arBtrage CAPITALIZING MARKETS — checking… Sign in Sign up
Calendar /

Estee Lauder Companies, Inc. (The)

EL Consumer Discretionary Package Goods/Cosmetics
$107.72
▲ +1.5% Today
as of Oct 22, 16:48 ET
Last 30 days +9.67% Sep 14 → Oct 22
$88.79 $93.87 $98.96 $104.04 $109.12 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$102.97
High
$109.30
Low
$102.54
Volume
$4M
Avg Vol
$4M
Mkt Cap
$34.2B
P/E (TTM)
83.63
Beta
—
52w High
$121.64
52w Low
$66.22
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 25 items

lean bull ▲ 4 ● 21 ▼ 0
Oct 19 · 15:10 EARNINGS Zacks bullish
Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
Oct 19 · 12:13 MT Newswires neutral
Jefferies & Co Adjusts Estee Lauder Price Target to $120 From $100
Oct 19 · 09:35 MT Newswires neutral
JPMorgan Adjusts Price Target on Estee Lauder to $115 From $112
▸ Show all 25 press releases & news Free account →

EL earnings at a glance

Estee Lauder Companies, Inc. (The) (EL) is scheduled to report earnings on Monday, November 2, 2026 before the market opens — in 10 days. Analysts expect earnings per share of $0.51, compared with $0.32 in the same quarter last year (+59%). The options market is pricing a move of about ±1.9% after the report, a range of roughly $105.72 to $109.72 from today's $107.72. Over its last 6 reports the stock rose the next day 3 times and fell 3, moving ±7.4% on average; after the most recent report on Aug 19, 2026 it moved +16.3%. That means options currently expect less movement than EL has typically delivered. EL beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 44%. The share price of $107.72 sits in the middle of its 52-week range.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$66
$122
75% of range
Avg surprise (last 6)
+50.4%
Avg reaction (last 6)
-0.8%
50% positive
Latest IV / EM
44%
EM ±1.9% · $94 · Oct 9

Earnings trends

EPS — actual vs estimate Actual Estimate
$-1.64$-1.00$-0.36$0.27$0.91 Actual $0.09Actual $0.87Actual $0.91Actual $-0.43Actual $-1.64Actual $0.65Est $0.29Actual $0.09Est $0.08Actual $0.32Est $0.16Actual $0.44Actual $0.89Est $0.84Actual $0.91Est $0.66Actual $0.39Est $0.32 SepDecMarSepDecMar/2025Jun/2025Sep/2025Dec8K8KJun/2026
Revenue vs Net Income Revenue Net income
$-590M$668M$1.9B$3.2B$4.4B Sep 24Dec 24Mar 25Sep 25Dec 25Mar 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Wed Aug 19, 2026Jun/2026 $0.39 $0.32 +21.9% +255.6% +16.3% earnings
Fri May 1, 20268K 2026-05-01 $0.91 $0.66 +37.9% — +3.4% earnings
Thu Feb 5, 20268K 2026-02-05 $0.89 $0.84 +6.0% — -19.2% earnings
Wed Dec 31, 2025Dec 2025 $0.44 — — — — financials
Thu Oct 30, 2025Sep/2025 $0.32 $0.16 +100.0% — +0.3% earnings
Wed Aug 20, 2025Jun/2025 $0.09 $0.08 +12.5% — -3.7% earnings
Thu May 1, 2025Mar/2025 $0.65 $0.29 +124.1% — -1.8% earnings
Tue Dec 31, 2024Dec 2024 $-1.64 — — — — financials
Mon Sep 30, 2024Sep 2024 $-0.43 — — — — financials
Sun Mar 31, 2024Mar 2024 $0.91 — — — — financials
Sun Dec 31, 2023Dec 2023 $0.87 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.09 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.43 — — — — financials
Sat Dec 31, 2022Dec 2022 $1.09 — — — — financials
Fri Sep 30, 2022Sep 2022 $1.35 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Mon Nov 2, 2026Sep/2026BMO $0.51$0.32 +59.4%

Financials

Income statement (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Revenue$3.71B$4.23B$3.48B—$3.55B$4.00B$3.36B—
Cost of revenue$876M$994M$927M—$889M$957M$928M—
Gross profit$2.84B$3.23B$2.55B—$2.66B$3.05B$2.43B—
Operating income$249M$401M$169M—$306M$-580M$-121M—
Net income$89M$162M$47M—$159M$-590M$-156M—
EPS (diluted)$0.24$0.44$0.13—$0.44$-1.64$-0.43—

Balance sheet (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Cash & equivalents————————
Inventory$1.92B$1.90B$2.06B$2.07B$1.96B$2.00B$2.25B$2.17B
Total current assets$7.50B$7.16B$6.71B$7.07B$7.02B$6.90B$7.21B$7.92B
Total assets$19.66B$19.63B$19.33B$19.89B$19.89B$19.76B$21.32B$21.68B
Long-term debt————————
Total liabilities————————
Total equity$3.99B$4.03B$3.89B$3.87B$4.34B$4.17B$5.08B$5.31B

