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Estée Lauder Companies (EL) earnings date & Q4 FY2026 results
The quarter in brief
Revenue grew 6.3% y/y to $3.63B, operating margin −1.1% vs −11.4%, net loss $116M (vs net loss $546M a year earlier).
Key growth driver: Revenue growth of +6% y/y — the report gives no segment split, so the driver is the whole business. · by the Q4 FY2026 report
Net sales
$3,627M
up 6.3% y/y
Next report
not announced yet
All figures in $M.
| Line item | Amount and change |
|---|---|
| Net sales | $3,627 · +6.3% |
| Interest income and investment income, net | $24 · −17.2% |
| Net (loss) earnings | $116 · −78.8% |
| Cost of sales | $890 · −6.8% |
| Selling, general and administrative | $2,483 · +7.3% |
| Restructuring and other charges | $293 · +176% |
| Interest expense | $81 · −8.0% |
| Other components of net periodic benefit cost | $8 · +300% |
| Provision for income taxes | $12 |
Verdict: revenue grew 6.3% y/y to $3.63B, operating margin −1.1% vs −11.4%, net loss $116M (vs net loss $546M a year earlier).
Fiscal 2026 net sales $15,049M, up 5%, with operating income of $780M vs a loss of $785M a year earlier; adjusted fiscal 2026 diluted EPS $2.51 vs $1.51 (non-GAAP).
Source and notation
Source: Estée Lauder earnings release, 8-K EX-99 of 08/19/2026 (SEC EDGAR). The income statement lines were taken from the release by hand; the program found every figure in the release text and checked the accounting identities and the chart balance; revenue and net income match SEC XBRL.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
- Fourth-quarter net sales rose 6% to $3,627M with growth across all product categories except Hair Care; gross margin expanded to 75.5% from 72.0%.
- The quarter still ended in an operating loss of $39M because restructuring and other charges rose to $293M from $106M under the Profit Recovery and Growth Plan; a year earlier there was a $425M impairment of other intangible assets.
- Gross margin was 75.5% vs 72.0% a year earlier.
- Operating loss was $39M, a −1.1% margin vs −11.4% a year earlier.
- Diluted EPS was −$0.32 vs −$1.51 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
Who runs the company now
- Stéphane de La FaveriePresident and Chief Executive Officer [1]
- Akhil ShrivastavaExecutive Vice President and Chief Financial Officer [2]
As of 10/20/2026, per the company’s SEC filings: signatures on the latest report and leadership-change filings.
Positions: the company’s SEC filings. Spotted an error, or is this you and you’d like it corrected or removed? Contact us
How this is compiled
Who runs the company now comes from primary sources only: for US companies, the CEO and CFO signatures on the latest SEC report, and a separate board chair from the proxy statement (DEF 14A); for Russian and Kazakh issuers, the company website and its disclosures. We recheck weekly; if a name can’t be confirmed, or a leadership-change filing came out after the report, we don’t show it until it’s reviewed. History comes from proxy statements, disclosures, Wikipedia and Wikidata; years show when a term started and ended, “since” means the person is in office now. An outcome for a previous employer is shown only when the linked document states it.
Sources · 2
- SEC EDGAR: 10-K 2026-08-19 · SEC EDGAR · 10/20/2026
- SEC EDGAR: 10-K 2026-08-19 · SEC EDGAR · 10/20/2026
Estée Lauder Companies — The Estée Lauder Companies Inc. is an American multinational cosmetics company, a manufacturer and marketer of makeup, skincare, perfume, and hair care products, based in Midtown Manhattan, New York City. · Text: Wikipedia, CC BY-SA 4.0, abridged
It is the second largest cosmetics company in the world after L'Oréal. The company owns a diverse portfolio of brands, including La Mer, Jo Malone London, Clinique and Tom Ford Beauty, among many more, distributed internationally through both digital commerce and retail channels.
Heads-up
- a net loss in Q4 FY2026 ($116 · −78.8%)
Most likely because the quarter still ended in an operating loss of $39M because restructuring and other charges rose to $293M from $106M under the Profit Recovery and Growth Plan; fourth-quarter net sales rose 6% to $3,627M with growth across all product categories except Hair Care. Based on the Q4 FY2026 report.
