The Estée Lauder Companies Inc. (EL) Barclays 19th Annual Global Consumer Staples Conference September 9, 2026 10:30 AM EDT
Company Participants
Stephane de la Faverie - CEO, President & Director
Akhil Shrivastava - Executive VP & CFO
Conference Call Participants
Lauren Lieberman - Barclays Bank PLC, Research Division
Presentation
Lauren Lieberman
Barclays Bank PLC, Research Division
Next up this morning, we are pleased to welcome back Estee Lauder's President and CEO, Stephane de la Faverie; and Executive Vice President and CFO, Akhil Shrivastava. Stephane is going to first take you through a short presentation, and then we'll do Q&A, and Stephane and Akhil will both join me for that. Thank you.
Stephane de la Faverie
CEO, President & Director
Okay. Good morning, and thank you very much, Lauren. Akhil and I are very grateful to Barclays for hosting us again like 12 months after and to be back on stage and having the opportunity to share some of the updates as we are kicking off our fiscal '27 fiscal year. Many of you know The Estee Lauder Companies, hopefully, maybe some of you are new to the story. So I'll just take a few minutes to highlight a little bit where we are in our turnaround and the momentum that we are seeing. I need to do -- remind me to just do that. So the team remind me, I have to say that kindly note that the information on this slide regarding forward-looking statements and non-GAAP disclosure, which applies to this presentation as well as Q&A with Lauren. So I have to say it. It's not the most glamorous things to do, but now it's done.
Okay. So it's been really an exciting and busy 12 months since we were on stage here like last year. And last year, when we were
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced expanded leadership roles for two members of its Executive Team. Brian Franz has been appointed Chief Technology & Transformation Officer, expanding his responsibilities to include leading the company's enterprise-wide transformation. Amber English has been named President, Digital & Online, The Americas and Global Amazon Lead, assuming new enterprise-wide responsibility for The Estée Lauder Companies'.
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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If you currently own Estee Lauder stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
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NEW YORK--(BUSINESS WIRE)--Stéphane de La Faverie, President and Chief Executive Officer, and Akhil Shrivastava, Executive Vice President, Chief Financial Officer, of The Estée Lauder Companies Inc. (NYSE: EL) will speak at the Barclays Annual Global Consumer Conference in Boston on Wednesday, September 9, 2026, at 10:30 a.m. ET. Interested parties can access the live webcast of the fireside chat on Wednesday, September 9th from 10:30 a.m. – 11:05 a.m. ET at http://www.elcompanies.com/investors.
The EstÃe Lauder Companies Inc. (NYSE: EL) today announced several brand leadership appointments following the upcoming retirement of Sandra Main, Global Brand
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced several brand leadership appointments following the upcoming retirement of Sandra Main, Global Brand President, La Mer and Skin Care Brands. Justin Boxford will assume the newly established role of Global President, Luxury Beauty Brands, expanding his portfolio to include La Mer alongside Estée Lauder, AERIN, Darphin Paris and Lab Series. Justin brings extensive experience with La Mer, having led the brand fro.
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Stock to Watch: Estee Lauder (EL - Free Report) New York-based The Estee Lauder Companies Inc. is one of the world's leading manufacturers and marketers of skin care, makeup, fragrance and hair care products. The company’s products are sold through department stores, mass retailers, company-owned retail stores, hair salons and travel-related establishments.
EL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. EL has a Momentum Style Score of A, and shares are up 23.2% over the past four weeks.
10 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.12 to $3.30 per share. EL boasts an average earnings surprise of +41.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, EL should be on investors' short list.
Shares of beauty giant The Estee Lauder Companies (EL -1.90%) rallied 11.8% this week through Thursday, according to data from S&P Global Market Intelligence.
Estee Lauder reported fiscal fourth quarter earnings this week that blew past analyst estimates. Furthermore, the company gave optimistic guidance for the fiscal year ahead.
Estee Lauder's stock has been punished thoroughly in recent years, down about 70% over the past five years, even after this week's move. However, the long grind of Estee Lauder's turnaround plan appears to be gaining traction.
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Estee's beautiful quarter In the fourth quarter, revenue increased 6.5% to $3.63 billion, with adjusted (non-GAAP) earnings per share up 333% off a low base to $0.39. Both figures handily beat analyst expectations. Furthermore, both top-line growth and profit margins accelerated relative to recent quarters.
Estee Lauder appears to be executing well on its "Profit, Recovery, and Growth Plan" (PRGP), under which the company is cutting costs aggressively to fund customer-facing investments. Management noted that the company had achieved $1.2 billion in cost cuts to date, which was at the high end of the previous guidance range. That enabled a 1.5-percentage-point improvement in gross margins, despite inflation and tariffs. With the savings, management noted it had increased "customer-facing investments" by 7% in the prior 12 months.
For the year ahead, management expects growth and margin expansion to continue. While the company guided only to an organic revenue growth range of 3% to 5%, management also forecast adjusted operating margins for the upcoming year to land between 12.7% and 13.5%, up from the prior forecast, leading to adjusted EPS between $3.10 and $3.55, which would amount to between 24% and 34% EPS growth.
Image source: Getty Images.
A good start, but the next year is priced in No doubt, this week's earnings report was a good sign for Estee Lauder shareholders. However, as stated above, the stock is still down 70% over the past five years, and it will take considerably more growth for the company to regain those levels. Even with the better-than-expected guidance, Estee Lauder's stock still trades at nearly 30 times the midpoint of forward guidance.
Therefore, it seems like the market is already anticipating even greater earnings growth for the luxury stock beyond the upcoming year. Given that Estee Lauder's top-line growth is still only in the mid-single digits, the stock seems more like a "hold" than a "buy" at this level.
Key Takeaways Este Lauder guides for 3%-5% organic sales growth and a 12.7%-13.5% adjusted operating margin.Early innovation, travel retail shipments and a lower prior-year base should lift first-half growth.North America and Makeup are key fiscal 2027 priorities, alongside tighter M&A and deleveraging. The Estée Lauder Companies Inc. (EL - Free Report) used its fiscal 2026 fourth-quarter call to frame fiscal 2027 around broader growth and higher profitability after restructuring approvals were completed.
Fiscal 2027 guidance pairs 3% to 5% organic sales growth with a higher adjusted operating margin range of 12.7% to 13.5%, with North America, Makeup and early-year innovation in focus.
EL Raises the Margin Bar for Fiscal 2027Executive vice president and CFO Akhil Shrivastava said the higher margin outlook reflects fiscal 2026 strength, optimization of non-consumer-facing expenses and modest gross margin expansion. The prior preliminary range was 12.5% to 13.0%.
Fourth-quarter adjusted earnings were 39 cents per share, above the Zacks Consensus Estimate of 32 cents for a 21.90% surprise. Revenues were $3.627 billion, up 6%, and exceeded the consensus by 2.20%.
A Deutsche Bank analyst asked what changed since May. CFO Shrivastava said SG&A opportunities emerged after PRGP approvals were completed, while the full run-rate benefit of savings will extend into fiscal 2028.
