The Estée Lauder Companies Inc. (EL)

US — Consumer Defensive Sector
Peers: KMB  KVUE  HSY  SYY  KDP  ABEV  ADM  KHC  JBS  CHD 

Automate Your Wheel Strategy on EL

With Tiblio's Option Bot, you can configure your own wheel strategy including EL - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

Key Metrics & Ratings

  • symbol EL
  • Rev/Share 40.5302
  • Book/Share 11.1323
  • PB 9.4671
  • Debt/Equity 2.74
  • CurrentRatio 1.358
  • ROIC -0.0555

 

  • MktCap 38051302846.0
  • FreeCF/Share 3.14
  • PFCF 33.4664
  • PE -214.3917
  • Debt/Assets 0.5625
  • DivYield 0.0133
  • ROE -0.0441

 

  • Rating D+
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 2
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade EL HSBC Securities Buy Hold -- $106 Feb. 10, 2026
Upgrade EL Citigroup Neutral Buy -- $120 Feb. 6, 2026
Resumed EL Jefferies -- Hold -- $110 Jan. 14, 2026
Upgrade EL Raymond James Market Perform Strong Buy -- $130 Jan. 5, 2026
Downgrade EL Rothschild & Co Redburn Neutral Sell -- $70 Nov. 25, 2025
Upgrade EL Argus Hold Buy -- -- Nov. 11, 2025
Reiterated EL Telsey Advisory Group -- Market Perform $99 $105 Oct. 31, 2025
Upgrade EL Goldman Neutral Buy -- $115 Oct. 13, 2025
Reiterated EL Telsey Advisory Group -- Market Perform $66 $99 Aug. 14, 2025
Upgrade EL JP Morgan Neutral Overweight -- $101 July 25, 2025

News

Halper Sadeh LLC Encourages the Estee Lauder Companies, Inc. Shareholders to Contact the Firm to Discuss Their Rights
EL
Published: February 12, 2026 by: GlobeNewsWire
Sentiment: Neutral

Shareholders should contact the firm immediately as there may be limited time to enforce your rights.

Read More
image for news Halper Sadeh LLC Encourages the Estee Lauder Companies, Inc. Shareholders to Contact the Firm to Discuss Their Rights
Estee Lauder sues Walmart alleging 'despicable' sale of counterfeit beauty products
EL, WMT
Published: February 10, 2026 by: CNBC
Sentiment: Negative

Estee Lauder sued Walmart over allegations it had counterfeit La Mer, Le Labo, Clinique, Aveda and Tom Ford beauty products listed on its online marketplace. While the products were sold by third-party sellers, Estee Lauder alleged Walmart played an active role facilitating those sales to shoppers, calling its conduct "despicable.

Read More
image for news Estee Lauder sues Walmart alleging 'despicable' sale of counterfeit beauty products
5 Consumer Staples Giants to Buy Amid the Sector's Strong Momentum
EL, HSY, KMB, MNST, NYT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Consumer staples are surging in 2026 as investors rotate to value, lifting XLP 13.2% YTD and spotlighting EL, HSY, KMB, MNST and NYT with renewed momentum.

Read More
image for news 5 Consumer Staples Giants to Buy Amid the Sector's Strong Momentum
Should You Cut Your Position In Estee Lauder Stock?
EL
Published: February 06, 2026 by: Forbes
Sentiment: Negative

The stock of Estee Lauder Companies (EL) has decreased by 19% over the past day and is now priced at $96.66. The company's latest earnings report sharply disappointed investors.

Read More
image for news Should You Cut Your Position In Estee Lauder Stock?
The China Secret That's Making Smart Money Load Up on Estee Lauder While Everyone Else Runs for the Exit
EL
Published: February 05, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Estée Lauder delivered a mixed quarter, beating earnings expectations while revenue met estimates.

Read More
image for news The China Secret That's Making Smart Money Load Up on Estee Lauder While Everyone Else Runs for the Exit
Estee Lauder: Valuation Premium Is Unjustified
EL
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive

Estee Lauder delivered a Q2 earnings beat but issued a cautious outlook, triggering a double-digit share price drop. EL's recovery is underway, with margin expansion and strong China growth, yet organic growth remains sub-4% and U.S. sales are flat. Restructuring is progressing, yielding cost savings and improved free cash flow, but near-term capital returns are unlikely until completion.

Read More
image for news Estee Lauder: Valuation Premium Is Unjustified
Estee Lauder Q2 Earnings Beat Estimates, 2026 Guidance Raised
EL
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

EL beats fiscal second-quarter earnings and sales estimates as Beauty Reimagined gains traction, lifting fiscal 2026 guidance.

Read More
image for news Estee Lauder Q2 Earnings Beat Estimates, 2026 Guidance Raised
The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript
EL
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Neutral

The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript

Read More
image for news The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript
Estée Lauder expects $100 million in tariff headwinds to its full-year profitability
EL
Published: February 05, 2026 by: CNBC
Sentiment: Negative

Estée Lauder said in its second-quarter earnings report that it's expecting its full-year profitability to take a $100 million hit from tariff impacts. The company said its weighing additional strategies to offset costs, including "potential pricing actions.

