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The Estée Lauder Companies (EL) investor relations material
The Estée Lauder Companies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Oct, 2025
Executive summary
Net sales increased 4% year-over-year to $3.48 billion for Q1, with organic net sales up 3%, driven by strong performance in China, Asia/Pacific, and emerging markets.
Operating income reached $169 million, reversing a prior-year loss, with significant margin improvement from the Beauty Reimagined strategy and PRGP cost initiatives.
Diluted EPS improved to $0.13 from a loss of $0.43; adjusted diluted EPS rose to $0.32 from $0.14.
Gained market share in key regions and categories, with double-digit growth in seven brands in China and a strong innovation pipeline.
Net earnings were $47 million, compared to a net loss of $156 million in the prior year.
Financial highlights
Gross margin expanded to 73.4% (up 100 bps year-over-year); adjusted gross margin at 73.3%.
Operating margin improved to 4.9% from -3.6%; adjusted operating margin at 7.3%.
Net cash used in operating activities improved to $340 million from $670 million last year.
CapEx was $96 million, down 32% year-over-year, targeting ~4% of projected sales.
Paid $150 million in deferred consideration for the TOM FORD acquisition.
Outlook and guidance
Fiscal 2026 full-year outlook reaffirmed, targeting organic net sales growth of 2–5% and adjusted EPS of $1.90–$2.10.
Majority of PRGP benefits expected in fiscal 2027; restructuring charges to total $1.2–$1.6 billion.
Tariff-related headwinds estimated to impact FY26 profitability by ~$100 million, with mitigation strategies in place.
Margin guidance remains at 9.4%-9.9%, with gross margin expected to be flat to positive for the year.
Management expects continued volatility and uncertainty, with stabilization in Mainland China but ongoing challenges in travel retail, Western Europe, and U.S. department stores.
What remains for PRGP completion and full benefits?
What are the key drivers for Asia/Pacific growth?
What additional tariff mitigation strategies are planned?
What's next for new channel expansion?
What drives current unit growth?
Tax rate reduction opportunities?
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Next The Estée Lauder Companies earnings date
Q2 20265 Feb, 2026
Next The Estée Lauder Companies earnings date
Q2 20265 Feb, 2026
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Estée Lauder: The Beauty of Strategic Acquisitions
In the competitive and ever-evolving world of beauty and cosmetics, The Estée Lauder Companies has emerged as a global powerhouse, known for its diverse portfolio of prestige brands.
Frequently asked questions
A diverse portfolio cosmetics company
Estée Lauder employs over 60,000 people and is one of the global leaders in prestige beauty, next to its French rival L’Oréal. They have a diverse portfolio of brands within four main product categories; prestige makeup, skincare, fragrance, and hair care products.
Estée Lauder’s products are sold in roughly 150 countries and territories worldwide.
Female entrepreneurship in mid-century times
Estée Lauder founded the company that bears her name in 1946. With four skin care products and a simple premise that every woman can be beautiful. She pushed the boundaries, changed the cosmetics industry's face, and was the perfect saleswoman and marketer ahead of her time in understanding the needs and wants of the target group—simply because she was a part of it.
Throughout the 1960s, things really started to gain traction. Estée Lauder expanded by constructing three new manufacturing facilities, expanded overseas, and launched two major brands: Aramis—the men's fragrance brand, and Clinique—one of the most successful cosmetic brands in history.
Estée Lauder continued its innovations, and Mrs. Lauder was in 1989 added to the Wall Street Journal’s list of the most important business influencers of the century—among pioneers like Rockefeller, Ford, and Disney.
The Lauder family is still in the business
The Lauder family is, without a doubt, a business-experienced family. Today, seventy years since Estée planted the seeds of this remarkable business, the second and third-generation members of the Lauder family are still an integral part of leading the company.
The Estée Lauder Finances
Estée Lauder has increased its revenue and EBIT in the last two decades by more than 270 percent and 830 percent, respectively. And the average ROIC for the past ten years has been just above 20 percent.
Further reading: Estée Lauder: The Beauty of Strategic Acquisitions
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