Estée Lauder Front-Loads the Growth PlanCFO Shrivastava said organic sales growth should be stronger in the first half than the second, reflecting more early innovation, improving travel retail shipments and a lower prior-year shipment base.
President and CEO Stéphane de La Faverie said fiscal 2027 growth should be more diversified across categories, geographies and channels. He expects continued Fragrance and Skin Care growth and a return to growth in Makeup.
CEO De La Faverie said innovation should rise 200 to 250 basis points as a percentage of sales in fiscal 2027, led by Skin Care, while One ELC supports faster execution.
EL Defends Travel Retail DisciplineA Barclays analyst questioned how much the outlook depends on travel retail shipment timing. CEO De La Faverie said inventories are in a good position and EL is shipping to demand.
CEO De La Faverie added that global travel retail returned to positive retail growth in June and July, with Hainan posting double-digit growth in the fourth quarter. Travel retail represented approximately 15% of fiscal 2026 sales.
A Wells Fargo analyst asked how EL manages mainland China and Asia travel retail together. CEO De La Faverie described coordinated leadership and launch planning, including alignment around major shopping events.
Estée Lauder Pushes North America and MakeupCEO De La Faverie said North America is a fiscal 2027 focus after returning to organic growth in the fourth quarter. He described the improvement as retail-driven and highlighted continued U.S. volume-share gains.
An Oppenheimer analyst asked about confidence in a Makeup recovery. CFO Shrivastava said Makeup is EL's second-largest category and should improve in both sales trends and profitability.
CEO De La Faverie tied that recovery to specialty-multi distribution, social commerce, faster innovation and pruning lower-productivity doors. He highlighted M·A·C's U.S. channel expansion and new lip innovation.
EL Keeps M&A Narrow and Cash Priorities ClearCEO De La Faverie said EL will not pursue transformational deals for the foreseeable future. Core growth remains the focus, while minority investments and single-brand transactions can still fit the portfolio strategy.
On capital allocation, CFO Shrivastava told a Raymond James analyst that deleveraging remains the priority after funding capital expenditures and the dividend. Fiscal 2027 operating cash flow is expected at $1.3 billion to $1.4 billion.
CFO Shrivastava said higher restructuring payments and working capital needs will weigh on operating cash flow, while capital expenditures should be approximately 4% of sales. Most PRGP cash payments are expected to be behind EL after fiscal 2027.
Estée Lauder Enters Fiscal 2027 LeanerCEO De La Faverie said Beauty Reimagined and One ELC are intended to convert a leaner cost base into faster execution, more innovation and stronger sales leverage. He emphasized core business growth over large-scale M&A.
CFO Shrivastava's message centered on completing the PRGP savings ramp, reinvesting in growth and improving profitability across categories and regions.
EL's Zacks Rank and Style ScoresEL currently carries a Zacks Rank #3 (Hold), with a Value Score of D, Growth Score of B, Momentum Score of B and VGM Score of B. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Under the Zacks framework, B grades are favorable, while D is comparatively weaker.
The mix points to stronger growth and momentum characteristics than value characteristics, but the Zacks Rank is not in the #1 or #2 tier that Style Scores are designed to complement most effectively. The Zacks Rank can change as earnings estimates are revised after the just-reported results.
Estee Lauder Companies Inc (NYSE:EL) on Wednesday reported better-than-expected fourth-quarter financial results and issued its FY27 sales guidance with its midpoint above estimates.
Adjusted earnings were 39 cents per share, beating the analyst estimate of 32 cents. The Middle East conflict reduced adjusted earnings by 5 cents per share. However, tariff refunds provided a 7-cent benefit.
Sales rose 6% year over year to $3.63 billion, beating the $3.54 billion analyst estimate. Organic net sales increased 5%.
For fiscal 2027, Estée Lauder expects adjusted earnings of $3.10 to $3.35 per share, compared with the $3.18 analyst estimate. The company affirmed its organic net sales growth outlook of 3% to 5%. It expects stronger growth in the first half, helped by earlier product launches, higher travel retail shipments and easier comparisons.
Estée Lauder projects fiscal 2027 sales of $15.50 billion to $15.80 billion, compared with the $15.56 billion analyst estimate.
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“I am incredibly proud of our team for delivering fiscal 2026 results ahead of the expectations we had to start the year. We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands, and achieved significant operating margin expansion,” said Stéphane de La Faverie, President and CEO. “We ended the year on a high note, as organic sales growth accelerated to 5% for our fourth consecutive quarter of growth and stronger profitability. We are delivering on all aspects of Beauty Reimagined. Our One ELC operating model is increasingly enabling the entire organization to move at speed and with discipline.”
Estee Lauder shares fell 0.5% to trade at $97.57 on Thursday.
These analysts made changes to their price targets on Estee Lauder following earnings announcement.
RBC Capital analyst Nik Modi maintained the stock with an Outperform rating and raised the price target from $111 to $120. B. Riley Securities analyst Anna Glaessgen reiterated the stock with a Neutral and raised the price target from $85 to $100. TD Cowen analyst Oliver Chen maintained the stock with a Hold and boosted the price target from $90 to $100. Wells Fargo analyst Christopher Carey maintained the stock with an Equal-Weight rating and raised the price target from $85 to $104. Piper Sandler analyst Anna Andreeva maintained the stock with an Overweight rating and raised the price target from $95 to $115. Considering buying EL stock? Here’s what analysts think:
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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.
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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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Shares of Estée Lauder (EL +16.30%) leaped on Wednesday after the skincare, makeup, and fragrance purveyor highlighted the progress of its turnaround strategy.
Image source: Getty Images.
Accelerating growth Estée Lauder's net sales grew 6% year over year to $3.6 billion in its fiscal 2026 fourth quarter, which ended on June 30.
The gains were broad-based. The cosmetics supplier saw growth in all its major geographic regions, including key markets in China, Japan, Korea, Western Europe, and the U.S.
Estée Lauder is also expanding its presence on e-commerce sites and social media platforms, such as TikTok.
"We ended the year on a high note, as organic sales growth accelerated to 5% for our fourth consecutive quarter of growth and stronger profitability," CEO Stéphane de La Faverie said.
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Estée Lauder's profit recovery plan is bearing fruit. The company's restructuring efforts helped to boost its full-year gross margin and adjusted operating margin by 1.5 and 3.2 percentage points, respectively, in fiscal 2026.
All told, Estée Lauder's fourth-quarter adjusted earnings per share checked in at $0.39, up from $0.09 in the year-ago period. That topped Wall Street's estimates, which called for per-share profits of $0.32.
Profit margins should continue to improve Looking ahead to fiscal 2027, Estée Lauder projects full-year organic net sales growth of 3% to 5%.
