bn | 189.31 Mn | - |
| 6 | Whirlpool | 1.99 Bn | -1.49 Bn | 442.00 Mn | 11.00 Bn |
| 7 | Corsair Gaming | 1.46 Bn | 1.00 Bn | 104.29 Mn | 783.14 Mn |
| 8 | Millerknoll | 1.35 Bn | 714.71 Mn | 385.30 Mn | 2.66 Bn |
| 9 | Arhaus | 1.34 Bn | 420.59 Mn | 172.07 Mn | - |
| 10 | Helen Of Troy | 638.26 Mn | 548.18 Mn | 184.86 Mn | 1.56 Bn |
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 |
API Access
Helen Of Troy Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=HELE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "HELE", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=HELE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();