
The Estée Lauder Companies Inc.
ELNYSEConsumer DefensiveHousehold & Personal Products
Previous close
$101.94
+$5.79 · +6.02%
EL company overview
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GoAI snapshot
AI-powered factor overview
GoAI score
Sell
Trim exposure — unfavorable risk-reward
Valuation
4
Overpriced
Momentum
32
Weakening
Sentiment
49
Mixed
Risk resilience
54
Elevated Risk
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Company profile
Company websiteThe Estée Lauder Companies Inc. is a global entity dedicated to the development, marketing, and sale of a diverse range of premium beauty and personal care items worldwide. Its extensive product catalog encompasses numerous offerings across four primary categories. For skin care, it provides moisturizers, serums, cleansers, toners, body treatments, exfoliants, acne and oil control solutions, facial masks, specialized cleansing devices, and sun protection. In makeup, consumers can find lipsticks, glosses, mascaras, foundations, eyeshadows, nail polishes, powders, compacts, brushes, and various other cosmetic tools. The fragrance segment includes eau de parfum sprays, colognes, scented lotions, powders, creams, candles, and soaps. Lastly, its hair care selection features shampoos, conditioners, styling aids, treatments, finishing sprays, and hair color products. Beyond these, the company also offers ancillary products and services. Estée Lauder boasts an impressive portfolio of owned brands, such as Clinique, M·A·C, Aveda, La Mer, Jo Malone London, and The Ordinary, among many others. Furthermore, it operates under license agreements for notable fashion labels including Tommy Hilfiger and Michael Kors. These products are distributed globally through a broad network of retail channels, comprising high-end department stores, specialty multi-brand retailers, luxury perfumeries and pharmacies, salons and spas, exclusive freestanding stores, its own and authorized online platforms, major third-party e-commerce sites, airport retail locations, and in-flight and duty-free concessions. Established in 1946, the company maintains its corporate headquarters in New York, New York.
- Industry
- Household & Personal Products
- Sector
- Consumer Defensive
- Headquarters
- US
- CEO
- Stephane de la Faverie
- Listed since
- Nov 17, 1995
- Employees
- 44,460
Market position
Day range
Current $101.94
52-week range
Current $101.94
- Open
- $96.75
- Previous close
- $96.15
- Volume
- 5.67M
- 1.67× average
- Average volume
- 3.39M
- Average daily volume
- Market cap
- 36.87B USD
- Beta
- 1.25
- Market reference 1
- 50-day average
- $84.9734
- +19.97% above average
- 200-day average
- $91.589
- +11.30% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 34.35B USD
- P/E (TTM)
- 203.88×
- P/B (TTM)
- 9.7×
- P/S (TTM)
- 2.45×
- EV / EBITDA
- 40.37×
- Earnings yield
- 0.64%
- Free cash flow yield
- 4.60%
- Dividend yield
- 1.37%
Profitability & efficiency
- Gross margin
- 75.50%
- Operating margin
- 5.18%
- Net margin
- 1.21%
- Return on equity
- 4.78%
- Return on assets
- 0.92%
- Return on invested capital
- 1.90%
Financial health
- Debt / equity
- 2.43×
- Current ratio
- 1.22×
- Altman Z-score
- 3.18
- Piotroski F-score
- 7 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenue | 15.05B USD | 14.29B USD | 15.61B USD | 15.91B USD | 17.74B USD |
| Cost of goods sold | 3.69B USD | 3.73B USD | 4.42B USD | 4.56B USD | 4.31B USD |
| Gross profit | 11.36B USD | 10.56B USD | 11.18B USD | 11.35B USD | 13.43B USD |
| Research and development | — | 316M USD | — | — | — |
| Selling, general, and administrative | 9.69B USD | 9.28B USD | 9.62B USD | 9.58B USD | 9.89B USD |
| Operating expenses | 10.58B USD | 9.6B USD | 10.21B USD | 9.84B USD | 10.26B USD |