Management also raised its adjusted operating margin target range to 12.7%-13.5%, up from a prior forecast of 12.5%-13%.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Key Takeaways EL's Q4 sales rose 6% to $3.63B, while adjusted EPS climbed to 39 cents from 9 cents. Skin Care and Fragrance sales rose 9% and 10%, respectively, while Hair Care declined 1%. EL expects fiscal 2027 organic sales growth of 3-5% and adjusted EPS of $3.10-$3.35. The Estee Lauder Companies Inc. (EL - Free Report) reported fourth-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year.
Adjusted earnings of 39 cents per share beat the Zacks Consensus Estimate of 32 cents in the fiscal fourth quarter. The bottom line increased from 9 cents in the year-ago quarter.
The company's quarterly net sales of $3,627 million beat the Zacks Consensus Estimate of $3,551 million. The top line increased 6% year over year. Organic net sales increased 5% to reach $3,590 million.
EL's Category-Wise Q4 Revenue ResultsSkin Care sales increased 9% year over year to $1,853 million, with organic sales up 7%. Fragrance sales rose 10% to $618 million, with organic sales also up 10%.
Makeup sales increased 3% to $1,010 million, while organic sales rose 2%. Hair Care sales slipped 1% to $140 million, with the same decline organically.
Other sales fell 5% to $19 million. Among the four core categories, Skin Care, Makeup and Fragrance grew, while Hair Care declined.
EL's Q4 Regional Revenue ResultsThe Americas generated net sales of $995 million, up 6% on a reported basis and 5% organically. Asia/Pacific net sales climbed 7% to $970 million and rose 9% organically. Mainland China sales advanced 12% to $824 million, with organic growth of 7%. EUKEM sales increased 3% to $851 million and rose 1% organically.
EL’s Q4 Margin Breakdown: Key InsightsAdjusted gross profit increased 12% year over year to $2,750 million. Adjusted gross margin reached 75.5%, up from 72% in the prior-year quarter.
Adjusted operating income rose 95% to $267 million from $137 million.
EL’s Financial Health SnapshotThe company exited the quarter with cash and cash equivalents of $3,498 million, long-term debt of $6,803 million and total equity of $3,806 million. The net cash flow provided for operating activities for the 12 months ended June 30, 2026, was $1,773 million. Capital expenditures during this time amounted to $457 million.
EL’s Restructuring Program of PRGPThe company recognized $0.3 billion of restructuring charges in the fiscal fourth quarter and $0.8 billion for fiscal 2026, bringing cumulative Profit Recovery and Growth Plan (“PRGP”) restructuring charges to $1.4 billion. Approvals for restructuring initiatives were concluded as of June 30, 2026. Consumer-facing investments increased 7% in the fiscal fourth quarter and full year.
Once fully implemented, the restructuring program is expected to deliver about $1.2 billion in annual gross benefits. Estee Lauder also expects a final net reduction of roughly 10,000 positions, while total restructuring and other charges are projected to finish slightly above the high end of the previously announced $1.5-$1.7 billion range. The program is still expected to be substantially completed in fiscal 2027.
What to Expect From EL in Fiscal 2027?For fiscal 2027, EL expects organic net sales growth guidance of 3-5% and adjusted operating margin outlook of 12.7-13.5%.
Adjusted earnings are projected at $3.10-$3.35 per share, representing growth of 24-34%. The company expects continued growth in Fragrance and Skin Care and a return to growth in Makeup.
This Zacks Rank #3 (Hold) stock has gained 10.7% in the past three months compared with the industry’s growth of 18%.
Image Source: Zacks Investment Research
Stocks to ConsiderFive Below, Inc. (FIVE - Free Report) operates as a specialty value retailer in the United States and currently holds a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Five Below’s current fiscal-year sales and earnings calls for growth of 15.1% and 36.1%, respectively, from the year-ago reported numbers. FIVE delivered a trailing four-quarter earnings surprise of 70.1%, 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 of 2. DLTR delivered a trailing four-quarter earnings surprise of 32.1%, on average.
The Zacks Consensus Estimate for Dollar Tree’s current fiscal-year sales and EPS indicates growth of 6.5% and 21.7%, respectively, from the year-ago reported numbers.
Dollar General Corporation (DG - Free Report) is one of the largest discount retailers in the United States, selling low-priced merchandise, typically $10 or less. The company currently has a Zacks Rank of 2. DG delivered a trailing four-quarter earnings surprise of 21%, on average.
The Zacks Consensus Estimate for Dollar General’s current fiscal-year sales and EPS is expected to rise 3.9% and 7.6%, respectively, from the year-ago reported figures.
For the quarter ended June 2026, Estee Lauder (EL - Free Report) reported revenue of $3.63 billion, up 6.3% over the same period last year. EPS came in at $0.39, compared to $0.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.55 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of +21.88%, with the consensus EPS estimate being $0.32.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Estee Lauder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales- The Americas: $995 million versus $952.94 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Net Sales- Mainland China: $824 million versus the five-analyst average estimate of $780.77 million.Net Sales- Asia/Pacific: $970 million compared to the $947.45 million average estimate based on five analysts.Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets: $851 million versus the five-analyst average estimate of $847.94 million.Net Sales- Skin Care: $1.85 billion versus the three-analyst average estimate of $1.79 billion. The reported number represents a year-over-year change of +8.7%.Net Sales- Makeup: $1.01 billion versus $992.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.Net Sales- Other: $19 million versus $21.28 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5% change.Net Sales- Hair Care: $140 million versus $146.75 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.Net Sales- Fragrance: $618 million versus the three-analyst average estimate of $564.7 million. The reported number represents a year-over-year change of +10.4%.Operating Income (Loss)- Skin Care: $331 million versus the two-analyst average estimate of $180.93 million.Operating Income (Loss)- Makeup: $-70 million versus the two-analyst average estimate of $23.18 million.Operating Income (Loss)- Other: $19 million versus $30.74 million estimated by two analysts on average.View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have returned +2.3% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Estee Lauder Companies Inc (NYSE:EL, XETRA:ELAA) shares jumped more than 15% on Wednesday after the beauty group posted fourth-quarter results that beat Wall Street estimates and raised its profit margin outlook for fiscal 2027.
The company reported revenue of $3.6 billion for its fiscal fourth quarter, up 6% year-over-year and ahead of analyst estimates of $3.54 billion. Adjusted earnings per share came in at $0.39, double the year-ago figure, while adjusted operating income rose 95% to $267 million.
Organic net sales climbed 5% in the quarter to $3.6 billion, and gross margin reached 75.5%.
By category, skin care revenue rose 9% to $1.9 billion and fragrance grew 10% to $618 million. Makeup revenue increased 3% to $1 billion, while hair care slipped 1% to $140 million.
For fiscal 2027, Estée Lauder guided adjusted EPS of $3.10 to $3.35, above the consensus estimate of $3.18. The company reaffirmed its organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin guidance to a range of 12.7% to 13.5%, up from a prior forecast of 12.5% to 13%.
