The Estée Lauder Companies Inc. · EL · Next earnings

The Estée Lauder Companies Inc. reports Wednesday, Feb 3, 2027

EL reports before market open with consensus EPS at $1.21 and revenue at $4.49B. Last quarter: Estée Lauder raises FY2027 outlook after broad Q1 growth

Reports Before market open91 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.21 Calendar consensus
Consensus revenue $4.49B Calendar consensus
Report date Feb 3, 2027 Wednesday, date estimated
Session Before market open 91 days away

Where EL left off: FY2027 Q1

Full report

Estée Lauder raises FY2027 outlook after broad Q1 growth

EPS surprise +42.0% Reported $0.72 vs $0.51
Revenue surprise +1.7% Reported $3.72B vs $3.65B
Stock move -4.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised FY2027 organic sales guidance to 4–5.5% and operating-margin guidance to 12.9–13.7%, from the prior quarter's 3–5% and 12.7–13.5% outlooks.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Sustainability of organic sales growth in the second half, including tougher travel-retail comparisons.
  • Commodity and freight cost volatility, alongside inventory and supply-chain issues.
  • A luxury-market slowdown or geopolitical disruption could weigh on demand.

Questions analysts left open

  • Whether the first-half sales pace can be sustained in the second half.
  • How effectively the guidance increase reflects durable operating improvement.
  • The impact of luxury-category softness, cost volatility and regional inventory levels.

Ask FN2 about EL next report

Transcript, numbers and history already loaded
What should I watch for in EL's next earnings report?How did EL guide last quarter, and is consensus above or below that?Give me the bull and bear case going into EL earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the EL recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent EL quarters

All EL earnings
-4.1%FY2027 Q1+16.3%FY2026 Q4+3.4%FY2026 Q3-19.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

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.