EL · Estee Lauder Companies Inc
$86.10
-1.22 (-1.40%)
At close · Aug 14
Market Cap
$31.15B
Shares
361.79M
Estee Lauder Companies Inc Earnings Call Transcripts
Every quarterly earnings call for Estee Lauder Companies Inc (EL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲1.3%
$3.61B
−$32.00M
'23 Q4
23-08-18
▼10.5%
$3.52B
$36.00M
'24 Q1
23-11-01
▼7.4%
$4.28B
$324.00M
'24 Q2
24-02-05
▲5%
$3.94B
$335.00M
'24 Q3
24-05-01
▲7.3%
$3.87B
−$286.00M
'24 Q4
24-08-19
▼4.5%
$3.36B
−$156.00M
'25 Q1
24-10-31
▼6.4%
$4.00B
−$590.00M
'25 Q2
25-02-04
▼9.9%
$3.55B
$159.00M
'25 Q3
25-05-01
▼11.9%
$3.41B
−$546.00M
'25 Q4
25-08-20
▲3.6%
$3.48B
$47.00M
'26 Q1
25-10-30
▲5.6%
$4.23B
$162.00M
'26 Q2
26-02-05
LATEST
▲4.6%
$3.71B
$89.00M
'26 Q3
26-05-01
Earnings call
FY27 · Q3
2027-05-05
Q3 Fiscal 2027 Earnings Release & Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q2
2027-02-03
Q2 Fiscal 2027 Earnings Release & Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-11-02
Q1 Fiscal 2027 Earnings Release & Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-08-19
Q4 Fiscal 2026 Earnings Release & Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-05-01
Estee Lauder Companies Inc Q3 FY2026 Earnings Call
Confident tone
Mainland China and Travel Retail
Middle East and Department Store Disruption
U.S. and Americas Stabilization
Revenue
$3.71B
▲ 4.6% YoY Diluted EPS
$0.24
▼ 45.5% YoY Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-05
Estee Lauder Companies Inc Q2 FY2026 Earnings Call
Confident tone
China & Asia-Pacific market performance
Profit Recovery and Growth Plan (PRGP) savings & margin
Innovation & new product launches
Revenue
$4.23B
▲ 5.6% YoY Diluted EPS
$0.44
Gross margin
76.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-10-30
Estee Lauder Companies Inc Q1 FY2026 Earnings Call
Revenue
$3.48B
▲ 3.6% YoY Diluted EPS
$0.13
Gross margin
73.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-20
Estee Lauder Companies Inc Q4 FY2025 Earnings Call
Positive tone
PRGP cost savings and margin recovery
Prestige beauty share gains in key markets
Travel retail decline and repositioning
Revenue
$3.41B*
▼ 11.9% YoY Gross margin
72.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-01
Estee Lauder Companies Inc Q3 FY2025 Earnings Call
Revenue
$3.55B
▼ 9.9% YoY Diluted EPS
$0.44
▼ 51.6% YoY Gross margin
75.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-04
Estee Lauder Companies Inc Q2 FY2025 Earnings Call
Balanced tone
Beauty Reimagined Transformation Plan
Profit Recovery and Growth Plan (PRGP)
Channel and Geographic Expansion
Revenue
$4.00B
▼ 6.4% YoY Diluted EPS
$-1.64
▼ 288.5% YoY Gross margin
76.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-31
Estee Lauder Companies Inc Q1 FY2025 Earnings Call
Revenue
$3.36B
▼ 4.5% YoY Diluted EPS
$-0.43
▼ 577.8% YoY Gross margin
72.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-19
Estee Lauder Companies Inc Q4 FY2024 Earnings Call
Cautious tone
Fiscal 2025 Outlook and Guidance
Skincare Reignition Strategy
Profit Recovery and Growth Plan (PRGP)
Revenue
$3.87B*
▲ 7.3% YoY Gross margin
71.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-01
Estee Lauder Companies Inc Q3 FY2024 Earnings Call
Positive tone
