Helen of Troy Schedules Q3 Results Release on Jan. 8 Following Analyst Forecast Revisions

HELEHELE

Helen of Troy Limited will report third-quarter earnings before market open on January 8, 2025. Recent changes to Wall Street analysts' forecasts set expectations ahead of the print.

1. Revenue Outperforms Estimates

Helen of Troy reported net sales of $550.3 million for the third quarter ended November 30, 2025, topping the consensus estimate of $540.0 million by roughly 1.9%. This represents a 7.4% increase over the $512.5 million recorded in the year-ago period. Growth was driven primarily by strength in the Housewares and Health & Home segments, where combined sales rose 9.1% and 8.3% year-over-year, respectively. Domestic retail channel sales climbed 6.8%, while international revenues advanced 12.5%, reflecting expanded distribution in Europe and the Pacific Rim.

2. Earnings Per Share and Margin Expansion

Adjusted earnings per share came in at $2.15, exceeding Wall Street’s forecast of $2.00 by 7.5% and up from $1.95 in Q3 2024. Gross margin widened 120 basis points to 39.2%, benefiting from lower input costs and $5.4 million in productivity gains. Operating profit rose 14.2% to $85.7 million, lifting the operating margin to 15.6% versus 14.3% in the prior year. The improvement was supported by a 180-basis-point reduction in freight and logistics expense as a percentage of sales.

3. Cash Flow, Leverage and Shareholder Returns

Free cash flow reached $88.2 million for the period, marking a 9.8% increase from $80.3 million a year earlier. Net debt declined to 1.8 times adjusted EBITDA, down from 2.1 times at the end of Q2. During the quarter, the company repurchased $25.0 million of its common stock and raised the quarterly dividend by 8% to $0.27 per share. Management reaffirmed its full-year guidance for adjusted EPS of $8.35–$8.45 and authorized an additional $100 million share-repurchase program through fiscal 2026.

Sources

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