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Estee Lauder (EL) Reports Q4 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2025, Estee Lauder (EL - Free Report) reported revenue of $3.41 billion, down 11.9% over the same period last year. EPS came in at $0.09, compared to $0.64 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.4 billion, representing a surprise of +0.27%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.08.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Estee Lauder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net sales- The Americas: $949 million versus the five-analyst average estimate of $975.53 million. The reported number represents a year-over-year change of -6.4%.
  • Net sales- Asia/Pacific: $1.17 billion versus $1.14 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
  • Net sales- Europe the Middle East & Africa: $1.29 billion versus $1.31 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -21.7% change.
  • Net sales- Skin Care: $1.71 billion compared to the $1.89 billion average estimate based on five analysts. The reported number represents a change of -16.2% year over year.
  • Net sales- Makeup: $982 million compared to the $1.06 billion average estimate based on five analysts. The reported number represents a change of -11.1% year over year.
  • Net sales- Other: $20 million compared to the $-98.08 million average estimate based on five analysts. The reported number represents a change of -25.9% year over year.
  • Net sales- Hair Care: $141 million versus the five-analyst average estimate of $153.99 million. The reported number represents a year-over-year change of -14.6%.
  • Net sales- Fragrance: $560 million versus the five-analyst average estimate of $537.31 million. The reported number represents a year-over-year change of +3.9%.
  • Operating Income (Loss)- Skin Care: $-210 million versus $79.25 million estimated by five analysts on average.
  • Operating Income (Loss)- Makeup: $-59 million compared to the $30.26 million average estimate based on five analysts.
  • Operating Income (Loss)- Other: $12 million compared to the $11.03 million average estimate based on five analysts.
  • Operating Income (Loss)- Hair Care: $-7 million compared to the $-1.8 million average estimate based on five analysts.

View all Key Company Metrics for Estee Lauder here>>>

Shares of Estee Lauder have returned +1% over the past month versus the Zacks S&P 500 composite's +2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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