The Estée Lauder Companies (EL)
NYSE:EL
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Earnings Data
Report Date
Aug 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.34Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Q3 2026
Earnings Call Date:May 01, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a confident and constructive tone: management raised full‑year guidance, reported meaningful margin expansion, strong EPS growth, improved cash generation and broad digital/channel progress, while acknowledging near‑term and structural headwinds including North American brick‑and‑mortar pressure, Middle East disruption and an expanded restructuring program with significant one‑time charges and workforce impacts. Given the magnitude of the operational and financial improvements and the upward guidance, positives outweigh the negatives in the near term.Company Guidance
Raised Fiscal '26 Outlook and Preliminary Fiscal '27 View
Company raised fiscal 2026 outlook to organic sales growth of ~3% (high end of prior range) and operating margin guidance of 10.7%–11% (up from prior midpoint ~10% and vs. 8% in fiscal '25). Preliminary fiscal 2027 view: organic sales growth of 3%–5% and operating margin of 12.5%–13%.
Quarterly Sales, EPS and Margin Expansion
Q3 organic net sales grew 2% year‑over‑year. Diluted EPS was $0.91 vs $0.65 in prior year (+40%). Gross margin expanded to 76.4% (+140 basis points) and operating margin expanded to 15.0% (vs 11.4% prior year, +360 basis points).
Strong Fragrance and Brand Momentum
Fragrance category delivered double‑digit organic growth across regions led by luxury brands. Standouts included Le Labo (strong double‑digit organic growth, high single‑digit like‑for‑like door growth), TOM FORD, KILIAN PARIS (fastest growth in company), and La Mer driving skin care strength in key markets.
Geographic Strengths — China, Emerging Markets and Travel Retail
Three of four regions grew organically year‑to‑date. Mainland China posted high single‑digit retail sales growth and reportedly outperformed prestige beauty for the third consecutive quarter. Priority emerging markets grew double‑digit. Travel Retail (Hainan) saw strong double‑digit retail sales with 10 brands growing double‑digit.
Digital and Channel Expansion
Online organic sales grew double‑digit in Q3 and +10% fiscal year‑to‑date. Expanded presence on Amazon Premium Beauty, TikTok Shop, Douyin, Tmall, Coupang and launched M·A·C in U.S. Sephora where it was the #1 lead makeup brand in launched stores for the month.
PRGP and One ELC Operational Progress
The Profit Recovery and Growth Plan (PRGP) delivered net benefits contributing to margin improvement. Management approved initiatives expected to achieve the high end of target gross savings; Enterprise Business Services (Accenture) go‑lives completed across consumer care, CRM and tech infrastructure with full deployment planned by end of calendar 2026.
Improved Cash Generation and Capital Discipline
Net cash provided by operating activities for nine months was $1.2 billion vs $671 million prior year (~+79%), reflecting higher earnings and working capital improvement despite increased restructuring payments. CapEx for the nine months was down 23% year‑over‑year; quarter CapEx was $306 million.
Strategic Brand Investments
Announced acquisition of remaining shares in Forest Essentials (India's #1 prestige skin care brand) and a minority investment in 111Skin, supporting a strategy of minority investments to build future brands.
EL Earnings History
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 |
|---|---|---|---|
May 01, 2026 | $76.71 | $79.30 | +3.38% |
Feb 05, 2026 | $119.23 | $96.36 | -19.19% |
Aug 20, 2025 | $88.91 | $85.65 | -3.67% |
May 01, 2025 | $59.02 | $57.97 | -1.78% |
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 Aug 24, 2026, Before Open (Confirmed).
What is The Estée Lauder Companies (EL) earnings time?
The Estée Lauder Companies (EL) earnings time is at Aug 24, 2026, 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 (Q4) is 0.34.