The company's report ↗Company guidance
Same quarter a year ago (ended September 30, 2025): revenue $3.48B, EPS (GAAP) $0.13
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
EL earnings history: past report dates
| Aug 19, 2026 Wed | 8:02 ambefore market open | Jun 30, 2026 | ≈$3.6B+6% y/y | ≈−$0.31+80% y/y |
| May 1, 2026 Fri | 8:08 ambefore market open | Mar 31, 2026 | $3.7B+5% y/y | $0.24−45% y/y |
| Feb 5, 2026 Thu | 8:05 ambefore market open | Dec 31, 2025 | $4.2B+6% y/y | $0.44 |
| Oct 30, 2025 Thu | 8:03 ambefore market open | Sep 30, 2025 | $3.5B+4% y/y | $0.13 |
| Aug 20, 2025 Wed | 8:01 ambefore market open | Jun 30, 2025 | ≈$3.4B−12% y/y | ≈−$1.52−92% y/y |
| May 1, 2025 Thu | 8:01 ambefore market open | Mar 31, 2025 | $3.5B−10% y/y | $0.44−52% y/y |
| Feb 4, 2025 Tue | 7:51 ambefore market open | Dec 31, 2024 | $4.0B−6% y/y | −$1.64 |
| Oct 31, 2024 Thu | 8:01 ambefore market open | Sep 30, 2024 | $3.4B−4% y/y | −$0.43 |
| Aug 19, 2024 Mon | 8:00 ambefore market open | Jun 30, 2024 | ≈$3.9B+7% y/y | ≈−$0.79−778% y/y |
| May 1, 2024 Wed | 8:00 ambefore market open | Mar 31, 2024 | $3.9B+5% y/y | $0.91+112% y/y |
| Feb 5, 2024 Mon | 8:01 ambefore market open | Dec 31, 2023 | $4.3B−7% y/y | $0.87−20% y/y |
| Nov 1, 2023 Wed | 8:01 ambefore market open | Sep 30, 2023 | $3.5B−10% y/y | $0.09−93% y/y |
| Aug 18, 2023 Fri | 8:01 ambefore market open | Jun 30, 2023 | ≈$3.6B+1% y/y | ≈−$0.09 |
| May 3, 2023 Wed | 8:00 ambefore market open | Mar 31, 2023 | $3.8B−12% y/y | $0.43−72% y/y |
| Feb 2, 2023 Thu | 8:03 ambefore market open | Dec 31, 2022 | $4.6B−17% y/y | $1.09−63% y/y |
| Nov 2, 2022 Wed | 8:03 ambefore market open | Sep 30, 2022 | $3.9B−11% y/y | $1.35−28% y/y |
| Aug 18, 2022 Thu | 8:30 ambefore market open | Jun 30, 2022 | ≈$3.6B−10% y/y | ≈$0.16−94% y/y |
| May 3, 2022 Tue | 8:00 ambefore market open | Mar 31, 2022 | $4.2B+10% y/y | $1.53+23% y/y |
| Feb 3, 2022 Thu | 8:00 ambefore market open | Dec 31, 2021 | $5.5B+14% y/y | $2.97+25% y/y |
| Nov 2, 2021 Tue | 8:03 ambefore market open | Sep 30, 2021 | $4.4B+23% y/y | $1.88+32% y/y |
| Aug 19, 2021 Thu | 8:03 ambefore market open | Jun 30, 2021 | ≈$3.9B+62% y/y | ≈$2.76 |
| May 3, 2021 Mon | 8:02 ambefore market open | Mar 31, 2021 | $3.9B+16% y/y | $1.24 |
| Feb 5, 2021 Fri | 8:00 ambefore market open | Dec 31, 2020 | $4.9B+5% y/y | $2.37+56% y/y |
| Nov 2, 2020 Mon | 8:01 ambefore market open | Sep 30, 2020 | $3.6B−9% y/y | $1.42−12% y/y |
| Aug 20, 2020 Thu | 8:03 ambefore market open | Jun 30, 2020 | $2.4B−32% y/y | −$1.28 |
| May 1, 2020 Fri | 8:12 ambefore market open | Mar 31, 2020 | $3.3B−11% y/y | −$0.02 |
| Feb 6, 2020 Thu | 10:52 amduring market hours | Dec 31, 2019 | $4.6B+15% y/y | $1.52−2% y/y |
| Oct 31, 2019 Thu | 8:43 ambefore market open | Sep 30, 2019 | $3.9B+11% y/y | $1.61+20% y/y |
