Estée Lauder Companies (The)EL

Buy more

Buy more on a dip to our buy price, which is under today's $110.

8 good· Earnings beat
3 to watch· Insider selling

$109.87−2.46 (−2.19%)

Price at 3:00 PM ET

After hours · opens in 17h 23m

NYSE · Consumer Defensive · Personal Care Products · Large company

Tell me when EL moves 5% in a day

The price we'd buy EL at comes with a free account

It also has the whole brief, the scorecard and how the call has moved.A free account gets it on three stocks you pick, plus three long research reports a month.

What would change it

Sources

From the 10-Q for the quarter to Sep 30, reported Nov 2
Yahoo Finance daily closes to Nov 11

Any one could move it to Keep

Next report

Shrinking
sales

Compared with the S&P 500

12 points
worse in one day
27 points
worse in five trading days

+22.7% in a yearsince Nov 11, 2025

Earnings report

Latest results

Reported Nov 2 before the open

EPS: $0.72; vs $0.52 expected, beat by 38%
The stock: −4.1%; On Nov 2, usually 3.7%

The news behind our call

written Sep 22, 9:58 AM ETSep 22, 9:58 AM ET · 1 articles · 1 sources

One article dated September 21 discusses Estée Lauder alongside other personal-care companies.
Estée Lauder’s projected profit growth is strong.
Estée Lauder receives a strong quantitative stock ranking.
Profit forecasts point to meaningful improvement, giving the recovery story upside if execution follows through.

What changed

From Yahoo Finance, Estée Lauder Companies (The) via Yahoo Finance, pro.thestreet.com and 1 more

Nov 30

in 18 days

Next ex-dividend date

$1.40 a share a year at the current rate.

Estée Lauder (EL) stock looks Fully Priced after outlook upgrade
Today
Estée Lauder Companies (EL) has put skin longevity science in the spotlight with its new Mastering Skin Longevity platform.
Today
The Estée Lauder Companies 2026 annual meeting of Stockholders to be Held on November 17, 2026
Tuesday
Estée Lauder Companies (EL) unveils Mastering Skin Longevity platform for next Generation Skincare
Saturday
Will raised guidance Change Estée Lauder stock Narrative
Saturday
The Estée Lauder Companies unveils Mastering Skin Longevity, a Breakthrough Scientific Innovation platform advancing the next Era of Skin Science
Friday
Estée Lauder CEO Declares 'best is yet to come' with Ambitious 2030 growth targets
Nov 5
Estée Lauder raises FY27 outlook, Maps Path to 18.5% margin by 2030
Nov 4

Overview

What it does

NYSE · US

Estée Lauder Companies (The) — US core universe (S&P 500 sourced).

Revenue grew 5.8% from a year earlier, to $15.3B in the last twelve months.
It keeps 12 cents of every revenue dollar as operating profit, down from 20 cents in FY 2022.
It turned 9.9% of revenue into free cash flow: $1.5B in the last twelve months.
It owes $9.2B and holds $3.2B in cash and investments, so net debt is $6.0B.

Key figures

Revenue (TTM): $15.3B
Revenue growth, 1 year: +5.8%
Net income: $368M
EPS (diluted): $1.01
Gross margin: 76.0%
Operating margin: 11.9%

Return on equity: 9.3%
Return on capital: 9.0%
Debt / equity: 2.28
Current ratio: 1.25
Dividend yield: 1.27%
Buyback yield: -1.39%

Revenue by region

period ending Sep 30, 2026

Asia Pacific$7.0B · 46%
Americas$4.5B · 30%
Europe, Middle East, and Africa$3.8B · 25%

Key facts

Company value: $39.9B
Today's range: 109.64112.37
Past year's range: 66.74118.37

Yesterday's close: $112.33
Swings vs the market: 1.3×about the same
Dividend yield: 1.27%$1.40 a year