Estee Lauder Companies Inc. logo

Estee Lauder Companies Inc.

ELNYSEStock Fundamentals

The Estée Lauder Companies Inc. is a global leader in the manufacture, marketing, and sale of prestige skin care, makeup, fragrance, and hair care products. The company manages a diverse portfolio of over 20 luxury and prestige brands, leveraging a 'High-Touch' service model to engage consumers across approximately 150 countries. Its value proposition is built on brand differentiation through quality, performance, and lifestyle positioning across multiple distribution channels.

Market Cap$28.9B
Revenue TTM$14.8B
Net Income TTM-$248.0M
Net Margin-1.67%
EPS TTM$-0.71
Free Cash Flow TTM$1.3B
Employees62.0K
CEOStephane de la Faverie
CountryUnited States of America
Consumer Defensive
Household & Personal Products
SegmentsHousehold & Personal Products, Luxury Goods, Cosmetics
Business ModelsManufacturing, Wholesale, Direct-to-Consumer, E-commerce, Licensing
Most Recent EarningsMay 1, 2026 · 19 days agoQ1 2026 · FQ3 FY2026
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Financials

Based on Q1 2026 · FQ3 FY2026 filing

Gross Margin74.71%
Op. Margin2.89%
ROE-5.95%
D/E220.34%
Current Ratio1.27
Total Debt$8.8B
Cash$3.1B
CapEx TTM$513.0M

Gross Profit

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Net Income

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Operating Cash Flow

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Free Cash Flow

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EPS (Diluted)

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Business Segments

Skin Care

primary

A broad range of products designed to address various skin needs, including moisturizers, serums, and sun care. This category is a core component of the company's prestige beauty portfolio.

Products

Advanced Night Repair, Re-Nutriv, The Ordinary, La Mer Crème de la Mer, Dr.Jart+ Cicapair

Customers

Luxury consumers, Dermatology-focused consumers, Prestige beauty shoppers

Makeup

major

An extensive array of color cosmetics including foundations, lipsticks, and mascaras. The segment focuses on high-performance products and professional-grade tools across various price tiers.

Products

M·A·C Studio Fix, Double Wear Stay-in-Place Makeup, Clinique Even Better, Bobbi Brown Skin Foundation, Too Faced Better Than Sex Mascara

Customers

Professional makeup artists, Gen Z and Millennial consumers, Prestige beauty shoppers

Fragrance

major

Luxury and prestige scents offered in various forms such as parfum, cologne, and bath and body products. This segment includes both heritage brands and artisanal, high-end fragrance houses.

Products

Jo Malone London English Pear & Freesia, TOM FORD Black Orchid, Le Labo Santal 33, KILIAN PARIS, Editions de Parfums Frédéric Malle

Customers

Luxury fragrance collectors, Gift buyers, Artisanal scent enthusiasts

Hair Care

moderate

Professional-quality shampoos, conditioners, and styling products sold primarily through top-tier salons and specialty retailers.

Products

Aveda Invati, Bumble and bumble Surf Spray, Aveda Botanical Repair

Customers

Salon professionals, Eco-conscious consumers, Premium hair care shoppers

Segment Financials

Skin Care — Revenue From Contract With Customer, Excluding Assessed Tax, Adjusted

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Skin Care — Other segment items

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Skin Care — Selling, general and administrative expenses

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Makeup — Selling, general and administrative expenses

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Makeup — Cost of Sales

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Makeup — Segment depreciation and amortization

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Fragrance — Cost of Sales

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Fragrance — Selling, general and administrative expenses

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Fragrance — Other segment items

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Hair Care — Revenue From Contract With Customer, Excluding Assessed Tax, Adjusted

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Hair Care — Selling, general and administrative expenses

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Hair Care — Cost of Sales

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Business Overview

Competitive Position

A global leader in prestige beauty with a dominant position in the luxury skin care and fragrance markets, characterized by a high-touch omnichannel distribution strategy.

Geographies

North America, Mainland China, Europe, United Kingdom, Asia/Pacific, Latin America

Customer Segments

Retailers, Individual Consumers, Travelers, Professional Salons

Upstream Dependencies

Essential oil suppliers, Specialty chemical manufacturers, Packaging component manufacturers, Third-party contract manufacturers

Downstream Customers

Department stores, Duty-free retailers, Specialty-multi retailers, Upscale perfumeries, Top-tier salons and spas, Direct-to-consumer shoppers

Competitors & Partners

Partners

A

AERIN Beauty

Exclusive worldwide licensee for fragrances and cosmetics

B

BALMAIN

Exclusive worldwide licensee for BALMAIN Beauty

D

Dr. Andrew Weil

Licensing partner for skin care products

F

Forest Essentials

Minority investment in Ayurvedic skin care

Subsidiaries

C

Clinique

Wholly-owned prestige beauty brand

M

M·A·C

Wholly-owned professional makeup brand

L

La Mer

Wholly-owned luxury skin care brand

D

DECIEM

Wholly-owned parent company of The Ordinary and NIOD

T

TOM FORD

Wholly-owned luxury brand (acquired 2023)

A

Aveda

Wholly-owned botanical hair and skin care brand

J

Jo Malone London

Wholly-owned lifestyle fragrance brand

Estee Lauder Companies Inc. logo

Estee Lauder Companies Inc. FAQ

Common questions about Estee Lauder Companies Inc.

The Estée Lauder Companies Inc. is a global leader in the manufacture, marketing, and sale of prestige skin care, makeup, fragrance, and hair care products. The company manages a diverse portfolio of over 20 luxury and prestige brands, leveraging a 'High-Touch' service model to engage consumers across approximately 150 countries. Its value proposition is built on brand differentiation through quality, performance, and lifestyle positioning across multiple distribution channels.

Estee Lauder Companies Inc. (EL) has a market capitalization of $28.9B and trades on NYSE.

Estee Lauder Companies Inc. generated $14.8B in trailing twelve-month revenue with a net loss of $248.0M, representing a net margin of -1.7%. Gross margin stands at 74.7%, with free cash flow of $1.3B. These figures are based on the Q1 2026 filing.

Estee Lauder Companies Inc.'s key competitors include Kenvue Inc., Procter & Gamble, Ulta Beauty, Inc. Common Stock, and others. These companies compete in similar markets and product categories.

Estee Lauder Companies Inc. has approximately 62,000 employees.