E EL

Estee Lauder Cos. Inc - Class A

CONSUMER DEFENSIVE

$82.32

+1.81% (+$1.46)

Volume 2.41M

52W High $121.64

52W Low $66.22

Market Cap $27.75B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.32

Whisper EPS

$0.37

15.0% above consensus

Last Quarter

$0.91

Current Streak

8 Beats

Avg Surprise (4Q)

+33.06%

Next Earnings Report

Reports in 34 days

Report Date Aug 19, 2026

Whisper Spread +15.00%

Consensus Estimate

$0.32

Official analyst average

Whisper Number

$0.37

What traders expect

Bullish Sentiment: The whisper number is 15.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 May 1, 2026

5-Day: +9.29%

Q4 2025 Feb 5, 2026

1-Day: +2.91%

5-Day: +4.81%

Feb 4, 2026

1-Day: -19.19%

5-Day: -17.22%

Q3 2025 Oct 30, 2025

1-Day: -0.94%

5-Day: -4.85%

Revenue & Financial Performance

Revenue Whisper

$3.54B

TWN Proprietary Estimate

Last Quarter Revenue

$3.71B

+4.6% YoY

Gross Margin

71.0%

Net Margin: 2.4%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$3.71B	+4.6%	71.0%	9.6%	$89.0M
Q4'25	$4.24B	+5.8%	76.6%	13.9%	$162.0M
Q3'25	$3.48B	+3.6%	73.4%	4.9%	$47.0M
Q2'25	$3.41B	-12.0%	72.1%	0.2%	-$546.0M
Q1'25	$3.55B	-9.9%	75.0%	8.6%	$159.0M
Q4'24	$4.00B	-6.4%	76.1%	-14.5%	-$590.0M
Q3'24	$3.36B	-4.5%	72.4%	-3.6%	-$156.0M
Q2'24	$3.87B	+7.3%	71.8%	-6.0%	-$284.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 1, 2026	$0.65	$0.70	$0.91	+40.00%	Beat
Q4 2025	Feb 5, 2026	$0.83	$0.95	$0.89	+7.23%	Missed
	Feb 4, 2026	$0.83	$0.95	$0.89	+7.23%	Missed
Q3 2025	Oct 30, 2025	$0.18	$0.27	$0.32	+77.78%	Beat
Q3 2025	Oct 29, 2025	$0.23	$0.27	$0.32	+38.53%	Beat
Q2 2025	Aug 20, 2025	$0.08	$0.10	$0.09	+8.70%	Missed
Q1 2025	May 1, 2025	$0.31	$0.36	$0.65	--	Beat
Q4 2024	Feb 4, 2025	$0.32	$0.37	$0.62	+93.75%	Beat
Q3 2024	Oct 31, 2024	$0.10	$0.12	$0.14	+40.00%	Beat
Q2 2024	Aug 19, 2024	$0.27	$0.31	$0.64	--	Beat
Q1 2024	May 1, 2024	$0.50	$0.56	$0.97	+94.00%	Beat
Q4 2023	Feb 5, 2024	$0.56	$0.63	$0.88	+57.14%	Beat