EL · The Estée Lauder Companies Inc.

Estee Lauder Companies Inc EL

Makes and markets prestige skincare, makeup, fragrance and hair care products under brands like Estée Lauder, Clinique and MAC.

Industry
Consumer products
Listed on
New York Stock Exchange
IPO
1995-11-17
Website
elcompanies.com

Daily brief

Estée Lauder jumps on fourth-straight earnings beat and bullish FY27 outlook

+16.30% to $98.01 from $84.27

What moved EL

  • Fiscal Q4 adjusted EPS was $0.39 versus the $0.32 analysts expected, while revenue rose 6% year over year to $3.63 billion versus a $3.54 billion estimate.
  • Full fiscal year 2026 net sales rose 5% to $15.0 billion, with adjusted diluted EPS of $2.51 versus $1.51 a year earlier.
  • Fiscal 2027 guidance calls for adjusted EPS of $3.10 to $3.35, whose midpoint sits above the $3.18 analyst consensus, alongside forecast organic net sales growth of 3% to 5%.
  • Management also lifted its fiscal 2027 adjusted operating margin outlook to a range of 12.7% to 13.5%.
  • Shares jumped 17.7% to $99.15 in Wednesday trading following the report.

Sources: Yahoo Finance · X (Wall St Engine) · Benzinga

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