EL financials
The Estée Lauder Companies Inc. · end-of-day data as of Oct 16, 2026
The Estée Lauder Companies Inc.
$104.54+30.6%
Buy · 32 analystsPT $105.16 +0.6%
EL reported revenue of $3.63B for the quarter ended Jun 30, 2026 (Q4 FY2026), up 6.3% from a year earlier. It posted diluted EPS of -$0.32, free cash flow of $425M and a net margin of -3.2%.
Valuation
- P/E213.3x
- P/E vs own+32.4%
- P/E vs sector+811.1%
- FCF yield+3.5%
- Market cap$37.88B
Quarterly results
Q4 FY2026: Revenue +6.3% year over year, free cash flow 11.7% of revenue, operating margin 7.0%.
RevenueFree cash flow
| Q4 FY2026 | Jun 30, 2026 | $3.63B | -0.32 | $425M | 75.5% | 7.0% | -3.2% |
| Q3 FY2026 | Mar 31, 2026 | $3.71B | 0.24 | $310M | 76.4% | 15.0% | 2.4% |
| Q2 FY2026 | Dec 31, 2025 | $4.23B | 0.44 | $1.02B | 76.5% | 14.4% | 3.8% |
| Q1 FY2026 | Sep 30, 2025 | $3.48B | 0.13 | -$436M | 73.4% | 7.4% | 1.4% |
| Q4 FY2025 | Jun 30, 2025 | $3.41B | -1.51 | $394M | 72.0% | 4.1% | -16.0% |
| Q3 FY2025 | Mar 31, 2025 | $3.55B | 0.44 | $162M | 75.0% | 8.6% | 4.5% |
| Q2 FY2025 | Dec 31, 2024 | $4B | -1.64 | $925M | 76.1% | -14.5% | -14.7% |
| Q1 FY2025 | Sep 30, 2024 | $3.36B | -0.43 | -$811M | 72.4% | -3.6% | -4.6% |
| Q4 FY2024 | Jun 30, 2024 | $3.87B | -0.79 | $672M | 71.8% | -6.0% | -7.3% |
| Q3 FY2024 | Mar 31, 2024 | $3.94B | 0.91 | $359M | 71.9% | 13.5% | 8.4% |
| Q2 FY2024 | Dec 31, 2023 | $4.28B | 0.87 | $1.11B | 73.0% | 13.4% | 7.3% |
| Q1 FY2024 | Sep 30, 2023 | $3.52B | 0.09 | -$703M | 69.6% | 2.8% | 0.9% |