Read More
image for news Estée Lauder expects $100 million in tariff headwinds to its full-year profitability
Compared to Estimates, Estee Lauder (EL) Q2 Earnings: A Look at Key Metrics
EL
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Estee Lauder (EL) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Read More
image for news Compared to Estimates, Estee Lauder (EL) Q2 Earnings: A Look at Key Metrics
Consumer Staples Earnings to Watch This Week: EL, NWL, HSY, COTY, PM
COTY, EL, HSY, NWL, PM
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Neutral

As Consumer Staples earnings roll in, profit pressure, margin strain and inflation-weary consumers are driving a renewed focus on pricing and efficiency.

Read More
image for news Consumer Staples Earnings to Watch This Week: EL, NWL, HSY, COTY, PM
Unveiling Estee Lauder (EL) Q2 Outlook: Wall Street Estimates for Key Metrics
EL
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Beyond analysts' top-and-bottom-line estimates for Estee Lauder (EL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Read More
image for news Unveiling Estee Lauder (EL) Q2 Outlook: Wall Street Estimates for Key Metrics
4 Consumer Staple Picks With the Right Setup to Top Earnings Estimates
CELH, EL, HSY, MNST
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Consumer staple players, including HSY, EL, CELH and MNST, show the right setup to beat earnings, as resilient demand, pricing discipline and easing cost pressures support results.

Read More
image for news 4 Consumer Staple Picks With the Right Setup to Top Earnings Estimates
Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
EL
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

EL's second-quarter results are likely to reflect stronger retail trends and margin expansion, despite ongoing challenges in certain markets.

Read More
image for news Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
EL
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Read More
image for news Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
EL, ELF
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

EL and ELF highlight beauty's split path, with a prestige turnaround and margin recovery facing a value-driven, digital-first growth model.

Read More
image for news EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
Can Innovation Unlock Sustained Category Growth for Estee Lauder?
EL
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive

EL is accelerating innovation with faster product development, fueling fragrance growth and targeted launches across beauty categories.

Read More
image for news Can Innovation Unlock Sustained Category Growth for Estee Lauder?
These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
BJ, EL
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

Read More
image for news These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
EL, TSN
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

Read More
image for news These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
Is The Estee Lauder Companies (EL) Outperforming Other Consumer Staples Stocks This Year?
EL
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

Here is how Estee Lauder (EL) and National Vision (EYE) have performed compared to their sector so far this year.

Read More
image for news Is The Estee Lauder Companies (EL) Outperforming Other Consumer Staples Stocks This Year?
Estee Lauder sued by beauty tech startup for alleged theft
EL
Published: January 20, 2026 by: Reuters
Sentiment: Negative

Estee Lauder was sued by a self-described "disruptive" startup that accused the cosmetics giant of effectively putting it out of business by stealing technology to boost sales from jet-setting travelers in hotels.

Read More
image for news Estee Lauder sued by beauty tech startup for alleged theft
Is Estee Lauder's Skin Care Still a Structural Headwind?
EL
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive

EL's skin care shows early signs of improvement in the fiscal first quarter, with sales growth and share gains helping offset ongoing pressures.

Read More
image for news Is Estee Lauder's Skin Care Still a Structural Headwind?
4 Women-Run Company Stocks Building Durable Growth Stories
ADP, ANET, CMC, EL
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Neutral

EL, CMC, ANET and FCEL show how women-led companies are redefining growth with discipline, agility and results.

Read More
image for news 4 Women-Run Company Stocks Building Durable Growth Stories
Estee Lauder Stock Rises 21.9% in 3 Months: What Should Investors Do?
EL
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive

The Estee Lauder Companies Inc. EL, a leading player in the prestige beauty space, has delivered a strong performance in recent months, with its shares surging 21.9% over the past three months. This rally comfortably outpaces the broader market, as the Zacks Cosmetics industry gained 5.7%, the Zacks Consumer Staples sector edged up just 0.9% and the S&P 500 advanced 6.7% over the same period.

Read More
image for news Estee Lauder Stock Rises 21.9% in 3 Months: What Should Investors Do?
All You Need to Know About Estee Lauder (EL) Rating Upgrade to Strong Buy
EL
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

Estee Lauder (EL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Read More
image for news All You Need to Know About Estee Lauder (EL) Rating Upgrade to Strong Buy
Can Estee Lauder's Fragrance Strength Drive Top-Line Growth?
EL
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

EL sees fragrance emerge as its strongest category, helping drive a return to positive organic sales growth in the fiscal first quarter.

Read More
image for news Can Estee Lauder's Fragrance Strength Drive Top-Line Growth?
This Top Consumer Staples Stock is a #1 (Strong Buy): Why It Should Be on Your Radar
EL
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Zacks Rank.

Read More
image for news This Top Consumer Staples Stock is a #1 (Strong Buy): Why It Should Be on Your Radar
Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
EL, TSN
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Read More
image for news Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
Why Estee Lauder (EL) Could Beat Earnings Estimates Again
EL
Published: January 07, 2026 by: Zacks Investment Research
Sentiment: Positive

Estee Lauder (EL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Read More
image for news Why Estee Lauder (EL) Could Beat Earnings Estimates Again
EL's North America Trends Improve but Asia Remains the Wild Card
EL
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Neutral

Estee Lauder shows signs of North America stabilization as declines ease, but uneven Asia demand and volatile travel retail keep the regional balance in question.

Read More
image for news EL's North America Trends Improve but Asia Remains the Wild Card

About The Estée Lauder Companies Inc. (EL)

  • IPO Date 1995-11-17
  • Website https://www.elcompanies.com
  • Industry Household & Personal Products
  • CEO Stephane de la Faverie
  • Employees 44020

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.