EL · Industrials

ESTEE LAUDER COMPANIES INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-12

• Skin Longevity PlatformImportance 30 · Surprise 42
  Estée Lauder introduced its Mastering Skin Longevity scientific platform, centered on biological “Master Regulators” that influence skin aging and responses to external stress. The company plans to use the platform to…

News · 2026-11-11

• Skin Longevity PlatformImportance 30 · Surprise 42
  Estée Lauder introduced its Mastering Skin Longevity scientific platform, centered on biological “Master Regulators” that influence skin aging and responses to external stress. The company plans to use the platform to…

News · 2026-11-10

• China and Travel Retail DemandImportance 17 · Surprise 24
  Third-party reporting said Estée Lauder could benefit from a rebound in China beauty-products demand and a recovery in travel retail. Separate coverage characterized the company’s China business as improving and linked…

News · 2026-11-08

• Skin Longevity PlatformImportance 30 · Surprise 42
  Estée Lauder introduced its Mastering Skin Longevity scientific platform, centered on biological “Master Regulators” that influence skin aging and responses to external stress. The company plans to use the platform to…

News · 2026-11-06

• Skin Longevity Innovation PlatformImportance 34 · Surprise 42
  At the China International Import Expo in Shanghai, Estée Lauder unveiled Mastering Skin Longevity, a scientific innovation platform intended to advance skin science and future product innovation. The platform focuses…

8-K · 2026-11-04

• Guidance and OutlookImportance 66 · Surprise 58
  The Estée Lauder Companies set fiscal 2030 ambitions of sustainable mid-single-digit annual organic net sales growth through fiscal 2030, double-digit adjusted diluted EPS growth, and an adjusted operating margin of…
• Revenue Growth OutlookImportance 61 · Surprise 50
  The company targets sustainable mid-single-digit organic net sales growth annually through fiscal 2030. It expects growth to be more diversified across product categories and geographic regions, with greater balance…
• Operating Margin DriversImportance 56 · Surprise 42
  The company targets an adjusted operating margin of 16.5%-18.5% in fiscal 2030. It expects greater margin expansion in fiscal 2028 than in fiscal 2029 and 2030, reflecting a full-year run-rate of benefits from final…
• Income Tax Rate ChangesImportance 44 · Surprise 42
  The company expects its adjusted effective tax rate to improve to 30% or below by fiscal 2030. This tax-rate ambition is included among the assumptions supporting its fiscal 2030 financial targets. The release does not…
• Free Cash Flow OutlookImportance 26 · Surprise 24
  Through fiscal 2030, the company expects higher earnings, lower restructuring payments and continued working capital efficiencies to strengthen operating cash flow. It expects those factors, together with optimization…

News · 2026-11-04

• Guidance and OutlookImportance null · Surprise null
  At its November 4, 2026 Capital Markets Experience in Shanghai, management set fiscal 2030 ambitions of sustainable mid-single-digit organic net sales growth and double-digit adjusted diluted EPS growth. It targets an…

