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EL

The Estee Lauder·NYSE
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EL fundamentals

The Estee Lauder (EL) released its earnings on Feb 5, 2026: revenue was 4.23B (YoY +5.64%), beat estimates; EPS was 0.89 (YoY +43.55%), beat estimates.
Revenue / YoY
4.23B
+5.64%
EPS / YoY
0.89
+43.55%
Report date
Feb 5, 2026
EL Earnings Call Summary for Q2,2026
  • Q2 Growth Stars: China (+4% ex-travel retail), Makeup (+87 bps share gain), Fragrance (10% growth).
  • PRGP Payoff: $904M savings, 3% expense reduction, 14.4% operating margin.
  • Updated Guidance: 1-3% sales growth (narrowed), 10% operating margin (up 50bps), 40% EPS growth.
  • Key Risks: Travel retail transitions, U.S. brick-and-mortar decline, Europe macro uncertainty.
  • Innovation Acceleration: 19% of products launched in <12 months (vs. 16% target), 25%+ of sales from new products in FY26.

Earnings

EPS
Revenue

Revenue & Expenses

EL has released its 2026 Q2 earnings report, with revenue of 4.23B, reflecting a YoY change of 5.62%, and net profit of 162.00M, showing a YoY change of 127.46%. The Sankey diagram below clearly presents EL's revenue sources and cost distribution.

Key Indicators

The Estee Lauder (EL) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

The Estee Lauder (EL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

The Estee Lauder (EL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

The Estee Lauder (EL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does The Estee Lauder (EL) generate its revenue? Explore its key revenue streams and top earning regions.
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By Region
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Dividend

Track The Estee Lauder (EL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield