Analytici očekávají, že Estée Lauder vykáže čtvrtletní zisk ve výši 0,52 USD na akcii, což představuje meziroční nárůst o 62,5 %, při tržbách 3,65 miliardy USD (+4,8 %).
Wall Street analysts forecast that Estee Lauder (EL - Free Report) will report quarterly earnings of $0.52 per share in its upcoming release, pointing to a year-over-year increase of 62.5%. It is anticipated that revenues will amount to $3.65 billion, exhibiting an increase of 4.8% compared to the year-ago quarter.
The consensus EPS estimate for the quarter has undergone an upward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
With that in mind, let's delve into the average projections of some Estee Lauder metrics that are commonly tracked and projected by analysts on Wall Street.
Analysts forecast 'Net Sales- Skin Care' to reach $1.68 billion. The estimate indicates a change of +6.8% from the prior-year quarter.
It is projected by analysts that the 'Net Sales- Makeup' will reach $1.06 billion. The estimate indicates a year-over-year change of +2.5%.
The average prediction of analysts places 'Net Sales- Other' at $28.13 million. The estimate suggests a change of +12.5% year over year.
The consensus among analysts is that 'Net Sales- Hair Care' will reach $132.29 million. The estimate indicates a year-over-year change of +2.6%.
The combined assessment of analysts suggests that 'Net Sales- Fragrance' will likely reach $764.10 million. The estimate suggests a change of +6% year over year.
The collective assessment of analysts points to an estimated 'Net Sales- The Americas' of $1.22 billion. The estimate indicates a year-over-year change of +3.8%.
Analysts' assessment points toward 'Net Sales- Asia/Pacific' reaching $933.85 million. The estimate indicates a year-over-year change of +7%.
According to the collective judgment of analysts, 'Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets' should come in at $914.30 million. The estimate points to a change of +1.5% from the year-ago quarter.
Analysts predict that the 'Net Sales- Mainland China' will reach $586.19 million. The estimate suggests a change of +10.2% year over year.
The consensus estimate for 'Operating Income (Loss)- Skin Care' stands at $213.27 million. Compared to the present estimate, the company reported $187.00 million in the same quarter last year.
Analysts expect 'Operating Income (Loss)- Other' to come in at $34.99 million. The estimate is in contrast to the year-ago figure of $9.00 million.
Based on the collective assessment of analysts, 'Operating Income (Loss)- Fragrance' should arrive at $77.15 million. Compared to the current estimate, the company reported $86.00 million in the same quarter of the previous year.
View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have experienced a change of +14.8% in the past month compared to the -0.2% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), EL is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
The market expects Estee Lauder (EL - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis beauty products company is expected to post quarterly earnings of $0.52 per share in its upcoming report, which represents a year-over-year change of +62.5%.
Revenues are expected to be $3.65 billion, up 4.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.08% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Estee Lauder?For Estee Lauder, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.75%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Estee Lauder will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Estee Lauder would post earnings of $0.32 per share when it actually produced earnings of $0.39, delivering a surprise of +21.88%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Estee Lauder appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Estée Lauder sází na vyšší provozní marže a obnovení ztraceného tržního podílu, nikoli na expanzi; plán nepočítá s návratem k tržní kapitalizaci 100 mld. USD.
Estée Lauder Companies (EL +0.88%) peaked at about $134 billion in early 2022. Today it's worth around $39 billion, and the cosmetic and beauty stock has rallied this year because CEO Stéphane de La Faverie's turnaround is working. Here's the catch for anyone expecting a round trip: Everything Estée Lauder is doing is designed to make it a tighter, more profitable company, not a bigger one. Reclaiming $100 billion would mean nearly tripling the stock, and the plan on the table doesn't aim for that.
EL Estée Lauder Companies$108.67+$0.95 (+0.88%)
NYSE · As of 4:00 PM ET 10/23/26
What the $134 billion was actually made of The 2022 peak was mostly a China story. Chinese travelers buying La Mer in duty-free shops in Hainan and Seoul drove the growth, and investors paid up for it. That channel collapsed, inventory piled up, and the stock lost roughly three-quarters of its value. The old high was a snapshot of one channel at its most crowded moment, not a measure of the brand portfolio.
De La Faverie isn't abandoning that market. On Nov. 4, the company will host a capital markets event in Shanghai, pitching China as the "blueprint" for its global playbook, and it reaffirmed its travel retail commitment at the Cannes duty-free show in September, per Moodie Davitt.
