The financials
Estée Lauder Companies (The) by the numbers
Estée Lauder Companies (The) (EL) reported revenue of $3.71B in Q3 2026 (quarter ended March 31, 2026), up 4.6% from the same quarter a year earlier. That came with a gross margin of 76% and net income of $89M (2.4% of revenue). For the full year FY2025, revenue was $14.3B (−8.2% year on year) and net income −$1.13B.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $3.71B | $3.55B | +4.6% |
| Gross profit | $2.84B | $2.66B | +6.6% |
| Operating income | $249M | $306M | −19% |
| Net income | $89M | $159M | −44% |
| Diluted EPS | $0.24 | $0.44 | −45% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $28.0M (-9.7%)
Product And Service Other grew +12% year on year
Segment Latestquarter on quarteryear on year
- Product And Service Other$28.0M$28.0MQoQ -9.7%year on year +12%-9.7%+12%
Household & Personal Products
Ranks #3 of 13 by Smart Score