Estée Lauder Beats Q4 Estimates, Guides FY27 Above Consensus
EL sits 49% above its 52-week low of $66.22.
Summary
Estée Lauder reported fiscal Q4 2026 adjusted EPS of $0.39, beating the $0.32 consensus, on sales of $3.63B (up 6% YoY) versus the $3.54B estimate. Organic sales rose 5%, marking a fourth straight quarter of growth. The company guided fiscal 2027 adjusted EPS to $3.10-$3.35 (vs $3.18 consensus) and sales to $15.50B-$15.80B (vs $15.56B consensus), with organic sales growth of 3%-5% and adjusted operating margin of 12.7%-13.5%, up from prior outlook. This follows the $1.748B restructuring program finalized in July and the termination of Puig merger talks in May. The stock jumped 13.27% premarket, reflecting the earnings beat and raised margin outlook. Watch for continued momentum in Fragrance and Skin Care and a return to growth in Makeup.
At the time of this announcement, EL was trading at $98.95 on NYSE in the Trade & Services sector, with a market capitalization of approximately $35.8B. The 52-week trading range was $66.22 to $121.64. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Benzinga.