Image source: Getty Images.
Beauty Reimagined is a margin plan, not a growth plan The Beauty Reimagined strategy prioritizes procurement, supply chain, outsourcing, a flatter organization, and a return to a "solid double-digit" operating margin. Growth shows up as "expanding consumer coverage," which in practice means Clinique on Amazon, Bobbi Brown out of department stores and onto social media, and an emphasis on fragrance houses like Le Labo and Tom Ford. Those are smart moves. They recapture lost share, which is different from opening new markets.
The clearest tell came when merger talks with beauty giant Puig fell apart. De La Faverie called any transformational deal that distracts from the plan a "nonstarter" and said the company will stick to minority stakes and single-brand purchases, per Women's Wear Daily. Meanwhile, the stock already trades at a higher forward earnings multiple than L'Oréal, which is bigger and steadier and never needed a rescue. Investors are paying for the recovery before it's finished. Estée Lauder is a reasonable holding for someone who wants a cleaner, more profitable beauty company growing in the low-to-mid-single digits. That's what de La Faverie is building. Just don't buy it for the old highs. The $134 billion company depended on a channel it now treats with caution, and the plan is organized around not repeating that.
I'd own it for the margin story and expect the market cap to follow earnings, not nostalgia.
Inovace tvořily 23 % tržeb Estée Lauder ve fiskálním roce 2026; ve fiskálním roce 2027 má jejich podíl vzrůst o 200–250 bazických bodů, hlavně díky péči o pleť.
Key Takeaways Innovation accounted for 23% of EL's fiscal 2026 sales, supporting growth across beauty categories.EL expects innovation's sales contribution to rise 200-250 basis points in fiscal 2027, led by skin care.EL's new launches across key beauty categories aim to attract consumers and strengthen brand demand. The Estee Lauder Companies Inc. (EL - Free Report) is sharpening its focus on product innovation to strengthen consumer engagement and drive growth across prestige beauty categories. Under its Beauty Reimagined strategy, the company is launching new products faster, focusing on changing beauty trends and improving popular products to meet consumer needs. Innovation accounted for 23% of fiscal 2026 sales, highlighting its growing role in the company's efforts to attract consumers, strengthen brand appeal and support sales growth.
Innovation supported growth across key categories in fiscal 2026. In skin care, La Mer benefited from offerings such as The NEW Rejuvenating Eye Cream, alongside established franchises, while Estee Lauder gained from innovations and existing products across Advanced Night Repair and Revitalizing Supreme+. Makeup innovation included M·A·C's Skinfinish Colourstruck Blush and TOM FORD's Architecture Radiance Hydrating Foundation. Fragrance also benefited from new offerings across Le Labo, TOM FORD and KILIAN PARIS, reinforcing the role of product development in supporting brand momentum.
Looking ahead, Estee Lauder expects innovation's contribution to sales to increase 200-250 basis points in fiscal 2027, led by skin care. Clinique and The Ordinary have introduced PDRN-based innovations, while the Estee Lauder brand has unveiled offerings focused on longevity and nighttime skin care. Clinique has also introduced a sensitive-skin franchise, while M·A·C has expanded its Signature lip franchise. New fragrance offerings from Balmain Beauty, KILIAN PARIS, Jo Malone London and TOM FORD further strengthen the pipeline.
This broader focus on innovation could help Estee Lauder attract new consumers, strengthen demand for its brands and support sales growth across categories. However, sustained growth will depend on how well these new products resonate with consumers and drive repeat purchases.
Estee Lauder’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 14.1% in the past three months against the broader Consumer Staples sector and the industry’s decline of 3.8% and 2.8%, respectively. EL has also outperformed the S&P 500 index’s growth of 3.3% during the same period.
EL Stock's Past Three Months Performance
Image Source: Zacks Investment Research
Is Estee Lauder a Value Play Stock?EL currently trades at a forward 12-month P/E ratio of 27.1 compared with the industry average of 23.28. This valuation places the stock at a premium relative to peers, indicating broader market expectations around its business stability and ability to navigate current cost and demand dynamics.
EL P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to Considere.l.f. Beauty, Inc. (ELF - Free Report) provides cosmetics and skin care products worldwide and currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for e.l.f. Beauty’s current fiscal-year sales and earnings calls for growth of 20.3% and 16.6%, respectively, from the year-ago reported numbers. ELF delivered a trailing four-quarter earnings surprise of 61.5%, on average.