10-Q · 2026-11-02

• Operating Income and MarginsImportance 69 · Surprise 64
  Operating margin increased to 11.0% for the quarter ended September 30, 2026, from 4.9% in the prior-year period, while reported operating income increased by more than 100%. The margin improvement was primarily driven…
• Acquisitions and DivestituresImportance 65 · Surprise 60
  On October 5, 2026, after the September 30 quarter-end, the company acquired the remaining 51% equity interest in Mountain Valley Springs India Private Limited, owner of the India-based Forest Essentials beauty brand.…
• Restructuring and HeadcountImportance 60 · Surprise 74
  Restructuring and other charges were $1 million in the September 2026 quarter, compared with $2.6 million in the prior-year quarter in the comparative results table; the non-GAAP reconciliation reports charges of $45…
• Fragrance Market DemandImportance 48 · Surprise 40
  Fragrance net sales increased $140 million, or 19%, for the three months ended September 30, 2026, with volume up 20%. Le Labo, TOM FORD, Jo Malone London and Estée Lauder together contributed approximately $117…
• Income Tax Rate ChangesImportance 45 · Surprise 64
  The effective tax rate declined to 32.5% in the September 2026 quarter from 56.9% a year earlier, a decrease of 2,440 basis points. The filing attributed the decrease primarily to a more favorable estimated full-year…
• Outstanding IndebtednessImportance 42 · Surprise 14
  Total debt was $7,251 million at September 30, 2026, including $6,748 million of long-term debt. Debt equaled 64% of total capitalization, down from 66% at June 30, 2026. As of October 26, 2026, long-term debt was…
• Supply Chain Tariff ImpactImportance 40 · Surprise 42
  The company is monitoring changing tariff conditions in the United States and other markets, which have caused global-market volatility and made demand more difficult to forecast. It is mitigating exposure by…
• Revenue Performance and MixImportance 36 · Surprise 14
  Net sales increased 7% to $3,715 million for the three months ended September 30, 2026, from $3,481 million a year earlier. Volume contributed 7% growth and favorable foreign-currency translation contributed 1%, partly…
• Geographic Revenue PerformanceImportance 32 · Surprise 24
  Reported net sales increased across all geographic regions, led by Mainland China and Asia/Pacific. Asia travel retail growth was driven by replenishment orders at the Beijing and Shanghai airports amid stabilization…
• Gross Margin DriversImportance 31 · Surprise 32
  Gross margin increased to 75.7% for the quarter ended September 30, 2026, from 73.4% in the prior-year period, a 2.3 percentage-point improvement. The company attributed the increase to business mix, higher sales, net…
• Operating Expense TrendsImportance 31 · Surprise 32
  Operating expenses were 64.7% of net sales in the September 2026 quarter, down from 68.5% a year earlier. Higher consumer-facing investment, particularly advertising for new product innovation, key campaigns and…
• Foreign Exchange RiskImportance 30 · Surprise 14
  A hypothetical 10% weakening of the U.S. dollar would have reduced the fair value of the foreign-currency forward portfolio by approximately $159 million at September 30, 2026, compared with $164 million at June 30,…
• Strategic InitiativesImportance 26 · Surprise 24
  The company continues to execute its “Beauty Reimagined” strategic vision, which spans consumer coverage, innovation, consumer-facing investment, efficiencies, and changes to how the organization works. The Profit…
• Segment Revenue PerformanceImportance 24 · Surprise 14
  Skin Care sales increased $76 million, or 5%, to $1,651 million, with La Mer and The Ordinary contributing approximately $97 million of combined growth. Makeup sales rose $18 million, or 2%, to $1,048 million; M·A·C…
• Liquidity and Cash PositionImportance 24 · Surprise 14
  Cash and cash equivalents were $3,198 million at September 30, 2026, down from $3,498 million at June 30, 2026. The company said cash on hand, operating cash generation, available credit lines and capital-market access…
• FX / Currency ImpactImportance 7 · Surprise 6
  The company generates the majority of its net sales outside the United States, making results subject to foreign-currency fluctuations; reported net sales benefited by approximately $20 million from currency…