| Interest income | 90M USD | 114M USD | 167M USD | 131M USD | 30M USD |
| Interest expense | 334M USD | 404M USD | 378M USD | 255M USD | 167M USD |
| Depreciation and amortization | — | 829M USD | 825M USD | 744M USD | 727M USD |
| Operating income | 780M USD | 958M USD | 970M USD | 1.51B USD | 3.17B USD |
| Net income | 182M USD | −1.13B USD | 390M USD | 1.01B USD | 2.39B USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 100%
- 11 beats, 0 misses, 0 met estimates
- Average EPS surprise
- +64.95%
- 11 comparable reports
- Latest EPS result
- 0.39
- Estimate 0.32 · Beat by 22.22%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
46 ratingsEL news
Corporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.40
2025 complete year-36.1% since 2021
2026 partial: $0.70
$2.19
2,021
$2.46
2,022
$2.64
2,023
$2.33
2,024
$1.40
2,025
$0.70
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
DividendUpcoming | Aug 31, 2026 | $0.35Quarterly | Aug 31, 2026 | Sep 15, 2026 |
Dividend | May 29, 2026 | $0.35Quarterly | May 29, 2026 | Jun 15, 2026 |
Dividend | Feb 27, 2026 | $0.35Quarterly | Feb 27, 2026 | Mar 16, 2026 |
Dividend | Nov 28, 2025 | $0.35Quarterly | Nov 28, 2025 | Dec 15, 2025 |
Dividend | Sep 2, 2025 | $0.35Quarterly | Sep 2, 2025 | Sep 16, 2025 |
Dividend | May 30, 2025 | $0.35Quarterly | May 30, 2025 | Jun 16, 2025 |
Ex-dividend Aug 31, 2026
$0.35
Quarterly
Record Aug 31, 2026 · Payment Sep 15, 2026
Ex-dividend May 29, 2026
$0.35
Quarterly
Record May 29, 2026 · Payment Jun 15, 2026
Ex-dividend Feb 27, 2026
$0.35
Quarterly
Record Feb 27, 2026 · Payment Mar 16, 2026
Ex-dividend Nov 28, 2025
$0.35
Quarterly
Record Nov 28, 2025 · Payment Dec 15, 2025
Ex-dividend Sep 2, 2025
$0.35
Quarterly
Record Sep 2, 2025 · Payment Sep 16, 2025
Ex-dividend May 30, 2025
$0.35
Quarterly
Record May 30, 2025 · Payment Jun 16, 2025
EL peers
ETFs holding EL
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI661.13M0.03%2.3T USD0.03%$378.24+0.44%
Vanguard S&P 500 ETFVOO544.71M0.03%1.7T USD0.03%$703.71+0.39%
Vanguard Morningstar Mid-Cap ETFVO449.02M0.20%224.7B USD0.03%$82.97+0.53%
iShares Core S&P 500 ETFIVV320.5M0.04%891.84B USD0.03%$769.31+0.39%
VanEck Morningstar Wide Moat ETFMOAT294.86M2.39%12.46B USD0.46%$114.42+0.95%
State Street SPDR S&P 500 ETFSPY294.78M0.04%817.87B USD0.09%$765.72+0.41%
State Street Consumer Staples Select Sector SPDR ETFXLP223.9M1.51%14.85B USD0.08%$85.99+0.79%
Invesco S&P 500 Equal Weight ETFRSP210.28M0.21%100.27B USD0.20%$221.67+0.63%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 661.13M
- Weight
- 0.03%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
Vanguard S&P 500 ETFVOO- Market value
- 544.71M
- Weight
- 0.03%
- AUM
- 1.7T USD
- Expense ratio
- 0.03%
- Price / 1D
- $703.71+0.39%
Vanguard Morningstar Mid-Cap ETFVO- Market value
- 449.02M
- Weight
- 0.20%
- AUM
- 224.7B USD
- Expense ratio
- 0.03%
- Price / 1D
- $82.97+0.53%
iShares Core S&P 500 ETFIVV- Market value
- 320.5M
- Weight
- 0.04%
- AUM
- 891.84B USD
- Expense ratio
- 0.03%
- Price / 1D
- $769.31+0.39%
VanEck Morningstar Wide Moat ETFMOAT- Market value
- 294.86M
- Weight
- 2.39%
- AUM
- 12.46B USD
- Expense ratio
- 0.46%
- Price / 1D
- $114.42+0.95%
State Street SPDR S&P 500 ETFSPY- Market value
- 294.78M
- Weight
- 0.04%
- AUM
- 817.87B USD
- Expense ratio
- 0.09%
- Price / 1D
- $765.72+0.41%
State Street Consumer Staples Select Sector SPDR ETFXLP- Market value
- 223.9M
- Weight
- 1.51%
- AUM
- 14.85B USD
- Expense ratio
- 0.08%
- Price / 1D
- $85.99+0.79%
Invesco S&P 500 Equal Weight ETFRSP- Market value
- 210.28M
- Weight
- 0.21%
- AUM
- 100.27B USD
- Expense ratio
- 0.20%
- Price / 1D
- $221.67+0.63%
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