Dollar Tree Inc. (DLTR - Free Report) is an operator of discount variety stores offering a broad assortment of everyday consumables and discretionary merchandise. The company currently carries a Zacks Rank #2 (Buy). DLTR delivered a trailing four-quarter earnings surprise of 12.2%, on average.
The Zacks Consensus Estimate for Dollar Tree’s current fiscal-year sales and earnings indicates growth of 6.6% and 36.4%, respectively, from the year-ago reported numbers.
Target Corporation (TGT - Free Report) operates as a general merchandise retailer in the United States. It currently carries a Zacks Rank of 2. TGT delivered a trailing four-quarter average earnings surprise of 10.5%.
The Zacks Consensus Estimate for Target’s current fiscal-year sales and earnings indicates growth of 5.1% and 37.8%, respectively, from the year-ago actuals.
Estée Lauder uzavřela globální strategické partnerství se společností Profound, aby zlepšila viditelnost a přesnost svých značek na generativních AI platformách včetně ChatGPT a Gemini. Firma chce také optimalizovat obsah pro velké jazykové modely.
Key Takeaways EL will track brand recommendations, visibility and accuracy across major generative AI platforms.Profound's tools will optimize product pages, blogs, YouTube and other content for large language models.EL is expanding AI across media, personalization and conversational commerce to boost digital engagement. The Estee Lauder Companies Inc. (EL - Free Report) is strengthening its digital capabilities as artificial intelligence increasingly influences how consumers discover, compare and evaluate beauty products. The company has entered a global strategic partnership with AI marketing platform Profound to improve the visibility and accuracy of its brands across generative AI platforms and better understand how consumers engage with the portfolio through AI-powered discovery.
The collaboration will give Estee Lauder a portfolio-wide view of how its brands appear across major generative AI platforms, including ChatGPT and Gemini. The company will use these insights to understand when its brands are recommended, identify visibility or accuracy gaps and improve how product information is surfaced. Estee Lauder becomes the first prestige beauty company to deploy Profound’s capabilities globally across its full portfolio and implement Generative Engine Optimization, or GEO, at scale.
Profound’s agentic tools will help optimize product pages, blogs, YouTube channels and other digital content. The focus is on making product information, ingredients, claims and benefits easier for large language models to understand and surface to consumers. Integrating AI visibility insights into EL’s One Operating Ecosystem is designed to strengthen its ability to respond to changing consumer-discovery patterns.
This initiative fits well with Estee Lauder’s growing digital exposure. Online sales reached 34% of reported sales in fiscal 2026, up three percentage points year over year. The company has also been expanding AI-enabled capabilities across media, personalization and conversational commerce, reinforcing the broader shift toward digital consumer engagement.
The Profound partnership supports Estee Lauder’s broader digital push as AI increasingly influences beauty discovery. Improving brand visibility across AI platforms could help Estee Lauder reach consumers earlier in the purchase journey and strengthen engagement across digital channels.
Estee Lauder’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 14.1% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 1.5% and 13.2%, respectively. EL has also outperformed the S&P 500 index’s decline of 1.3% during the same period.
EL Stock's Past Month Performance
Image Source: Zacks Investment Research
Is Estee Lauder a Value Play Stock?EL currently trades at a forward 12-month P/E ratio of 27.97 compared with the industry average of 22.15. This valuation places the stock at a premium relative to peers, indicating broader market expectations around its business stability and ability to navigate current cost and demand dynamics.
EL P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 10.6% and 33.7%, respectively, from the year-ago reported figures. Chefs' Warehouse delivered a trailing four-quarter earnings surprise of 30.4%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) develops, manufactures, markets and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa and the Asia Pacific. COCO currently carries a Zacks Rank #2 (Buy). Vita Coco delivered a trailing four-quarter earnings surprise of 21.9%, on average.
The Zacks Consensus Estimate for Vita Coco’s current fiscal-year sales and earnings indicates growth of 31.6% and 63.9%, respectively, from the year-ago reported numbers.
Darling Ingredients Inc. (DAR - Free Report) develops, produces and sells sustainable natural ingredients from edible and inedible bio-nutrients in North America, Europe, China, South America and internationally. At present, Darling Ingredients holds a Zacks Rank of 2. DAR delivered a trailing four-quarter earnings surprise of 38.9%, on average.
The consensus estimate for Darling Ingredients’ current fiscal-year sales and earnings implies growth of 11.5% and 926.5%, respectively, from the year-ago figures.
