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Sentiment · FY2026 Q4
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $3.36B | -4.5% | $-0.43 | -600.0% | 72.4% | -3.6% | -4.6% | $-811M |
| FY2025 Q2 | $4.00B | -6.4% | $-1.64 | -288.5% | 76.1% | -14.5% | -14.7% | $925M |
| FY2025 Q3 | $3.55B | -9.9% | $0.44 | -51.6% | 75.0% | 8.6% | 4.5% | $162M |
| FY2025 Q4 | $3.41B | -12.0% | $-1.51 | -91.1% | 72.1% | 0.2% | -16.0% | $394M |
| FY2026 Q1 | $3.48B | +3.6% | $0.13 | +130.2% | 73.4% | 4.9% | 1.4% | $-436M |
| FY2026 Q2 | $4.24B | +5.8% | $0.44 | +126.8% | 76.5% | 13.9% | 3.8% | $1.02B |
| FY2026 Q3 | $3.71B | +4.6% | $0.24 | -45.5% | 71.0% | 9.6% | 2.4% | $310M |
| FY2026 Q4 | $3.62B | +6.2% | $-0.31 | +79.5% | 80.9% | -9.2% | -3.2% | $425M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lauren Lieberman | Barclays | 8 (38%) |
| Dara Mohsenian | Morgan Stanley | 7 (0%) |
| Steve Powers | Deutsche Bank |
| Rupesh Parikh | Oppenheimer | 5 (0%) |
| Bonnie Herzog | Goldman Sachs | 5 (20%) |
| Chris Carey | Wells Fargo | 5 (0%) |
| Peter Grom | UBS | 5 (0%) |
| Filippo Falorni | Citigroup | 5 (0%) |
| Bryan Spillane | Bank of America | 3 (0%) |
| Olivia Tong | Raymond James | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 | 8 (38%) |
| Morgan Stanley | 1 | 7 (0%) |
| Deutsche Bank | 1 | 6 (0%) |
| Oppenheimer | 1 | 5 (0%) |
| Wells Fargo | 1 | 5 (0%) |
| Citigroup | 1 | 5 (0%) |
| Goldman Sachs | 1 | 5 (20%) |
| UBS | 1 | 5 (0%) |
Estee Lauder delivered 2% organic sales growth with EPS growing 40% to $0.91 in fiscal Q3, as operating margin expanded 360 basis points to 15%. China posted its fifth consecutive quarter of share gains, MAC launched as the #1 makeup brand at Sephora U.S., and fragrance delivered double-digit growth across all regions. Management raised FY2026 EPS guidance again to $2.35-$2.45 (an 11.6% midpoint increase) and introduced a preliminary fiscal 2027 view of 3-5% organic growth with 12.5-13% operating margin.
Demand | Competitive Dynamics | Margin | Geographic Expansion | Guidance Reliability | Cost Pressure | Supply Chain | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 2 | 2 | 2 | 1 | 2 | 2 | 1 | |
| 2025Q2 | 2 | 3 | 2 | 1 | 2 | |||
| 2025Q3 | 2 | 1 | 2 | 1 | 2 | 1 | 2 | |
| 2025Q4 | 3 | 2 | 2 | 2 | 2 | 3 | 1 | |
| 2026Q1 | 2 | 3 | 3 | 1 | 2 | 2 | 1 | |
| 2026Q2 | 6 | 3 | 1 | 4 | 1 | 1 | ||
| 2026Q3 | 3 | 2 | 2 | 3 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 2 | 2 | 2 | 3 | 2 | 6 | 3 |
| Competitive Dynamics | 2 | 3 | 1 | 2 | 3 | 3 | 2 |
| Margin | 2 | 2 | 2 | 2 | 3 | 1 | 2 |
| Geographic Expansion | 1 | 2 | 1 | 4 | 3 | ||
| Guidance Reliability | 1 | 1 | 2 | 2 | 2 | 1 | |
| Cost Pressure | 2 | 1 | 3 | 2 | 1 | ||
| Supply Chain | 2 | 2 | 1 | 1 | 1 | 1 | |
| Capital Allocation | 1 | 2 |
What EL and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“how we are partnering with the Estée Lauder Companies, a global prestige beauty company, to advance its new one operating ecosystem”
Estée Lauder is an Accenture client, engaging Accenture to build a new operating ecosystem and apply AI/automation across its end-to-end value chain.
“in April, we made a minority investment in 111Skin, a luxury skin care brand, which is ideally positioned for pre- and post-procedure growing demand.”
Estée Lauder took a minority stake in luxury skin care brand 111Skin, extending its incubation strategy into the pre/post-procedure segment.
“Forest Essentials is an exquisite Indian beauty brand grounded in the science of modern, luxurious Ayurveda, and we are excited to expand the brand in India and share it with the world.”
Estée Lauder agreed to acquire the remaining shares of India's #1 prestige skin care brand Forest Essentials, moving from minority owner to full owner.
“We are moving to, like I said, Amazon, TikTok Shop, more brand into Sephora, continuous acceleration with Ulta.”
Estée Lauder cites continued acceleration of its brands through Ulta as it shifts toward high-growth channels.
“For the month, M·A·C was the #1 lead brand in makeup across the Sephora stores where it launched.”
M·A·C's launch into U.S. Sephora made it the #1 makeup brand where it launched, a strong new-vendor result for Sephora's makeup assortment.
“we increased our brand reach on TikTok Shop in markets from the U.S. to Germany and Malaysia”
Estée Lauder is scaling its brands on TikTok Shop across multiple markets, signaling growing prestige beauty commerce on the platform.
“For Amazon Premium Beauty stores, we deepened brand reach across the 10 markets where we have launched, for instance, with Clinique launching in France and Estée Lauder in the U.K.”
Estée Lauder is expanding brand presence across Amazon Premium Beauty stores in 10 markets, adding prestige beauty volume to Amazon's platform.
“In April, we appointed WPP for a unified enterprise-led approach to media buying to enable greater scale, precision and impact.”
Estée Lauder appointed WPP to consolidate its global media buying, a significant enterprise media account for WPP.
“we had established enterprise business services selecting Accenture and elected to modernize our direct-to-consumer omnichannel experience with Shopify.”
Estée Lauder chose Shopify to power its direct-to-consumer omnichannel platform, a large-enterprise commerce win for Shopify.
“we had established enterprise business services selecting Accenture and elected to modernize our direct-to-consumer omnichannel experience with Shopify.”
Estée Lauder selected Accenture to run its enterprise business services and consolidate vendors, a multi-function services win for Accenture.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EL Estée Lauder Companies (The) | 9 | +4.6% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 7 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |