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.
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.
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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Breakdown
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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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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Where does The Estee Lauder (EL) generate its revenue? Explore its key revenue streams and top earning regions.
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Track The Estee Lauder (EL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is The Estee Lauder's latest dividend and current dividend yield?What were the key takeaways from The Estee Lauder's earnings call?Did The Estee Lauder beat or miss consensus estimates last quarter?What is The Estee Lauder's gross profit margin?What were the key takeaways from The Estee Lauder’s earnings call?What does The Estee Lauder do and what are its main business segments?What is the market's earnings forecast for The Estee Lauder next quarter?What guidance did The Estee Lauder's management provide for the next earnings period?