NEOS Investment Management zvýšila ve 2. čtvrtletí podíl v Estée Lauder o 14 % na 40 191 akcií v hodnotě 3 173 000 USD. Firma zároveň oznámila čtvrtletní dividendu 0,35 USD na akcii.
NEOS Investment Management LLC boosted its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 14.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 40,191 shares of the company’s stock after buying an additional 4,932 shares during the period. NEOS Investment Management LLC’s holdings in Estee Lauder Companies were worth $3,173,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. REAP Financial Group LLC purchased a new stake in Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new stake in shares of Estee Lauder Companies in the 4th quarter valued at $27,000. DV Equities LLC acquired a new position in Estee Lauder Companies during the 4th quarter worth about $36,000. Trust Co. of Vermont purchased a new position in Estee Lauder Companies during the 2nd quarter valued at about $28,000. Finally, Kozak & Associates Inc. acquired a new position in Estee Lauder Companies in the 2nd quarter valued at about $30,000. 55.15% of the stock is owned by institutional investors and hedge funds.
Insider Activity In related news, VP Rashida La Lande sold 7,766 shares of the company’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the sale, the vice president directly owned 14,357 shares of the company’s stock, valued at $1,483,365.24. This represents a 35.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 13.05% of the company’s stock.
Analysts Set New Price Targets Several research firms have recently commented on EL. Piper Sandler raised their price objective on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the company an “overweight” rating in a research note on Thursday, August 20th. Morgan Stanley boosted their price target on shares of Estee Lauder Companies from $90.00 to $102.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 20th. The Goldman Sachs Group increased their price objective on Estee Lauder Companies from $100.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Wells Fargo & Company boosted their target price on Estee Lauder Companies from $85.00 to $104.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 20th. Finally, UBS Group increased their price target on Estee Lauder Companies from $86.00 to $106.00 and gave the company a “neutral” rating in a research report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $104.67. Read Our Latest Research Report on Estee Lauder Companies
Estee Lauder Companies Stock Down 0.0% Estee Lauder Companies stock opened at $103.81 on Tuesday. The stock has a market cap of $37.56 billion, a PE ratio of 211.86, a P/E/G ratio of 1.20 and a beta of 1.28. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. The stock’s fifty day moving average is $89.04 and its two-hundred day moving average is $86.16. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64.
Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. The business had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The business’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the company earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, sell-side analysts expect that The Estee Lauder Companies Inc. will post 3.3 EPS for the current fiscal year.
Estee Lauder Companies Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.3%. The ex-dividend date is Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is currently 285.71%.
(Free Report)
Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.
The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.
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The Estee Lauder Companies Inc. (NYSE:EL – Get Free Report) was the recipient of some unusual options trading activity on Wednesday. Traders purchased 7,138 call options on the company. This is an increase of approximately 46% compared to the average daily volume of 4,904 call options.
Analyst Upgrades and Downgrades EL has been the topic of a number of analyst reports. Canaccord Genuity Group increased their target price on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. TD Cowen lifted their price target on shares of Estee Lauder Companies from $85.00 to $90.00 and gave the company a “hold” rating in a research report on Tuesday, July 21st. Sanford C. Bernstein assumed coverage on Estee Lauder Companies in a research report on Friday, June 12th. They set a “market perform” rating and a $82.00 price target on the stock. Telsey Advisory Group lowered their price objective on Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a research note on Monday, May 4th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $111.00 price objective on shares of Estee Lauder Companies in a report on Monday. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $96.84.
Check Out Our Latest Stock Analysis on Estee Lauder Companies
Estee Lauder Companies Price Performance EL stock opened at $98.10 on Thursday. The company’s 50-day moving average price is $84.40 and its two-hundred day moving average price is $86.67. The firm has a market cap of $35.49 billion, a P/E ratio of -140.15, a P/E/G ratio of 0.66 and a beta of 1.25. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71. Estee Lauder Companies has a 12 month low of $66.22 and a 12 month high of $121.64. Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. During the same quarter in the prior year, the firm posted $0.09 EPS. The firm’s quarterly revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, analysts anticipate that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.
Estee Lauder Companies Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, August 31st. Estee Lauder Companies’s payout ratio is currently -200.00%.
