Estée Lauder flies on Wall Street after closing the 2026 financial year, which ended on June 30, with solid results and strong growth. At the opening The stock gained more than 15% to $97,62, with investors celebrating the reduction of losses in the fourth quarter but above all the return to profit of 182 million dollars in 2026 after having lost more than 1 billion in 2025.
Estée Lauder: Revenue to Grow in 2026
Specifically, the beauty products group reported a quarterly loss of $116 million (-$0,32 per share), compared to a loss of $546 million a year ago (-$1,51). Excluding extraordinary items, net income per share for the period exceeded Wall Street expectations. Revenue also performed well, rising 6% to $3,62 billion in the quarter, exceeding analysts' forecasts.
For the full year, Estée Lauder reported revenues of $15 billion (+5%) with earnings of $182 million ($0,50 per share). The group confirmed its forecast for organic revenue growth of between 3% and 5% (+3% in 2026) for the 2027 fiscal year, while raising its adjusted operating margin outlook to 13,5% from 12,7% (11,2% in the previous fiscal year).
The CEO's comment: "The year ended on a high note."
"We ended the year on a high note, with organic sales growth accelerating to 5% for the fourth consecutive quarter and improved profitability. We are fully executing on all aspects of Beauty Reimagined. Our One Elc operating model is enabling the entire organization to move with speed and discipline,” commented President and CEO Stéphane de La Faverie.
"For fiscal 2027, we remain confident in accelerating organic sales growth. We are also raising our forecast for even stronger adjusted operating margin, aggressively leveraging our strengths to further diversify growth across product categories and geographies, particularly accelerating growth in North America," the CEO added.
