CoverageForm 410-K10-Q8-K13D13G13F

HLF · Herbalife Ltd. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · HLF

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.32B-$1.27B$1.26B$1.22B-$1.24B$1.28B$1.26B-
Cost of Revenue$291.10M-$284.20M$276.90M$265.20M-$268.70M$283.10M$285.00M-
Gross Profit$1.03B-$989.50M$982.20M$956.50M-$971.60M$998.00M$979.30M-
R&D----------
SG&A$400.30M-$447.60M$447.90M$431.90M-$444.00M$502.30M$492.20M-
Total Operating Expenses----------
D&A$29.40M---$30.70M---$29.20M-
Operating Income$138.40M-$125.80M$132.60M$122.80M-$127.10M$80.40M$71.90M-
Interest Expense$46.80M-$51.00M$53.60M$52.00M-$56.50M$57.70M$37.90M-
Income Tax$30.40M-$31.70M$29.80M$20.40M-$23.20M$7.50M$9.70M-
Net Income$61.90M-$43.20M$49.30M$50.40M-$47.40M$4.70M$24.30M-
EPS - Basic$0.60-$0.42$0.48$0.50-$0.47$0.05$0.24-
EPS - Diluted$0.57-$0.42$0.48$0.49-$0.46$0.05$0.24-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$451.20M$353.10M$305.50M$320.90M$329.40M$415.30M$402.50M$374.00M$398.30M$575.20M
Accounts Receivable$106.00M$91.90M$97.80M$96.20M$90.10M$68.90M$82.00M$82.80M$87.90M$81.20M
Inventory$494.60M$511.70M$512.50M$513.10M$488.00M$475.40M$515.30M$480.70M$501.90M$505.20M
Accounts Payable$88.10M$99.80M$88.10M$91.80M$85.40M$70.00M$86.60M$81.30M$89.90M$84.00M
Current Assets$1.25B$1.14B$1.11B$1.10B$1.09B$1.14B$1.24B$1.21B$1.23B$1.40B
Total Assets$2.88B$2.79B$2.70B$2.74B$2.68B$2.73B$2.65B$2.60B$2.65B$2.81B
Current Liabilities$1.02B$1.01B$999.90M$1.09B$1.13B$1.23B$1.28B$976.20M$944.70M$1.28B
Long-term Debt$1.98B$1.97B$2.00B$1.97B$1.98B$1.98B$1.98B$2.32B$2.40B$2.25B
Total Liabilities$3.31B$3.30B$3.30B$3.39B$3.42B$3.53B$3.61B$3.64B$3.68B$3.87B
Stockholders' Equity($441.50M)($515.10M)($612.00M)($660.50M)($736.00M)($801.10M)($954.20M)($1.04B)($1.04B)($1.06B)
Retained Earnings($517.80M)($579.70M)($665.10M)($708.30M)($757.60M)($808.00M)($985.90M)($1.03B)($1.04B)($1.06B)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$113.80M---$200.0K---$13.80M-
Investing Cash Flow($11.20M)---($18.80M)---($32.80M)-
Financing Cash Flow$2.00M---($72.20M)---($158.20M)-
CapEx$10.90M---$18.30M---$32.90M-
Free Cash Flow$102.90M---($18.10M)---($19.10M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin77.9%-77.7%78.0%78.3%-78.3%77.9%77.5%-
Operating margin10.5%-9.9%10.5%10.1%-10.2%6.3%5.7%-
EBITDA margin12.7%---12.6%---8.0%-
Net margin4.7%-3.4%3.9%4.1%-3.8%0.4%1.9%-
Free cash flow margin7.8%----1.5%----1.5%-
FCF / Net income1.66----0.36----0.79-
R&D / Revenue----------
SG&A / Revenue30.4%-35.1%35.6%35.4%-35.8%39.2%38.9%-
Effective tax rate32.9%-42.3%37.7%28.8%-32.9%61.5%28.5%-
Return on assets2.2%-1.6%1.8%1.9%-1.8%0.2%0.9%-
Return on equity-14.0%--7.1%-7.5%-6.8%--5.0%-0.5%-2.3%-
Return on invested capital6.0%-5.2%6.3%7.1%-8.3%3.1%3.8%-
Liquidity
Current ratio1.231.131.111.010.970.930.971.241.301.10
Quick ratio0.740.620.590.540.540.540.570.750.770.70
Cash ratio0.440.350.310.290.290.340.310.380.420.45
Leverage
Debt / Equity-4.49-3.83-3.26-2.99-2.68-2.47-2.07-2.24-2.32-2.12
Debt / Assets0.690.710.740.720.740.720.750.890.910.80
Debt / EBITDA11.81---12.87---23.79-
Interest coverage3.0x-2.5x2.5x2.4x-2.2x1.4x1.9x-
Equity multiplier-6.51-5.41-4.41-4.14-3.65-3.41-2.78-2.51-2.55-2.65
Liabilities / Assets1.151.181.221.241.271.291.361.401.391.38
Efficiency
Asset turnover0.46-0.470.460.46-0.470.490.48-
Inventory turnover0.59-0.550.540.54-0.520.590.57-
Days sales outstanding29d-28d28d27d-24d24d25d-
Days inventory outstanding620d-658d676d672d-700d620d643d-
Days payable outstanding110d-113d121d118d-118d105d115d-
Cash conversion cycle539d-573d583d581d-606d539d553d-
Valuation
P / E25.8x-20.1x18.0x17.6x-15.6x207.8x41.9x-
P / B----------
P / S1.2x-0.7x0.7x0.7x-0.6x0.8x0.8x-
EV / EBITDA18.6x---16.5x---29.9x-
Growth
Revenue growth (YoY)7.8%-2.7%-1.7%-3.4%--3.2%-2.5%1.0%-
Revenue CAGR (3y)1.7%--0.6%-3.3%-2.9%--4.7%-6.2%-5.6%-
Revenue CAGR (5y)-2.6%--3.5%-1.3%-0.7%--0.1%0.7%1.5%-
Gross profit growth (YoY)7.3%-1.8%-1.6%-2.3%--0.7%-1.4%2.7%-
Operating income growth (YoY)12.7%--1.0%64.9%70.8%-19.1%-34.8%2.0%-
Net income growth (YoY)22.8%--8.9%948.9%107.4%-10.7%-92.2%-17.1%-
EPS growth (YoY)16.3%--8.7%860.0%104.2%-7.0%-91.7%-17.2%-
EPS CAGR (3y)25.3%--20.3%-18.3%-20.1%--25.0%-66.3%-43.5%-
EPS CAGR (5y)-15.6%--16.6%-10.2%8.9%--4.5%-37.9%-18.3%-
FCF growth (YoY)----5.2%-----
FCF CAGR (5y)6.1%---------
Book value growth (YoY)40.0%35.7%35.9%36.3%29.0%24.4%13.5%9.8%15.2%16.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$5.04B total
Weight Management$2.75B · 54.5%
Targeted Nutrition$1.51B · 30.0%
Energy Sports And Fitness$617.10M · 12.3%
Outer Nutrition$85.00M · 1.7%
Literature Promotional And Other$79.10M · 1.6%

