Estée Lauder Companies
Markets prestige skin care, makeup, fragrance and hair care through a global brand portfolio.
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Profile
Develops and sells prestige skin care, makeup, fragrance and hair care under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD and The Ordinary. Revenue comes from wholesale and direct-to-consumer channels worldwide, while the Lauder family retains voting control through a dual-class share structure.
Develops, markets and sells prestige skin care, makeup, fragrance and hair care under more than 20 owned and licensed brands, including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD, Le Labo and The Ordinary. Distribution spans department stores, duty-free and specialty retailers, salons, brand stores and e-commerce across the Americas, Europe, emerging markets and Asia, including mainland China.
Uses shared product development, manufacturing and distribution to support its brands. Beauty Reimagined and One ELC emphasize innovation, consumer coverage and lower overhead. Fragrance delivered the strongest recent category growth while skin care remained the largest business. Results depend on retailer inventory, travel retail, Chinese demand, tariffs and foreign exchange; the Lauder family controls most shareholder voting power through a dual-class structure.
Company facts
Categories
Key statistics
Year to date −3.1% · Average volume (30d) 3.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 25, 2026 | Berenberg Bank | Target | $60 | $92 | |
| Aug 20, 2026 | Telsey Advisory | Reiterate | Market Perform | $90 | $108 |
| Aug 20, 2026 | Deutsche Bank | Reiterate | Buy | $128 | $117 |
| Aug 20, 2026 | Jefferies | Reiterate | Hold | $88 | $100 |
| Aug 20, 2026 | RBC Capital | Reiterate | Outperform | $111 | $120 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026Q4 FY26 | $0.32 | $0.39 | +22.2% | $3.55B | $3.63B | +2.3% | +16.30% |
| May 1, 2026Q3 FY26 | $0.65 | $0.91 | +40.4% | $3.69B | $3.71B | +0.6% | +2.56% |
| Feb 5, 2026Q2 FY26 | $0.84 | $0.89 | +6.6% | $4.23B | $4.23B | +0.1% | +2.91% |
| Oct 30, 2025Q1 FY26 | $0.18 | $0.32 | +82.1% | $3.38B | $3.48B | +2.9% | −0.94% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.55B | $3.41B | $3.48B | $4.24B | $3.71B | $3.62B | |
| Gross profit | $2.66B | $2.46B | $2.55B | $3.24B | $2.64B | $2.93B | |
| Operating income | $306.0M | $8.0M | $169.0M | $587.0M | $358.0M | −$334.0M | |
| Net income | $159.0M | −$546.0M | $47.0M | $162.0M | $89.0M | −$116.0M | |
| Diluted EPS | $0.44 | −$1.51 | $0.13 | $0.44 | $0.24 | −$0.31 | |
| Gross margin | 75.0% | 72.1% | 73.4% | 76.5% | 71.0% | 80.9% | |
| Operating margin | 8.6% | 0.2% | 4.9% | 13.9% | 9.6% | -9.2% |
Fiscal years (4-quarter sums)FY22 $17.74B · FY23 $15.91B · FY24 $15.61B · FY25 $14.32B · FY26 $15.05B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $3.50B · Total debt $9.25B · Total assets $19.76B · Shareholders' equity $3.81B
Dividends
Last cut to $0.35 from $0.66 in Nov 2024. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 29, 2026 | May 29 | Jun 15 | $0.35 | |
| Feb 27, 2026 | Feb 27 | Mar 16 | $0.35 | |
| Nov 28, 2025 | Nov 28 | Dec 15 | $0.35 | |
| Sep 2, 2025 | Sep 2 | Sep 16 | $0.35 | |
| May 30, 2025 | May 30 | Jun 16 | $0.35 | |
| Feb 28, 2025 | Feb 28 | Mar 17 | $0.35 | |
| Nov 29, 2024 | Nov 29 | Dec 16 | $0.35 | cut from $0.66 |
| Aug 30, 2024 | Aug 30 | Sep 16 | $0.66 |
Ownership
Shares outstanding 361.67M · Float 359.94M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| LAL Family Corporation | 69.40M | 21.90% | 13G | Feb 17, 2026 |
| Bank of America Corp /DE/ | 21.25M | 5.88% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 20.83M | 5.76% | 13F | Aug 7, 2026 |
| Aerin Lauder | 19.10M | 7.20% | 13D | May 28, 2026 |
| Vanguard Capital Management LLC | 16.16M | 4.47% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Rashida la Lande | officer: Exec VP & General Counsel | −5,564 | $99.55 |
| Nov 26, 2025 | Rashida la Lande | officer: Exec VP & General Counsel | −1,604 | $94.45 |
| Nov 26, 2025 | Jane Lauder | director, 10 percent owner: | −17,840 | $94.38 |
| Nov 18, 2025 | Meridith Webster | officer: Exec VP GlobalComm/PubAffairs | −5,430 | $87.84 |
| Nov 11, 2025 | Barry S. Sternlicht | director | −3,972 | $91.83 |
Peers
- Coty
Fragrance license challenger; Hugo Boss, Burberry, CK vs. Jo Malone / TOM FORD.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Estée Lauder Companies | $103.41 | +0.01% | $37.39B | 206.8 | 31.2 | 2.5 | +6.5% |
| Coty | $2.86 | +0.18% | $2.51B | — | 9.0 | 0.4 | +1.3% |
| Median | — | 9.0 | 0.4 | +1.3% |