Estée Lauder Companies (The) (EL) is trading up at $105.92 (+0.13%) on NYSE/NASDAQ, as of the latest quote. It is a S&P 500 constituent in the Consumer Staples sector.
One firm's current price target on Estée Lauder Companies (The): $205 — 94% above the current $106. Each is tracked to its date and scored the same way a member's call is.
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
| FY2017Jun 2017 | FY2018Jun 2018 | FY2019Jun 2019 | FY2020Jun 2020 | FY2021Jun 2021 | FY2022Jun 2022 | FY2023Jun 2023 | FY2024Jun 2024 | FY2025Jun 2025 | FY2026Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $11.8B | $13.7B | $14.9B | $14.3B | $16.2B | $17.7B | $15.9B | $15.6B | $14.3B | $15.0B |
| Growth (year over year) | +5.0% | +15.7% | +8.6% | −3.8% | +13.4% | +9.4% | −10.3% | −1.9% | −8.2% | +5.0% |
| Gross profit | $9.39B | $10.8B | $11.5B | $10.7B | $12.4B | $13.4B | $11.3B | $11.2B | $10.6B | $11.4B |
| Gross margin | 79.4% | 79.2% | 77.2% | 75.2% | 76.4% | 75.7% | 71.3% | 71.7% | 74.0% | 75.5% |
| Operating income | $1.70B | $2.06B | $2.31B | $606.0M | $2.62B | $3.17B | $1.51B | $970.0M | −$785.0M | $780.0M |
| Operating margin | 14.4% | 15.0% | 15.6% | 4.2% | 16.1% | 17.9% | 9.5% | 6.2% | −5.5% | 5.2% |
| Net income | $1.25B | $1.11B | $1.78B | $684.0M | $2.87B | $2.39B | $1.01B | $390.0M | −$1.13B | $182.0M |
| Net margin | 10.6% | 8.1% | 12.0% | 4.8% | 17.7% | 13.5% | 6.3% | 2.5% | −7.9% | 1.2% |
| EPS (diluted) | $3.35 | $2.95 | $4.82 | $1.86 | $7.79 | $6.55 | $2.79 | $1.08 | −$3.15 | $0.50 |
| Balance sheet | ||||||||||
| Cash and equivalents | $1.14B | $2.18B | $2.99B | $5.02B | $4.96B | $3.96B | $4.03B | $3.40B | $2.92B | $3.50B |
| Total assets | $11.6B | $12.6B | $13.2B | $17.8B | $22.0B | $20.9B | $23.4B | $21.7B | $19.9B | $19.8B |
| Total liabilities | $7.17B | $7.86B | $8.74B | $13.8B | $15.9B | $15.3B | $17.8B | $16.4B | $16.0B | $16.0B |
| Long-term debt | $3.38B | $3.36B | $2.90B | $4.91B | $5.54B | $5.14B | $7.12B | $7.27B | $7.31B | $6.80B |
| Shareholders' equity | $4.38B | $4.69B | $4.39B | $3.94B | $6.06B | $5.59B | $5.58B | $5.31B | $3.87B | $3.81B |
| Cash flow | ||||||||||
| Operating cash flow | $1.79B | $2.56B | $2.52B | $2.28B | $3.63B | $3.04B | $1.73B | $2.36B | $1.27B | $1.77B |
| Capital expenditure | $504.0M | $629.0M | $744.0M | $623.0M | $637.0M | $1.04B | $1.00B | $919.0M | $602.0M | $457.0M |
| Free cash flow | $1.29B | $1.93B | $1.77B | $1.66B | $2.99B | $2.00B | $728.0M | $1.44B | $670.0M | $1.32B |
| Dividends paid | $486.0M | $546.0M | $609.0M | $503.0M | $753.0M | $840.0M | $925.0M | $947.0M | $618.0M | $508.0M |
| Share buybacks | $413.0M | $759.0M | $1.55B | $893.0M | $733.0M | $2.31B | $271.0M | $35.0M | $35.0M | $70.0M |
| Q1 FY25Sep 2024 | Q2 FY25Dec 2024 | Q3 FY25Mar 2025 | Q4 FY25†Jun 2025 | Q1 FY26Sep 2025 | Q2 FY26Dec 2025 | Q3 FY26Mar 2026 | Q4 FY26†Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $3.36B | $4.00B | $3.55B | $3.41B | $3.48B | $4.23B | $3.71B | $3.63B |
| Growth (year over year) | −4.5% | −6.4% | −9.9% | −11.9% | +3.6% | +5.6% | +4.6% | +6.3% |
| Gross profit | $2.43B | $3.05B | $2.66B | $2.46B | $2.55B | $3.23B | $2.84B | $2.74B |
| Gross margin | 72.4% | 76.1% | 75.0% | 72.0% | 73.4% | 76.5% | 76.4% | 75.5% |
| Operating income | −$121.0M | −$580.0M | $306.0M | −$390.0M | $169.0M | $401.0M | $249.0M | −$39.0M |
| Operating margin | −3.6% | −14.5% | 8.6% | −11.4% | 4.9% | 9.5% | 6.7% | −1.1% |
| Net income | −$156.0M | −$590.0M | $159.0M | −$546.0M | $47.0M | $162.0M | $89.0M | −$116.0M |
| Net margin | −4.6% | −14.7% | 4.5% | −16.0% | 1.4% | 3.8% | 2.4% | −3.2% |
| EPS (diluted) | −$0.43 | −$1.64 | $0.44 | −$1.52 | $0.13 | $0.44 | $0.24 | −$0.31 |
| Balance sheet | ||||||||
| Cash and equivalents | $2.35B | $2.59B | $2.63B | $2.92B | $2.22B | $3.08B | $3.13B | $3.50B |
| Total assets | $21.3B | $19.8B | $19.9B | $19.9B | $19.3B | $19.6B | $19.7B | $19.8B |
