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Estee Lauder (EL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
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For the quarter ended June 2026, Estee Lauder (EL - Free Report) reported revenue of $3.63 billion, up 6.3% over the same period last year. EPS came in at $0.39, compared to $0.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.55 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of +21.88%, with the consensus EPS estimate being $0.32.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $995 million versus $952.94 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.
Net Sales- Mainland China: $824 million versus the five-analyst average estimate of $780.77 million.
Net Sales- Asia/Pacific: $970 million compared to the $947.45 million average estimate based on five analysts.
Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets: $851 million versus the five-analyst average estimate of $847.94 million.
Net Sales- Skin Care: $1.85 billion versus the three-analyst average estimate of $1.79 billion. The reported number represents a year-over-year change of +8.7%.
Net Sales- Makeup: $1.01 billion versus $992.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
Net Sales- Other: $19 million versus $21.28 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5% change.
Net Sales- Hair Care: $140 million versus $146.75 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.
Net Sales- Fragrance: $618 million versus the three-analyst average estimate of $564.7 million. The reported number represents a year-over-year change of +10.4%.
Operating Income (Loss)- Skin Care: $331 million versus the two-analyst average estimate of $180.93 million.
Operating Income (Loss)- Makeup: $-70 million versus the two-analyst average estimate of $23.18 million.
Operating Income (Loss)- Other: $19 million versus $30.74 million estimated by two analysts on average.
Shares of Estee Lauder have returned +2.3% over the past month versus the Zacks S&P 500 composite's +3.3% 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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Estee Lauder (EL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended June 2026, Estee Lauder (EL - Free Report) reported revenue of $3.63 billion, up 6.3% over the same period last year. EPS came in at $0.39, compared to $0.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.55 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of +21.88%, with the consensus EPS estimate being $0.32.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 +2.3% over the past month versus the Zacks S&P 500 composite's +3.3% 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.