Skip to content

Estee Lauder Companies Inc. EL License — Estimated recognition of deferred revenue

Similar metrics at other companies

Maui Land & Pineapple logo
MLPLicense — Contract With Customer Liability Revenue Recognized
$33.33K0.0%
Harley-Davidson logo
HOGLicensing — Revenue recognized over remaining contract term
$0
Supernus Pharmaceuticals logo
SUPNLicense — Revenue recognized
$20M+433%
The ONE Group Hospitality logo
STKSLicense — Contract With Customer Liability Revenue Recognized
$7K-41.7%
Nuvation Bio logo
NUVBLicense — Deferred Revenue
$58.7M
Praxis Precision Medicines, Inc. logo
PRAXLicense — Contract with customer, liability, revenue recognized
$0

Other financials

Income statement

See full
Revenue$3.7B+4.6%
Gross profit$2.8B+6.6%
Operating income$249.0M-18.6%
Net income$89.0M-44.0%
EPS (diluted)$0.24-45.5%

Balance sheet

See full
Cash & equivalents$3.1B+18.8%
Total debt$8.8B-6.2%
Total equity$4.0B-8.1%
Total assets$19.7B-1.1%

Cash flow

See full
Operating cash flow$412.0M+45.1%
CapEx$102.0M-16.4%
Free cash flow$310.0M+91.4%

Valuation

See full
Market cap$28.56B+6.5%
Enterprise value$34.24B+2.7%
P/S1.9×+0.1×

Profitability

See full
Gross margin74.7%+0.9pp
Operating margin2.9%
Net margin-1.7%
FCF margin8.7%+2.3pp

Returns & leverage

See full
Return on equity-5.9%
Debt / equity2.2×0.0×
Current ratio1.3×-0.1×

Where this comes from

Reported directly by Estee Lauder Companies Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueRemainingPerformanceObligation.

The official record: Estee Lauder Companies Inc.’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

Ask your AI about Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue?
Estee Lauder Companies Inc. (EL) reported license — estimated recognition of deferred revenue of $201M in Q1 2026.
How has Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue changed year-over-year?
Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue decreased by 6.1% year-over-year, from $214M to $201M.
What does license — estimated recognition of deferred revenue mean?
This metric represents the projected portion of deferred revenue related to licensing agreements that the company expects to recognize as earned income within a specific future reporting period. It reflects the timing of performance obligations being satisfied under licensing contracts, such as the provision of brand access or intellectual property rights. Monitoring this helps investors understand the anticipated near-term revenue contribution from the licensing business segment.