The Estee Lauder Companies Inc.

EL Consumer Defensive Household & Personal Products

The Estee Lauder Companies Inc.’s revenue for fiscal 2026 (year ended June 2026) was $15.0 billion, up 5.05% from fiscal 2025. In the quarter to June 2026, revenue grew 6.33%, EPS grew 78.8%, free cash flow grew 7.87% and total debt was flat, each against the same quarter a year earlier. Member of the S&P 500.

108.50 0.31 −0.28%
Market cap
$39.4B
P/E
213×
Fwd P/E
37.4×
Dividend yield
1.29%
F-score
7/9
Altman Z
2.85
Beneish M
−2.90
Dividend safety
37/100

The Estee Lauder Companies Inc. (EL) revenue by segment, product and region

Where the money comes from and where it goes

Fiscal 2026: revenue by regions, and margins
All other countries 7,370 48.97%
Mainland China 3,930 26.11%
U.S. 3,749 24.91%
Gross margin 75.50%
Operating margin 5.18%
Pre-tax margin 3.44%

Revenue by region $m

Line FY2026 FY2025 FY2024 FY2023
All other countries 7,370 6,912 7,702 6,124
Mainland China 3,930 3,652 4,019 4,380
U.S. 3,749 3,762 3,887 3,848
Korea — — — 1,558
Revenue 15,049 14,326 15,608 15,910

Operating figures as reported in each quarter’s results release or filing

Figure Quarter Latest A year before Change
Remaining performance obligations Q4 FY2026 $756.0M — —

As each company reports them in its 10-K and 10-Q filings, in US dollars. Where a later filing recast a year's segments, the year is shown as recast; a period whose breakdown does not add up to the company's revenue is left out.