The Estée Lauder Companies Inc.
The Estée Lauder Companies Inc.
Your view on EL
Overview
What the company does, where it operates, and who runs it.
About The Estée Lauder Companies Inc.
- Industry
- Household & Personal Products
- Sector
- Consumer Defensive
- CEO
- Stephane de la Faverie
- Headquarters
- 767 Fifth Avenue, New York City, NY, US
- Industry
- Household & Personal Products
- Sector
- Consumer Defensive
- CEO
- Stephane de la Faverie
- Headquarters
- 767 Fifth Avenue, New York City, NY, US
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools.
It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services.
The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands.
It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands.
The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops.
The company was founded in 1946 and is headquartered in New York, New York.
Stock Data
Price chart, volume, and trading data.
What moved it
FRC Fair Value Algorithm
What the FRC Fair Value algorithm says it is worth vs. the current price — FRC's own, on every stock.
About this section
Fair value for The Estée Lauder Companies Inc. from FRC's valuation model, read against the market price. EL last traded at $111.75, 110.2× trailing earnings — the estimate is read against that market price. The model runs on every stock on the platform and shows the estimate per share and the date it was calculated. A free account covers 3 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
About this section
Valuation, profitability, liquidity and leverage ratios for The Estée Lauder Companies Inc.. Starting points for The Estée Lauder Companies Inc.: P/E 110.2, EPS $1.01, beta 1.23 — an Household & Personal Products name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
About this section
Dividend history, yield and payout sustainability for The Estée Lauder Companies Inc.. The Estée Lauder Companies Inc. paid $1.40 per share over the last year — a 1.3% yield at the current $111.75 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
About this section
Reported vs. expected earnings history for The Estée Lauder Companies Inc.. Trailing twelve-month EPS for The Estée Lauder Companies Inc. stands at $1.01. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Wall Street Analyst Estimates
Analysts' price targets, ratings, and revenue and EPS estimates.
Price targets, ratings and estimates published by outside analysts. Not FRC research, not a recommendation, and not the FRC Fair Value: that is FRC's proprietary model, built on the cash a company generates.
Current price
—
live quote
Analysts' target
$111.32
average of 22 firms, last 12 months
Analyst Ratings
- Strong Buy1
- Buy8
- Hold8
- Sell1
- Strong Sell0
Earnings Estimate
| EPS | Current QtrDec 2026 | Next QtrMar 2027 | Current YearFY Jun 2027 | Next YearFY Jun 2028 |
|---|---|---|---|---|
| Avg. estimate | $1.22 | $1.05 | $3.44 | $4.08 |
| Low estimate | $1.09 | $1.01 | $3.20 | $3.78 |
| High estimate | $1.28 | $1.08 | $3.58 | $4.40 |
| No. of analysts | 17 | 16 | 18 | 18 |
| Year-ago EPS | $0.89 | $0.91 | $0.501 | — |
| Growth | +36.8% | +15.0% | — | — |
1Year-ago EPS includes one-time items; growth not shown.
Revenue Estimate
| Revenue | Current QtrDec 2026 | Next QtrMar 2027 | Current YearFY Jun 2027 | Next YearFY Jun 2028 |
|---|---|---|---|---|
| Avg. estimate | $4.50B | $3.90B | $15.88B | $16.58B |
| Low estimate | $4.41B | $3.85B | $15.61B | $16.21B |
| High estimate | $4.57B | $3.94B | $16.03B | $16.73B |
| No. of analysts | 14 | 14 | 22 | 22 |
| Year-ago revenue | $4.23B | $3.71B | $15.05B | — |
| Growth | +6.3% | +5.0% | +5.6% | — |
Source: Wall Street analysts' published price targets, ratings and estimates, compiled by Financial Modeling Prep from StreetInsider, Benzinga, Pulse 2.0, MarketWatch; as of Nov 14, 2026. Not FRC research or a recommendation.
Financial Statements
Income statement, balance sheet, and cash flow statements.
About this section
Income statement, balance sheet and cash flow history for The Estée Lauder Companies Inc.. The Estée Lauder Companies Inc. has reported as a listed company since 1995. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Peer companies
Market cap
- BDRFYBeiersdorf AGHousehold & Personal Products$27.6B
- COTYCoty Inc.Household & Personal Products$3.6B
- ELFe.l.f. Beauty, Inc.Household & Personal Products$7.0B
- IPARInter Parfums, Inc.Household & Personal Products$4.3B
- KAOCFKao CorporationHousehold & Personal Products$18.3B
- LRLCYL'Oréal S.A.Household & Personal Products$251.2B
More Household & Personal Products companies
- NASONaples Soap Company Inc.OTC$742,001
- NBBTFNatural Beauty Bio-Technology LimitedOTC$128M
- NTPYNetPay International, Inc.OTC$8,290
- NUSNu Skin Enterprises, Inc.NYSE$196M
- NUUURejuvel Bio-Sciences, Inc.OTC$117,765
- NWLNewell Brands Inc.NASDAQ$2.5B
- ODDOddity Tech Ltd.NASDAQ$1.0B
- OLVIOliveda International, Inc.OTC$187M
- ONXXFOntex Group N.V.OTC$419M
- ONXYYOntex Group N.V.OTC$973M
- PCGRPC Group, Inc.OTC$785
- PGThe Procter & Gamble CompanyNYSE$393.6B
ETFs holding The Estée Lauder Companies Inc.
% of the fund
- VTIVanguard Total Stock Market ETF$689.2B in assets0.03%
- VOOVanguard S&P 500 ETF$1.0T in assets0.03%
- VOVanguard Mid-Cap ETF$103.4B in assets0.23%
- XUU.TOiShares Core S&P U.S. Total Market Index ETF$4.6B in assets0.04%
- BFLXiShares Flexible Equity Active ETF$2.2B in assets1.70%
- XLPState Street Consumer Staples Select Sector SPDR ETF$15.1B in assets1.57%
- FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF$1.5B in assets0.96%
- VDCVanguard Consumer Staples ETF$7.4B in assets0.90%
Largest holders first, then the funds most concentrated in EL.
Institutional Ownership
Which funds and firms own the stock.
About this section
Which institutions hold The Estée Lauder Companies Inc., and how their positions are changing. At a $40.49B market value, institutional positions materially move The Estée Lauder Companies Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
About this section
Buying and selling by The Estée Lauder Companies Inc. executives and directors. Shares of The Estée Lauder Companies Inc. have traded between $48.37 and $104.53 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
About this section
U.S. Senate disclosures naming The Estée Lauder Companies Inc.. The Estée Lauder Companies Inc. is a $40.49B Consumer Defensive company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
About this section
U.S. House of Representatives disclosures naming The Estée Lauder Companies Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
About this section
Latest headlines and company announcements for The Estée Lauder Companies Inc.. Coverage tracks The Estée Lauder Companies Inc. within Household & Personal Products (Consumer Defensive). Press releases and market coverage, newest first.
Comments
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