| Total liabilities | $16.2B | $15.6B | $15.5B | $16.0B | $15.4B | $15.6B | $15.7B | $16.0B |
| Long-term debt | $7.31B | $7.28B | $7.30B | $7.31B | $7.32B | $7.32B | $6.81B | $6.80B |
| Shareholders' equity | $5.08B | $4.17B | $4.34B | $3.87B | $3.89B | $4.03B | $3.99B | $3.81B |
| Cash flow | ||||||||
| Operating cash flow | −$670.0M | $1.06B | $284.0M | $601.0M | −$340.0M | $1.13B | $412.0M | $576.0M |
| Capital expenditure | $141.0M | $132.0M | $122.0M | $207.0M | $96.0M | $108.0M | $102.0M | $151.0M |
| Free cash flow | −$811.0M | $925.0M | $162.0M | $394.0M | −$436.0M | $1.02B | $310.0M | $425.0M |
| Dividends paid | $240.0M | $126.0M | $126.0M | $126.0M | $127.0M | $128.0M | $126.0M | $127.0M |
| Share buybacks | $10.0M | $25.0M | $0 | $0 | $9.00M | $58.0M | $3.00M | $0 |
From Estée Lauder Companies (The)'s 10-K and 10-Q filings with the SEC; its fiscal year ends in June. Each period shows the latest figure the company has reported for it, including restatements. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
Estée Lauder Companies (The)'s latest reported figures next to the median of the other 33 S&P 500 Consumer Staples companies and of the other 502 S&P 500 companies; each median is taken over the companies with a comparable figure (counts in the footnote). A median is the middle value, not an average, so one very large company does not move it.
| Measure | Estée Lauder Companies (The) | Consumer Staples (33 other S&P 500 companies) | S&P 500 (502 other companies) |
|---|---|---|---|
| Revenue growth, latest fiscal year | +5.0% | +2.1% | +7.0% |
| Net margin, latest fiscal year | 1.2% | 6.6% | 13.0% |
| Dividend per share, latest fiscal year | $1.40 | $2.08 | $2.40 |
| Share price change, 1 year | +3.2% | +6.2% | +5.9% |
Estée Lauder Companies (The): fiscal year ended June 2026, from its 10-K and 10-Q filings with the SEC. Medians computed October 20, 2026 from each company's latest annual filing (fiscal years ending between July 2025 and September 2026) and our price archive. Prices for every company, Estée Lauder Companies (The) included, are the last regular-session prices of October 19, 2026; the 1-year change compares that price with each company's last close on or before October 20, 2025. Net margin and price change are our calculations from reported figures. Each median counts only the companies with a comparable figure (sector / S&P 500): revenue growth 31/496, net margin 31/496, dividend per share 25/349, 1-year price change 32/490; the reasons below can overlap. 12 are left out of the price figure because our archive holds no comparable close for them; dividend medians are among the 25 sector and 349 S&P 500 companies reporting a per-share dividend. The S&P 500 price figure is the middle company's change, not the index's return.
Estee Lauder options see heavy call volume with April 2027 spread structure
Estee Lauder options see heavy call volume with April 2027 spread structure
Estée Lauder (EL) Partners with University of Leeds to Address Shade-Matching Challenges
Estée Lauder (EL) Partners with University of Leeds to Address Shade-Matching Challenges
Estée Lauder (EL)’s China Bet Just Paid Off. Its Makeup Business Still Hasn’t Caught Up
Estée Lauder (EL)’s China Bet Just Paid Off. Its Makeup Business Still Hasn’t Caught Up
Estée Lauder’s (EL) Turnaround Story Just Got Real Numbers Behind It
Estée Lauder’s (EL) Turnaround Story Just Got Real Numbers Behind It
Estée Lauder (EL) Q4 2026 Earnings Call Transcript
Estée Lauder (EL) Q4 2026 Earnings Call Transcript
Moderna, Merck, Micron, Marvell, Estée Lauder, Honeywell Aerospace, and More Stocks That Explain Today’s Market
Moderna, Merck, Micron, Marvell, Estée Lauder, Honeywell Aerospace, and More Stocks That Explain Today’s Market
Moderna, Estee Lauder among market cap stock movers on Wednesday
Moderna, Estee Lauder among market cap stock movers on Wednesday