| Aug 19, 2019 Mon | 8:15 ambefore market open | Jun 30, 2019 | $3.6B+9% y/y | $0.43−12% y/y |
| May 1, 2019 Wed | 8:30 ambefore market open | Mar 31, 2019 | $3.7B+11% y/y | $1.51+53% y/y |
| Feb 5, 2019 Tue | 8:21 ambefore market open | Dec 31, 2018 | $4.0B+7% y/y | $1.55+370% y/y |
| Oct 31, 2018 Wed | 8:52 ambefore market open | Sep 30, 2018 | $3.5B+8% y/y | $1.34+18% y/y |
| Aug 20, 2018 Mon | 8:37 ambefore market open | Jun 30, 2018 | $3.3B+14% y/y | $0.49−20% y/y |
| May 2, 2018 Wed | 6:58 ambefore market open | Mar 31, 2018 | $3.4B+18% y/y | $0.99+24% y/y |
| Feb 2, 2018 Fri | 9:12 ambefore market open | Dec 31, 2017 | $3.7B+17% y/y | $0.33−71% y/y |
| Nov 1, 2017 Wed | 8:58 ambefore market open | Sep 30, 2017 | $3.3B+14% y/y | $1.14+44% y/y |
| Aug 18, 2017 Fri | 9:05 ambefore market open | Jun 30, 2017 | $2.9B+9% y/y | $0.61+144% y/y |
| May 3, 2017 Wed | 8:30 ambefore market open | Mar 31, 2017 | $2.9B+8% y/y | $0.80+13% y/y |
| Feb 2, 2017 Thu | 9:07 ambefore market open | Dec 31, 2016 | $3.2B+3% y/y | $1.15−3% y/y |
| Nov 2, 2016 Wed | 8:52 ambefore market open | Sep 30, 2016 | $2.9B+1% y/y | $0.79−4% y/y |
| Aug 19, 2016 Fri | 8:32 ambefore market open | Jun 30, 2016 | $2.6B+5% y/y | $0.25−38% y/y |
| May 3, 2016 Tue | 8:09 ambefore market open | Mar 31, 2016 | $2.7B+3% y/y | $0.71+0% y/y |
| Feb 5, 2016 Fri | 8:32 ambefore market open | Dec 31, 2015 | $3.1B+3% y/y | $1.19+5% y/y |
| Nov 2, 2015 Mon | 9:08 ambefore market open | Sep 30, 2015 | $2.8B+8% y/y | $0.82+39% y/y |
| Aug 17, 2015 Mon | 9:15 ambefore market open | Jun 30, 2015 | $2.5B−7% y/y | $0.40−39% y/y |
| May 5, 2015 Tue | 8:49 ambefore market open | Mar 31, 2015 | $2.6B+1% y/y | $0.71+31% y/y |
| Feb 5, 2015 Thu | 8:43 ambefore market open | Dec 31, 2014 | $3.0B+1% y/y | $1.13+4% y/y |
| Nov 4, 2014 Tue | 8:50 ambefore market open | Sep 30, 2014 | $2.6B−2% y/y | $0.59−22% y/y |
| Aug 15, 2014 Fri | 9:02 ambefore market open | Jun 30, 2014 | $2.7B+13% y/y | $0.66+175% y/y |
| May 2, 2014 Fri | 9:04 ambefore market open | Mar 31, 2014 | $2.5B+11% y/y | $0.54+20% y/y |
| Feb 5, 2014 Wed | 7:55 ambefore market open | Dec 31, 2013 | $3.0B+3% y/y | $1.09−4% y/y |
| Oct 31, 2013 Thu | 8:29 ambefore market open | Sep 30, 2013 | $2.7B+5% y/y | $0.76+0% y/y |
| Aug 15, 2013 Thu | 9:07 ambefore market open | Jun 30, 2013 | $2.4B+7% y/y | $0.24+85% y/y |
| May 2, 2013 Thu | 8:31 ambefore market open | Mar 31, 2013 | $2.3B+2% y/y | $0.45+36% y/y |
| Feb 5, 2013 Tue | 8:39 ambefore market open | Dec 31, 2012 | $2.9B+7% y/y | $1.13+13% y/y |
| Aug 14, 2012 Tue | 9:24 ambefore market open | Jun 30, 2012 | $2.3B+9% y/y | $0.13+30% y/y |
| May 4, 2012 Fri | 8:28 ambefore market open | Mar 31, 2012 | $2.2B+4% y/y | $0.33+6% y/y |
| Feb 3, 2012 Fri | 8:51 ambefore market open | Dec 31, 2011 | $2.7B | $1.00 |
| Nov 3, 2011 Thu | 8:38 ambefore market open | Sep 30, 2011 | $2.5B | $0.70 |
