EL
FY2026 Q3 · Calendar Q2 2026
The Estée Lauder Companies Inc.
Estée Lauder delivered a strong fiscal Q3 beat, with EPS of $0.91 versus the $0.65 consensus and revenue of $3.72B slightly ahead of the $3.69B estimate. The company raised its FY26 outlook for the second consecutive quarter, now targeting 3% organic sales growth and a 10.7%–11% operating margin. Fragrance was the standout category with double-digit organic growth, while online sales grew 10% year-to-date, fueled by Amazon Premium Beauty, TikTok Shop, and Sephora channel expansion. Management announced the full acquisition of Forest Essentials—India's top prestige skincare brand—and a minority investment in 111Skin, extending the portfolio into high-growth emerging markets and premium niches. The stock rose 3.4% on the report with a 7.9% subsequent drift, on 1.8x baseline volume. With new FY27 guidance pointing to 3%–5% growth and 12.5%–13% margins, management is signaling confidence…
EPS surprise+40.4%
Market move+3.4%
