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Estee Lauder Companies Inc. EL Q2 2026 earnings

Reported February 5, 2026 · Before market open

Revenue$4.2BBeat by $3.7MDiluted EPS$0.89Beat by $0.06
Revenue estimate$4.2B
EPS estimate$0.84

Next report

Aug 19, 2026 (in a month)
Revenue estimate$3.5B
EPS estimate$0.31

Financials

Q2 2026

Income statement

See full
Revenue$4.2B+5.6%
Gross profit$3.2B+6.2%
Operating income$401.0M+169%
Net income$162.0M+127%
EPS (diluted)$0.44+127%

Balance sheet

See full
Cash & equivalents$3.1B+19.2%
Total debt$9.4B+0.1%
Total equity$4.0B-3.3%
Total assets$19.6B-0.6%

Cash flow

See full
Operating cash flow$1.1B+6.4%
CapEx$108.0M-18.2%
Free cash flow$1.0B+9.9%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$37.74B+40.2%
Enterprise value$44.04B+30.7%
P/S2.6×+0.8×

Profitability

See full
Gross margin74.3%+1.3pp
Operating margin3.3%—
Net margin-1.2%—
FCF margin7.8%+0.2pp

Returns & leverage

See full
Return on equity-4.3%—
Debt / equity2.3×+0.1×
Current ratio1.4×0.0×

Versus estimates

Revenue

Q3 2026$3.7BBeat by $23.0M
Q2 2026$4.2BBeat by $3.7M
Q1 2026$3.5BBeat by $99.5MQ4 2025$3.4BBeat by $12.2MQ3 2025$3.6BBeat by $34.3MQ2 2025$4.0BBeat by $26.5M

Diluted EPS

Q3 2026$0.91Beat by $0.25
Q2 2026$0.89Beat by $0.06
Q1 2026$0.32Beat by $0.14Q4 2025$0.09Beat by $0.00Q3 2025$0.65Beat by $0.34Q2 2025$0.62Beat by $0.31

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Questions, answered.

When did Estee Lauder Companies Inc. report Q2 2026 earnings?
Estee Lauder Companies Inc. (EL) reported Q2 2026 earnings on February 5, 2026 before market open.
What were Estee Lauder Companies Inc.'s Q2 2026 revenue and EPS?
Estee Lauder Companies Inc. reported revenue of $4.2B and diluted EPS of $0.89 for Q2 2026.
Did Estee Lauder Companies Inc. beat estimates in Q2 2026?
Revenue beat the consensus estimate of $4.2B by $3.7M. EPS beat the consensus estimate of $0.83 by $0.06.
How did Estee Lauder Companies Inc.'s Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 5.6% from $4.0B a year earlier and diluted EPS grew 43.5% from $0.62.
Where can I find Estee Lauder Companies Inc.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0001001250-26-000004) and the 10-Q periodic report (0001001250-26-000006) directly on SEC EDGAR. The filing index links above go to sec.gov.