The Estée Lauder Companies stock enters fiscal 2027 after 6.3 percent sales growth

Published on 10/01/2026 at 05:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Quarterly revenue rose 6.3 percent to USD 3.64 billion, while adjusted operating margin reached 11.2 percent in fiscal 2026. Fiscal 2027 margin guidance is 12.7 to 13.5 percent.

EL, US29736R1059, Illustration mit AI erstellt.

The Estée Lauder Companies (ISIN US29736R1059) reported quarterly revenue of USD 3.64 billion for fiscal 2026, up 6.3 percent year over year, according to MarketBeat on September 26, 2026. The result places the company at an important point in its Beauty Reimagined turnaround as fiscal 2027 begins.

Sales growth returns in fiscal 2026

Quarterly adjusted earnings per share reached USD 0.39, above the USD 0.32 consensus estimate, while revenue exceeded the USD 3.55 billion forecast, MarketBeat reported. The comparison matters because the company returned to growth while still operating through a broad cost and portfolio transformation.

The fiscal 2026 earnings call showed full-year organic sales growth of 3 percent and adjusted operating margin of 11.2 percent, up 320 basis points from the prior year, according to Equibles on August 19, 2026. Adjusted diluted EPS increased 66 percent to USD 2.51 for the full year, giving the profitability recovery more weight than the sales figure alone.

Margin guidance sets the next test

Management raised its fiscal 2027 adjusted operating margin outlook to 12.7 to 13.5 percent from 12.5 to 13.0 percent and guided to 3 to 5 percent organic sales growth, according to Equibles. The guidance implies that execution, not just a favorable comparison base, will determine whether the turnaround can broaden beyond skin care and Asia.

The analyst picture is mixed. MarketBeat reported on September 26, 2026, that Wall Street Zen cut its rating from Buy to Hold, while the broader consensus remained Hold with an average price target of USD 104.67.

Market value and next reporting date

The stock last stood at USD 92.77 on the NYSE on September 30, 2026 at 4:00 p.m. ET. Its market capitalization was USD 33.6 billion, with a 52-week range of USD 66.22 to USD 121.64. The company lists its next fiscal 2027 earnings release for November 2, 2026, on its investor-relations calendar.