| Aug 15, 2011 Mon | 9:05 ambefore market open | Jun 30, 2011 | $2.1B | $0.10 |
| May 5, 2011 Thu | 8:18 ambefore market open | Mar 31, 2011 | $2.2B | $0.31 |
Show all 61 reports since 2011Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Estée Lauder Companies: 16-year financials
| FY2026 | 15,049 | 780 | 182 | 1,316 | 508 |
| FY2025 | 14,326 | −785 | −1,133 | 670 | 618 |
| FY2024 | 15,608 | 970 | 390 | 1,441 | 947 |
| FY2023 | 15,910 | 1,509 | 1,006 | 728 | 925 |
| FY2022 | 17,737 | 3,170 | 2,390 | 2,000 | 840 |
| FY2021 | 16,215 | 2,618 | 2,870 | 2,994 | 753 |
| FY2020 | 14,294 | 606 | 684 | 1,657 | 503 |
| FY2019 | 14,863 | 2,313 | 1,785 | 1,773 | 609 |
| FY2018 | 13,683 | 2,055 | 1,108 | 1,933 | 546 |
| FY2017 | 11,824 | 1,704 | 1,249 | 1,286 | 486 |
| FY2016 | 11,262 | 1,610 | 1,115 | 1,264 | 423 |
| FY2015 | 10,780 | 1,606 | 1,089 | 1,470 | 350 |
| FY2014 | 10,969 | 1,828 | 1,204 | 1,025 | 302 |
| FY2013 | 10,182 | 1,526 | 1,020 | 765 | 419 |
| FY2012 | 9,714 | 1,312 | 857 | 706 | 204 |
| FY2011 | 8,810 | 1,089 | 701 | 676 | 148 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*.
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing. The company’s fiscal year doesn’t match the calendar year, so years follow the company’s own labels. The table starts in 2011; where the listed issuer changed (holding reorganization, redomicile), earlier years come from the predecessor’s filings.
Shareholders’ equity at Jun 30, 2026: $3.8B (19% of total assets). Compare with other S&P 500 companies →
Included in screener lists: S&P 500 companies that paid dividends 10 years without a gap
Estée Lauder Companies (EL) earnings: FAQ
When is EL's next earnings date?
We have not yet seen an announcement of the date from Estée Lauder Companies (EL). Based on last year's report on Oct 30, 2025, the next report is expected around Oct 29, 2026.
What time does EL report earnings?
Estée Lauder Companies usually reports before market open: its latest results release was filed with the SEC at 8:02 am ET on Aug 19, 2026.
When did EL last report earnings?
Estée Lauder Companies reported Q4 FY2026 results on Aug 19, 2026.
Where can I find Estée Lauder Companies's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to EL's filings; this page breaks the latest report down in a Sankey chart.
Does Estée Lauder Companies pay dividends?
Yes. In fiscal 2026, Estée Lauder Companies paid $508M in dividends on its common stock, per its 10-K. Earlier years are in the 16-year table above.
How has Estée Lauder Companies's revenue changed since 2011?
Per its 10-K filings, revenue grew 1.7x: $8,810M in fiscal 2011 and $15,049M in fiscal 2026. The peak was $17,737M in fiscal 2022. Year-by-year figures are in the table above.
New to earnings reports? Start with how to read an earnings report.
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