According to Jefferies, management expects makeup to return to growth in fiscal 2027 after trailing estimates in the fourth quarter, while skin care and fragrance came in above expectations. The bank noted that travel retail trends are improving heading into the new fiscal year and that the company does not expect the Middle East conflict to materially affect fiscal 2027 results.
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The Estée Lauder Companies Inc. delivered a strong Q4, signaling progress in its turnaround with mid single-digit organic sales growth and expanding margins. EL's FY revenue reached $15.05B (+5%), beating expectations, with Skin Care and Fragrance segments leading growth, despite ongoing headwinds in Hair Care and Makeup. Management guides for continued improvement: 3–5% organic growth and 13.5% adj. op. margin by FY 2027, suggesting structural gains from brand and cost initiatives.
Estee Lauder (EL - Free Report) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +21.88%. A quarter ago, it was expected that this beauty products company would post earnings of $0.66 per share when it actually produced earnings of $0.91, delivering a surprise of +37.88%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Estee Lauder, which belongs to the Zacks Cosmetics industry, posted revenues of $3.63 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.15%. This compares to year-ago revenues of $3.41 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Estee Lauder shares have lost about 19.5% since the beginning of the year versus the S&P 500's gain of 12.4%.
What's Next for Estee Lauder?While Estee Lauder has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Estee Lauder was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.51 on $3.6 billion in revenues for the coming quarter and $3.18 on $15.5 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Cosmetics is currently in the bottom 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Flowers Foods (FLO - Free Report) , another stock in the broader Zacks Consumer Staples sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 20.
This bakery goods company is expected to post quarterly earnings of $0.23 per share in its upcoming report, which represents a year-over-year change of -23.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Flowers Foods' revenues are expected to be $1.23 billion, down 1% from the year-ago quarter.
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
EL +17.88% 74
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
EL +17.88% 74
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
EL +17.88% 74
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
EL +17.88% 74
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
EL +17.88% 74
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 Companies EL shares rose about 13% in premarket trading Wednesday after the beauty products maker reported fourth-quarter results above Wall Street expectations and raised its adjusted operating-margin outlook for fiscal 2027.
The company reported fourth-quarter adjusted earnings of 39 cents per share, compared with the 32-cent consensus estimate.
Revenue increased 6% to $3.6 billion, exceeding estimates of about $3.6 billion.
Organic sales rose 5%, marking the fourth consecutive quarter of organic growth.
For the full fiscal year, adjusted earnings per share increased to $2.51 from $1.51 a year earlier and topped the $2.43 consensus estimate. Net sales rose 5% to $15.1 billion, while organic net sales increased 3%.
CEO Stéphane de La Faverie said the company ended the year with stronger organic sales growth and profitability, while highlighting efforts to diversify growth across product categories and geographies.
The results came after several analysts had positioned for improvement.
Citi had placed Estée Lauder on a 90-day upside catalyst watch tied to the earnings report while maintaining a Buy rating, while Jefferies had raised its price target ahead of the results.
Piper Sandler had also expected skincare growth to rebound after being flat in the previous quarter.
The company's return to growth has been supported by demand for premium fragrances and skincare products.
Estée Lauder said its luxury fragrance brands Le Labo and Tom Ford drove a 10% increase in net sales during the fourth quarter.
Le Labo benefited from broader distribution and efforts to expand its customer base.
The company has also accelerated premium product launches and increased investment in innovation and marketing as part of its Beauty Reimagined strategy.
Estée Lauder said resilient spending among affluent and younger consumers, particularly on trending products, has helped support demand for its luxury offerings.
The company expects continued growth in fragrance and skincare during fiscal 2027, while anticipating a return to full-year growth in makeup.
The Middle East conflict reduced fourth-quarter consolidated sales growth by 1 percentage point.
The company also received $38 million in tariff refunds during the quarter, partially offsetting the $102 million full-year gross impact of incremental tariffs.
Estée Lauder said it currently expects no material impact from the Middle East conflict on fiscal 2027 results.
Profitability improved alongside the return to sales growth. Full-year adjusted operating margin expanded by 320 basis points to 11.2%, helped by restructuring and efficiency initiatives.
For fiscal 2027, the company maintained its organic sales growth outlook at a 4% midpoint.
However, it raised the midpoint of its adjusted operating-margin guidance to 13.1% from 12.75% previously. The company now expects adjusted operating margin between 12.7% and 13.5%, compared with its earlier range of 12.5% to 13%.
Estée Lauder expects adjusted earnings per share of $3.10 to $3.35, putting the midpoint above analysts' estimate of $3.18.
The company's restructuring plan is expected to deliver about $1.2 billion in gross benefits and result in a net reduction of approximately 10,000 positions.
Despite the latest gains, Estée Lauder shares have declined about 19.5% in 2026, compared with a 12.4% increase in the benchmark index.
Sharp earnings-driven moves like Wednesday's often prompt retail investors to react quickly, with many doing so through trading apps that allow real-time trading.
The company's latest results and improved margin outlook provide investors with new indicators of progress in its turnaround strategy.
UnitedHealth Just Gave Wall Street a Clearer Turnaround SignalEstee Lauder Companies NYSE: EL said fiscal 2026 marked a return to growth and a substantial improvement in profitability as the prestige beauty company advanced its Beauty Reimagined strategy and Profit Recovery and Growth Plan.
For the full fiscal year, reported sales rose 5% and organic sales increased 3%, with positive organic sales performance in every quarter, President and Chief Executive Officer Stéphane de La Faverie said. Gross margin expanded 150 basis points, operating margin increased 320 basis points to 11.2%, and diluted earnings per share rose 66% to $2.51.
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Overextended, e.l.f. Beauty Is Primed to Rebound in Back Half“We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands and expanded operating margins significantly,” de La Faverie said.
Fourth-quarter organic sales growth reached 5%, the company’s strongest quarterly performance of the year. Growth was broad-based across product categories and geographies, with the exception of haircare, according to Executive Vice President and Chief Financial Officer Akhil Shrivastava. Business disruptions related to the Middle East conflict reduced growth in the Europe, U.K., Middle East and Africa region by 2% during the quarter, he said.
Fragrance and Skincare Lead Category Performance Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%Skincare generated 4% organic sales growth during fiscal 2026, while fragrance sales increased 10% organically. De La Faverie said fragrance performance reflected demand for hero products and new launches from Le Labo, TOM FORD, KILIAN PARIS and Jo Malone London, as well as the launch of Balmain Beauty.
Jo Malone London and TOM FORD joined Clinique, Estée Lauder, La Mer and M·A·C as billion-dollar brands in the company’s portfolio. Five of the six billion-dollar brands delivered sequential improvement in organic sales trends during the year, management said. The Ordinary continued to post double-digit organic sales growth and is approaching that sales milestone.
Makeup performance stabilized, with the organic sales trend improving by 500 basis points, led by M·A·C and TOM FORD. Management said M·A·C benefited from lip products and broader distribution in channels including specialty multi-retail and social commerce. The company also said it has been closing M·A·C freestanding stores where profitability and productivity were insufficient while shifting emphasis to faster-growing, more profitable channels.
