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Estee Lauder Companies Inc. EL Q4 2025 Annual earnings

Reported August 20, 2025 · Before market open

Revenue$3.4BBeat by $12.2MDiluted EPS$0.09Beat by $0.00
Revenue estimate$3.4B
EPS estimate$0.09

Next report

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

Financials

Q4 2025

Income statement

See full
Revenue$3.4B-11.9%
Gross profit$2.5B-11.6%
Operating income-$390.0M—
Net income-$546.0M—
EPS (diluted)-$1.52—

Balance sheet

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Cash & equivalents$2.9B-14.0%
Total debt$9.5B+1.5%
Total equity$3.9B-27.3%
Total assets$19.9B-8.2%

Cash flow

See full
Operating cash flow$601.0M-32.4%
CapEx$207.0M-4.6%
Free cash flow$394.0M-41.4%

Valuation & ratios

Valuation

as of 06/30/25
See full
Market cap$27.72B-27.3%
Enterprise value$34.29B-22.3%
P/S1.9×-0.5×

Profitability

See full
Gross margin74%+2.3pp
Operating margin-5.5%—
Net margin-7.9%—
FCF margin4.7%-4.6pp

Returns & leverage

See full
Return on equity-24.7%—
Debt / equity2.5×+0.7×
Current ratio1.3×-0.1×

Versus estimates

Revenue

Q3 2026$3.7BBeat by $23.0MQ2 2026$4.2BBeat by $3.7MQ1 2026$3.5BBeat by $99.5M
Q4 2025$3.4BBeat by $12.2M
Q3 2025$3.6BBeat by $34.3MQ2 2025$4.0BBeat by $26.5M

Diluted EPS

Q3 2026$0.91Beat by $0.25Q2 2026$0.89Beat by $0.06Q1 2026$0.32Beat by $0.14
Q4 2025$0.09Beat by $0.00
Q3 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 Q4 2025 earnings?
Estee Lauder Companies Inc. (EL) reported Q4 2025 earnings on August 20, 2025 before market open.
What were Estee Lauder Companies Inc.'s Q4 2025 revenue and EPS?
Estee Lauder Companies Inc. reported revenue of $3.4B and diluted EPS of $0.09 for Q4 2025.
Did Estee Lauder Companies Inc. beat estimates in Q4 2025?
Revenue beat the consensus estimate of $3.4B by $12.2M. EPS beat the consensus estimate of $0.09 by $0.00.
How did Estee Lauder Companies Inc.'s Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 12.0% from $3.9B a year earlier and diluted EPS declined 85.9% from $0.64.
Where can I find Estee Lauder Companies Inc.'s Q4 2025 SEC filings?
You can read the 10-K periodic report (0001001250-25-000099) directly on SEC EDGAR. The filing index links above go to sec.gov.