The Estée Lauder Companies is emerging from a fiscal 2025 trough, with revenue growth turning positive in fiscal 2026 (3.6% to 6.2% quarterly gains) and gross margin expanding to 80.9% in 2026Q4 from 72.1% a year earlier, signaling a potential inflection drive...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth turned positive in fiscal 2026 (3.6% to 6.2% quarterly gains) and gross margin expanded to 80.9% in 2026Q4 from 72.1% a year earlier, yet operating margin swung to -9.2% in 2026Q4, highlighting a disconnect between product profitability and fixed-cost absorption.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 30, 2025 | $0.32+82.1% vs $0.18 | $3.5B+2.9% vs $3.4B |
The Estee Lauder Companies Inc. (NYSE: EL - Get Free Report) Director Paul Fribourg sold 58,000 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the transaction, the director owned 417,300 shares in the company,
EL partners with Profound to improve brand visibility and accuracy across generative AI platforms as beauty discovery evolves.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced a global strategic partnership with Profound, the category-defining AI marketing platform, advancing its ambition to be prestige beauty's leader in AI-native discovery. The partnership will provide the company with visibility into how its full portfolio of brands is represented across leading generative AI platforms, as well as opportunities to optimize that representation. This partnership establishes the com.
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 |
|---|---|---|---|---|---|---|---|
| $98.83 | $35.74B | 197.66 | 5.33% | 1.21% | 4.75% | 1.41% | |
| $2.64 | $2.32B | -3.77 | -1.46% | -10.47% | -17.03% | — | |
| $85.71 | $21.88B | -58.71 | -5.17% | 2.91% | 2.05% | — | |
| $100.78 | $5.94B | 229.05 | 24.59% | 3.38% | 5.18% | — | |
| $117.40 | $3.76B | 22.40 | 2.49% | 11.17% | 15.21% | — | |
| $0.68 | $87.7M | -4.23 | -10.02% | -9.79% | -47.84% | — |
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)
Aug 19, 2026·SEC
Jul 24, 2026·SEC
Mar 24, 2026·SEC
Get notified when EL posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
The Estée Lauder Companies Inc. (EL) stock FAQ — growth, dividends, profitability & financials explained
The Estée Lauder Companies Inc. (EL) reported $15.05B in revenue for fiscal year 2026. This represents a 345% increase from $3.38B in 1997.
The Estée Lauder Companies Inc. (EL) grew revenue by 5.3% over the past year. This is steady growth.
Yes, The Estée Lauder Companies Inc. (EL) is profitable, generating $182.0M in net income for fiscal year 2026 (1.2% net margin).
Yes, The Estée Lauder Companies Inc. (EL) pays a dividend with a yield of 1.41%. This makes it attractive for income-focused investors.
The Estée Lauder Companies Inc. (EL) has a return on equity (ROE) of 4.7%. This is below average, suggesting room for improvement.
The Estée Lauder Companies Inc. (EL) generated $1.32B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
