EL
The Estee Lauder·NYSE
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EL fundamentals
The Estee Lauder (EL) released its earnings on Oct 30, 2025: revenue was 3.48B (YoY +3.54%), beat estimates; EPS was 0.32 (YoY +128.57%), beat estimates.
Revenue / YoY
3.48B
+3.54%
EPS / YoY
0.32
+128.57%
Report date
Oct 30, 2025
EL Earnings Call Summary for Q1,2026
- Revenue Recovery: Q1 organic sales +3% vs. Q4 decline, driven by China (+double-digit) and emerging markets. Fragrance and skin care led growth.
- Margin Expansion: Operating margin +300bps to 7.3%, gross margin +60bps to 73.3%. Unit growth in U.S. and China highlights consumer acquisition success.
- Strategic Momentum: New channel partnerships (Shopify, TikTok Shop), Travel Retail expansion, and innovation pipeline support long-term growth.
- China Resilience: Despite macro challenges, China outperformed Prestige Beauty with 7 brands in double-digit growth. Consumer confidence improving but cautious.
EPS
Revenue
Revenue & Expenses
EL has released its 2026 Q1 earnings report, with revenue of 3.48B, reflecting a YoY change of 3.57%, and net profit of 47.00M, showing a YoY change of 130.13%. 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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Breakdown
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 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 is The Estee Lauder's latest dividend and current dividend yield?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 is the revenue and EPS growth rate for The Estee Lauder year over year?What were the key takeaways from The Estee Lauder’s earnings call?
