Action Estee Lauder Companies Inc (EL) — est-ce une bonne entreprise ?

Action Estee Lauder Companies Inc (EL) — est-ce une bonne entreprise ? — InspectStocks

Just reported

Q1 FY2027 results

From Estee Lauder Companies's results release of 2 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
3,72B $US
+6,7 % y/y
+2,4 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,64 $US
+392 % y/y
Guided
—
No guide given
Operating income, GAAP
Actual
408M $US
+141 % y/y
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Comment elle gagne de l'argent

Sales in countries outside the United States, China and South Korea43 %
Sales in the United States26 %
Sales in China26 %
Sales in South Korea5 %

Les parts du chiffre d'affaires sont des estimations pour year ended June 30, 2025, pas des chiffres tirés d'un document officiel.

En concurrence avec

LRLCYL’Oréal
ULUnilever
D
Taille
144,4B $US
Marge
18,7 %
PGProcter & Gamble
A
Taille
393,6B $US
Marge
18,2 %
LVMUYLVMH
COTYCoty
F
Taille
3,6B $US
Marge
-9,7 %
SSDOYShiseido

Ce qu'elle vend5

Skin care
Moisturizers, serums, cleansers, toners, eye and body care, exfoliators, acne products, masks and sun care.
Makeup
Foundation, powder, concealer, setting spray, lipstick, lip gloss, mascara, eyeshadow and eyeliner, plus brushes and other makeup tools.
Fragrance
Perfumes and body sprays, as well as fragrance-based lotions, creams, powders, candles and soaps.

Afficher 2 de plus

Hair care
Shampoo, conditioner, styling and treatment products, finishing sprays and hair color.
TOM FORD trademark license
The company licenses the TOM FORD name to other companies for fashion and eyewear, and receives royalties.

Qui l'achète6

Department stores that buy products wholesale for sale in their stores and websites.
Duty-free and travel retailers that sell products in airports and other travel locations.
Specialty beauty retailers that sell products in stores and online.

Afficher 3 de plus

Online retailers and third-party shopping platforms that sell the company's products.
Salons and spas that buy hair care and other beauty products.
Individual shoppers who buy directly through the company's stores, brand websites and third-party online platforms.

Sur quoi elle repose, et ce qui pourrait la briser

Ce dont l'activité dépend

1Some product supply chains rely on materials from a single supplier; key inputs include essential oils, alcohols, specialty chemicals and custom packaging.
2The company relies on retail partners and third-party online platforms to sell products, alongside its own stores and websites.
3Members of the Lauder family held approximately 82% of the company's voting power (August 12, 2026, high).

Ce qui pourrait mal tourner

1Consumers may choose competing beauty brands if the company fails to keep up with changes in tastes, product trends, quality, price or where shoppers buy.
2Disruptions to manufacturing, suppliers, shipping or distribution—including those related to geopolitical conditions and tariffs—could interrupt product supply across its global business.
3Product safety, ingredient, labeling, marketing and other rules vary across the many countries where the company sells; failures to meet requirements or concerns about product quality or effectiveness could harm sales and its brands.

États financiers complets →

À propos de Estee Lauder Companies Inc

The company makes and sells skin care, makeup, fragrance and hair care under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD and The Ordinary. Retailers sell its products in stores and online, and the company also sells directly through its own stores and websites. It earns royalties by licensing the TOM FORD name to companies that sell fashion and eyewear.

Siège: New York City, New York, United States
Fondée en: 1946
Effectif: approximately 55,000 (June 30, 2026, high)
Cotée sur: NYSE
Clôture de l'exercice: June 30

Construit à partir des documents déposés par Estee Lauder Companies Inc auprès de la Securities and Exchange Commission (SEC), le gendarme boursier américain. Les chiffres sont tels que publiés, l’historique par action étant retraité sur la base d’actions d’aujourd’hui. Ceci décrit une entreprise — ce n’est pas un conseil en investissement ni une recommandation d’acheter ou de vendre.

Just reported

Q1 FY2027 results

From Estee Lauder Companies's results release of 2 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
3,72B $US
+6,7 % y/y
+2,4 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,64 $US
+392 % y/y
Guided
—
No guide given
Operating income, GAAP
Actual
408M $US
+141 % y/y
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Estee Lauder Companies is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Household and Personal Products

Graded A or B and worth $2B or more: A first, then the largest.

All 29 graded companies in its industry

Grade rose recently in Consumer Staples

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises