Helen Of Troy HELE
NASDAQ HELE
$26.46 -0.39 (-1.45%)
As of: Oct 2, 2026 · 2:38 PM EDT

Helen Of Troy (HELE) Return on Assets [ROA] (2011 - 2026)

Updated

Helen Of Troy (HELE) reported Return on Assets [ROA] of -19.66% for fiscal Q1 2027 (quarter ended May 31, 2026), down 8.14 percentage points from -11.52% a year earlier but up 20.68 percentage points from the prior quarter.

Analysis

Helen Of Troy (HELE) Return on Assets [ROA] (2011 - 2026) Analysis & Trends

For FY2026 (ended Feb 28, 2026), Helen Of Troy posted Return on Assets [ROA] of -34.26%, down 38.41 percentage points from FY2025.

  • Return on Assets [ROA] has a five-year change of -46.45 percentage points (FY2021 to FY2026).
  • By fiscal year, Return on Assets [ROA] came in at 4.15% in FY2025 (-1.72 pp), 5.86% in FY2024 (+0.87 pp), 4.99% in FY2023 (-3.80 pp) and 8.80% in FY2022 (-3.39 pp).
  • Five-year quarterly Return on Assets [ROA] spans a low of -40.34% in fiscal Q4 2026 and a high of 9.04% in fiscal Q2 2022.
  • Year over year, Return on Assets [ROA] has now declined in each of the last seven quarters, with an average year-over-year change of -17.62 percentage points over the last eight quarters.
  • The high point for year-over-year Return on Assets [ROA] in five years was fiscal Q4 2024 (a gain of 1.08 percentage points); the low point was fiscal Q4 2026 (a drop of 44.40 percentage points).
  • Per Business Quant data, the three fiscal quarters before Q1 2027 came in at -40.34% (Q4 2026), -33.38% (Q3 2026) and -26.04% (Q2 2026).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROA (Qtr)
1 SharkNinja 25.37 Bn 23.04 Bn 860.34 Mn 13.10%
2 Somnigroup International 13.07 Bn 12.62 Bn 817.20 Mn 4.61%
3 Hni 3.27 Bn 2.84 Bn 647.20 Mn 0.09%
4 Newell Brands 2.25 Bn 1.41 Bn 812.00 Mn -2.02%
5 Sonos 2.12 Bn 1.02 Bn 189.31 Mn 6.61%
6 Whirlpool 1.99 Bn -1.49 Bn 442.00 Mn 1.16%
7 Corsair Gaming 1.46 Bn 1.00 Bn 104.29 Mn 3.06%
8 Millerknoll 1.35 Bn 714.71 Mn 385.30 Mn 2.55%
9 Arhaus 1.34 Bn 420.59 Mn 172.07 Mn 4.89%
10 Helen Of Troy 638.26 Mn 548.18 Mn 184.86 Mn -19.66%
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 -19.66%
Feb 28, 2026 -40.34%
Nov 30, 2025 -33.38%
Aug 31, 2025 -26.04%
May 31, 2025 -11.52%
Feb 28, 2025 4.05%
Nov 30, 2024 3.95%
Aug 31, 2024 4.98%
May 31, 2024 5.38%
Feb 29, 2024 5.82%
Nov 30, 2023 5.54%
Aug 31, 2023 4.78%
May 31, 2023 4.88%
Feb 28, 2023 4.74%
Nov 30, 2022 4.62%
Aug 31, 2022 5.36%
May 31, 2022 6.41%
Feb 28, 2022 8.43%
Nov 30, 2021 8.44%
Aug 31, 2021 9.04%
API Access

Helen Of Troy Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=HELE&period=max&api_key=YOUR_API_KEY