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Is Estée Lauder (EL) Fairly Priced After Recent Share Price Volatility And DCF Signals
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Neutral
5/10
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- EL
as of 03-09-2026 3:19pm EST
$90.52
$2.13
-2.30%
Estée Lauder is a leader in the global prestige beauty market, participating across skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care and others (5%). Top selling brands include Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 31% of revenue from the Americas, 37% from Europe, the Middle East and Africa (including travel retail), and 32% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
| Founded: | 1946 | Country: | United States |
| Employees: | N/A | City: | NEW YORK |
| Market Cap: | 41.5B | IPO Year: | 2007 |
| Target Price: | $104.10 | AVG Volume (30 days): | 3.7M |
| Analyst Decision: | Buy | Number of Analysts: | 21 |
| Dividend Yield: | Dividend Payout Frequency: | quarterly | |
| EPS: | 0.57 | EPS Growth: | -391.67 |
| 52 Week Low/High: | $48.37 - $121.64 | Next Earning Date: | 05-07-2026 |
| Revenue: | $14,326,000,000 | Revenue Growth: | -8.21% |
| Revenue Growth (this year): | 7.66% | Revenue Growth (next year): | 4.21% |
| P/E Ratio: | 162.54 | Index: | |
| Free Cash Flow: | 670.0M | FCF Growth: | -0.70% |
Earnings Transcripts
SEC 8-K filings with transcript text
2025 Q4 Q4 2025 Earnings
8-K BUY Feb 5, 2026 · 100% conf.
2025
Q4
Q4 2025 Earnings
8-K BUYFeb 5, 2026 · 100% conf.
AI Prediction BUY
1D
+1.53%
$98.13
5D
+4.83%
$101.33
20D
+8.48%
$104.85
Price: $96.66 Prob +5D: 100% AUC: 1.000
0001001250-26-000004
el-202602050001001250false00010012502026-02-052026-02-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported) February 5, 2026
The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)
Delaware1-1406411-2408943 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
767 Fifth Avenue, New York, New York 10153 (Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code 212-572-4200
Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Class A Common Stock, $.01 par valueELNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition
On February 5, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended December 31, 2025. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
Exhibit No.Description
99.1Press Release, dated February 5, 2026, of The Estée Lauder Companies Inc.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).
2
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
THE ESTÉE LAUDER COMPANIES INC.
Date:February 5, 2026 By:/s/ Akhil Shrivastava
Akhil Shrivastava
Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer)
3
2025 Q3 Q3 2025 Earnings
8-K Oct 30, 2025
2025
Q3
Q3 2025 Earnings
8-KOct 30, 2025
0001001250-25-000107
el-202510300001001250false00010012502025-10-302025-10-30
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported) October 30, 2025
The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)
Delaware1-1406411-2408943 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
767 Fifth Avenue, New York, New York 10153 (Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code 212-572-4200
Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Class A Common Stock, $.01 par valueELNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition
On October 30, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended September 30, 2025. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
Exhibit No.Description
99.1Press Release, dated October 30, 2025, of The Estée Lauder Companies Inc.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).
2
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
THE ESTÉE LAUDER COMPANIES INC.
Date:October 30, 2025 By:/s/ Akhil Shrivastava
Akhil Shrivastava
Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer)
3
2025 Q2 Q2 2025 Earnings
8-K Aug 20, 2025
2025
Q2
Q2 2025 Earnings
8-KAug 20, 2025
0001001250-25-000097
el-202508200001001250false00010012502025-08-202025-08-20
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported) August 20, 2025
The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)
Delaware1-1406411-2408943 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
767 Fifth Avenue, New York, New York 10153 (Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code 212-572-4200
Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Class A Common Stock, $.01 par valueELNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition
On August 20, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal 2025 full year and fourth quarter. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
Exhibit No.Description
99.1Press Release, dated August 20, 2025, of The Estée Lauder Companies Inc.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).
2
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
THE ESTÉE LAUDER COMPANIES INC.
Date:August 20, 2025 By:/s/ Akhil Shrivastava Akhil Shrivastava Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer)
3
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