Estée Lauder's latest quarter shows a rebound, with revenue growth of 6.7% and an operating margin of 11.0%, but this follows an operating loss of $334M in 2026Q4 and a $580M loss in 2025Q2, so earnings durability has not yet been demonstrated across a full cycle.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has recovered from a 12.0% year-over-year decline in 2025Q4 to 6.7% growth in 2027Q1, but operating margin has swung from -14.5% to 13.9%, indicating that the SG&A-heavy cost base rather than gross margin drives earnings volatility.
The company has a strong competitive moat, which supports its long-term valuation and market position.
The 'Beauty Reimagined' strategy focuses on innovation and transformation, driving growth and stock appreciation.
Investments in digital channels are expected to enhance customer reach and sales efficiency.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $0.72+42.0% vs $0.51 | $3.7B+1.7% vs $3.7B |
Q3 2026 Aug 19, 2026 | $0.39+22.2% vs $0.32 | $3.6B+2.3% vs $3.5B |
Q2 2026 May 1, 2026 | $0.91+40.4% vs $0.65 | $3.7B+0.6% vs $3.7B |
Q1 2026 Feb 5, 2026 | $0.89+6.6% vs $0.83 | $4.2B+0.1% vs $4.2B |
Investors with an interest in Cosmetics stocks have likely encountered both Coty (COTY) and Estee Lauder (EL). But which of these two stocks is more attractive to value investors?
SHANGHAI--(BUSINESS WIRE)--At the China International Import Expo (CIIE), The Estée Lauder Companies Inc. (NYSE: EL) today unveiled Mastering Skin Longevity, a breakthrough scientific innovation platform designed to advance the next era of skin science and transformative product innovation. Moving beyond the study of individual Hallmarks of Aging, the platform focuses further upstream on the Master Regulators of Skin Longevity. These interconnected biological pathways and proteins influence mul.
EL targets stronger sales, double-digit earnings growth and higher margins through fiscal 2030, backed by innovation and operating efficiencies.
The Estee Lauder Companies Inc. (NYSE: EL - Get Free Report) saw some unusual options trading on Tuesday. Traders purchased 40,819 put options on the stock. This is an increase of approximately 767% compared to the average volume of 4,708 put options. Estee Lauder Companies Price Performance Shares of EL opened at $112.11 on Thursday. The
Benchmark EL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Estée Lauder Companies Inc. (EL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $110.06 | $39.81B | 109.49 | 5.05% | 2.41% | 9.28% | 1.27% | |
| $4.05 | $3.57B | -6.35 | -1.46% | -9.74% | -16.47% | 0.37% | |
| $82.62 | $21.09B | 107.19 | -5.17% | 2.11% | 1.4% | 1.93% | |
| $116.14 | $6.84B | 80.55 | 24.59% | 4.47% | 7.39% | — | |
| $135.55 | $4.34B | 25.52 | 2.49% | 11.33% | 15.43% | 2.36% | |
| $15.71 | $102.23M | -5.60 | -10.02% | -6.33% | -32.11% | — |
The Estée Lauder Companies Inc. (EL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Estée Lauder Companies Inc. (EL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Nov 2, 2026·SEC
Aug 19, 2026·SEC
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The Estée Lauder Companies Inc. (EL) stock FAQ — growth, dividends, profitability & financials explained
The Estée Lauder Companies Inc. (EL) reported $15.28B in revenue over the trailing twelve months. Revenue was $15.05B in fiscal year 2026. That is 345% more than the $3.38B of fiscal year 1997.
The Estée Lauder Companies Inc. (EL) grew revenue by 5.8% over the trailing twelve months, compared with the twelve months before.
Yes. The Estée Lauder Companies Inc. (EL) earned $368.0M in net income over the trailing twelve months (a 2.4% net margin).
Yes. The Estée Lauder Companies Inc. (EL) pays a dividend that yields 1.27% at the current price, a moderate yield.
The Estée Lauder Companies Inc. (EL) had a return on equity (ROE) of 9.3% over the trailing twelve months. That is below the market's typical 10-15%.
The Estée Lauder Companies Inc. (EL) generated $1.52B in free cash flow over the trailing twelve months.
