Why did Estee Lauder Companies (EL) stock move recently?

On 8/20/2026, Estee Lauder Companies moved +15.5% — Estee Lauder jumped after fiscal Q4 adjusted EPS of $0.39 beat the $0.32 consensus and revenue of $3.63bn beat $3.55bn. The company also guided FY27 adjusted EPS to $3.10-$3.35, a midpoint above the LSEG consensus of $3.18, and lifted its margin expectations. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Estee Lauder Companies (EL) overvalued or fairly valued?

MarketChacha shows Estee Lauder Companies's valuation in context — a trailing P/E of about 83.1, a forward P/E of about 26.5, a price-to-book of about 9.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Estee Lauder Companies's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (18.75×) from reported figures — education, not a rating.

What is Estee Lauder Companies's revenue?

Estee Lauder Companies reported revenue of $14.3B for FY2025, with net profit of $-1.1B, per official filings.

What is the share price of Estee Lauder Companies (EL)?

Estee Lauder Companies last traded at $103.86 (+3.0% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Estee Lauder Companies

EL · NYSE · Consumer Staples · United States

Snapshot

TickerEL

ExchangeNYSE

SectorConsumer Staples

IndustryHousehold & Personal Products

CountryUnited States

Employees37,950

HeadquartersNew York, United States

Websitewww.elcompanies.com

Filings tracked20

About Estee Lauder Companies

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company provides skin care products, including moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, mascaras, and eyeshadows and eyeliners, as well as compacts, brushes, and other makeup tools. It also offers fragrance products in various forms comprising parfum, eau de parfum, eau de toilette, eau de cologne, and body spray, as well as lotions, creams, powders, candles and soaps; and hair care products, including shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company provides its products under the La Mer, Jo Malone London, TOM FORD, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, KILIAN PARIS, BALMAIN Beauty, Estée Lauder, Clinique, M·A·C, The Ordinary, Aveda, Bobbi Brown Cosmetics, Too Faced, Dr.Jart+, Bumble and bumble, Smashbox, Darphin Paris, Lab Series, Avestan, Loopha, Origins, NIOD, Aramis, and GLAMGLOW brands. It sells its products through department stores, duty-free retailers, specialty multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas, as well as direct-to-consumer businesses across freestanding stores, and brand websites and third-party online platforms. The Estée Lauder Companies Inc. was founded in 1946 and is based in New York, New York.

Who owns it

Insiders0.4%
Institutions95.7%
Public & other3.9%

1,296 institutional holders

Ownership breakdown from public market data.

Top holders

Bank of America Corporation8.59%
Blackrock Inc.8.42%
Vanguard Capital Management LLC6.53%
Vanguard Portfolio Management LLC5.01%
State Street Corporation4.67%
FMR, LLC4.30%
Eagle Capital Management LLC3.64%
Geode Capital Management, LLC2.69%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 14.3 points over the period — profitability is trending down.

Cash conversion18.75×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend6.3% → -7.9%

Margin has compressed by about 14.3 points over the period — profitability is trending down.

Return on equity-29.3%

Latest ROE of -29.3% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $4.4B · EPS 1.21

Est. earnings growth +35.7%

Next fiscal year

Rev $16.4B · EPS 3.91

Est. earnings growth +17.8%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$14.3B

Net margin

-7.9%

ROE

-29.3%

Revenue CAGR (2y)

-5.1%

EPS (FY2025)

-3.15

Net profit (FY2025)

$-1.1B

Ask MarketChacha about EL

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 20, 2026
Estee Lauder jumped after fiscal Q4 adjusted EPS of $0.39 beat the $0.32 consensus and revenue of $3.63bn beat $3.55bn. The company also guided FY27 adjusted EPS to $3.10-$3.35, a midpoint above the LSEG consensus of $3.18, and lifted its margin expectations.
source 1 ↗source 2 ↗· confidence: high
Jul 23, 2026
EL fell 3.28% with no company-specific catalyst or filing on July 23; the move appears to reflect broader market or sector trading.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$14.3B	$-1.1B	-3.15	-7.9%	-29.3%
FY2024	$15.6B	$409.0M	1.08	2.6%	7.7%
FY2023	$15.9B	$1.0B	2.79	6.3%	18.1%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$3.7B	$89.0M	0.24	2.4%
2025Q4	$4.2B	$162.0M	0.44	3.8%
2025Q3	$3.5B	$47.0M	0.13	1.4%
2025Q1	$3.5B	$159.0M	0.44	4.5%
2024Q4	$4.0B	$-590.0M	-1.64	-14.7%
2024Q3	$3.4B	$-156.0M	-0.43	-4.6%
2024Q1	$3.9B	$335.0M	0.91	8.5%
2023Q4	$4.3B	$324.0M	0.87	7.6%
2023Q3	$3.5B	$36.0M	0.09	1.0%
2023Q1	$3.8B	$155.0M	0.43	4.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change, Exhibits
SEC7/24/2026material
8-K/A — Costs from exit/disposal, Exhibits
SEC7/7/2026
8-K/A — Costs from exit/disposal, Exhibits
SEC6/3/2026
8-K/A — Other events, Exhibits
SEC5/22/2026
8-K — Results of operations, Exhibits
SEC5/1/2026material
10-Q filing
SEC5/1/2026
8-K/A — Costs from exit/disposal, Exhibits
SEC4/1/2026
8-K — Other events, Exhibits
SEC3/24/2026material
8-K — Results of operations, Exhibits
SEC2/5/2026material
10-Q filing
SEC2/5/2026

2025

8-K/A — Costs from exit/disposal, Exhibits
SEC12/1/2025
8-K — Shareholder vote results, Other events, Exhibits
SEC11/18/2025material
8-K — Unregistered equity sale, Other events, Exhibits
SEC11/6/2025material
8-K — Results of operations, Exhibits
SEC10/30/2025material
10-Q filing
SEC10/30/2025
8-K — Reg FD disclosure, Exhibits
SEC10/2/2025material
8-K — Executive/director change, Exhibits
SEC8/21/2025material
8-K — Results of operations, Exhibits
SEC8/20/2025material
10-K filing
SEC8/20/2025
8-K/A — Costs from exit/disposal, Exhibits
SEC8/1/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.