EL · News · 20261104N

Guidance and Outlook

ESTEE LAUDER COMPANIES INC · 2026-11-04 · Importance null · Surprise null · In source text

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 adjusted operating margin of 16.5%–18.5% in fiscal 2030. The company said it plans to build on its Beauty Reimagined strategy and One ELC operating model to pursue sustainable growth, stronger operating leverage, and expanded profitability.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
marginunclearcommitted—Estée Lauder targets an adjusted operating margin of 16.5%-18.5% in fiscal 2030.
revenuepositivecommitted—Estée Lauder's fiscal 2030 ambition is sustainable mid-single-digit organic net sales growth through fiscal 2030.
net_incomepositivecommitted—Estée Lauder targets double-digit adjusted EPS growth through fiscal 2030.