The Estée Lauder Companies Inc. (EL) Earnings Call Transcripts
The Estée Lauder Companies Inc.'s Latest Earnings Call - September 9, 2026
In the fiscal year 2026, The Estée Lauder Companies Inc. reported a revenue increase of 5% to $15.8 billion, with diluted EPS growing 66% to $4.10. The company signaled strong momentum heading into fiscal 2027, maintaining guidance for organic sales growth of 3% to 5% and operating margin expansion of 150 to 230 basis points. Management emphasized the effectiveness of their 'Beauty Reimagined' strategy, which has led to improved brand performance and market share gains across multiple regions, particularly in Asia and Europe.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $15.8B (beat) |
| Diluted EPS | $4.10 (beat) |
| Gross Margin | 60.5% (positive) |
| Operating Margin | 14.5% (positive) |
| Cash Flow from Operations | $2.5B (positive) |
| Consumer-Facing Investment Increase | 7% (positive) |
Guidance from management
Management confirmed guidance for fiscal 2027, targeting organic sales growth of 3% to 5% and operating margin expansion of 150 to 230 basis points. EPS is expected to grow by 24% to 34%.
What management said
Department stores, Ulta, Sephora, pretty much the entire brick-and-mortar network, including our freestanding stores. Now we are rationalizing some of our freestanding stores also as we are accelerating distribution in specialty malls, especially for MAC. But on the opposite, we are accelerating the deployment of freestanding stores in the U.S. with brands like Le Labo or KILIAN, Frederic Malle, et cetera, because we...
What analysts pressed on
Analysts expressed concerns about the gap between retail sales and organic sales in North America, questioning what steps are needed for value share growth. There were also inquiries about the impact of the revamped sales force on department store performance and how the company plans to sustain market share gains in a competitive landscape.
Main topics on the call
- Strong Brand Portfolio Performance — Management highlighted that five of their six $1 billion brands delivered improved organic sales performance in fiscal 2026. 'We have 6 brands in the $1 billion club,' indicating a robust brand portfolio that is well-pos...
- Operational Efficiency Improvements — The company has exited its PRGP restructuring program, resulting in a 'simpler organization today, much more agile as one team.' This operational agility is expected to enhance competitive positioning in the prestige bea...
- Innovation Acceleration — Management emphasized a strong focus on innovation, stating, 'We are accelerating best-in-class consumer coverage.' This includes new product launches and leveraging AI for R&D efficiency, which is expected to drive futu...
- Geographic Expansion and Market Share Gains — The company reported significant market share gains in Asia, particularly in China, with '6th consecutive quarter of market share gain.' This broad-based growth across regions is a key focus for fiscal 2027.
Read the full The Estée Lauder Companies Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About The Estée Lauder Companies Inc.
The Estée Lauder Companies Inc. (EL) is a publicly listed company in the Personal Care Products industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 107 calls on record spanning February 6, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 107 The Estée Lauder Companies Inc. earnings call transcripts on record, spanning February 6, 2020 to September 9, 2026. Based on this history, The Estée Lauder Companies Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- EL
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Personal Care Products
- Calls on record
- 107
- First call
- February 6, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly