The Estée Lauder Companies Inc. (EL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
The company said it had approved new efforts in late October to consolidate certain service providers, standardize its business processes, and pursue a net reduction in workforce, according to a Monday filing with the SEC.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
ULTA, EL and NUS tap digital innovation, wellness shifts and curated assortments to capture beauty's expanding long-term demand.
Estée Lauder Companies (EL) posted 3% revenue growth, driven by China, but offset by weakness in the Americas. At the same time, accounts receivable rose by more than 20%. EL's profitability and liquidity improved year-over-year, reflecting successful cost reduction and investment initiatives. Despite a sustainable dividend, negative cash flow from operations raises concerns about capital allocation amid ongoing growth challenges.
EL posts Q1 earnings and sales beats, fueled by fragrance demand, PRGP savings and Asia-Pacific growth momentum.
The Estée Lauder Companies Inc. ( EL ) Q1 2026 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Laraine Mancini - Senior Vice President Finance & Strategy & Head of Investor Relations Stephane de la Faverie - CEO, President & Director Akhil Shrivastava - Executive VP & CFO Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Dara Mohsenian - Morgan Stanley, Research Division Filippo Falorni - Citigroup Inc., Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Peter Grom - UBS Investment Bank, Research Division Christopher Carey - Wells Fargo Securities, LLC, Research Division Presentation Operator Good day, everyone, and welcome to the Estée Lauder Company's Fiscal 2026 First Quarter Conference Call. Today's webcast is being recorded.
While the top- and bottom-line numbers for Estee Lauder (EL) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Estee Lauder (EL) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.14 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Estee Lauder (EL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.
EL opens a Paris Fragrance Atelier blending AI, neuroscience and artistry to reinvent luxury perfume creation.
Estee Lauder (EL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.