Key Estee Lauder Companies News Here are the key news stories impacting Estee Lauder Companies this week:
Positive Sentiment: Fiscal fourth-quarter adjusted earnings were $0.39 per share, above the $0.32 analyst consensus and up sharply from $0.09 a year earlier. Revenue rose approximately 6% year over year to $3.64 billion, exceeding expectations of $3.55 billion. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Year over Year Positive Sentiment: Management affirmed fiscal 2027 organic sales-growth guidance of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%, signaling stronger profitability. Fiscal 2027 revenue is projected at $15.5 billion–$15.8 billion, while adjusted EPS guidance of $3.10–$3.35 brackets the $3.18 consensus estimate. Estee Lauder Forecasts Annual Profit Above Estimates on Strong China Demand Positive Sentiment: Growth was broad-based across regions, with particular investor focus on resilient China demand, premium fragrances and improving Skin Care performance. CEO Stéphane de la Faverie said the company has “great momentum” and is expanding margins. Estée Lauder CEO Says Growth Is Back Positive Sentiment: The restructuring program is reportedly outperforming expectations, with benefits at the high end of the prior target range and an estimated net workforce reduction of roughly 10,000 positions. Investors view the cost savings as supportive of the margin recovery. Institutional Investors Weigh In On Estee Lauder Companies Large investors have recently modified their holdings of the business. REAP Financial Group LLC acquired a new position in shares of Estee Lauder Companies during the 4th quarter worth $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in shares of Estee Lauder Companies during the 4th quarter worth $27,000. N.E.W. Advisory Services LLC boosted its stake in Estee Lauder Companies by 39.1% in the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock valued at $34,000 after buying an additional 91 shares in the last quarter. DV Equities LLC acquired a new stake in Estee Lauder Companies in the fourth quarter valued at about $36,000. Finally, Trust Co. of Vermont bought a new position in Estee Lauder Companies in the second quarter valued at about $28,000. Institutional investors and hedge funds own 55.15% of the company’s stock.
(Get Free Report)
Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.
The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.
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The Estée Lauder Companies Inc. oznámila za fiskální rok 2026 tržby 15,0 miliardy USD a upravený EPS 2,51 USD, obojí nad úrovní loňského roku. Čisté tržby ve 4. čtvrtletí vzrostly o 6 %.
released its 8-K filing for the fiscal year ending June 30, 2026, showcasing significant growth in net sales and improved profitability metrics compared to the previous fiscal year. This report indicates a net sales growth of 6% in the fourth quarter and 5% for the full year, driven by strong performance across all geographic regions.
As a leader in the global prestige beauty market, The Estee Lauder Companies Inc
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retains a diversified portfolio that includes renowned brands such as Estée Lauder, Clinique, and M.A.C. The firm operates in over 150 countries, with a substantial revenue distribution: 31% from the Americas, 37% from Europe, the Middle East and Africa, and 32% from Asia-Pacific. The company's sales are facilitated through various channels, including department stores, e-commerce, and specialty beauty retailers.
Fiscal Performance and ChallengesThe Estee Lauder Companies Inc
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marked significant milestones in FY2026. Reported net sales increased to $15.0 billion, up from $14.3 billion in FY2025. Organic net sales also grew by 3%, indicating a resurgence in consumer demand. These results highlight the firm’s successful navigation of the challenging retail environment exacerbated by macroeconomic pressures. However, the company noted that disruptions, particularly stemming from geopolitical tensions in the Middle East, negatively impacted certain operations. Addressing challenges effectively will be crucial for maintaining this momentum and ensuring sustainable growth.
“I am incredibly proud of our team for delivering fiscal 2026 results ahead of the expectations we had to start the year,” stated Stéphane de La Faverie, President and CEO. “We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands, and achieved significant operating margin expansion.” This optimistic outlook emphasizes the importance of adaptability in a shifting market environment.
Financial Highlights and Industry RelevanceFor FY2026, The Estee Lauder Companies Inc
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achieved various financial advancements essential for a leading player in the consumer packaged goods industry. Highlights include:
MetricFY2026FY2025ChangeNet Sales$15,049 million$14,326 million+5%Adjusted Diluted EPS$2.51$1.51+66%Operating Income$780 million$(785) million100+%Operating Margin11.2%8.0%+320 bpsThe robust performance metrics are paramount, especially against the backdrop of the volatile beauty market, as they signify improved operational efficiency and consumer engagement strategies. Noteworthy is the company’s strategic focus on consumer-facing investments, which fueled a 7% increase in spending in FY2026, with promising results anticipated in FY2027.
GuruFocus Valuation CheckAccording to GuruFocus's proprietary data, The Estee Lauder Companies Inc
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holds a GF Score of 74/100, indicating an above-average score for investment potential. The current GF Value is $96.86, whereas the stock is trading at $84.27, suggesting that it is undervalued by approximately 13.0%. This presents a potential buying opportunity for value investors.
Additionally, the company exhibits a financial strength rating of 5/10, with a profitability rank of 7/10, indicating solid operational performance. However, with a growth rank of only 4/10 and a predictability rating of 1 star, cautious investors may want to monitor the company’s growth rate closely. The moat score of 8/10 signifies a strong competitive advantage within its sector.
Notably, insider activity reveals significant selling, with insiders offloading approximately $1,019.1 million in shares over the past year—this could serve as a cautious signal for investors looking for bullish indicators. For a deeper dive, visit the The Estee Lauder Companies Inc stock page on GuruFocus.
Explore the complete 8-K earnings release (here) from The Estee Lauder Companies Inc for further details.
GuruFocus context: GuruFocus’ GF Value™ estimates fair value near $96.86 (13.0% undervalued); its GF Score™ is 74/100; 9 gurus currently hold the stock, with 5 adding and 5 trimming positions in recent quarters — guru 13F data Simply Wall St and Morningstar don’t have. See the full The Estee Lauder Companies Inc
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research.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Estée Lauder ve 4Q překonala odhady tržeb i očištěného zisku na akcii a organické tržby vzrostly o 5 %. Firma zároveň potvrdila výhled organických tržeb a zvýšila výhled očištěné provozní marže pro fiskální rok 2027.
Americká kosmetická společnost Estée Lauder reportovala výsledky hospodaření za 4Q fiskálního roku 2026, který skončil 30. června 2026. Firma překonala odhady trhu v tržbách i v očištěném zisku na akcii a ukončila sérii tří po sobě jdoucích poklesů ročních tržeb. Zároveň potvrdila výhled organických tržeb na fiskální rok 2027 a navýšila projekci očištěné provozní marže.
Výsledky společnosti Estée Lauder (EL) za 4Q FY 2026 4Q FY 2026 Konsensus 4Q 2026 4Q FY 2025 Čisté tržby (mld. USD) 3,63 3,55 3,41 Čistý zisk (mld. USD) -0,12 -- -0,55 Očištěný zisk na akcii (EPS, USD/akcie) 0,39 0,32 0,09 Výsledky Čisté tržby ve 4Q meziročně vzrostly o 6 % na 3,63 mld. USD, přičemž konsensus trhu činil 3,55 mld. USD. Organické tržby se zvýšily o 5 %, když se očekával růst o 3,1 %.
Očištěná hrubá marže zaznamenala meziroční růst o 3,6 p. b. na 75,5 %. Trh očekával 73,1 %.
Očištěný provozní zisk meziročně vzrostl o 95 % na 267 mil. USD. Očištěná provozní marže se zlepšila o 3,3 p. b. na 7,3 %.
Čistá ztráta činila 116 mil. USD (-0,32 USD na akcii). Do výsledku se promítly restrukturalizační a další náklady v objemu 306 mil. USD (258 mil. USD po zdanění), tedy 0,71 USD na akcii. Narušení podnikání v důsledku konfliktu na Blízkém východě mělo na očištěný zisk na akcii negativní dopad 0,05 USD, což bylo více než vykompenzováno přínosem 0,07 USD z vratek cel.
Za celý fiskální rok 2026 čisté tržby vzrostly o 5 % na 15,05 mld. USD, organické tržby o 3 %. Očištěný zisk na akcii dosáhl 2,51 USD, očištěná provozní marže se zvýšila o 3,2 p. b. na 11,2 %. Volné hotovostní toky (FCF) dosáhly 1,32 mld. USD oproti 0,67 mld. USD ve FY 2025.
Tržby dle segmentů Tržby ze segmentu péče o pleť vzrostly o 9 % na 1,85 mld. USD. Očekávalo se 1,8 mld. USD.
Tržby v rámci kategorie makeup zaznamenaly růst o 3 % meziročně na 1,01 mld. USD, což odpovídalo očekávání trhu.
Segment parfémů vygeneroval tržby ve výši 618 mil. USD, očekávalo se 588,3 mil. USD. Meziročně tržby tohoto segmentu vzrostly o 10 %.
