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The Estée Lauder Companies Inc.

EL

The Estée Lauder Companies Inc. is a global leader in the manufacturing, marketing, and sale of prestige skin care, makeup, fragrance, and hair care products.

Market cap
$38.01B+14.0%
Revenue$15.0B+5.1%
Free cash flow$1.3B+96.4%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 2, 2026 (in 2 months)
Revenue estimate$3.6B
EPS estimate$0.51

Financials

Q4 2026

Income statement

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Revenue$3.6B+6.3%
Gross profit$2.7B+11.4%
Operating income-+100%

Balance sheet

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Cash & equivalents$3.5B+19.8%
Total debt$8.8B-7.6%
Total assets$19.8B-0.7%

Cash flow

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Operating cash flow$576.0M-4.2%
CapEx$151.0M-27.1%
Free cash flow$425.0M+7.9%

Valuation & ratios

Valuation

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Market cap$38.01B+14.0%
Enterprise value$43.28B+8.5%
P/S2.5×+0.2×

Profitability

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Gross margin75.5%+1.5pp
Operating margin5.4%+3.6pp
FCF margin8.7%+4.1pp

Returns & leverage

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Current ratio1.2×-0.1×

Competitors

Profile

The Estée Lauder Companies Inc. is a global leader in the manufacturing, 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, distributing its products in approximately 150 countries through a multi-channel strategy that includes department stores, specialty retailers, and direct-to-consumer platforms. Its core value proposition is built on high-quality product innovation and a "High-Touch" consumer engagement model designed to foster long-term brand loyalty.

Competitive position

A global leader in prestige beauty with a dominant position in luxury skin care and fragrance, supported by a multi-brand strategy and a strong presence in travel retail and high-growth emerging markets.

GeographiesUnited States, Mainland China, United Kingdom, Europe, Asia/Pacific, Emerging Markets
Customer segmentsRetail consumers, Department stores, Travel retail, Specialty-multi retailers
Business modelWholesale, Direct-to-Consumer (DTC), E-commerce, Licensing
SuppliersEssential oils and specialty chemical suppliers, Packaging component manufacturers, Third-party contract manufacturers, Technology and AI partners
CustomersDepartment stores, Duty-free retailers, Specialty-multi retailers (e.g., Sephora, Ulta), Upscale perfumeries and pharmacies, Professional salons and spas
Listed1995
Employees62.0K
CEOStephane de la Faverie
FilingsSEC EDGAR

FAQ

What is The Estée Lauder Companies Inc.'s market cap?
The Estée Lauder Companies Inc. (EL) has a market capitalization of $38.0B and trades on NYSE.
What is The Estée Lauder Companies Inc.'s revenue and profitability?
The Estée Lauder Companies Inc. generated $15.0B in trailing twelve-month revenue, representing a net margin of -1.7%. Gross margin stands at 75.5%, with free cash flow of $1.3B. These figures are based on the Q2 2026 filing.
Who are The Estée Lauder Companies Inc.'s competitors?
The Estée Lauder Companies Inc.'s key competitors include Coty Inc., Procter & Gamble, Solesence, Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Who does The Estée Lauder Companies Inc. partner with?
The Estée Lauder Companies Inc.'s notable partners include Balmain, AERIN Beauty, Forest Essentials.
What subsidiaries does The Estée Lauder Companies Inc. have?
The Estée Lauder Companies Inc.'s subsidiaries include DECIEM, Have & Be Co. Ltd., M·A·C Cosmetics, and others.
Where is The Estée Lauder Companies Inc. headquartered?
The Estée Lauder Companies Inc. is headquartered in United States of America and employs approximately 62,000 people. It has been publicly traded since 1995.