8-K · 2026-11-02

• Revenue Guidance and OutlookImportance 68 · Surprise 68
  The company raised its fiscal 2027 organic net sales growth outlook to 4.0%–5.5%, from 3%–5% previously. Its adjusted operating margin outlook increased to 12.9%–13.7% from 12.7%–13.5%, and adjusted diluted EPS…
• Guidance and OutlookImportance 62 · Surprise 68
  On November 2, 2026, the company raised its fiscal 2027 full-year outlook, covering the year ending June 30, 2027. It now forecasts organic net sales growth of 4.0%–5.5%, adjusted operating margin of 12.9%–13.7%, and…
• Operating Margin DriversImportance 57 · Surprise 64
  Reported operating income increased to $408 million from $169 million, and operating margin expanded to 11.0% from 4.9%. Adjusted operating income rose 76% to $449 million, with adjusted operating margin up to 12.1%…
• Cash Flow and LiquidityImportance 57 · Surprise 64
  Cash and cash equivalents were $3.20 billion at September 30, 2026, compared with $2.22 billion a year earlier and $3.50 billion at June 30, 2026. Cash used in operating activities improved to $166 million from $340…
• Fragrance Market DemandImportance 47 · Surprise 48
  Fragrance organic net sales increased 20% year over year, with double-digit growth from Luxury Brands led by Le Labo, TOM FORD, Jo Malone London and KILIAN PARIS, as well as from Estée Lauder. Le Labo growth reflected…
• Income Tax Rate ChangesImportance 45 · Surprise 64
  The reported effective tax rate fell to 32.5% in the fiscal 2027 first quarter from 56.9% in the prior-year quarter, while income tax provision increased 81% to $112 million from $62 million. The adjusted effective tax…
• Balance Sheet and LiquidityImportance 45 · Surprise 38
  At September 30, 2026, the company had $3.198 billion of cash and cash equivalents, down from $3.498 billion at June 30, 2026 but up from $2.219 billion a year earlier. Current debt was $503 million and long-term debt…
• Revenue Performance and MixImportance 43 · Surprise 32
  Fiscal 2027 first-quarter net sales increased 7% to $3.715 billion from $3.481 billion, while organic net sales rose 6% to $3.696 billion. Fragrance organic sales grew 20% to $861 million, led by Le Labo, TOM FORD, Jo…
• Gross Margin DriversImportance 43 · Surprise 32
  First-quarter gross profit increased 10% to $2.813 billion from $2.554 billion. Gross margin expanded 230 basis points to 75.7% from 73.4%, and adjusted gross margin increased 240 basis points to 75.7% from 73.3%. The…
• Product Launch and TransitionImportance 41 · Surprise 48
  The company launched products across Skin Care, Makeup and Fragrance, with Fragrance organic sales up 20% and Skin Care up 4%; product innovation and consumer reach supported growth in both categories. La Mer’s new The…
• Geographic Revenue PerformanceImportance 38 · Surprise 32
  Organic net sales increased 6% across all regions in the quarter ended September 30, 2026. Mainland China sales rose 9% organically to $614 million, despite a 7% foreign-currency headwind, while reported sales grew…
• Restructuring ChargesImportance 38 · Surprise 46
  Restructuring and other charges in operating expenses were $40 million in the first quarter of fiscal 2027, down 55% from $89 million a year earlier. The company’s reconciliation shows restructuring and other charges…
• Acquisition / Partnership / DivestitureImportance 32 · Surprise 60
  On October 5, 2026, The Estée Lauder Companies completed its acquisition of the remaining equity interest in Mountain Valley Springs India Private Limited, owner of the Forest Essentials brand. The company’s fiscal…
• Distribution Channels ExpansionImportance 31 · Surprise 42
  The company expanded online consumer coverage on Amazon to 13 brands across 17 markets and on TikTok Shop to 15 brands across 11 markets. Jo Malone London broadened specialty-multi distribution in the UK with launches…
• Geographic Market CommentaryImportance 30 · Surprise 32
  Organic net sales grew 6% across every geographic region; Mainland China grew 9% organically, while Asia/Pacific growth was primarily driven by travel retail. Beijing and Shanghai airport sales increased with…
• Capital Expenditures and DividendImportance 28 · Surprise 30
  First-quarter capital expenditures declined to $69 million from $96 million, reflecting project timing and a focus on optimizing spending while prioritizing consumer-facing investments. The company paid $126 million in…
• FX / Currency ImpactImportance 25 · Surprise 32
  The company’s fiscal 2027 reported net sales growth outlook is 5.0%–6.5%, compared with organic growth of 4.0%–5.5%. The forecast attributes a one-percentage-point benefit to foreign currency translation, using spot…
• Prestige Beauty Share GainsImportance 17 · Surprise 24
  The company reported prestige beauty share gains in Mainland China, Japan, Korea, the U.S. and Western Europe. In Mainland China, value share gains were driven by Makeup, Skin Care and Fragrance, led by TOM FORD, The…
• Macroeconomic Factors ImpactImportance 17 · Surprise 24
  The company said its fiscal 2027 outlook remains cautious because of ongoing geopolitical and macroeconomic uncertainty. It assumes no deterioration in the geopolitical landscape or related impacts, including tariffs…
• ESG and SustainabilityImportance 17 · Surprise 24
  In October 2026, the company reported progress toward its newly announced 2030 sustainability goals and said it was on track to achieve 16 of 17 goals. For fiscal 2026, it reported significant reductions in water…

News · 2026-11-02

• Gross Margin DriversImportance 77 · Surprise 82
  Gross margin reached 75.7% in fiscal Q1 2027, up 240 basis points from 73.3% a year earlier. Operating margin rose to 12.1%, up 480 basis points from 7.3%. The company’s operating income more than doubled to $408…
• Guidance / OutlookImportance 63 · Surprise 60
  At its November 4 Capital Markets Experience in Shanghai, Estée Lauder set a fiscal 2030 ambition for sustainable mid-single-digit annual organic net sales growth. The company targets an adjusted operating margin of…
• Revenue Performance and MixImportance 43 · Surprise 32
  Fiscal Q1 2027 net sales were $3,715 million, up 7% year over year, while organic net sales rose 6% to $3,696 million. Fragrance organic sales increased 20%, skincare rose 4%, makeup recorded a second consecutive…
• Income Tax Rate ChangesImportance 35 · Surprise 48
  Estée Lauder’s effective tax rate was 31.9% in fiscal Q1 2027, compared with 40.5% in the year-ago quarter. That was an 8.6-percentage-point decline, a relative decrease of approximately 21%. The reported comparison…
• AI Infrastructure PartnershipImportance 34 · Surprise 42
  Estée Lauder announced a partnership with Microsoft to upgrade cloud, data, and AI capabilities across its global operations. The collaboration will unify consumer and product data on Microsoft platforms and embed AI…

News · 2026-10-30

• Enterprise AI PartnershipImportance 31 · Surprise 42
  The Estée Lauder Companies announced a strategic partnership with Microsoft on October 30, 2026, to advance its cloud and data foundation and support responsible adoption of AI-enabled capabilities across the…

News · 2026-10-22

• Strategic InitiativesImportance 23 · Surprise 24
  Estée Lauder Companies announced a Capital Markets Experience in Shanghai for November 4, 2026, focused on its China ecosystem. Senior leaders are scheduled to explain how China, travel retail, and regional…

News · 2026-10-21

• Strategic InitiativesImportance 23 · Surprise 24
  Estée Lauder Companies announced a Capital Markets Experience in Shanghai for November 4, 2026, focused on its China ecosystem. Senior leaders are scheduled to explain how China, travel retail, and regional…

News · 2026-10-19

• Strategic InitiativesImportance 23 · Surprise 24
  Estée Lauder Companies announced a Capital Markets Experience in Shanghai for November 4, 2026, focused on its China ecosystem. Senior leaders are scheduled to explain how China, travel retail, and regional…
• Quarterly Earnings PerformanceImportance 13 · Surprise 6
  For its most recent quarter, Estée Lauder reported earnings of $0.39 per share versus the $0.32 consensus estimate, a 21.88% positive surprise. In the preceding quarter, it reported $0.91 per share versus the $0.66…

News · 2026-10-09

• Product InnovationImportance 46 · Surprise 42
  Estée Lauder is sharpening product innovation under its Beauty Reimagined strategy to strengthen consumer engagement and growth across prestige beauty categories. The company is reportedly launching products faster,…

News · 2026-10-08

• Product InnovationImportance 46 · Surprise 42
  Estée Lauder is sharpening product innovation under its Beauty Reimagined strategy to strengthen consumer engagement and growth across prestige beauty categories. The company is reportedly launching products faster,…

News · 2026-10-06

• Operating Margin DriversImportance 13 · Surprise 6
  A third-party report stated that Estée Lauder’s operating margin was 7.00% and its net margin was 1.21%. The report said the company kept $182 million of the $15.05 billion it billed. It attributed pressure on…