Haircare did not return to organic sales growth, although the company cited signs of a turnaround at Aveda in the U.S. The Ordinary’s hair-density serum remained a strong performer, management said.
China, Travel Retail and Online Growth Mainland China led regional growth with organic sales up 9%, supported by high-single-digit skincare growth, mid-single-digit makeup growth and double-digit fragrance growth. De La Faverie said the company outperformed the prestige beauty market and gained share in China in every quarter of fiscal 2026, extending its share-gain streak to six consecutive quarters.
He said 11 brands posted retail sales growth in China during the fourth quarter, including six that grew at double-digit rates. The company has also increased China-specific innovation, with about 30% of its worldwide innovation now coming from China for the Chinese market, he said.
Global travel retail returned to growth during fiscal 2026 and represented about 15% of reported sales. Management said travel retail retail sales turned positive in June and July for the first time in three years, led by Hainan, where retail growth was double digit in the fourth quarter. The company said it is shipping to demand and considers inventory in travel retail to be in a good position.
Online organic sales grew at a double-digit rate and accounted for a record 34% of reported sales, up three percentage points from fiscal 2025. Management cited share gains online across markets including China and the U.S.
In North America, the company returned to organic sales growth in the fourth quarter, while retail sales rose at a mid-single-digit rate. Management said the region’s result was supported by gains in prestige beauty volume share and improving performance across brands including The Ordinary, M·A·C, Clinique, Bobbi Brown, Le Labo and TOM FORD.
Restructuring, Cash Flow and Fiscal 2027 Outlook Estee Lauder concluded approvals under its Profit Recovery and Growth Plan as of June 30 and recorded $823 million in cumulative restructuring charges during fiscal 2026, primarily related to employee costs. Shrivastava said benefits from the program arrived more quickly than initially expected and helped fund additional consumer-facing investment.
Cash flow from operating activities rose to $1.8 billion from $1.3 billion a year earlier, despite higher restructuring payments. Capital expenditures declined to $457 million from $602 million, and the company ended the year with $3.5 billion in cash.
For fiscal 2027, the company forecast organic net sales growth of 3% to 5%, with stronger growth expected in the first half because of an earlier innovation slate and stronger travel retail shipments against a lower prior-year base. Management expects stronger EUKEM growth in the second half as it laps the prior-year disruptions tied to the Middle East conflict. Based on current conditions, the company does not expect the conflict’s effects to be material to fiscal 2027 results.
Adjusted operating margin is expected to range from 12.7% to 13.5%. Adjusted effective tax rate is projected at approximately 33% to 34%. Diluted EPS is expected to be between $3.10 and $3.35. Operating cash flow is forecast at $1.3 billion to $1.4 billion, reflecting higher restructuring payments and working-capital needs to support growth. De La Faverie said the company will continue to focus on growing its core business and pursue minority investments and single-brand acquisitions that complement its portfolio. He said the company does not plan to pursue transformational acquisitions “for the foreseeable future,” citing a desire to avoid diversions from its current strategy.
Management said it expects further operating leverage from lower non-consumer-facing expenses, continued restructuring savings and sales growth. Shrivastava added that the company’s cash priorities include consumer-facing capital expenditures, dividends and debt reduction.
About Estee Lauder Companies (NYSE:EL)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.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Nejsledovanější americký index S&P 500 v úvodu obchodování roste. Děje se tak poté, co ministerstvo financí USA oznámilo plán navýšit zpětné odkupy dluhopisů s delší splatností, což je podle agentury Bloomberg signál, že Spojené státy chtějí snížit náklady na dluh poté, co výnosy dosáhly víceletých maxim.
Raketový růst zažívají akcie farmaceutické společnosti Moderna (+114 %). Ta společně s Merck & Co. (+11 %) oznámila, že jejich personalizovaná protinádorová vakcína ve velké studii pozdní fáze pomohla snížit recidivu melanomu. Jde o první úspěšnou studii závěrečné fáze u jakékoli protinádorové terapie založené na mRNA. Pozitivně reagují i další výrobci vakcín. Německý BioNTech roste o 21,7 % a Novavax posiluje o 7,9 %.
Výrazně se také daří kosmetické společnosti Estée Lauder (+18 %) po reportu výsledků hospodaření za 4Q. 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.
Rostou také akcie výrobce polovodičů Marvell Technology (+7,4 %). Ten se společností Google, která patří pod technologický konglomerát Alphabet (-0,6 %), oznámil rozšířené partnerství ve vývoji zakázkových čipů. Jeho součástí je warrant vydaný Marvellem, který Googlu umožňuje nakoupit až 58,97 mil. akcií za cenu 206,58 USD za kus, tedy v objemu až 12,2 mld. USD. Nedaří se tak akciím společnosti Broadcom (-4,9 %), která je známá jako klíčový partner Googlu v oblasti vývoje čipů TPU.
Akcie maloobchodního řetězce Target po zveřejnění výsledků hospodaření rostou o 4,9 %. Porovnatelné tržby i očištěný zisk na akcii předčily očekávání a společnost navíc těžila z vratek cel. Firma rovněž zvýšila celoroční výhled.
Index S&P 500 +0,33 % na 7717,29 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Zdravotní péče +3,6 % Informační technologie -0,8 % Základní materiály +2,2 % Průmysl -0,2 % Nezbytná spotřeba +1,4 % Komunikační služby +0,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Moderna (MRNA) +114 % Dell Technologies (DELL) -6,9 % Estee Lauder Cos (EL) +18 % Crowdstrike Holdings (CRWD) -5,8 % Merck (MRK) +11 % Hewlett Packard Enterprise (HPE) -5,3 % Marvell Technology (MRVL) +7,4 % Teradyne (TER) -5,2 % Newmont Corp (NEM) +7,3 % Broadcom (AVGO) -4,9 % Zdroj: Bloomberg
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today reported its financial results for its fiscal year ended June 30, 2026. “I am incredibly proud of our team for delivering fiscal 2026 results ahead of the expectations we had to start the year. We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands, and achieved significant operating margin expansion,” said Stéphane de La Faverie, President and CEO. “We ended the year on a high n.
Estee Lauder forecast annual profit above Wall Street estimates on Wednesday, betting on sustained spending on premium fragrances and strong performance in key markets such as China, reflecting persistent gains from its CEO's turnaround strategy.
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
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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The EstÃe Lauder Companies Inc. (NYSE: EL) today announced a research collaboration with the School of Design, University of Leeds, United Kingdom, and Dr. Kai
Analysts on Wall Street project that Estee Lauder (EL - Free Report) will announce quarterly earnings of $0.32 per share in its forthcoming report, representing an increase of 255.6% year over year. Revenues are projected to reach $3.55 billion, increasing 4.1% from the same quarter last year.
Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
In light of this perspective, let's dive into the average estimates of certain Estee Lauder metrics that are commonly tracked and forecasted by Wall Street analysts.
