EL Stock - The Estée Lauder Companies Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $14.29B | $15.61B | $15.91B | $17.74B | $16.21B |
| Gross Profit | $10.56B | $11.18B | $11.35B | $13.43B | $12.38B |
| Gross Margin | 73.9% | 71.7% | 71.3% | 75.7% | 76.4% |
| Operating Income | $958.00M | $970.00M | $1.51B | $3.17B | $2.62B |
| Net Income | $-1,133,000,000 | $390.00M | $1.01B | $2.39B | $2.87B |
| Net Margin | -7.9% | 2.5% | 6.3% | 13.5% | 17.7% |
| EPS | $-3.15 | $1.09 | $2.81 | $6.64 | $7.91 |
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 25th 2025 | Rothschild & Co Redburn | Downgrade | Sell | $70 |
| November 11th 2025 | Argus | Upgrade | Buy | - |
| October 31st 2025 | Telsey Advisory Group | Reiterated | Market Perform | $105← $99 |
| October 13th 2025 | Goldman | Upgrade | Buy | $115 |
| August 14th 2025 | Telsey Advisory Group | Reiterated | Market Perform | $99← $66 |
| July 25th 2025 | JP Morgan | Upgrade | Overweight | $101 |
| July 10th 2025 | BofA Securities | Resumed | Buy | $110 |
| June 27th 2025 | HSBC Securities | Upgrade | Buy | - |
| June 23rd 2025 | Deutsche Bank | Upgrade | Buy | $95 |
| May 2nd 2025 | Telsey Advisory Group | Reiterated | Market Perform | $66← $76 |
| November 1st 2024 | Telsey Advisory Group | Reiterated | Market Perform | $76← $105 |
| November 1st 2024 | JP Morgan | Downgrade | Neutral | $74← $113 |
| October 31st 2024 | Wells Fargo | Downgrade | Equal Weight | $72← $105 |
| October 31st 2024 | Citigroup | Downgrade | Neutral | $80← $105 |
| October 31st 2024 | Stifel | Downgrade | Hold | $125 |
Earnings History & Surprises
ELEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Feb 3, 2026 | $0.82 | — | — | — |
Q4 2025 | Oct 30, 2025 | $0.18 | $0.32 | +82.1% | ✓ BEAT |
Q3 2025 | Aug 20, 2025 | $0.09 | $0.09 | +4.3% | ✓ BEAT |
Q2 2025 | May 1, 2025 | $0.31 | $0.65 | +107.9% | ✓ BEAT |
Q1 2025 | Feb 4, 2025 | $0.31 | $0.62 | +100.0% | ✓ BEAT |
Q4 2024 | Oct 31, 2024 | $0.09 | $0.14 | +57.9% | ✓ BEAT |
Q3 2024 | Aug 19, 2024 | $0.27 | $0.64 | +135.2% | ✓ BEAT |
Q2 2024 | May 1, 2024 | $0.49 | $0.97 | +98.0% | ✓ BEAT |
Q1 2024 | Feb 5, 2024 | $0.55 | $0.88 | +60.0% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $-0.20 | $0.11 | +155.0% | ✓ BEAT |
Q3 2023 | Aug 18, 2023 | $0.02 | $0.07 | +300.0% | ✓ BEAT |
Q2 2023 | May 3, 2023 | $0.51 | $0.47 | -7.8% | ✗ MISS |
Q1 2023 | Feb 2, 2023 | $1.29 | $1.54 | +19.4% | ✓ BEAT |
Q4 2022 | Nov 2, 2022 | $1.31 | $1.37 | +4.6% | ✓ BEAT |
Q3 2022 | Aug 18, 2022 | $0.32 | $0.42 | +31.2% | ✓ BEAT |
Q2 2022 | May 3, 2022 | $1.67 | $1.90 | +13.8% | ✓ BEAT |
Q1 2022 | Feb 3, 2022 | $2.64 | $3.01 | +14.0% | ✓ BEAT |
Q4 2021 | Nov 2, 2021 | $1.70 | $1.89 | +11.2% | ✓ BEAT |
Q3 2021 | Aug 19, 2021 | $0.51 | $0.78 | +52.9% | ✓ BEAT |
Latest News
Live On CNBC, Stephanie Link Announces Bought More Estee Lauder Companies
📈 PositiveCitigroup Maintains Neutral on Estee Lauder Cos, Raises Price Target to $110
➖ NeutralLive On CNBC, Stephanie Link Announces Bought Estee Lauder Companies
📈 PositiveEvercore ISI Group Maintains Outperform on Estee Lauder Cos, Raises Price Target to $125
📈 PositiveEstée Lauder Says Restructuring Charges Expected To Total $1.2B-$1.6B (Before Tax)
📉 NegativeRothschild & Co Downgrades Estee Lauder Cos to Sell, Lowers Price Target to $70
📉 NegativeEstee Lauder Announces Minority Investment In Mexican Luxury Fragrance Brand XINU; Terms Not Disclosed
📈 PositiveArgus Research Upgrades Estee Lauder Cos to Buy, Announces $105 Price Target
📈 PositiveReported Earlier, Estée Lauder Companies Announces Pricing Of Secondary Offering Of Class A Common Stock At $90 Per Share
➖ NeutralEstée Lauder Shareholders Propose Sale Of 11,301,323 Shares In Secondary Offering
➖ NeutralWells Fargo Maintains Equal-Weight on Estee Lauder Cos, Raises Price Target to $95
➖ NeutralCitigroup Maintains Neutral on Estee Lauder Cos, Raises Price Target to $105
➖ NeutralJP Morgan Maintains Overweight on Estee Lauder Cos, Raises Price Target to $116
📈 PositiveUBS Maintains Neutral on Estee Lauder Cos, Raises Price Target to $105
➖ NeutralRBC Capital Maintains Outperform on Estee Lauder Cos, Raises Price Target to $113
📈 PositiveTelsey Advisory Group Maintains Market Perform on Estee Lauder Cos, Raises Price Target to $105
➖ NeutralEL stock has given up its prior gain. Estee Lauder shares were trading higher after the company reported Q1 results above estimates.
➖ NeutralEstee Lauder shares are trading higher after the company reported Q1 results above estimates.
📈 PositiveEstee Lauder Cos Lowers FY2026 GAAP EPS Guidance from $1.63-$1.87 to $1.39-$1.65 vs $1.77 Est
📉 NegativeEstee Lauder Cos Affirms FY2026 Adj EPS Guidance of $1.90-$2.10 vs $2.06 Est; Affirms FY2026 Sales Guidance of $14.613B-$15.042B vs $14.761B Est
➖ NeutralFrequently Asked Questions about EL
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