EL Q1 2026

Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Estée Lauder Companies delivered a sharply stronger-than-expected fiscal first quarter, with adjusted diluted EPS of $0.32 beating the $0.18 consensus estimate by 81.92% as the beauty giant's restructuring program began translating into meaningful ma… Read more Estée Lauder Companies delivered a sharply stronger-than-expected fiscal first quarter, with adjusted diluted EPS of $0.32 beating the $0.18 consensus estimate by 81.92% as the beauty giant's restructuring program began translating into meaningful margin recovery. Revenue rose 3.6% year over year to $3.48 billion, clearing the $3.38 billion consensus by 2.94%, while adjusted operating margin expanded 300 basis points to 7.3%, powered by the company's Profit Recovery and Growth Plan, which drove procurement efficiencies and reduced non-consumer-facing costs. Fragrance was the standout category, posting 13% organic growth behind luxury brands including Le Labo and TOM FORD, while Mainland China and Asia travel retail provided critical geographic momentum. The quarter also marked a swing back to GAAP profitability, with net income of $47 million compared to a net loss of $156 million a year earlier. Adding a note of complexity, several Lauder family trusts collectively sold over $1 billion in shares in early November. Management reaffirmed its full-year outlook for 2%-5% reported sales growth and adjusted EPS of $1.90 to $2.10.