Based on the collective assessment of analysts, 'Net Sales- Skin Care' should arrive at $1.79 billion. The estimate indicates a change of +5.3% from the prior-year quarter.
It is projected by analysts that the 'Net Sales- Makeup' will reach $993.00 million. The estimate indicates a year-over-year change of +1.1%.
According to the collective judgment of analysts, 'Net Sales- Other' should come in at $21.27 million. The estimate indicates a change of +6.4% from the prior-year quarter.
The combined assessment of analysts suggests that 'Net Sales- Hair Care' will likely reach $146.74 million. The estimate indicates a change of +4.1% from the prior-year quarter.
The consensus among analysts is that 'Net Sales- Fragrance' will reach $564.70 million. The estimate indicates a change of +0.8% from the prior-year quarter.
Analysts predict that the 'Net Sales- The Americas' will reach $952.93 million. The estimate indicates a year-over-year change of +0.4%.
Analysts forecast 'Operating Income (Loss)- Other' to reach $30.74 million. Compared to the present estimate, the company reported $12.00 million in the same quarter last year.
View all Key Company Metrics for Estee Lauder here>>>
Over the past month, Estee Lauder shares have recorded returns of +5.4% versus the Zacks S&P 500 composite's +3.8% change. Based on its Zacks Rank #3 (Hold), EL will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
New research aims to tackle one of beauty’s most persistent challenges: accurately matching shade complexion-enhancing products to the full, diverse spectrum of global skin tones
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced a research collaboration with the School of Design, University of Leeds, United Kingdom, and Dr. Kaida Xiao, a world-renowned leader in color science and visual perception. Despite significant advances in beauty innovation, finding the right foundation or concealer shade remains one of the most common consumer frustrations.
By combining advanced color science with research into how consumers perceive their own skin, this partnership aims to strengthen the development of luxury and prestige complexion-enhancing products with more precise shade matching and improved formulas. The findings could help establish new scientific benchmarks for evaluating foundation, concealer and other complexion products to deliver more natural-looking results in everyday life.
The project, led by Dr. Kaida Xiao, Professor of Color and Imaging Science at the Leeds Institute of Textiles and Color (LITAC), School of Design, University of Leeds, uses advanced psychophysical methods – ways of studying how people see and notice differences, rooted in visual perception science – to investigate how individuals perceive color undertones and detect subtle differences in color.
By examining the relationship between how color is measured by scientific instruments and human visual perception of the same colors, particularly in real-world viewing conditions, the research seeks to identify when subtle differences in tone become noticeable to consumers and when they do not. These insights will help improve how complexion products are evaluated and developed, reducing mismatches and enabling more natural-looking results.
“Delivering transformative innovation in complexion and color cosmetics begins with a deeper understanding of how consumers perceive their own skin tone,” said Claude Saliou, Senior Vice President, Advanced Technologies and Global Clinical and Consumer Sciences, The Estée Lauder Companies.
“While skin tone can be measured with increasing precision, understanding how consumers perceive their tone in the real world remains a complex scientific challenge. By partnering with the University of Leeds, a global leader in color science, we have an opportunity to better understand how consumers experience shade matching in the real world. These insights help us improve shade accuracy, develop higher-performing formulas that look more natural and consistent, and support continued innovation across our luxury and prestige portfolio. This partnership helps us prioritize inclusivity at the center of innovation, creating formulas where every consumer can find their exact, natural-looking match.”
“Skin color perception is highly complex, shaped by subtle interactions between multiple factors,” said Dr. Kaida Xiao, Professor of Color and Imaging Science, University of Leeds. “We are thrilled to collaborate with The Estée Lauder Companies, a global leader in prestige beauty recognized for its long-standing dedication to advancing skin science and its commitment to scientific excellence. This partnership brings together academic expertise and industry leadership to advance understanding in this important area of color science.”
About The Estée Lauder Companies
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of luxury and prestige brands globally. The company’s products are sold in approximately 150 countries and territories under brand names including: Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, KILIAN PARIS, Too Faced, Dr.Jart+, the DECIEM family of brands, including The Ordinary and NIOD, and BALMAIN Beauty.
With Research & Innovation Centers around the world, The Estée Lauder Companies’ scientists have multidisciplinary expertise ranging from basic science and advanced technologies to the intersections of physics, chemistry, biology, and engineering. The company has 75 years of formulation authority and is deeply integrated into the scientific community, regularly presenting at leading events, publishing in peer-reviewed journals, including partnerships with leading scientists, institutions, and academia across a broad array of sectors. The Estée Lauder Companies’ Research & Innovation team consistently aims to develop the next generation of transformative, science-driven prestige beauty products, packaging, and experiences that deliver exceptional quality and performance for our consumers around the world.
The UK plays an important role in that innovation heritage. Launched in 1960, the UK was the Estée Lauder Companies’ first international market. Today, the company’s UK operations span corporate and brand offices, hundreds of points of sale and a manufacturing facility – Whitman Laboratories Ltd – which celebrated its 60th anniversary this year.
About the University of Leeds
The University of Leeds is one of the largest higher education institutions in the UK, with more than 40,000 students from about 140 different countries. The university is renowned globally for the quality of our teaching and research. The University of Leeds is a values-driven university and harnesses its expertise in research and education to help shape a better future for humanity, working through collaboration to tackle inequalities, achieve societal impact and drive change. The University is a member of the Russell Group of research-intensive universities, and is a major partner in the Alan Turing, Rosalind Franklin and Royce Institutes.
The School of Design was established in 1874 and has evolved into a globally renowned institution at the University of Leeds. Today, that legacy of applied science and creativity is supported by a robust community of over 100 academics and research fellows. Its profound impact is further cemented by the Leeds Institute of Textiles and Color (LITAC), an interdisciplinary research institute established within the School through a significant £21.1 million co-investment from The Clothworkers’ Company and the University.
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.
Estee Lauder (EL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on August 19, might help the stock move higher if these key numbers are better than expectations. 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 $0.32 per share in its upcoming report, which represents a year-over-year change of +255.6%.
Revenues are expected to be $3.55 billion, up 4.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.13% lower 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
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 +6.32%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Estee Lauder will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. 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 $0.66 per share when it actually produced earnings of $0.91, delivering a surprise of +37.88%.
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.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) will release its fiscal 2026 fourth quarter and full-year results on Wednesday, August 19, 2026. On that date, at 8:30 a.m. (ET), the Company will provide a live webcast of its conference call and presentation discussing the results, future prospects and recent corporate developments. Stéphane de La Faverie, President and CEO, and Akhil Shrivastava, EVP and CFO, will host the call. Those wishing to access the webcast can visi.
Bank of America Corp DE boosted its stake in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 950.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,843,765 shares of the company’s stock after purchasing an additional 12,526,471 shares during the quarter. Bank of America Corp DE owned about 3.83% of Estee Lauder Companies worth $993,567,000 as of its most recent SEC filing.
