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EL

The Estée Lauder Companies Inc.

EL

NYSE·Consumer Defensive·Household & Personal Products·Mkt cap $37.6B

$103.86

+2.97%

P/E

216.38

Mkt Cap

$37.6B

52-Wk Range

$66.22–$121.64

52-Week Range

$66.22 - $121.64

P/E

216.38

Fwd P/E

31.27

Beta

1.27

Div Yield

1.35%

Avg Vol

3.4M

Shares Out

361.7M

Mkt Cap

$37.6B

Price action

Price chart

Up 16.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Premium Brand Portfolio
  • Global Distribution Network
  • Strong Brand Recognition
  • Product Innovation Capabilities

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Stable outlook

Expanding Digital Sales Channels

Value

Significant premium - growth priced in

Momentum

Hot

+22.7% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

1.35% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 19, 2026

Reported EPS of $0.39 vs $0.32 consensus (+22.2% surprise). Revenue of $3.6B vs $3.5B expected (+2.3%). Beat on both top and bottom lines.

EPS beat +22.2%
Rev beat +2.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+22.2%

Revenue trend · last 8Q

-6%

-10%

-12%

+4%

+6%

+5%

+6%

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

Q4 26

$3.4B

$4.0B

$3.5B

$3.4B

$3.5B

$4.2B

$3.7B

$3.6B

Margins · last 8Q

Gross

80.9%

Operating

-9.2%

Profit

-3.2%

Wall Street consensus

19 analysts · 47% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

47%

Hold

10

53%

Sell

0%

Median Price Target

$108.00

+4.0% vs $103.86

Low $108.00
Median $108.00
High $108.00

Latest: CICC · Aug 30, 2026

1 analyst covering

vs Industry

How EL stacks vs Household & Personal Products

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.