Companies /Consumer Defensive

Estee Lauder Cos. Inc - Class A

NYSE: EL Household & Personal Products
$94.45
▲ $1.09 (+1.17%) today
Markets open · 9:43am ET

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EL at a Glance

Valuation
Market cap
$34.2B
P/E ratio
188.9
Dividend yield
1.50%
Profitability
Revenue (TTM)
$15.0B
Profit margin
1.2%
EPS (TTM)
$0.50
Price
52-week range
$66 – $120
24/7 target
$98.15
Street target
$107.66
Earnings
Next report
Oct 29, 2026
Q4 2026 EPS
$0.39
vs. $0.32 est.
+23.0%

Headquartered in New York, NY Fiscal year ends June NYSE: EL elcompanies.com

About Estee Lauder Companies

The Estée Lauder Companies Inc. is one of the world's largest manufacturers, marketers and sellers of prestige skin care, makeup, fragrance and hair care products. The company sells its products in approximately 150 countries and territories through a diversified portfolio of brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD, Le Labo, Bobbi Brown, Aveda, Too Faced, Dr.Jart+, The Ordinary (through the DECIEM family of brands), KILIAN PARIS, Bumble and bumble, Smashbox, Origins, Editions de Parfums Frédéric Malle, Lab Series, Aramis, AERIN Beauty, Darphin Paris, GLAMGLOW, Balmain Beauty, and others. The company operates through product categories of Skin Care, Makeup, Fragrance, Hair Care and Other, and geographic regions including The Americas, Europe/Middle East/Africa (EUKEM), Asia/Pacific, and Mainland China. The company distributes through department stores, specialty retailers, online channels including its own direct-to-consumer sites, Amazon, TikTok Shop, travel retail, and freestanding stores. As of fiscal 2026, the company has six billion-dollar brands and is executing its Beauty Reimagined strategy and Profit Recovery and Growth Plan to drive operational efficiencies and margin recovery. Updated

Revenue by Segment · Q4 2026
  1. Skin Care51%
  2. Makeup28%
  3. Fragrance17%
  4. Hair Care4%
  5. Other1%

Latest Activity

ELEstee Lauder Companies
Q4 2026
EPS
$0.39
est $0.32+23.0%
Revenue
$3.63B
est $3.55B+2.3%

The turnaround has legs: management guided fiscal 2027 adjusted EPS to $3.10-$3.35, growth of 24% to 34%, and raised the operating margin outlook to 12.7%-13.5%. Fragrance grew 10% organically for the year and mainland China sales rose 12% in the quarter, while the GAAP loss carries $306 million of restructuring charges from a program that is now finished.

Quarterly EPS — reported vs estimate
  • CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030Buy$50K – $100KJul 24
  • CMCSAComcast Corporation - Class A Common Stock (CMCSA)Sell$1K – $15KAug 5
  • DEODiageo plc Common Stock (DEO)Sell$1K – $15KAug 5
  • EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033Buy$15K – $50KJul 16
  • ELEstee Lauder Companies, Inc. (EL)Sell$1K – $15KAug 5
  • GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029Buy$15K – $50KJul 20
  • KVUEKenvue Inc. Common Stock (KVUE)Sell$1K – $15KAug 5
  • KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031Buy$100K – $250KJul 20
+ 6 more trades in this filing
Made public 25 days after the earliest trade

Kevin Hern cleared out seven consumer names in a single day, from Comcast and Diageo to Estee Lauder and Kenvue, then routed as much as $700,000 into Oklahoma municipal bonds. A Ways and Means Republican rotating that hard from consumer equities into tax-free local paper is worth noting while Congress debates banning member trading.

EL Coverage

1:35pm ET
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Frequently Asked Questions

What does Estee Lauder Companies do?

The Estée Lauder Companies Inc. is one of the world's largest manufacturers, marketers and sellers of prestige skin care, makeup, fragrance and hair care products.

What is the EL stock price target?

24/7 Wall St.'s 12-month price target for EL is $98.15, rated Hold. The Wall Street consensus target is $107.66. EL price prediction →