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 itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$5.04B$4.99B$5.06B$5.20B$5.80B$5.54B
Cost of Revenue$1.11B$1.10B$1.19B$1.17B$1.24B$1.15B
Gross Profit$3.92B$3.89B$3.87B$4.03B$4.56B$4.39B
R&D------
SG&A$1.73B$1.88B$1.87B$1.81B$2.01B$2.08B
Total Operating Expenses------
D&A$121.20M$121.40M$113.30M$115.40M$107.60M$100.30M
Operating Income$481.00M$385.90M$356.40M$545.20M$734.10M$640.60M
Interest Expense$214.40M$218.30M$165.90M$139.30M$153.10M$133.00M
Income Tax$47.30M($84.90M)$60.80M$103.50M$113.60M$143.80M
Net Income$228.30M$254.30M$142.20M$321.30M$447.20M$372.60M
EPS - Basic$2.22$2.53$1.44$3.26$4.22$2.83
EPS - Diluted$2.20$2.50$1.42$3.23$4.13$2.77

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$353.10M$415.30M$575.20M$508.00M$601.50M$1.05B
Accounts Receivable$91.90M$68.90M$81.20M$70.60M$66.90M$83.30M
Inventory$511.70M$475.40M$505.20M$580.70M$575.70M$501.40M
Accounts Payable$99.80M$70.00M$84.00M$89.80M$92.00M$88.70M
Current Assets$1.14B$1.14B$1.40B$1.36B$1.43B$1.78B
Total Assets$2.79B$2.73B$2.81B$2.73B$2.82B$3.08B
Current Liabilities$1.01B$1.23B$1.28B$976.60M$1.08B$1.13B
Long-term Debt$1.97B$1.98B$2.25B$2.66B$2.73B$2.41B
Total Liabilities$3.30B$3.53B$3.87B$4.00B$4.21B$3.93B
Stockholders' Equity($515.10M)($801.10M)($1.06B)($1.27B)($1.39B)($856.10M)
Retained Earnings($579.70M)($808.00M)($1.06B)($1.20B)($1.17B)($687.40M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$333.30M$285.40M$357.50M$352.50M$460.30M$628.60M
Investing Cash Flow($108.70M)($84.60M)($134.80M)($156.20M)($156.40M)($123.20M)
Financing Cash Flow($295.50M)($335.30M)($148.30M)($264.70M)($728.60M)($320.90M)
CapEx$80.40M$122.00M$135.00M$156.40M$151.40M$112.00M
Free Cash Flow$252.90M$163.40M$222.50M$196.10M$308.90M$516.60M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin77.9%77.9%76.5%77.4%78.6%79.2%
Operating margin9.5%7.7%7.0%10.5%12.7%11.6%
EBITDA margin12.0%10.2%9.3%12.7%14.5%13.4%
Net margin4.5%5.1%2.8%6.2%7.7%6.7%
Free cash flow margin5.0%3.3%4.4%3.8%5.3%9.3%
FCF / Net income1.110.641.560.610.691.39
R&D / Revenue------
SG&A / Revenue34.3%37.6%36.9%34.8%34.7%37.4%
Effective tax rate17.2%-50.1%30.0%24.4%20.3%27.8%
Return on assets8.2%9.3%5.1%11.8%15.9%12.1%
Return on equity-44.3%-31.7%-13.4%-25.4%-32.1%-43.5%
Return on invested capital27.4%32.8%20.9%29.5%43.6%29.8%
Liquidity
Current ratio1.130.931.101.391.331.58
Quick ratio0.620.540.700.790.791.13
Cash ratio0.350.340.450.520.560.93
Leverage
Debt / Equity-3.83-2.47-2.12-2.10-1.96-2.81
Debt / Assets0.710.720.800.970.970.78
Debt / EBITDA3.273.904.804.033.253.25
Interest coverage2.2x1.8x2.1x3.9x4.8x4.8x
Equity multiplier-5.41-3.41-2.65-2.16-2.03-3.59
Liabilities / Assets1.181.291.381.461.491.28
Efficiency
Asset turnover1.811.831.801.902.061.80
Inventory turnover2.182.322.362.022.152.29
Days sales outstanding7d5d6d5d4d5d
Days inventory outstanding168d157d155d181d170d159d
Days payable outstanding33d23d26d28d27d28d
Cash conversion cycle142d139d135d158d147d136d
Valuation
P / E5.9x2.7x10.7x4.6x9.9x17.3x
P / B------
P / S0.3x0.1x0.3x0.3x0.8x1.2x
EV / EBITDA4.9x4.4x6.8x5.5x7.8x10.6x
Growth
Revenue growth (YoY)0.9%-1.4%-2.7%-10.3%4.7%13.6%
Revenue CAGR (3y)-1.1%-4.9%-3.0%2.2%8.9%7.8%
Revenue CAGR (5y)-1.9%0.5%2.4%3.3%5.3%4.4%
Gross profit growth (YoY)0.9%0.4%-4.0%-11.7%3.9%12.0%
Operating income growth (YoY)24.6%8.3%-34.6%-25.7%14.6%12.8%
Net income growth (YoY)-10.2%78.8%-55.7%-28.2%20.0%19.8%
EPS growth (YoY)-12.0%76.1%-56.0%-21.8%49.1%25.9%
EPS CAGR (3y)-12.0%-15.4%-20.0%13.7%27.8%2.4%
EPS CAGR (5y)-4.5%2.6%-6.4%4.6%6.5%-6.9%
FCF growth (YoY)54.8%-26.6%13.5%-36.5%-40.2%47.0%
FCF CAGR (5y)-13.3%-14.2%-4.7%-16.9%6.6%-1.2%
Book value growth (YoY)35.7%24.4%16.2%9.0%-62.5%-119.5%

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%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.13
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

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