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Calendar quarter Q2 2026Earnings call Aug 19, 2026 · most recent call
EL’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
Sources. Scores: Estée Lauder Companies (The)’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: EL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
The breakdown for this quarter is part of Tellvest Pro.
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| 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 Q4Selected | $3.62B | +6.2% | $-0.31 | +79.5% | 80.9% | -9.2% | -3.2% | $425M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $15.91B | -10.3% | $2.78 | -57.4% | 71.3% | 9.5% | 6.3% | $-1.56B |
| FY2024 | $15.61B | -1.9% | $1.08 | -61.3% | 71.7% | 6.2% | 2.5% | $1.44B |
| FY2025 | $14.32B | -8.2% | $-3.14 | -391.8% | 74.0% | -2.7% | -7.9% | $670M |
| FY2026Selected | $15.05B | +5.1% | $0.50 | +115.9% | 75.5% | 5.2% | 1.2% | $1.32B |
Management-stated figures from EL’s newest call are part of Tellvest Pro.
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No 8-K events recorded since this call day.