Beyond Europe · United States
Estée Lauder
EL · NYSE. Prices to 23 Oct 2026. Updated 25 Oct 2026.
Prestige beauty group (Estée Lauder, La Mer, Clinique, Tom Ford Beauty). Fiscal year ends in June.
Company tag
Stable
- Sales. Organic, Q4 FY26 (Apr to Jun 2026): +5% organic (+6% reported)recovering
- Shares. +3.8% YTD vs S&P 500 +11.4%: −7.6 ptsweakening
Same thresholds as the European Luxury Health Check, but against the local market: growth above 3% scores +1, below 0% scores −1; shares more than 5 points ahead of the S&P 500 year to date score +1, more than 5 points behind score −1. Total 0. This tag is separate and does not feed the European health score.
Key numbers
| Period | Revenue | Growth | Released |
|---|---|---|---|
| Q4 FY26 (Apr to Jun 2026) | $3,627m | +5% organic (+6% reported) | 19 Aug 2026 |
| Earlier periods | not yet verified |
Growth basis: organic, as the company reports it. Download CSV
| Margin and valuation | Value | Source |
|---|---|---|
| Adjusted operating margin, FY26 | 11.2% | source |
| Gross margin, FY26 | 75.5% | source |
| Valuation (P/E, yield) | not yet verified |
Reporting lines
Q4 FY26 net sales by category, $ million
| Net sales | Reported | Organic | |
|---|---|---|---|
| Skin Care | 1,853 | +9% | +7% |
| Makeup | 1,010 | +3% | +2% |
| Fragrance | 618 | +10% | +10% |
| Hair Care | 140 | −1% | −1% |
What management said
Q4 FY26 (Apr to Jun 2026) Tone: improving
Released 19 Aug 2026. Fourth consecutive quarter of organic growth, with margins expanding. Release.
- Growth across all product categories except Hair Care, and all regions. source
- Skin Care up 7% organic, Fragrance up 10%. source
- Fiscal 2027 outlook: organic net sales growth of 3% to 5%. source
“We ended the year on a high note, as organic sales growth accelerated to 5% for our fourth consecutive quarter of growth and stronger profitability.”
Stéphane de La Faverie, President and CEO, source
Call: No public call transcript checked for this release. Not yet verified.
Annual report. Form 10-K, fiscal 2026. Linked, not yet reviewed in detail.
Not yet verified: Q1 FY27 (due late October or early November 2026). Q1 to Q3 FY26 quarters for the four quarter table.
Sources
- Q4 FY26 (Apr to Jun 2026) release
- Share prices: Yahoo Finance daily closes
Last updated 25 Oct 2026. Quotes are copied verbatim from the linked releases.