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The Estée Lauder Companies Inc.(EL)Earnings, Financials & Key Ratios
EL•NYSE
$84.44
Price updated Jul 7, 2026
AboutThe Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.Show more
- Revenue$14.29B-8.5%
- EBITDA$1.79B-0.4%
- Net Income-$1.13B-390.5%
- EPS (Diluted)-3.15-391.7%
- Gross Margin73.89%+3.1%
- EBITDA Margin12.51%+8.8%
- Operating Margin6.7%+7.9%
- Net Margin-7.93%-417.4%
- ROE-24.69%-471.3%
EL Price & Volume
The Estée Lauder Companies Inc. (EL) stock price & volume — 10-year historical chart
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Persistent Operational Volatility Masks Structural Margin Challenges
Investment Thesis • Updated 2026Q3
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:China Travel Retail Volatility
Key Thesis Takeaways
- The Estée Lauder Companies faces a challenging multi-year turnaround as it navigates significant revenue instability and constrained operating leverage, evidenced by a 6.7% operating margin in 2026Q3.
- While the firm maintains a robust 76.4% gross margin, the erosion of equity to $4.0B and rising debt-to-equity ratios of 2.33 suggest heightened financial risk.
- Investors should monitor the company's ability to convert earnings into cash, as the OCF/NI ratio has fluctuated wildly, reaching 4.63 in 2026Q3, while the firm continues to manage high capital intensity.
Verdict Logic
the company's forward P/E of 33.14 appears difficult to justify given the persistent volatility in net income and the significant erosion of the equity base to $4.0B.
EL Growth Metrics
The Estée Lauder Companies Inc. (EL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.86%
5 Years-0.01%
3 Years-6.95%
TTM0.35%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM71.53%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM71.07%
Return on Capital
10 Years16.16%
5 Years11.87%
3 Years7.17%
Last Year6.3%
EL Recent Earnings
The Estée Lauder Companies Inc. (EL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$0.91+40.4%
$0.65
Rev
$3.7B+0.6%
$3.7B
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$0.89+6.6%
$0.83
Rev
$4.2B+0.1%
$4.2B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.32+82.1%
$0.18
Rev
$3.5B+2.9%
$3.4B
Q3 2025
Aug 20, 2025Metric
Actual
Est
EPS
$0.09+4.3%
$0.09
Rev
$3.4B+0.4%
$3.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $0.91vs $0.65+40.4% | $3.7Bvs $3.7B+0.6% |
| Q1 2026 | Feb 5, 2026 | $0.89vs $0.83+6.6% | $4.2Bvs $4.2B+0.1% |
| Q4 2025 | Oct 30, 2025 | $0.32vs $0.18+82.1% | $3.5Bvs $3.4B+2.9% |
| Q3 2025 | Aug 20, 2025 | $0.09vs $0.09+4.3% | $3.4Bvs $3.4B+0.4% |
Based on last 12 quarters of dataView full earnings history →
Latest EL News
Recent stock market news and headlines for The Estée Lauder Companies Inc. (EL)
Zacks Investment Research·Jun 30, 2026
5 Beauty & Cosmetics Stocks to Buy for a Stable Portfolio in 2H 2026EL, HELE, NUS, KVUE and IPAR stand out as beauty and cosmetics stocks backed by growth strategies for 2H 2026.
Zacks Investment Research·Jun 29, 2026
ELF Beauty Taps Skincare and Global Expansion as Growth Shifts HigherELF's growth profile is shifting as skincare, Rhode and international expansion gain scale, but softer core demand and cost pressures cloud visibility.
24/7 Wall Street·Jun 24, 2026
Reddit Loves Celsius, Chewy, and Estée Lauder. Does Wall Street Agree?Three retail darlings are getting fresh love on Reddit, and the question is whether the analyst community sees the same picture.
Zacks Investment Research·Jun 23, 2026
New Strong Buy Stocks for June 23rdEL, ARKO, ATEYY, GDOT and BEN have been added to the Zacks Rank #1 (Strong Buy) List on June 23rd, 2026.
Peers Comparison
Key metrics vs top competitors for The Estée Lauder Companies Inc. (EL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $84.44 | $30.49B | -26.81 | -8.46% | -7.93% | -24.69% | 2.03% | |
| $2.23 | $1.96B | -5.07 | -3.68% | -9.26% | -14.13% | — | |
| $81.83 | $20.9B | -56.05 | -5.17% | 7.78% | 5.88% | — | |
| $75.34 | $4.48B | 171.23 | 24.59% | 3.34% | 5.16% | — | |
| $122.25 | $3.92B | 23.33 | 2.49% | 13.46% | 18.37% | — | |
| $1.11 | $143.86M | -6.94 | -10.02% | -2.03% | -9.41% | — |
Compare EL vs Peers
The Estée Lauder Companies Inc. (EL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
EL SEC Filings & Documents
The Estée Lauder Companies Inc. (EL) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Mar 24, 2026·SEC
Material company update
Feb 5, 2026·SEC
Material company update
Nov 18, 2025·SEC
10-K Annual Reports
1FY 2025
Aug 20, 2025·SEC
10-Q Quarterly Reports
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EL Frequently Asked Questions
The Estée Lauder Companies Inc. (EL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is The Estée Lauder Companies Inc.'s revenue?
The Estée Lauder Companies Inc. (EL) reported $14.84B in revenue for fiscal year 2025. This represents a 364% increase from $3.19B in 1996.
How fast is The Estée Lauder Companies Inc. growing?
The Estée Lauder Companies Inc. (EL) saw revenue decline by 8.5% over the past year.
Is EL profitable?
The Estée Lauder Companies Inc. (EL) reported a net loss of $248.0M for fiscal year 2025.
Dividend & Returns
Does EL pay dividends?
Yes, The Estée Lauder Companies Inc. (EL) pays a dividend with a yield of 2.03%. This makes it attractive for income-focused investors.
What is EL's return on equity?
The Estée Lauder Companies Inc. (EL) has a return on equity (ROE) of -24.7%. Negative ROE indicates the company is unprofitable.
What is The Estée Lauder Companies Inc.'s free cash flow?
The Estée Lauder Companies Inc. (EL) generated $1.28B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.