The Estee Lauder Companies Inc. (EL) reported fourth-quarter fiscal 2026 results on June 30, 2026, showing both earnings and net sales exceeding analyst expectations. Adjusted earnings per share reached 39 cents, above the Zacks Consensus Estimate of 32 cents, and up from 9 cents in the prior year. Quarterly net sales totaled $3,627 million, surpassing the $3,551 million estimate and increasing 6% year-over-year, while organic sales rose 5% to $3,590 million.
Key category performances included Skin Care sales increasing 9% to $1,853 million and Fragrance sales rising 10% to $618 million. The Americas generated $995 million in net sales, up 6%, while Asia/Pacific sales climbed 7% to $970 million. The company reported an adjusted gross margin of 75.5%, an increase from 72% in the previous year. Estee Lauder anticipates organic net sales growth of 3-5% and adjusted earnings per share between $3.10 and $3.35 for fiscal 2027, representing a year-over-year growth of 24-34%.
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