EL
ESTEE LAUDER COMPANIES INC
Overview
ESTEE LAUDER COMPANIES INC is a Consumer Defensive company operating in Household & Personal Products with a $30.58B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 18, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-10-307 Q&A exchanges
- Q4 FY2025Earnings2025-08-209 Q&A exchanges
- Q3 FY2025Earnings2025-05-0118 Q&A exchanges
- Q2 FY2025Earnings2025-02-049 Q&A exchanges
- Q1 FY2025Earnings2024-10-318 Q&A exchanges
- Q4 FY2024Earnings2024-08-197 Q&A exchanges
- Q3 FY2024Earnings2024-05-019 Q&A exchanges
- Q2 FY2024Earnings2024-02-058 Q&A exchanges
- Q1 FY2024Earnings2023-11-018 Q&A exchanges
- Q4 FY2023Earnings2023-08-186 Q&A exchanges
- Q3 FY2023Earnings2023-05-036 Q&A exchanges
- Q2 FY2023Earnings2023-02-025 Q&A exchanges
- Q1 FY2023Earnings2022-11-029 Q&A exchanges
- Q4 FY2022Earnings2022-08-1811 Q&A exchanges
- Q3 FY2022Earnings2022-05-038 Q&A exchanges
- Q2 FY2022Earnings2022-02-038 Q&A exchanges
- Q1 FY2022Earnings2021-11-0214 Q&A exchanges
- Q4 FY2021Earnings2021-08-1915 Q&A exchanges
- Q3 FY2021Earnings2021-05-0317 Q&A exchanges
- Q2 FY2021Earnings2021-02-0511 Q&A exchanges
- Q1 FY2021Earnings2020-11-0213 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-18EPS— vs $0.32—Rev— vs ——EODHD
- Q1 FY20262026-04-30EPS$0.91 vs $0.65+40.0%Rev$3.71B vs ——EODHD
- Q4 FY20252026-02-04EPS$0.89 vs $0.83+7.2%Rev$4.24B vs ——EODHD
- Q3 FY20252025-04-30EPS$0.65 vs $0.31+100.0%Rev$3.55B vs ——EODHD
- Q2 FY20252025-02-03EPS$0.62 vs $0.32+93.8%Rev$4.00B vs ——EODHD
- Q1 FY20252024-10-30EPS$0.14 vs $0.10+40.0%Rev$3.36B vs ——EODHD
- Q4 FY20242024-08-18EPS$0.64 vs $0.27+100.0%Rev$3.87B vs ——EODHD
- Q3 FY20242024-04-30EPS$0.97 vs $0.50+94.0%Rev$3.94B vs ——EODHD
- Q2 FY20242024-02-04EPS$0.88 vs $0.56+57.1%Rev$4.28B vs ——EODHD
- Q1 FY20242023-10-31EPS$0.11 vs $-0.20+100.0%Rev$3.52B vs ——EODHD
- Q4 FY20232023-08-17EPS$0.07 vs $-0.04+100.0%Rev$3.61B vs ——EODHD
- Q3 FY20232023-05-02EPS$0.47 vs $0.51-7.8%Rev$3.75B vs ——EODHD
- Q2 FY20232023-02-01EPS$1.54 vs $1.29+19.4%Rev$4.62B vs ——EODHD
- Q1 FY20232022-11-01EPS$1.37 vs $1.31+4.6%Rev$3.93B vs ——EODHD
- Q4 FY20222022-08-17EPS$0.42 vs $0.33+27.3%Rev$3.56B vs ——EODHD
- Q3 FY20222022-05-02EPS$1.90 vs $1.67+13.8%Rev$4.25B vs ——EODHD
- Q2 FY20222022-02-02EPS$3.01 vs $2.64+14.0%Rev$5.54B vs ——EODHD
- Q1 FY20222021-11-01EPS$1.89 vs $1.70+11.2%Rev$4.39B vs ——EODHD
- Q4 FY20212021-08-18EPS$0.78 vs $0.50+56.0%Rev$3.94B vs ——EODHD
- Q3 FY20212021-05-02EPS$1.62 vs $1.32+22.7%Rev$3.86B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-18 | — | $0.32 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-30 | $0.91 | $0.65 | +40.0% | $3.71B | — | — | EODHD |
| Q4 FY2025 | 2026-02-04 | $0.89 | $0.83 | +7.2% | $4.24B | — | — | EODHD |
| Q3 FY2025 | 2025-04-30 | $0.65 | $0.31 | +100.0% | $3.55B | — | — | EODHD |
| Q2 FY2025 | 2025-02-03 | $0.62 | $0.32 | +93.8% | $4.00B | — | — | EODHD |
| Q1 FY2025 | 2024-10-30 | $0.14 | $0.10 | +40.0% | $3.36B | — | — | EODHD |
| Q4 FY2024 | 2024-08-18 | $0.64 | $0.27 | +100.0% | $3.87B | — | — | EODHD |
| Q3 FY2024 | 2024-04-30 | $0.97 | $0.50 | +94.0% | $3.94B | — | — | EODHD |
| Q2 FY2024 | 2024-02-04 | $0.88 | $0.56 | +57.1% | $4.28B | — | — | EODHD |
