The Estée Lauder Companies Inc. · EL · Next earnings

The Estée Lauder Companies Inc. reports Monday, Nov 2, 2026

EL reports before market open with consensus EPS at $0.51 and revenue at $3.64B. Last quarter: Estée Lauder Raises FY26 Outlook on Fragrance Strength and Digital Growth in Q3

Reports Before market open43 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $0.51 Calendar consensus
Consensus revenue $3.64B Calendar consensus
Report date Nov 2, 2026 Monday, date estimated
Session Before market open 43 days away

Where EL left off: FY2026 Q3

Full report

Estée Lauder Raises FY26 Outlook on Fragrance Strength and Digital Growth in Q3

EPS surprise +40.4% Reported $0.91 vs $0.65
Revenue surprise +0.6% Reported $3.71B vs $3.69B
Stock move +3.4% Event window
Subsequent drift +7.9% Up to 20 sessions

FY26 guidance raised for the second consecutive quarter: organic sales growth now targeted at 3% (previously high end of range), operating margin guided to 10.7%–11%, and EPS to $2.35–$2.45. Restructuring program expanded to $1.5–$1.7B total cost with raised gross-saving targets. New FY27 guidance introduced at 3%–5% organic sales growth and 12.5%–13% operating margin.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions in the Middle East affecting sales in Europe, UK, Korea, and emerging markets
  • Retailer bankruptcies and department-store closures impacting North American sales
  • Tariffs, inflation, and foreign-currency volatility
  • Execution risk around the $1.5–$1.7B restructuring and technology transformation
  • Potential delays in resolving duty-free airport issues in Beijing and Shanghai

Questions analysts left open

  • Sustainability of margin expansion beyond FY27
  • Depth of North American turnaround and inventory management
  • Impact of department-store exits on brand visibility
  • Resolution timeline for Beijing/Shanghai duty-free issues
  • Sensitivity of guidance to macro-economic and FX fluctuations

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Recent EL quarters

All EL earnings
+3.4%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.