Latest revenue
$3.71B
as of 2026-03-31
Latest net income
$89.0M
as of 2026-03-31
Net margin
2.4%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $53.06B
- Enterprise value
- $60.37B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 13.29×
- Dividend yield
- 1.6%
- 52-wk high
- $121.64
- 52-wk low
- $64.54
- Beta
- —
- Shares out
- 600.8M
5-year trend
What this company does
Item 1. Business. The Estée Lauder Companies Inc., founded in 1946 by Estée and Joseph Lauder, is one of the world’s leading manufacturers, marketers and sellers of quality skin care, makeup, fragrance and hair care products. We are a steward of over 20 luxury and prestige brands globally. Since the initial launch of the Estée Lauder brand in the United States, we have significantly expanded our consumer reach to approximately 150 countries and territories. We operate as a wholesaler, with our products sold in brick-and-mortar locations and on various e-commerce platforms, including those operated by department stores, duty-free retailers, specialty-multi retailers, online pure players,…
AI summary unavailable — showing raw filing excerpt
Generated from EL's filing dated 2025-08-20
Key risks
Table of Contents Item 1A. Risk Factors. There are risks associated with an investment in our securities. Please consider the following risks and all of the other information in this annual report on Form 10-K and in our subsequent filings with the U.S. Securities and Exchange Commission (“SEC”). Our business may also be adversely affected by risks and uncertainties not presently known to us or that we currently believe to be not material. If any of the events contemplated by the following discussion of risks should occur or other risks arise or develop, our business, which includes (a) our prospects, (b) our financial condition, (c) our results of operations, (d) our reputation, and (e)…
AI summary unavailable — showing raw filing excerpt
Generated from EL's filing dated 2025-08-20
Profitability
Gross margin
74.0%
3.2%Operating margin
-5.5%
188.2%Net margin
-7.9%
416.5%Return on equity
42.8%
9.8%Return on assets
-5.7%
416.6%Leverage
Debt / equity
2.74×
4.3%Long-term debt / equity
0.92×
0.7%Debt / assets
73.3%
1.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $3.71B | +4.6% | $89.0M | -44.0% | 2.4% |
Q4 2025 2025-12-31 | $4.23B | +5.6% | $162.0M | +127.5% | 3.8% |
Q3 2025 2025-09-30 | $3.48B | +3.6% | $47.0M | +130.1% | 1.4% |
Q2 2025 2025-06-30 | $3.41B | -11.9% | $-546.0M | — | -16.0% |
Q1 2025 2025-03-31 | $3.55B | -9.9% | $159.0M | — | 4.5% |
Q4 2024 2024-12-31 | $4.00B | -6.4% | $-590.0M | — | -14.7% |
Q3 2024 2024-09-30 | $3.36B | -4.5% | $-156.0M | — | -4.6% |
Q2 2024 2024-06-30 | $3.87B | — | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Perfumes, Cosmetics & Other Toilet Preparations · SIC 2844
Your notes
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Insider activity
Insider buying
$0
Insider selling
$1.02B
Net activity
−$1.02B
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns EL
Institutional value
$7.84B
Total shares held
113.2M
Distinct holders
569
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.5M | $1.33B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 16.1M | $1.15B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.1M | $871.6M | — | New |
| 4 | Bank of New York Mellon Corp | 6.8M | $487.5M | — | New |
| 5 | Invesco Ltd. | 5.2M | $373.9M | — | New |
| 6 | Capital World Investors | 4.1M | $292.3M | — | New |
| 7 | FRANKLIN RESOURCES INC | 2.8M | $197.5M | — | New |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.2M | $157.5M | — | New |
| 9 | Legal & General Group Plc | 1.7M | $122.7M | — | New |
| 10 | DEUTSCHE BANK AG\ | 1.6M | $114.2M | — | New |
| 11 | UBS Group AG | 1.5M | $110.5M | — | New |
| 12 | Ensign Peak Advisors, Inc | 1.5M | $107.4M | — | New |
| 13 | Robeco Institutional Asset Management B.V. | 1.5M | $105.7M | — | New |
| 14 | VANGUARD FIDUCIARY TRUST CO | 1.4M | $99.8M | — | New |
| 15 | JPMORGAN CHASE & CO | 1.4M | $95.4M | — | New |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $85.6M | — | New |
| 17 | Alecta Tjanstepension Omsesidigt | 1.2M | $85.3M | — | New |
| 18 | CITIGROUP INC | 990.2K | $71.1M | — | New |
| 19 | Pictet Asset Management Holding SA | 973.5K | $69.9M | — | New |
| 20 | FEDERATED HERMES, INC. | 856.1K | $61.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once EL's latest filing finishes processing.