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
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