Estee Lauder Cos., Inc. - Ordinary Shares - Class A
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+ FollowMarket Cap$30.34B
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Earnings Call Q3 2026
May 1, 2026 - AI Summary
Raised Fiscal 2026 Outlook: The Estée Lauder Company anticipates organic sales growth of approximately 3%, up from earlier projections. Operating margins are now expected to be between 10.7% to 11%, a significant improvement from the previous guidance of 10% and up from 8% in fiscal 2025. Diluted EPS is projected to range between $2.35 and $2.45, representing a year-on-year growth of 56% to 62%.
Strong Performance Across Regions: Three out of four regions showed organic growth, led by high single-digit growth in Mainland China and double-digit growth in priority emerging markets. Retail sales grew mid-single digits in the U.S., showcasing market share gains across multiple beauty categories, including notable performances from brands like La Mer and M·A·C.
Focus on Online Growth and Channel Diversification: The company achieved double-digit online organic sales growth, credited to an expansion into high-growth channels such as Amazon and TikTok Shop. Innovative product launches and enhanced consumer engagement campaigns helped in bolstering brand reach and sales.
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$21.10
75.7% downside
Current Fair Value
75.7% downsideOvervalued by 75.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $30.34 Billion |
|---|---|
| Enterprise Value | $36.52 Billion |
| Dividend Yield | $1.40 (1.67%) |
| Earnings per Share | $-3.15 |
| Beta | 1.26 |
| Outstanding Shares | 362,700,000 |
Return
| Return on Equity | -6.21% |
|---|---|
| Return on Assets | -1.26% |
| Return on Invested Capital | 3.05% |
Valuation & Multiples
| P/E Ratio | -123.38 |
|---|---|
| PEG | 280.25 |
| Price to Sales | 2.17 |
| Price to Book Ratio | 7.91 |
| Enterprise Value to Revenue | 2.46 |
| Enterprise Value to EBIT | 86.95 |
| Enterprise Value to Net Income | -148 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 2.33 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
May 7, 2026
EPS Estimate
$0.67
Average shareholder expectationRevenue Estimate
$3.69 B
Average shareholder expectationNext Earnings Call
Expected Date
August 19, 2026
EPS Estimate
$0.32
Average shareholder expectationRevenue Estimate
$3.55 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 3.2308▲ 168.69% |
|---|---|
| Total Calls | 32,500▼ 99.22% |
| Total Puts | 105,000▼ 98.37% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.21%▼ 60.19% |
|---|---|
| Total Invested | $918.66M▼ 94.41% |
| Investors Holding | 289▼ 612.00% |
ESG Score
No data
About Estee Lauder Cos., Inc.
48,000 employees
CEO: Fabrizio Freda The Estée Lauder Companies Inc. is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance and hair care products. As the global leader in prestige beauty, Estée Lauder touches over half a billion ...