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Estee Lauder (EL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended September 2026, Estee Lauder (EL - Free Report) reported revenue of $3.72 billion, up 6.7% over the same period last year. EPS came in at $0.72, compared to $0.32 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.65 billion, representing a surprise of +1.86%. The company delivered an EPS surprise of +38.46%, with the consensus EPS estimate being $0.52.
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: $1.23 billion versus $1.22 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.
Net Sales- Mainland China: $614 million compared to the $586.19 million average estimate based on five analysts. The reported number represents a change of +15.4% year over year.
Net Sales- Asia/Pacific: $952 million versus $933.85 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets (EUKEM): $923 million compared to the $914.3 million average estimate based on five analysts. The reported number represents a change of +2.4% year over year.
Net Sales- Skin Care: $1.65 billion compared to the $1.68 billion average estimate based on three analysts. The reported number represents a change of +4.8% year over year.
Net Sales- Makeup: $1.05 billion versus $1.06 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.8% change.
Net Sales- Other: $28 million versus the three-analyst average estimate of $28.13 million. The reported number represents a year-over-year change of +12%.
Net Sales- Hair Care: $128 million versus the three-analyst average estimate of $132.29 million. The reported number represents a year-over-year change of -0.8%.
Net Sales- Fragrance: $861 million versus $764.1 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.4% change.
Operating Income (Loss)- Skin Care: $262 million versus $213.27 million estimated by two analysts on average.
Operating Income (Loss)- Makeup: $3 million versus $25.31 million estimated by two analysts on average.
Operating Income (Loss)- Other: $13 million versus $34.99 million estimated by two analysts on average.
Shares of Estee Lauder have returned +18.8% over the past month versus the Zacks S&P 500 composite's -0.9% 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.
View the Zacks #1 Rank List
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Estee Lauder (EL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended September 2026, Estee Lauder (EL - Free Report) reported revenue of $3.72 billion, up 6.7% over the same period last year. EPS came in at $0.72, compared to $0.32 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.65 billion, representing a surprise of +1.86%. The company delivered an EPS surprise of +38.46%, with the consensus EPS estimate being $0.52.
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 +18.8% over the past month versus the Zacks S&P 500 composite's -0.9% 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.