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The Estée Lauder Companies (EL)
NYSE:EL
US Market
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The Estée Lauder Companies (EL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 31, 2025
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.17
Last Year’s EPS
0.14
Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Aug 20, 2025|
% Change Since: 2.44%|
Earnings Call Sentiment|Neutral
The earnings call showcased significant efforts and achievements in expanding gross margins, gaining market shares in key regions, and increasing online sales. However, these were countered by notable challenges in travel retail, operating margin contraction, and a decline in net sales across most categories, leading to a mixed sentiment.
Company Guidance -
Q1 2026
In the fiscal year 2025 fourth-quarter and full-year conference call, The Estée Lauder Companies reported an 8% decline in organic net sales, largely driven by a 28% decrease in travel retail. The company highlighted a gross margin expansion of 230 basis points to 74%, despite significant volume deleverage, and an operating margin contraction of 220 basis points to 8% due to sales declines and increased consumer-facing investments. Diluted EPS decreased by 42%. For fiscal 2026, Estée Lauder anticipates low single-digit organic sales growth and an operating margin expansion of 165 basis points at the midpoint. The company plans to further reduce discounts, accelerate consumer coverage, and focus on high-growth emerging markets, which currently represent 10% of reported sales. Additionally, Estée Lauder aims to maintain its stronger gross margin despite incremental tariffs. The company continues to execute its Profit Recovery and Growth Plan (PRGP), expecting continued cost savings and reinvestments in consumer-facing areas to fuel growth.
Gross Margin Expansion
Gross margin expanded 230 basis points to 74%, driven by PRGP benefits, despite significant volume deleverage.
Market Share Gains
In the second half of fiscal '25, the company gained prestige beauty share in China, Japan, and the U.S., with brands like La Mer, TOM FORD, and Estée Lauder fueling share gains.
Online Sales Growth
Online organic sales growth accelerated from low single digits in the first half to mid-single digits in the second half, reaching 31% of reported sales for fiscal '25, an all-time record.
New Consumer Acquisition
The company increased consumer-facing investments, resulting in high single-digit retail sales growth in Mainland China and strategic expansions in online and physical retail channels.

The Estée Lauder Companies (EL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

EL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 31, 2025
2026 (Q1)
0.17 / -
0.14
Aug 20, 2025
2025 (Q4)
0.09 / 0.09
0.64-85.94% (-0.55)
May 01, 2025
2025 (Q3)
0.31 / 0.65
0.97-32.99% (-0.32)
Feb 04, 2025
2025 (Q2)
0.32 / 0.62
0.88-29.55% (-0.26)
Oct 31, 2024
2025 (Q1)
0.09 / 0.14
0.1127.27% (+0.03)
Aug 19, 2024
2024 (Q4)
0.27 / 0.64
0.07814.29% (+0.57)
May 01, 2024
2024 (Q3)
0.49 / 0.97
0.47106.38% (+0.50)
Feb 05, 2024
2024 (Q2)
0.57 / 0.88
1.54-42.86% (-0.66)
Nov 01, 2023
2024 (Q1)
-0.21 / 0.11
1.37-91.97% (-1.26)
Aug 18, 2023
2023 (Q4)
-0.04 / 0.07
0.42-83.33% (-0.35)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

EL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 20, 2025
$89.87$86.57-3.67%
May 01, 2025
$59.65$58.59-1.78%
Feb 04, 2025
$81.95$68.78-16.07%
Oct 31, 2024
$85.88$67.94-20.89%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does The Estée Lauder Companies (EL) report earnings?
The Estée Lauder Companies (EL) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).
    What is The Estée Lauder Companies (EL) earnings time?
    The Estée Lauder Companies (EL) earnings time is at Oct 31, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is EL EPS forecast?
          EL EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.

            The Estée Lauder Companies (EL) Earnings News

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