Helen Of Troy (HELE) Return on Invested Capital [ROIC] (2012 - 2026)
Helen Of Troy's Return on Invested Capital [ROIC] was -20.05% in fiscal Q1 2027 (quarter ended May 31, 2026), down 8.00 percentage points from -12.05% a year earlier but up 27.01 percentage points from the prior quarter.
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Analysis
Helen Of Troy (HELE) Return on Invested Capital [ROIC] (2012 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Return on Invested Capital [ROIC] at Helen Of Troy came in at -37.43%, down 43.25 percentage points from FY2025.
- Return on Invested Capital [ROIC] shows a five-year change of -54.63 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Invested Capital [ROIC] was 5.82% in FY2025 (-3.07 pp), 8.89% in FY2024 (+1.13 pp), 7.76% in FY2023 (-4.84 pp) and 12.60% in FY2022 (-4.60 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between -47.06% (fiscal Q4 2026) and 13.03% (fiscal Q2 2022) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has declined for eight straight quarters, with an average year-over-year change of -21.65 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q3 2024 (a gain of 2.16 percentage points); the worst was fiscal Q4 2026 (a drop of 52.81 percentage points).
- Per Business Quant data, HELE's Return on Invested Capital [ROIC] in the three fiscal quarters before Q1 2027 was -47.06% (Q4 2026), -40.91% (Q3 2026) and -31.08% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | SharkNinja | 25.73 Bn | 23.40 Bn | 860.34 Mn | 21.18% |
| 2 | Somnigroup International | 13.04 Bn | 12.59 Bn | 817.20 Mn | 9.27% |
| 3 | Hni | 3.38 Bn | 2.95 Bn | 647.20 Mn | 0.48% |
| 4 | Newell Brands | 2.30 Bn | 1.46 Bn | 812.00 Mn | 2.22% |
| 5 | Sonos | 2.09 Bn | 992.71 Mn | 189.31 Mn | - |
| 6 | Whirlpool | 1.97 Bn | -1.51 Bn | 442.00 Mn | 4.21% |
| 7 | Corsair Gaming | 1.49 Bn | 1.04 Bn | 104.29 Mn | 5.37% |
| 8 | Arhaus | 1.45 Bn | 529.52 Mn | 172.07 Mn | - |
| 9 | Millerknoll | 1.39 Bn | 754.60 Mn | 385.30 Mn | 5.65% |
| 10 | Helen Of Troy | 622.66 Mn | 532.58 Mn | 184.86 Mn | -20.05% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | -20.05% |
| Feb 28, 2026 | -47.06% |
| Nov 30, 2025 | -40.91% |
| Aug 31, 2025 | -31.08% |
| May 31, 2025 | -12.05% |
| Feb 28, 2025 | 5.75% |
| Nov 30, 2024 | 6.52% |
| Aug 31, 2024 | 7.82% |
| May 31, 2024 | 8.27% |
| Feb 29, 2024 | 9.09% |
| Nov 30, 2023 | 8.88% |
| Aug 31, 2023 | 7.83% |
| May 31, 2023 | 7.68% |
| Feb 28, 2023 | 7.14% |
| Nov 30, 2022 | 6.71% |
| Aug 31, 2022 | 7.46% |
| May 31, 2022 | 8.83% |
| Feb 28, 2022 | 11.90% |
| Nov 30, 2021 | 12.25% |
| Aug 31, 2021 | 13.03% |
API Access
Helen Of Troy Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=HELE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=HELE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();