Key Stats for Estee Lauder Stock
- Price change for Estee Lauder stock in last 6 months: -14%
- $EL Stock Price as of Aug. 19: $98
- 52-Week High: $122
- $EL Stock Price Target: $96
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What Happened?
Estee Lauder (EL) stock is in focus after the company posted a strong finish to fiscal 2026.
Heading into the report, analysts had expected quarterly earnings of 32 cents per share and revenue around $3.55 billion.
The actual results came in well ahead of that bar, with Q4 diluted EPS hitting $0.39, up sharply from just $0.09 in the same quarter last year.
- Revenue reported stood at $3.63 billion.
- For the full year, Estee Lauder stockholders saw diluted EPS climb 66% to $2.51.
- Organic sales grew 3% for the year and 5% in Q4 alone, marking the strongest quarterly growth of the year.
- Gross margin expanded 150 basis points for the full year and jumped 360 basis points in Q4 to 75.5%.
- Operating margin expanded 320 basis points for the year to 11.2%.
The growth was broad-based. Skin Care grew 4%, Fragrance grew 10%, and Makeup improved its trend by 500 basis points.
China led all regions with 9% organic sales growth, and North America returned to organic sales growth in Q4. Two brands, Jo Malone London and TOM FORD, crossed the billion-dollar sales mark during the year, joining Clinique, Estée Lauder, La Mer, and M·A·C in that club.
Cash generation was also strong, with operating cash flow reaching $1.8 billion for the year, up from $1.3 billion the year before. The company ended the year with $3.5 billion in cash on hand.
Looking ahead, Estee Lauder guided for fiscal 2027 organic sales growth of 3% to 5%, operating margin between 12.7% and 13.5%, and diluted EPS between $3.10 and $3.35.
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What the Market Is Telling Us About Estee Lauder Stock
The move in Estee Lauder stock reflects relief and optimism after a long stretch of weak results. The company has been working through a major cost-cutting and turnaround plan called the Profit Recovery and Growth Plan, and this quarter shows real progress.
Ahead of earnings, Wall Street had a mixed view on Estee Lauder stock. TD Cowen held a Hold rating with a $90 price target, Barclays kept an Equal-Weight rating at $80, and JPMorgan maintained an Overweight rating but trimmed its target to $94.
UBS stayed Neutral with an $86 target, while Goldman Sachs reinstated a Buy rating with a $100 target back in June, the most bullish of the group.
With earnings and margins both beating expectations, and management raising its forward guidance, the results give investors fresh reason to believe the turnaround is gaining real traction, not just stabilizing.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
