E EL

Estee Lauder Cos. Inc - Class A

HOUSEHOLD & PERSONAL PRODUCTS · CONSUMER DEFENSIVE

The Estee Lauder Companies Inc. is a premier American multinational corporation recognized for its exceptional portfolio of skincare, makeup, fragrance, and hair care products across various prestigious brands. With its headquarters in Midtown Manhattan, the company effectively leverages a comprehen...

$90.87

-0.36% ($0.33)

Volume 3.10M

52W High $121.64

52W Low $64.83

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 81 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

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$3.71B	+4.6%	76.4%	15.5%	$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