The Estée Lauder Companies Inc. Class A (EL)
The Estée Lauder Companies Inc. (EL) Q1 2026 Earnings Call Transcript
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.
Compared to Estimates, Estee Lauder (EL) Q1 Earnings: A Look at Key Metrics
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) Beats Q1 Earnings and Revenue Estimates
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.
Seeking Clues to Estee Lauder (EL) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
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.
Estee Lauder Launches Paris Fragrance Atelier to Drive Innovation
EL opens a Paris Fragrance Atelier blending AI, neuroscience and artistry to reinvent luxury perfume creation.
Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
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.
4 Cosmetics Leaders Adapting and Thriving Despite Industry Pressures
EL, ELF, HELE and EWCZ are navigating rising costs and shifting consumer demand through innovation, digital expansion, and strategic initiatives.
The Estée Lauder Companies Inc. (EL) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript
The Estée Lauder Companies Inc. (NYSE:EL ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 4:30 PM EDT Company Participants Stephane de la Faverie - CEO, President & Director Amber English - President of Digital & Online of North America Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Presentation Lauren Lieberman MD & Senior Research Analyst Great. So it's my pleasure to welcome Stephane de la Faverie, Estée Lauder's CEO; and Amber English, President of Digital and Online to the Americas, to our conference, Amber -- both of you for the first time actually.
Estee Lauder (EL) International Revenue Performance Explored
Evaluate Estee Lauder's (EL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Estee Lauder Q4 Earnings Beat Estimates, Sales Down 12% Y/Y
EL's fiscal fourth-quarter results reflect an earnings and sales beat despite declines in most categories and regions, except Fragrance.
Estee Lauder: Macro Headwinds And Rising Tariffs Affect Growth And Profitability
In 4Q25, The Estée Lauder Companies Inc. generated $3.41 billion in revenue, representing a decline of 12% y/y and 4% q/q. Profitability continues to deteriorate. Operating and net income fell by 67% and 92%. EL's recent performance proves that its previous quarter success is not sustainable. Unfortunately, current indicators suggests that more obstacles await. Macroeconomic headwinds will continue to weigh on overall demand, affecting on the company's sales. It is unlikely that we will see demand improve anytime soon.
Estee Lauder: Mixed Q4 And Weak Guidance Leave Shares Unattractive
The Estée Lauder Companies Inc. continues to struggle with weak sales, especially in Asia, and slow consumer spending, leading to disappointing earnings and guidance. Restructuring efforts are ongoing, but benefits are masked by sales pressures; turnaround will take years and execution risk remains high. Despite a healthy balance sheet and secure dividend, shares trade at over 40x earnings, requiring substantial future growth to justify valuation.
