Stock AnalizEstee Lauder Companies (EL) earnings for the quarter ended September 2026: EPS beats estimates
Estee Lauder Companies reported results for the quarter ended September 2026 on November 2, 2026. Adjusted earnings per share came in at $0.72 against the analysts’ average forecast of $0.51, a beat of 41.9%.
Revenue for the quarter was $3.71 billion, up 6.7% from $3.48 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 4.1% on the first trading day after the report.
The last four quarters
Estee Lauder Companies has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.72 | $0.51 | +41.9% | +7% | −4.1% |
| Jun 2026 | $0.39 | $0.32 | +22.1% | +6% | +14.1% |
| Mar 2026 | $0.91 | $0.65 | +40.2% | +5% | +6.0% |
| Dec 2025 | $0.89 | $0.83 | +6.6% | +6% | −16.8% |
What comes next
Analysts expect EPS of $1.22 for the next quarter on average and $3.43 for the fiscal year ending June 30, 2027.
The average analyst price target is $115.53, 3% above the current price of $111.75.
Valuation and score
Estee Lauder Companies scores 1.4 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 111.8, and its intrinsic value under moderate assumptions is about 63% below the current market value. Full Estee Lauder Companies analysis with 10 years of financials
Frequently asked questions
What was Estee Lauder Companies’s EPS for the quarter ended September 2026?
$0.72 adjusted per share, against an analyst consensus of $0.51.
How much revenue did Estee Lauder Companies report?
$3.71 billion, up 6.7% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.