Nejmenší podíl na celkových tržbách má segment péče o vlasy. Tržby dosáhly 140 mil. USD (-1 % meziročně), očekávalo se 146,3 mil. USD.
Výhled Společnost pro fiskální rok 2027 očekává:
Růst čistých tržeb ve výši 3 až 5 %. Růst organických tržeb ve výši 3 až 5 %. Očekávalo se +3,96 %. Očištěnou provozní marži ve výši 12,7 až 13,5 %, dříve firma v předběžném výhledu z května 2026 projektovala 12,5 až 13,0 %. Očištěný zisk na akcii ve výši 3,10 až 3,35 USD, konsensus trhu činil 3,19 USD. Provozní hotovostní toky v rozmezí 1,3 až 1,4 mld. USD, tedy méně než ve fiskálním roce 2026. Kapitálové výdaje na úrovni zhruba 4 % projektovaných tržeb. Dividenda Společnost oznámila kvartální dividendu ve výši 0,35 USD na akcii.
Komentář CEO „Jsem nesmírně hrdý na náš tým, že dodal výsledky za fiskální rok 2026 nad rámec očekávání, se kterými jsme rok začínali. Znovu jsme nastartovali růst s organickými tržbami rostoucími o 3 %, taženými šíří růstu napříč značkami, a dosáhli jsme výrazného rozšíření provozní marže," řekl generální ředitel Stéphane de La Faverie. „Rok jsme zakončili ve velkém stylu, když organický růst tržeb zrychlil na 5 % ve čtvrtém po sobě jdoucím kvartálu růstu a zlepšila se i ziskovost. Naplňujeme všechny aspekty strategie ‚Beauty Reimagined'. Náš provozní model One ELC stále více umožňuje celé organizaci postupovat rychle a s disciplínou," dodal de La Faverie.
CEO dále zdůraznil: „Pro fiskální rok 2027 potvrzujeme naši důvěru ve zrychlení růstu organických tržeb. Navíc zvyšujeme náš výhled na ještě silnější očištěnou provozní marži, jelikož zdvojnásobujeme sázku na naše silné stránky, abychom dále diverzifikovali růst napříč produktovými kategoriemi a regiony, včetně zrychlení růstu v Severní Americe."
Vývoj akcie Akcie společnosti Estée Lauder (EL) v předburzovní fázi obchodování posilují o 7,26 % na 90,39 USD.
Akcie Estée Lauder (EL) před výsledky na 84,27 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 30,5 P/E 34,6 Vývoj za letošní rok (%) -19,5 Očekávané P/E 26,4 52týdenní minimum (USD) 66,2 Prům. cílová cena (USD) 96,4 52týdenní maximum (USD) 121,6 Dividendový výnos (%) 1,7 Zdroj: Estée Lauder, Bloomberg
Estée Lauder má před výsledky za 4. fiskální čtvrtletí podle odhadů zisk 32 centů na akcii, proti 9 centům před rokem. Tržby mají činit 3,55 miliardy USD.
The Estée Lauder Companies Inc. (NYSE:EL) will release its fourth earnings report before the opening bell on Wednesday, Aug. 19.
Analysts expect the New York-based company to report quarterly earnings of 32 cents per share, up from 9 cents per share in the year-ago period. The consensus estimate for Estée Lauder’s quarterly revenue is $3.55 billion. It reported $3.41 billion last year, according to Benzinga Pro.
On July 16, Estée Lauder named Madeleine Boyd as senior vice president, Global Brand Communications.
Estée Lauder shares fell 0.1% to close at $84.27 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
TD Cowen analyst Oliver Chen maintained a Hold rating and raised the price target from $85 to $90 on July 21, 2026. This analyst has an accuracy rate of 52%. Barclays analyst Lauren Lieberman maintained an Equal-Weight rating and raised the price target from $75 to $80 on July 21, 2026. This analyst has an accuracy rate of 63%. JP Morgan analyst Andrea Teixeira maintained an Overweight rating and cut the price target from $99 to $94 on July 16, 2026. This analyst has an accuracy rate of 61%. UBS analyst Peter Grom maintained a Neutral rating and raised the price target from $85 to $86 on July 16, 2026. This analyst has an accuracy rate of 58%. Goldman Sachs analyst Bonnei Herzog reinstated a Buy rating with a price target of $100 on June 22, 2026. This analyst has an accuracy rate of 64%. Latest Private Market Opportunities
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Estée Lauder čeká za 4. fiskální čtvrtletí fiskálního roku 2026 tržby 3,55 miliardy USD, tedy růst o 4,1 %, a EPS 32 centů. Výsledky mohou podpořit parfémy a lepší maloobchodní trendy, ale marže mohou brzdit tarify, inflace a náklady.