Geographic

$9.80B total
Primary Reporting Segment$4.76B · 48.6%
Others$2.03B · 20.7%
US$1.01B · 10.3%
IN$889.60M · 9.1%
MX$557.70M · 5.7%
CN$279.10M · 2.8%
VN$278.20M · 2.8%

Peer comparison

Same SIC group: Wholesale-Drugs, Proprietaries & Druggists' Sundries

CompanyRevenue (last FY)Net marginROE
COR$321.33B0.5%103.1%
MCK$403.43B1.2%-219.2%
NUS$1.49B10.8%19.9%
CAH$222.58B0.7%-56.1%
PETQ---

Comparing HERBALIFE LTD. against the 5 most active filers in the same SIC group.

Dividends

$0.00/share trailing 12 months

Ex-datePer share
Feb 28, 2014$0.1500
Nov 7, 2013$0.1500
Aug 9, 2013$0.1500
May 10, 2013$0.1500
Mar 1, 2013$0.1500
Nov 9, 2012$0.1500
Aug 10, 2012$0.1500
May 11, 2012$0.1500
Mar 5, 2012$0.1500
Nov 9, 2011$0.1000
Aug 11, 2011$0.1000
May 20, 2011$0.0500
Mar 4, 2011$0.0625
Nov 10, 2010$0.0625
Aug 10, 2010$0.0625
May 6, 2010$0.0500
Feb 26, 2010$0.0500
Nov 23, 2009$0.0500
Aug 26, 2009$0.0500
May 20, 2009$0.0500
Feb 27, 2009$0.0500
Nov 21, 2008$0.0500
Aug 25, 2008$0.0500
May 28, 2008$0.0500