| Q1 FY2024 | 2023-10-31 | $0.11 | $-0.20 | +100.0% | $3.52B | — | — | EODHD |
| Q4 FY2023 | 2023-08-17 | $0.07 | $-0.04 | +100.0% | $3.61B | — | — | EODHD |
| Q3 FY2023 | 2023-05-02 | $0.47 | $0.51 | -7.8% | $3.75B | — | — | EODHD |
| Q2 FY2023 | 2023-02-01 | $1.54 | $1.29 | +19.4% | $4.62B | — | — | EODHD |
| Q1 FY2023 | 2022-11-01 | $1.37 | $1.31 | +4.6% | $3.93B | — | — | EODHD |
| Q4 FY2022 | 2022-08-17 | $0.42 | $0.33 | +27.3% | $3.56B | — | — | EODHD |
| Q3 FY2022 | 2022-05-02 | $1.90 | $1.67 | +13.8% | $4.25B | — | — | EODHD |
| Q2 FY2022 | 2022-02-02 | $3.01 | $2.64 | +14.0% | $5.54B | — | — | EODHD |
| Q1 FY2022 | 2021-11-01 | $1.89 | $1.70 | +11.2% | $4.39B | — | — | EODHD |
| Q4 FY2021 | 2021-08-18 | $0.78 | $0.50 | +56.0% | $3.94B | — | — | EODHD |
| Q3 FY2021 | 2021-05-02 | $1.62 | $1.32 | +22.7% | $3.86B | — | — | EODHD |
Source: EODHD. EL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks EL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 8/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 3 quarters in a row, then walked it back
SampleA guidance walk-back after a raise streak is one of the highest-conviction setups for a forward miss — the bar moved up, expectations reset, then the team blinked.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.91 | $1.80 | +6.0% | -5.0% | -6.2% |
| Q4 FY2026 | $2.30 | $2.10 | +9.5% | +0.3% | -0.4% |
| Q3 FY2026 | $2.27 | $2.08 | +9.1% | +3.4% | +6.4% |
| Q2 FY2026 | $1.82 | $1.90 | -4.2% | -0.6% | +1.1% |
| Q1 FY2025 | $1.89 | $1.88 | +0.5% | -5.5% | -3.9% |
| Q4 FY2025 | $1.89 | $1.91 | -1.3% | -5.1% | -3.0% |
| Q3 FY2025 | $2.05 | $1.91 | +7.4% | +4.8% | +6.7% |
| Q2 FY2025 | $2.21 | $2.19 | +1.1% | -5.3% | -4.2% |
| Q1 FY2024 | $2.14 | $1.99 | +7.5% | -2.2% | -2.0% |
| Q4 FY2024 | $2.29 | $2.12 | +7.8% | -0.7% | -3.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Suspended2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- La Faverie Stephane DeCEO4 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Akhil ShrivastavaCFO4 mo4 callsCurrentSample
CFO since 2026 • 2/2 beats (100%) • last guidance cut Q2 FY2026
- Hendrik Rene LammersEVP & CR&IO4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Ronald S LauderChairman, Clinique Labs, LLC2 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Lande Rashida LaExec VP & General Counsel7 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Meridith WebsterExec VP GlobalComm/PubAffairs7 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for EL.
$ curl https://api.spokenalpha.com/v1/companies/ELFAQ
Frequently asked about EL
Where can I find ESTEE LAUDER COMPANIES INC's (EL) earnings call transcripts?
Spoken Alpha indexes EL's earnings call transcripts at https://spokenalpha.com/companies/EL. Each call links to attributed speakers and parsed analyst Q&A.
When was ESTEE LAUDER COMPANIES INC's most recent earnings call?
ESTEE LAUDER COMPANIES INC (EL) held its most recent earnings call on 2025-10-30, covering fiscal Q1 2026.
What sector is EL in?
ESTEE LAUDER COMPANIES INC (EL) operates in the Consumer Defensive sector (Household & Personal Products industry).