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EL

The Estée Lauder Companies Inc.

EL

NYSE·Consumer Defensive·Household & Personal Products·Mkt cap $29.8B

$83.76

+1.56%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$66.22 - $121.64

P/E

-119.66

Fwd P/E

26.28

Beta

1.25

Div Yield

1.70%

Avg Vol

4.0M

Shares Out

361.7M

Mkt Cap

$29.8B

Price action

Price chart

Down 6.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Turning profitable

Expanding Digital Sales Channels

Value

Significant premium - growth priced in

Momentum

Strong

+19.3% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

1.70% yield

Earnings track record

Latest print - beat on both lines

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

Next: Apr 29, 2026

Q2 26 RECAP

MAY 1, 2026

Reported EPS of $0.91 vs $0.66 consensus (+37.9% surprise). Revenue of $3.7B vs $3.7B expected (+0.6%). Beat on both top and bottom lines.

EPS beat +37.9%
Rev beat +0.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+37.9%

Next: Apr 29, 2026

Revenue trend · last 8Q

-6%

-10%

-12%

+4%

+6%

+5%

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

$3.9B

$3.4B

$4.0B

$3.5B

$3.4B

$3.5B

$4.2B

$3.7B

Margins · last 8Q

Gross

71.0%

Operating

9.6%

Profit

2.4%

Wall Street consensus

12 analysts · 42% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

42%

Hold

7

58%

Sell

0%

Median Price Target

$85.00

+1.5% vs $83.76

Low $72.00
Median $85.00
High $111.00

Latest: Bernstein · Jun 11, 2026

7 analysts 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.