Revenue Recovery Driven by Top-Line Growth
Net sales rose to $3.71B in Q3 FY2026 from $3.55B a year ago, a 4.6% YoY increase, suggesting some demand recovery across the company's prestige beauty portfolio despite a challenging macro environment.
ESTEE LAUDER COMPANIES INC is expected to release its Q2 2026 10-Q filing on August 19, 2026, after market close. Last quarter: EL (Estée Lauder) posted Q3 FY2026 revenue of $3.71B (+4.6% YoY) but net income fell 44% to $89M as higher operating costs and elevated SG&A compressed margins significantly.
EPS Estimate
$0.33
Revenue Estimate
$3.65B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the EL page.
Drawn from management commentary in the Q1 2026 10-Q:
Net sales rose to $3.71B in Q3 FY2026 from $3.55B a year ago, a 4.6% YoY increase, suggesting some demand recovery across the company's prestige beauty portfolio despite a challenging macro environment.
Gross margin improved 140 basis points YoY to 76.4%, aided by a 1.5% decline in cost of revenue to $876M. However, operating income dropped 18.6% to $249M as SG&A remained elevated at $2.28B, consuming the gross profit gains.
Net income fell 44% YoY to $89M, with diluted EPS dropping from $0.44 to $0.24, reflecting higher below-the-line costs (interest, restructuring, or other charges) beyond the operating line that significantly eroded profitability.
Revenue
$3.71B
++4.56% YoY
EPS (Basic)
$0.25
-43.18% YoY
Gross Margin
76.4%
++1.44% YoY
Operating Income
$249M
-18.63% YoY
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