Key Takeaways EL's Q4 revenues are projected to rise 4.1% to $3.55 billion, with EPS seen at 32 cents.Fragrance momentum, innovation and improving retail trends are expected to support EL's sales.Middle East disruptions, tariffs, inflation and incentive costs may weigh on EL's profitability. The Estee Lauder Companies Inc. (EL - Free Report) is likely to register growth in both top and bottom lines when it reports fourth-quarter fiscal 2026 earnings on Aug. 19, 2026. The Zacks Consensus Estimate for fiscal fourth-quarter revenues stands at $3.55 billion, indicating 4.1% growth from the same period last year.
The consensus mark for earnings has increased a penny in the past seven days to 32 cents per share, which implies an increase from the 9 cents reported in the year-ago quarter. Estee Lauder delivered a trailing four-quarter average earnings surprise of 39.1%.
Things to Consider About Estee Lauder’s Upcoming ResultsThe Estee Lauder Companies’ fiscal fourth-quarter results are likely to benefit from continued momentum in fragrance, strength in key international markets and improving retail trends. The company has been gaining prestige beauty share in Mainland China, Japan, Korea and the United States, while priority emerging markets have been delivering strong growth. These trends, alongside expanded consumer reach, successful brand activations and innovation, are likely to have supported sales during the quarter.
On a category basis, fragrance has remained a key growth engine and is likely to have maintained its momentum, supported by luxury brands, product innovation and broader distribution. Makeup trends have been improving, with its rate of decline moderating and several brands gaining share in key markets. Recent launches across La Mer, M·A·C, TOM FORD, KILIAN PARIS and BALMAIN Beauty are likely to have supported category performance in the fiscal fourth quarter.
Omnichannel expansion and digital capabilities are likely to have provided additional support. The company has expanded its presence on Amazon and TikTok Shop, strengthened specialty-multi distribution through M·A·C’s Sephora launch and advanced its Shopify-powered direct-to-consumer infrastructure. Continued online growth, together with progress in CRM, consumer care and technology infrastructure, indicates that broader digital reach and more connected consumer engagement are supporting the business.
However, macroeconomic and operating pressures might have limited the upside. Business disruptions related to the Middle East conflict are expected to reduce fourth-quarter sales growth about 2 percentage points and EPS by 6 cents. Tariffs, inflation and a greater year-over-year impact from normalized employee incentive costs also remained profitability headwinds, although PRGP savings, lower excess and obsolescence and other operational-efficiency initiatives have been helping mitigate some of these pressures.
Earnings Whispers for EL StockOur proven model conclusively predicts an earnings beat for Estee Lauder this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Estee Lauder carries a Zacks Rank #3 and has an Earnings ESP of +6.32%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
More Stocks With the Favorable CombinationHere are a few other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.
BJ's Wholesale Club Holdings, Inc. (BJ - Free Report) currently has an Earnings ESP of +0.39% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for BJ's Wholesale Club’s upcoming quarter’s EPS is pegged at $1.16, which implies 1.8% growth year over year. The consensus estimate for the quarterly revenues is pinned at $5.89 billion, which indicates 9.5% growth from the figure reported in the prior-year quarter. BJ delivered a trailing four-quarter earnings surprise of 4.5%, on average.
General Mills, Inc. (GIS - Free Report) currently has an Earnings ESP of +0.54% and a Zacks Rank of 3. The consensus mark for the upcoming quarter’s revenues is pegged at $4.31 billion, which indicates a decrease of 4.5% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for General Mills’ quarterly earnings per share of 73 cents implies a decline of 15.1% from the figure reported in the year-ago quarter. GIS delivered a trailing four-quarter earnings surprise of 4.1%, on average.
Ulta Beauty, Inc. (ULTA - Free Report) currently has an Earnings ESP of +1.20% and a Zacks Rank of 3. The consensus estimate for the quarterly revenues is pegged at $2.97 billion, which indicates a surge of 6.5% from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Ulta Beauty’s upcoming quarter’s EPS is pegged at $6.17, which implies a 6.8% increase year over year. ULTA delivered a trailing four-quarter earnings surprise of roughly 10%, on average.