Several other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in shares of Estee Lauder Companies by 3.9% during the 4th quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock worth $2,927,224,000 after buying an additional 1,043,746 shares during the period. State Street Corp raised its position in shares of Estee Lauder Companies by 4.2% in the 4th quarter. State Street Corp now owns 11,585,782 shares of the company’s stock valued at $1,213,263,000 after acquiring an additional 467,195 shares during the period. Schroder Investment Management Group raised its position in shares of Estee Lauder Companies by 185.3% in the 4th quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock valued at $861,596,000 after acquiring an additional 5,286,875 shares during the period. Independent Franchise Partners LLP boosted its stake in Estee Lauder Companies by 1.1% during the 4th quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock worth $820,717,000 after acquiring an additional 83,857 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in Estee Lauder Companies by 22.7% during the 4th quarter. Bank of New York Mellon Corp now owns 7,497,179 shares of the company’s stock worth $785,105,000 after acquiring an additional 1,384,678 shares during the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities research analysts have commented on EL shares. Zacks Research downgraded shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Canaccord Genuity Group lifted their price target 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. Weiss Ratings lowered shares of Estee Lauder Companies from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, May 4th. Telsey Advisory Group lowered their price objective on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating for the company in a research report on Monday, May 4th. Finally, Citigroup raised their price objective on Estee Lauder Companies from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $96.95.
Read Our Latest Stock Analysis on Estee Lauder Companies
Estee Lauder Companies Stock Performance Shares of EL stock opened at $83.80 on Friday. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. The Estee Lauder Companies Inc. has a 52 week low of $66.22 and a 52 week high of $121.64. The company’s 50 day moving average price is $84.10 and its two-hundred day moving average price is $89.49. The company has a market capitalization of $30.32 billion, a P/E ratio of -119.71, a price-to-earnings-growth ratio of 0.66 and a beta of 1.27.
Estee Lauder Companies (NYSE:EL – Get Free Report) last released its quarterly earnings results on Friday, May 1st. The company reported $0.91 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.25. The company had revenue of $3.71 billion during the quarter, compared to analysts’ expectations of $3.69 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The business’s quarterly revenue was up 4.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.65 earnings per share. On average, analysts expect that The Estee Lauder Companies Inc. will post 2.41 earnings per share for the current fiscal year.
Estee Lauder Companies Profile (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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Estee Lauder (EL - Free Report) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, EL broke out above the 50-day moving average, suggesting a short-term bullish trend.
One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first marker of an up or down trend.
EL has rallied 7.4% over the past four weeks, and the company is a Zacks Rank #2 (Buy) at the moment. This combination suggests EL could be on the verge of another move higher.
Looking at EL's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 2 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well.
With a winning combination of earnings estimate revisions and hitting a key technical level, investors should keep their eye on EL for more gains in the near future.
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Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of The Estee Lauder Companies, Inc. (NYSE: EL) breached their fiduciary duties to shareholders.
If you currently own Estee Lauder stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
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Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.
The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.
The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.
The Zacks Earnings ESP, ExplainedThe Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.
The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.
When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.
Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.
Should You Consider e.l.f. Beauty?Now that we understand what the ESP is and how beneficial it can be, let's dive into a stock that currently fits the bill. e.l.f. Beauty (ELF - Free Report) earns a #2 (Buy) right now and its Most Accurate Estimate sits at $0.75 a share, just seven days from its upcoming earnings release on August 5, 2026.
ELF has an Earnings ESP figure of +5.23%, which, as explained above, is calculated by taking the percentage difference between the $0.75 Most Accurate Estimate and the Zacks Consensus Estimate of $0.71. e.l.f. Beauty is one of a large database of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ELF is one of just a large database of Consumer Staples stocks with positive ESPs. Another solid-looking stock is Estee Lauder (EL - Free Report) .
Slated to report earnings on August 19, 2026, Estee Lauder holds a #2 (Buy) ranking on the Zacks Rank, and its Most Accurate Estimate is $0.32 a share 21 days from its next quarterly update.
The Zacks Consensus Estimate for Estee Lauder is $0.31, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +2.72%.
ELF and EL's positive ESP metrics may signal that a positive earnings surprise for both stocks is on the horizon.
Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
NEW YORK--(BUSINESS WIRE)--Today, Estée Lauder announces the launch of Glimmer, a new prestige fragrance created for a new generation of consumers. An amber floral fragrance with a gourmand twist, Glimmer transforms the power of everyday "glimmers” - small moments of joy, hope, and connection - into a sensorial fragrance experience designed to inspire optimism, foster community, and leave a lasting impression. Acclaimed actress and singer Hailee Steinfeld stars as the face of Glimmer. Rooted in.
[url="]Arrowhead Pharmaceuticals, Inc.[/url] (NASDAQ: ARWR) today announced that it has completed enrollment in the global Phase 3 YOSEMITE clinical trial of z
Shares of The Estee Lauder Companies Inc. (NYSE: EL - Get Free Report) have been given an average rating of "Hold" by the twenty-one research firms that are covering the stock, MarketBeat reports. Two equities research analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation, eight have given a buy
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Estee Lauder (EL - Free Report) , which belongs to the Zacks Cosmetics industry.
When looking at the last two reports, this beauty products company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 21.92%, on average, in the last two quarters.
For the most recent quarter, Estee Lauder was expected to post earnings of $0.66 per share, but it reported $0.91 per share instead, representing a surprise of 37.88%. For the previous quarter, the consensus estimate was $0.84 per share, while it actually produced $0.89 per share, a surprise of 5.95%.
Price and EPS Surprise
For Estee Lauder, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. 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.
Estee Lauder currently has an Earnings ESP of +2.72%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 19, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
California Public Employees Retirement System trimmed its position in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 1.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 413,289 shares of the company’s stock after selling 6,992 shares during the quarter. California Public Employees Retirement System owned approximately 0.11% of Estee Lauder Companies worth $29,662,000 as of its most recent SEC filing.
Several other hedge funds have also bought and sold shares of EL. Covenant Asset Management LLC bought a new position in shares of Estee Lauder Companies during the 4th quarter worth approximately $3,634,000. Aberdeen Group plc raised its stake in Estee Lauder Companies by 13.4% in the 4th quarter. Aberdeen Group plc now owns 201,255 shares of the company’s stock valued at $21,075,000 after acquiring an additional 23,717 shares during the period. Eurizon Capital SGR S.p.A. acquired a new stake in Estee Lauder Companies during the 4th quarter valued at $14,619,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in Estee Lauder Companies during the fourth quarter worth $19,438,000. Finally, WT Asset Management Ltd increased its holdings in shares of Estee Lauder Companies by 60.6% in the fourth quarter. WT Asset Management Ltd now owns 53,000 shares of the company’s stock valued at $5,550,000 after purchasing an additional 20,000 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades EL has been the subject of several research analyst reports. Piper Sandler began coverage on shares of Estee Lauder Companies in a report on Friday, May 15th. They set an “overweight” rating and a $95.00 target price for the company. Wells Fargo & Company raised their price objective on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Monday, May 4th. Deutsche Bank Aktiengesellschaft reduced their price objective on Estee Lauder Companies from $124.00 to $108.00 and set a “buy” rating for the company in a report on Monday, March 30th. Zacks Research lowered Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Finally, TD Cowen lifted their price target on Estee Lauder Companies from $85.00 to $90.00 and gave the stock a “hold” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $98.11.