Implied volatility — last 90 days

34%54%74%94%115% Jun 07 — IV 59% · EM ±5.5%Jun 08 — IV 54% · EM ±4.5%Jun 09 — IV 59% · EM ±4.2%Jun 10 — IV 59% · EM ±3.5%Jun 11 — IV 73% · EM ±3.0%Jun 15 — IV 58% · EM ±4.2%Jun 16 — IV 58% · EM ±3.4%Jun 17 — IV 90% · EM ±3.8%Jun 19 — IV 46% · EM ±5.1%Jun 22 — IV 49% · EM ±4.1%Jun 23 — IV 56% · EM ±4.0%Jun 24 — IV 43% · EM ±2.6%Jun 25 — IV 68% · EM ±2.9%Jun 29 — IV 45% · EM ±10.7%Jun 30 — IV 43% · EM ±10.0%Jul 01 — IV 76% · EM ±3.2%Jul 03 — IV 52% · EM ±5.7%Jul 06 — IV 48% · EM ±4.0%Jul 07 — IV 58% · EM ±4.2%Jul 08 — IV 80% · EM ±4.7%Jul 09 — IV 40% · EM ±1.7%Jul 13 — IV 51% · EM ±4.3%Jul 14 — IV 48% · EM ±3.5%Jul 15 — IV 89% · EM ±5.3%Jul 16 — IV 52% · EM ±2.2%Jul 20 — IV 49% · EM ±4.1%Jul 21 — IV 49% · EM ±3.6%Jul 22 — IV 49% · EM ±2.9%Jul 23 — IV 100% · EM ±4.2%Jul 27 — IV 56% · EM ±4.7%Jul 28 — IV 73% · EM ±5.3%Jul 29 — IV 84% · EM ±5.0%Jul 30 — IV 59% · EM ±2.5%Aug 03 — IV 64% · EM ±11.4%Aug 04 — IV 68% · EM ±11.7%Aug 05 — IV 63% · EM ±10.5%Aug 06 — IV 65% · EM ±10.5%Aug 07 — IV 65% · EM ±10.2%Aug 10 — IV 74% · EM ±10.2%Aug 11 — IV 73% · EM ±9.7%Aug 12 — IV 81% · EM ±10.2%Aug 13 — IV 79% · EM ±9.3%Aug 14 — IV 83% · EM ±9.2%Aug 17 — IV 105% · EM ±8.8%Aug 18 — IV 115% · EM ±8.3%Aug 19 — IV 55% · EM ±3.3%Aug 20 — IV 64% · EM ±2.7%Aug 24 — IV 38% · EM ±3.2%Aug 25 — IV 45% · EM ±3.2%Aug 26 — IV 37% · EM ±2.2%Aug 27 — IV 53% · EM ±2.2%Aug 31 — IV 38% · EM ±3.2%Sep 01 — IV 34% · EM ±2.5%Sep 02 — IV 35% · EM ±2.1%Sep 03 — IV 43% · EM ±1.8%Sep 07 — IV 40% · EM ±3.3%Sep 08 — IV 44% · EM ±3.2%Sep 09 — IV 39% · EM ±2.3%Sep 10 — IV 49% · EM ±2.0%Sep 14 — IV 45% · EM ±3.7%Sep 15 — IV 50% · EM ±3.6%Sep 16 — IV 54% · EM ±3.2%Sep 17 — IV 71% · EM ±3.0%Sep 21 — IV 48% · EM ±4.0%Sep 22 — IV 44% · EM ±3.2%Sep 23 — IV 54% · EM ±3.2%Sep 24 — IV 48% · EM ±2.0%Sep 28 — IV 35% · EM ±8.2%Sep 29 — IV 35% · EM ±8.2%Sep 30 — IV 35% · EM ±8.0%Oct 01 — IV 38% · EM ±8.6%Oct 02 — IV 39% · EM ±8.7%Oct 06 — IV 40% · EM ±8.1%Oct 07 — IV 39% · EM ±7.7%Oct 08 — IV 44% · EM ±1.9%

Sector peers

CHD
Church & Dwight Company, Inc.
$22.9B $108.86+2.7%
ELF
e.l.f. Beauty, Inc.
$6.2B $114.99+0.2%
IPAR
Interparfums, Inc.
$3.6B $116.07+0.1%
COTY
Coty Inc.
$2.5B $3.21-0.3%
SCL
Stepan Company
$1.4B $64.32+1.8%
OLPX
Olaplex Holdings, Inc.
$1.4B $2.070.0%

EL earnings FAQ

When is EL's next earnings date?

Estee Lauder Companies, Inc. (The) is expected to report on November 2, 2026, before the market opens.

What is EL's expected move for earnings?

Options currently price a move of about ±1.9%, or $2.00 per share either way from $107.72.

How does EL stock usually react to earnings?

Across the last 6 reports the average next-day move was ±7.4%, up 3 times and down 3 times.

What EPS are analysts expecting from Estee Lauder Companies, Inc. (The)?

The consensus estimate is $0.51 per share, versus $0.32 a year ago.

What is EL's implied volatility?

EL's at-the-money implied volatility is about 44% based on the latest options snapshot.

View on Nasdaq ↗
🔒 Preview mode. Create a free account to unlock the full earnings calendar, all panels, heatmaps, options flow, and screener.
Sign up free → Sign in