Helen of Troy Limited

HELE Q2 2027

Reported: 2026-10-10

Helen of Troy beat its own outlook for adjusted EPS while sales were in line, and the stock rose 3.8% after earnings. Growth across Home & Outdoor brands, Wellness and Olive & June, alongside lower leverage, were positives; the company also cautioned that its recovery will not be linear and that some Beauty brands still face softer demand.

Key takeaways

Q2 sales were in line with the company’s outlook; adjusted diluted EPS came in ahead.
Sales grew year over year across all three Home & Outdoor brands. Osprey led growth, while OXO and Hydro Flask benefited from targeted inventory actions and new products.
Wellness growth was driven primarily by Vicks and Braun; Olive & June also had another solid quarter, supported by consumer demand and expanded distribution.
International sales grew 3.7%. First-half free cash flow was $38 million, and net leverage fell to 3.0x from 3.5x at the end of Q1.
Retail inventory coverage improved year over year, but pockets of elevated inventory remain; some Beauty brands continue to see softer demand, and management said recovery will not be linear.

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NovaGold Resources Inc.

NG Q3 2026

Reported: 2026-10-10

The stock rose 5.5% after earnings. The call’s clearest positive was the proposed transaction to consolidate Donlin Gold ownership, which management said would increase key per-share metrics and is expected to close by year-end, subject to approvals.

Key takeaways

The proposed all-share transaction would give New NovaGold 100% ownership of Donlin Gold; shareholders are scheduled to vote on November 3, 2026, with closing expected by year-end, subject to shareholder, court, regulatory, listing, and customary conditions.
Management said the transaction adds approximately 16 million ounces of indicated resources, including 13 million ounces of proven and probable reserves, and increases attributable first-decade annual production by over 520,000 ounces.
Donlin is projected to produce approximately 1.1 million ounces annually over a 27-year mine life; the transaction is expected to give New NovaGold a market capitalization of about $5 billion.
The bankable feasibility study remains on track for completion in 2027. Geotechnical work is wrapping up this fall, while resource modeling and mine planning are progressing.
NovaGold has more than doubled its team since the start of 2026, from 35 to over 70 employees.

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NovaGold Resources Inc.

NG.TO Q3 2026

Reported: 2026-10-10

NovaGold’s shares rose 6.0% after the earnings call, with management highlighting a proposed transaction to consolidate ownership of Donlin Gold and make the company a U.S.-domiciled developer. The project’s scale and the planned ownership structure were the main positives; the bankable feasibility study remains in progress, with completion targeted for 2027.

Key takeaways

The proposed all-share transaction would give New NovaGold 100% ownership of Donlin Gold; it requires two-thirds shareholder approval and other customary conditions. A special shareholder meeting is scheduled for November 3, 2026, with closing expected by year-end.
Management says the transaction would add approximately 16 million ounces of indicated resources, including 13 million ounces of proven and probable reserves, and increase attributable annual production by more than 520,000 ounces in the first decade.
Donlin is projected to produce approximately 1.1 million ounces annually over a 27-year mine life. Those figures are project projections, not current production.
The bankable feasibility study remains on track for completion in 2027. Geotechnical work is wrapping up this fall, while resource modeling and mine planning are progressing.
NovaGold has more than doubled its team since the start of 2026, from 35 to over 70 employees, as it builds capacity for project work.

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Tilray, Inc.

TLRY Q1 2027

Reported: 2026-10-10

Tilray shares fell 4.7% after earnings, suggesting investors focused on the risks behind the growth story: the business remains seasonally weighted to the second half, while management maintained—not raised—full-year adjusted EBITDA guidance. The quarter included record revenue and gross profit, but the transcript also flags delayed U.S. cannabis rescheduling as a drag on sentiment.

Key takeaways

Q1 revenue reached a record $257 million, up 23% year over year; gross profit was also a record, and gross margin expanded year over year.
Management maintained full-year adjusted EBITDA guidance and said the fiscal year is more heavily weighted to the second half across beverage, cannabis and distribution.
EMEA revenue, including medical cannabis, beverage and pharmaceutical distribution, increased more than 70%; international cannabis revenue grew 21%.
EU-GMP medical cannabis shipments accelerated, with flower volumes up 110% and oil volumes up 150% year over year.
Management said delays in U.S. cannabis rescheduling have weighed on sector sentiment, while emphasizing that Tilray’s strategy is not dependent on a single regulatory outcome.

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