The Estée Lauder Companies Inc. logo

The Estée Lauder Companies Inc.

EL

NYSEConsumer DefensiveHousehold & Personal Products

Previous close

$101.94

+$5.79 · +6.02%

Aug 21, 4:00 PM ET

EL company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

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 website

The 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 / TTM

Valuation & 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.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends84%51%17%-16%Gross margin, FY2022: 75.73%Gross margin, FY2023: 71.31%Gross margin, FY2024: 71.66%Gross margin, FY2025: 73.89%Gross margin, FY2026: 75.50%Operating margin, FY2022: 17.87%Operating margin, FY2023: 9.48%Operating margin, FY2024: 6.21%Operating margin, FY2025: 6.70%Operating margin, FY2026: 5.18%Net margin, FY2022: 13.47%Net margin, FY2023: 6.32%Net margin, FY2024: 2.50%Net margin, FY2025: -7.93%Net margin, FY2026: 1.21%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 75.73%. Gross margin FY2023 71.31%. Gross margin FY2024 71.66%. Gross margin FY2025 73.89%. Gross margin FY2026 75.50%. Operating margin FY2022 17.87%. Operating margin FY2023 9.48%. Operating margin FY2024 6.21%. Operating margin FY2025 6.70%. Operating margin FY2026 5.18%. Net margin FY2022 13.47%. Net margin FY2023 6.32%. Net margin FY2024 2.50%. Net margin FY2025 -7.93%. Net margin FY2026 1.21%.

Income trends

Revenue

15.05B USD+5.33%

Operating income

780M USD-18.58%

Net income

182M USD+1.32B USD
Income trends across reported periods19.62B USD12.08B USD4.53B USD−3.02B USDRevenue, FY2022: 17.74B USDRevenue, FY2023: 15.91B USDRevenue, FY2024: 15.61B USDRevenue, FY2025: 14.29B USDRevenue, FY2026: 15.05B USDOperating income, FY2022: 3.17B USDOperating income, FY2023: 1.51B USDOperating income, FY2024: 970M USDOperating income, FY2025: 958M USDOperating income, FY2026: 780M USDNet income, FY2022: 2.39B USDNet income, FY2023: 1.01B USDNet income, FY2024: 390M USDNet income, FY2025: −1.13B USDNet income, FY2026: 182M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 17.74B USD. Revenue FY2023 15.91B USD. Revenue FY2024 15.61B USD. Revenue FY2025 14.29B USD. Revenue FY2026 15.05B USD. Operating income FY2022 3.17B USD. Operating income FY2023 1.51B USD. Operating income FY2024 970M USD. Operating income FY2025 958M USD. Operating income FY2026 780M USD. Net income FY2022 2.39B USD. Net income FY2023 1.01B USD. Net income FY2024 390M USD. Net income FY2025 −1.13B USD. Net income FY2026 182M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue15.05B USD14.29B USD15.61B USD15.91B USD17.74B USD
Cost of goods sold3.69B USD3.73B USD4.42B USD4.56B USD4.31B USD
Gross profit11.36B USD10.56B USD11.18B USD11.35B USD13.43B USD
Research and development316M USD
Selling, general, and administrative9.69B USD9.28B USD9.62B USD9.58B USD9.89B USD
Operating expenses10.58B USD9.6B USD10.21B USD9.84B USD10.26B USD
Interest income90M USD114M USD167M USD131M USD30M USD
Interest expense334M USD404M USD378M USD255M USD167M USD
Depreciation and amortization829M USD825M USD744M USD727M USD
Operating income780M USD958M USD970M USD1.51B USD3.17B USD
Net income182M USD−1.13B USD390M USD1.01B USD2.39B 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

ActualEstimate
Quarterly EPS actual values compared with estimates0.980.680.370.07Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 0.62, estimate 0.31, surprise +100.00%, Beat. Q2 2025, reported May 1, 2025: actual 0.65, estimate 0.313, surprise +107.87%, Beat. Q3 2025, reported Aug 20, 2025: actual 0.09, estimate 0.086, surprise +4.25%, Beat. Q4 2025, reported Oct 30, 2025: actual 0.32, estimate 0.176, surprise +82.13%, Beat. Q1 2026, reported Feb 5, 2026: actual 0.89, estimate 0.835, surprise +6.59%, Beat. Q2 2026, reported May 1, 2026: actual 0.91, estimate 0.648, surprise +40.43%, Beat. Q3 2026, reported Aug 19, 2026: actual 0.39, estimate 0.319, surprise +22.22%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 0.51, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates4.4B4B3.61B3.21BQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 4B USD, estimate 3.98B USD, surprise +0.67%, Beat. Q2 2025, reported May 1, 2025: actual 3.55B USD, estimate 3.52B USD, surprise +0.98%, Beat. Q3 2025, reported Aug 20, 2025: actual 3.41B USD, estimate 3.39B USD, surprise +0.36%, Beat. Q4 2025, reported Oct 30, 2025: actual 3.48B USD, estimate 3.38B USD, surprise +2.94%, Beat. Q1 2026, reported Feb 5, 2026: actual 4.23B USD, estimate 4.23B USD, surprise +0.09%, Beat. Q2 2026, reported May 1, 2026: actual 3.71B USD, estimate 3.69B USD, surprise +0.62%, Beat. Q3 2026, reported Aug 19, 2026: actual 3.63B USD, estimate 3.55B USD, surprise +2.31%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 3.64B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

46 ratings
Strong buy12%
Buy2043%
Hold2146%
Sell49%
Strong sell00%

EL 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

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Aug 31, 2026

$0.35

Quarterly

Record Aug 31, 2026 · Payment Sep 15, 2026

Dividend

Ex-dividend May 29, 2026

$0.35

Quarterly

Record May 29, 2026 · Payment Jun 15, 2026

Dividend

Ex-dividend Feb 27, 2026

$0.35

Quarterly

Record Feb 27, 2026 · Payment Mar 16, 2026

Dividend

Ex-dividend Nov 28, 2025

$0.35

Quarterly

Record Nov 28, 2025 · Payment Dec 15, 2025

Dividend

Ex-dividend Sep 2, 2025

$0.35

Quarterly

Record Sep 2, 2025 · Payment Sep 16, 2025

Dividend

Ex-dividend May 30, 2025

$0.35

Quarterly

Record May 30, 2025 · Payment Jun 16, 2025

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