Get Our Latest Report on EL
Estee Lauder Companies Stock Performance Shares of NYSE:EL opened at $82.45 on Wednesday. The Estee Lauder Companies Inc. has a 12-month low of $66.22 and a 12-month high of $121.64. The company’s 50 day moving average price is $83.72 and its two-hundred day moving average price is $90.78. The firm has a market cap of $29.83 billion, a PE ratio of -117.79, a PEG ratio of 0.65 and a beta of 1.27. 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 (NYSE:EL – Get Free Report) last issued its quarterly earnings results on Friday, May 1st. The company reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.25. The business had revenue of $3.71 billion during the quarter, compared to analysts’ expectations of $3.69 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.65 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. Equities research analysts predict that The Estee Lauder Companies Inc. will post 2.41 earnings per share for the current year.
Estee Lauder Companies Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 29th were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Friday, May 29th. Estee Lauder Companies’s dividend payout ratio is presently -200.00%.
Estee Lauder Companies Profile (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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Goldman Sachs (NYSE:GS | GS Price Prediction) is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum and is likely to do so for years to come. Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and is ranked 36th on the Fortune 500 list of the largest U.S. corporations by total revenue.
The Wall Street white-glove giant offers financing, advisory services, risk distribution, and hedging for the firm’s institutional and corporate clients. In addition, it provides advice, investing, and execution for institutions and individuals across public and private markets. At 24/7 Wall St., we have followed the company’s research for 15 years to bring our readers top stock ideas. One of our favorite avenues is the firm’s Conviction List of top picks, which is reviewed and often updated monthly. This month, the firm added two stocks that investors are very familiar with, and a third with massive upside potential.
Why we recommend Goldman Sachs Conviction List stocks
The Goldman Sachs Conviction List is a curated list of stocks that the firm’s research team believes are highly likely to outperform the market. It is a tool for investors to identify stocks with strong growth potential and is frequently updated to reflect changes in market conditions and company performance. The list aims to identify stocks where Goldman Sachs analysts have the “highest level of conviction” in their outperformance.
Estee Lauder The fragrance and makeup giant has been added to the list and also offers a 1.69% dividend. Estee Lauder (NYSE:EL) is a manufacturer, marketer, and seller of skin care, makeup, fragrance, and hair care products.
Goldman Sachs analyst Bonnie Herzog noted this:
Following several years of execution challenges, it is heading into a positive, innovation-driven topline inflection that investors underappreciate in a prestige beauty market driven by innovation. Look for revenue growth, an improving business in China, and internal initiatives to drive 450bp of margin expansion over the next three years, alleviating investor concerns that the company will engage in value-dilutive M&A, and paving the way for multiple expansion as confidence returns to this historical high-end leader.
The company’s products are sold in approximately 150 countries and territories under several brand names, including:
Estee Lauder Aramis Clinique Lab Series Origins M.A.C Bobbi Brown Cosmetics La Mer Aveda Jo Malone London Bumble and bumble Darphin Paris TOM FORD Smashbox AERIN Beauty Le Labo Editions de Parfums Frederic Malle GLAMGLOW Kilian Paris Too Faced Dr.Jart+ The DECIEM family of brands, including The Ordinary and NIOD It is a licensee for fragrances, cosmetics, and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care products, sun care products, and more. The makeup products include lipsticks, lip glosses, mascaras, foundations, and others.
The Goldman Sachs price target is $100, which would be a 22% gain from current levels.
Nextpower While off the radar of some, this company, previously known as Nextracker, could attract more attention as power demand surges. Nextpower (NASDAQ:NXT) is a global provider of solar and energy technology solutions for utility-scale power plants. The company specializes in solar tracking systems.
Goldman Sachs analyst Brian Lee said this:
NXT’s business model is evolving from a pure-play utility-scale solar-tracking company into a power technology platform built around a solar core, with the potential to sustain long-term growth and a premium valuation vs. peers in the space. Over time, look for tracking revenue to fall to two-thirds of total revenue, while other, value-added, and margin-enhancing services, including electrical work, batteries, and software solutions, grow to a third of total revenue, driving a ~10% non-GAAP EPS CAGR through FY 2029 (ended March).
The company delivers an integrated suite of structural, electrical, and digital solutions across the full lifecycle of solar power plants, from design and construction through operations and maintenance. The company delivers intelligent power generation systems and services.
Nextpower has developed solar trackers that enable rows to move independently. Its TrueCapture energy yield management system addresses power production shortfalls due to the variability of real-world site conditions.
The company’s customers include engineering, procurement, and construction firms, as well as solar project developers and owners. Its products include trackers, foundations, software, eBOS, controls, and module frames. Its trackers include NX Horizon, NX Horizon-XTR, and NX Horizon Low Carbon. Its solutions include AgriPV and Risk and Resilience.
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The Goldman Sachs target price of $168 would represent a 63% gain.
Wells Fargo Wells Fargo (NYSE:WFC) operates in 35 countries and serves over 70 million customers worldwide. This money-center giant makes sense, given its 2.06% dividend, as many of the issues that have plagued the company over the last five years appear to be resolved. Wells Fargo is a financial services company that offers a diverse range of banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally.
Goldman Sachs analyst Richard Ramsden provided this:
WFC continues to shift from defense to offense, as it is in the midst of a balance sheet expansion initiative while simultaneously benefiting from a very strong capital markets backdrop and strength in its credit card business. Look for a supportive US economy, a constructive environment, and concerted efforts to control costs to help drive 300bp+ of margin expansion, helping to fuel a 17.6% ROTCE by 2028.
The company operates through four segments:
Consumer Banking and Lending Commercial Banking Corporate and Investment Banking Wealth and Investment Management The Consumer Banking and Lending segment offers a diverse range of financial products and services tailored to meet the needs of consumers and small businesses. These include checking and savings accounts, credit and debit cards, as well as home, auto, personal, and small business lending services.
The Commercial Banking segment provides financial solutions to private, family-owned, and specific public companies. Its products and services include banking and credit products across various industry sectors and municipalities, as well as secured lending and lease products, and treasury management services.
The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services, such as:
Corporate banking Investment banking Treasury management Commercial real estate lending and servicing Equity and fixed-income solutions Sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients The Wealth and Investment Management provides wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net-worth, and ultra-high-net-worth clients.
Wells Fargo also operates through financial advisors in brokerage and wealth offices, consumer bank branches, independent offices, and digitally through WellsTrade and Intuitive Investor.
The $93 Goldman Sachs price target would represent a 6% gain, so this is more of a total return idea.
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