The Estée Lauder Companies Inc.

(New York Stock Exchange)
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Very Bullish +85

Estee Lauder stock jumps on earnings beat and raised outlook

Dividend Earnings report Guidance raised AI-generated analysis

📈 Estée Lauder shares jumped 5.2% premarket after reporting first-quarter adjusted EPS of $0.72, which beat analyst consensus of $0.51 by $0.21.

💰 Revenue reached $3.72 billion, surpassing the $3.64 billion estimate and marking a 7% increase from the prior-year period.

🚀 Organic net sales grew 6% year-over-year, driven by strong performance across nearly all product categories and geographic regions.

🧴 Fragrance category led growth with 20% organic expansion, while Skin Care increased 4% during the quarter.

💎 The company benefited from its Luxury Brands portfolio including Le Labo, TOM FORD, and Jo Malone London alongside momentum from The Ordinary.

📉 Adjusted operating margin expanded significantly by 480 basis points to reach 12.1% from 7.3% in the prior year.

🔭 Estée Lauder raised its fiscal 2027 full-year guidance, now expecting organic net sales growth of 4.0% to 5.5%.

💵 Adjusted EPS guidance was increased to a range of $3.20 to $3.45, with a new midpoint of $3.33.

📊 The company raised its full-year adjusted operating margin expectation to between 12.9% and 13.7%.

💸 Estée Lauder declared a quarterly dividend of $0.35 per share, payable on December 15, 2026.

Bullish Signals
  • Estée Lauder reported first-quarter adjusted earnings per share of $0.72, significantly beating the analyst consensus of $0.51 by $0.21.
  • Revenue reached $3.72 billion, surpassing the $3.64 billion estimate and representing a 7% year-over-year increase.
  • Organic net sales grew 6% year-over-year, demonstrating broad-based strength across product categories and regions.
  • Fragrance category led growth with 20% organic expansion, while Skin Care increased 4%, indicating diversified portfolio health.
  • Adjusted operating margin expanded 480 basis points to 12.1%, reflecting strong operational efficiencies and sales leverage.
  • The company raised its fiscal 2027 full-year guidance for organic net sales growth to a range of 4.0% to 5.5%.
  • Adjusted EPS guidance was increased to $3.20 to $3.45, with the new midpoint of $3.33 exceeding the prior estimate.
  • The company raised its full-year adjusted operating margin expectation to between 12.9% and 13.7%, signaling improved profitability outlook.
Full Analysis
The Estée Lauder Companies Inc. (NYSE: EL) reported first-quarter fiscal 2027 results that significantly exceeded analyst expectations, driving its stock price up 5.2% in premarket trading. The company posted adjusted earnings per share of $0.72, beating the consensus estimate of $0.51 by $0.21, while revenue reached $3.72 billion, surpassing the $3.64 billion estimate and representing a 7% year-over-year increase. Organic net sales grew 6% year-over-year, fueled by strong performance across nearly all product categories and geographic regions. Fragrance led the growth with 20% organic expansion, followed by Skin Care which increased 4%. This broad-based strength was supported by momentum in its Luxury Brands portfolio, including Le Labo, TOM FORD, and Jo Malone London, as well as continued traction from The Ordinary. Operational efficiency improvements drove a significant expansion in adjusted operating margin, which rose 480 basis points to 12.1% from the prior year's 7.3%. Capitalizing on this strong quarterly performance, Estée Lauder raised its full-year fiscal 2027 guidance, projecting organic net sales growth between 4.0% and 5.5%, up from the previous range of 3% to 5%.