← Who reports today · Consumer Staples
EL · Q4 FY2026
Archived report (Q4 FY2026). Latest deep dive →
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).
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 as an image: EL, Q4 FY2026 (PNG) ↗ · for sharing and presentations · free to reuse, CC BY 4.0
Cite / embed this chart
Free to use in articles, research and social posts with credit to Who Reports Today and a link — licensed under CC BY 4.0 (terms).
Chart: “EL Q4 FY2026: where the revenue went” by Who Reports Today, https://whoreportstoday.com/t/el/q4-fy2026. Licensed under CC BY 4.0.
<figure> <a href="https://whoreportstoday.com/t/el/q4-fy2026"><img src="https://whoreportstoday.com/t/el/q4-fy2026/sankey.png" alt="EL Q4 FY2026: where the revenue went" loading="lazy" style="max-width:100%;height:auto"></a> <figcaption>Source: <a href="https://whoreportstoday.com/t/el/q4-fy2026">Who Reports Today</a>, licensed under <a href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></figcaption> </figure>
https://whoreportstoday.com/t/el/q4-fy2026/sankey.png
<a href="https://whoreportstoday.com/t/el/q4-fy2026">EL Q4 FY2026 earnings chart (Who Reports Today)</a>
This is an archived report: the image at this link won’t change. If you change the chart (crop, translate), say so in the credit. Company logos and trademarks are not covered by the license.
- 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.
EL — The Estée Lauder Companies makes and sells prestige skin care, makeup, fragrance and hair care products under brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London and The Ordinary in about 150 countries.
Its fiscal year ends June 30. Headquarters: New York, New York.
Heads-up
- a net loss in Q4 FY2026 ($116 · −78.8%)
Net loss for Q4 FY2026: $116M. In the report's figures: costs grew faster than revenue: restructuring and other charges +176% y/y, other components of net periodic benefit cost +300% y/y. Based on the Q4 FY2026 report.
The company's report ↗More reports: GIS · Q1 FY2027 · HRL · Q3 FY2026 · HSY · Q3 2026 · KDP · Q2 2026 · KHC · Q2 2026 · KMB · Q2 2026 · KO · Q3 2026 · KR · Q2 FY2026 · KVUE · Q3 2026 · MDLZ · Q3 2026 · all reports