EL
Estée Lauder Companies (The)Previous close
109.23
Change
+0.42 / +0.39%
P/E (TTM) ?
218.7
Market Cap
$39.3B
1M
+17.74%
S&P 500 −0.91% over same period
Volume / Avg Volume
8.9M / 3.1M
2.88× average
Latest earnings analysisFY2026 Q4Reported 2026-08-19
Estée Lauder FY2026: $15.05B sales, $2.51 adjusted EPS, Q4 loss
Estée Lauder's fiscal 2026 was a turnaround year on paper: net sales rose 5.0% to $15.05 billion, adjusted operating margin jumped 320 basis points to 11.2%, and free cash flow nearly doubled to $1.32 billion. The catch is that reported results still show a $116 million fourth-quarter loss and a 64.8% reported tax rate, so the honest read is the adjusted numbers, with the gap between them explained below.
Read the full analysis →Revenue$15.05BYoY +341.20%
EPS (non-GAAP)$0.39Beatest. $0.33
Next-day move−1.90%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q4 Quarter ended 2026-06 | 2026-08-19 | $15.0B | Read analysis → |
| FY2026 Q3 Quarter ended 2026-03 | 2026-05-01 | $3.7B | Pending |
| FY2026 Q2 Quarter ended 2025-12 | 2026-02-05 | $4.2B | Pending |
| FY2026 Q1 Quarter ended 2025-09 | 2025-10-30 | $3.5B | Pending |
| FY2025 Q4 Quarter ended 2025-06 | 2025-08-20 | $14.3B | Pending |
| FY2025 Q3 Quarter ended 2025-03 | 2025-05-01 | $3.5B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 100 of its 5-year rangeExpensive
5-year range 49.8 – 203.2 · Median 88.7
Last 4 quarters: $70.0M in buybacks + $508M in dividends, 1.47% of market cap combined
P/E (TTM)
218.7
P/B
10.5
P/S
2.7
Dividend Yield
2.13%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.7% on average on the first trading day after, rising 4 times
Most recent −1.90%
Volatility & Correlation
1-year beta 1.25 · Correlation with S&P 500 0.34Tracks the market
Annualized volatility 48% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 5 · $11.8MNet selling $11.8M
- 09-14FRIBOURG PAUL JDirectorSell$5.7M58,000 shares · 3 trades · Avg price 98.17
- 09-11FRIBOURG PAUL JDirectorSell$4.4M45,000 shares · Avg price 96.78
- 09-09BARSHEFSKY CHARLENEDirectorSell$0.37M3,775 shares · Avg price 98.82
- 08-28La Lande RashidaExec VP & General CounselSell$0.80M7,766 shares · Avg price 103.32
- 08-21La Lande RashidaExec VP & General CounselSell$0.55M5,564 shares · Avg price 99.55
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q4 | 3.63 | +6.3% | 75.5% | -0.12 | -0.31 |
| FY2026 Q3 | 3.71 | +4.6% | 76.4% | 0.09 | 0.24 |
| FY2026 Q2 | 4.23 | +5.6% | 76.5% | 0.16 | 0.44 |
| FY2026 Q1 | 3.48 | +3.6% | 73.4% | 0.05 | 0.13 |
| FY2025 Q4 | 3.41 | −11.9% | 72.0% | -0.55 | -1.52 |
| FY2025 Q3 | 3.55 | −9.9% | 75.0% | 0.16 | 0.44 |
| FY2025 Q2 | 4.00 | −6.4% | 76.1% | -0.59 | -1.64 |
| FY2025 Q1 | 3.36 | −4.5% | 72.4% | -0.16 | -0.43 |
| FY2024 Q4 | 3.87 | +7.3% | 71.8% | 0.41 | -0.79 |
| FY2024 Q3 | 3.94 | +5.0% | 71.9% | — | 0.91 |
| FY2024 Q2 | 4.28 | −7.4% | 73.0% | — | 0.87 |
| FY2024 Q1 | 3.52 | −10.5% | 69.6% | — | 0.09 |