Snapshot · The Estée Lauder Companies Inc. (EL)

Data as of 2026-10-19T08:12:22.656Z

Fundamentals check

Market cap

$37.9B

P/E (TTM)

205.0

Gross margin

75.5%

Net margin

1.2%

ROE

4.6%

R&D / revenue

0.0%

Dividend yield

1.3%

FCF yield

3.5%

Latest dividend: $0.35/share (ex-date 2026-08-31, quarterly)

Summary

The Estée Lauder Companies Inc. is a global entity dedicated to the development, marketing, and sale of a diverse range of premium beauty and personal care items worldwide. Its extensive product catalog encompasses numerous offerings across four primary categories. For skin care, it provides moisturizers, serums, cleansers, toners, body treatments, exfoliants, acne and oil control solutions, facial masks, specialized cleansing devices, and sun protection. In makeup, consumers can find lipsticks, glosses, mascaras, foundations, eyeshadows, nail polishes, powders, compacts, brushes, and various other cosmetic tools. The fragrance segment includes eau de parfum sprays, colognes, scented lotions, powders, creams, candles, and soaps. Lastly, its hair care selection features shampoos, conditioners, styling aids, treatments, finishing sprays, and hair color products. Beyond these, the company also offers ancillary products and services. Estée Lauder boasts an impressive portfolio of owned brands, such as Clinique, M·A·C, Aveda, La Mer, Jo Malone London, and The Ordinary, among many others. Furthermore, it operates under license agreements for notable fashion labels including Tommy Hilfiger and Michael Kors. These products are distributed globally through a broad network of retail channels, comprising high-end department stores, specialty multi-brand retailers, luxury perfumeries and pharmacies, salons and spas, exclusive freestanding stores, its own and authorized online platforms, major third-party e-commerce sites, airport retail locations, and in-flight and duty-free concessions. Established in 1946, the company maintains its corporate headquarters in New York, New York.

How it makes money

Revenue mix, latest fiscal year

• Skin Care49.1%
• Makeup28.6%
• Fragrance18.6%
• Hair Care3.8%

Recent Events

• 2026-10-18T04:17:02.000Znegative

  The Estee Lauder Companies Inc. $EL Stock: Banque Pictet & Cie SA Reduces Holdings

  或有助于理解机构投资者的减持动向，可能影响市场情绪，但未必构成因果。

  Source: defenseworld.net

• 2026-10-15T00:00:00.000Zpositive

  Price move: EL rose 5.5%

  EL 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-09-23T08:30:00.000Zpositive

  The Estée Lauder Companies and the Breast Cancer Research Foundation Launch Largest Global Research Initiative on Breast Cancer in Younger Women

  可能与公司品牌与社会责任相关的举措有关，对长远声誉有潜在积极影响，需观察市场解读。

  Source: businesswire.com

• 2026-09-22T00:00:00.000Zpositive

  Price move: EL rose 4.1%

  EL 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-09-14T12:32:00.000Zneutral

  The Estée Lauder Companies Announces Partnership with Profound to Expand AI Visibility Across Its Global Brand Portfolio

  恰逢公司在 AI 能见度方面的策略合作，未直接指示业绩影响，需关注后续执行效果。

  Source: businesswire.com

• 2026-08-19T08:15:44.000Zpositive

  Estee Lauder (EL) Q4 Earnings and Revenues Beat Estimates

  可能与市场对 EL 2026 年第四季度业绩超出预期的解读相关，恰逢投资者积极情绪推动股价反应。

  Source: zacks.com

• 2026-08-19T00:00:00.000Zneutral

  EL filed 10-K

  可能与公司披露年度业绩和更新有关，但信息尚不指向明确的利好或利空。

  Source: SEC EDGAR

• 2026-08-19T00:00:00.000Zpositive

  Price move: EL rose 16.3%

  EL 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-08-07T00:00:00.000Zpositive

  Price move: EL rose 3.3%

  EL 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-27T00:00:00.000Zpositive

  Price move: EL rose 3.6%

  EL 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $102.11 from 18 analysts (last quarter)

Recent rating changes

• 2026-10-05 · Barclays Upgraded → Overweight

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-09-14SellFRIBOURG PAUL J(director)16,137 shares
• 2026-09-14SellFRIBOURG PAUL J(director)27,086 shares
• 2026-09-14SellFRIBOURG PAUL J(director)14,777 shares
• 2026-09-11SellFRIBOURG PAUL J(director)45,000 shares
• 2026-09-09SellBARSHEFSKY CHARLENE(director)3,775 shares

US Congress trading disclosures

• 2026-07-02John Boozman (AR)Purchase$1,001 - $15,000
• 2026-07-02John Boozman (AR)Purchase$1,001 - $15,000

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本内容仅为信息整理，不构成任何投资建议。