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Compared to Estimates, Estee Lauder (EL) Q2 Earnings: A Look at Key Metrics
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Estee Lauder (EL - Free Report) reported $4.23 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.6%. EPS of $0.89 for the same period compares to $0.62 a year ago.
The reported revenue represents a surprise of +0.06% over the Zacks Consensus Estimate of $4.23 billion. With the consensus EPS estimate being $0.84, the EPS surprise was +5.95%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $1.22 billion versus the five-analyst average estimate of $1.22 billion. The reported number represents a year-over-year change of -0.4%.
Net Sales- Mainland China: $928 million versus the five-analyst average estimate of $863.89 million.
Net Sales- Asia/Pacific: $900 million compared to the $1 billion average estimate based on five analysts.
Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets: $1.18 billion versus the five-analyst average estimate of $1.12 billion.
Net Sales- Skin Care: $2.05 billion versus $2.07 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.9% change.
Net Sales- Hair Care: $168 million versus the three-analyst average estimate of $161.66 million. The reported number represents a year-over-year change of +5.7%.
Net Sales- Fragrance: $812 million versus $801.96 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
Net Sales- Makeup: $1.16 billion versus $1.19 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
Operating Income (Loss)- Skin Care: $454 million versus the three-analyst average estimate of $356.86 million.
Operating Income (Loss)- Makeup: $18 million versus the three-analyst average estimate of $55.89 million.
Operating Income (Loss)- Other: $13 million compared to the $1.84 million average estimate based on three analysts.
Operating Income (Loss)- Fragrance: $105 million versus $114.31 million estimated by three analysts on average.
Shares of Estee Lauder have returned +13.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Compared to Estimates, Estee Lauder (EL) Q2 Earnings: A Look at Key Metrics
Estee Lauder (EL - Free Report) reported $4.23 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.6%. EPS of $0.89 for the same period compares to $0.62 a year ago.
The reported revenue represents a surprise of +0.06% over the Zacks Consensus Estimate of $4.23 billion. With the consensus EPS estimate being $0.84, the EPS surprise was +5.95%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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:View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have returned +13.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.