Clinique relaunch and Amazon launch
Asia travel retail inventory reduction
M·A·C makeup innovation
Revenue
$3.94B
▲ 5% YoY Diluted EPS
$0.91
▲ 111.6% YoY Gross margin
71.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-02-05
Estee Lauder Companies Inc Q2 FY2024 Earnings Call
Balanced tone
Brand Innovation and Product Launches
Profit Recovery Plan and Restructuring
Asia Travel Retail Headwinds
Revenue
$4.28B
▼ 7.4% YoY Diluted EPS
$0.87
▼ 20.2% YoY Gross margin
73.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-01
Estee Lauder Companies Inc Q1 FY2024 Earnings Call
Revenue
$3.52B
▼ 10.5% YoY Diluted EPS
$0.09
▼ 93.3% YoY Gross margin
69.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-18
Estee Lauder Companies Inc Q4 FY2023 Earnings Call
Revenue
$3.61B*
▲ 1.3% YoY Gross margin
67.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-03
Estee Lauder Companies Inc Q3 FY2023 Earnings Call
Revenue
$3.75B
▼ 11.6% YoY Diluted EPS
$0.43
▼ 71.9% YoY Gross margin
69.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-02
Estee Lauder Companies Inc Q2 FY2023 Earnings Call
Revenue
$4.62B
▼ 16.6% YoY Diluted EPS
$1.09
▼ 63.3% YoY Gross margin
73.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-02
Estee Lauder Companies Inc Q1 FY2023 Earnings Call
Revenue
$3.93B
▼ 10.5% YoY Diluted EPS
$1.35
▼ 28.2% YoY Gross margin
74.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-18
Estee Lauder Companies Inc Q4 FY2022 Earnings Call
Revenue
$3.56B*
▼ 9.5% YoY Gross margin
71.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-03
Estee Lauder Companies Inc Q3 FY2022 Earnings Call
Revenue
$4.25B
▲ 9.9% YoY Diluted EPS
$1.53
▲ 23.4% YoY Gross margin
76.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-02-03
Estee Lauder Companies Inc Q2 FY2022 Earnings Call
Revenue
$5.54B
▲ 14.1% YoY Diluted EPS
$2.97
▲ 25.3% YoY Gross margin
77.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-02
Estee Lauder Companies Inc Q1 FY2022 Earnings Call
Revenue
$4.39B
▲ 23.3% YoY Diluted EPS
$1.88
▲ 32.4% YoY Gross margin
75.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-19
Estee Lauder Companies Inc Q4 FY2021 Earnings Call
Revenue
$3.94B*
▲ 62% YoY Gross margin
74.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-03
Estee Lauder Companies Inc Q3 FY2021 Earnings Call
Revenue
$3.86B
▲ 15.5% YoY Diluted EPS
$1.24
Gross margin
75.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-05
Estee Lauder Companies Inc Q2 FY2021 Earnings Call
Revenue
$4.85B
▲ 5% YoY Diluted EPS
$2.37
▲ 55.9% YoY Gross margin
77.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-11-02
Estee Lauder Companies Inc Q1 FY2021 Earnings Call
Revenue
$3.56B
▼ 8.5% YoY Diluted EPS
$1.42
▼ 11.8% YoY Gross margin
76.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-20
Estee Lauder Companies Inc Q4 FY2020 Earnings Call
Revenue
$2.43B
▼ 32.3% YoY Diluted EPS
$-1.28
▼ 397.7% YoY Gross margin
68.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-01
Estee Lauder Companies Inc Q3 FY2020 Earnings Call
Revenue
$3.35B
▼ 10.7% YoY Diluted EPS
$-0.02
▼ 101.3% YoY Gross margin
75.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-02-06
Estee Lauder Companies Inc Q2 FY2020 Earnings Call
Revenue
$4.62B
▲ 15.5% YoY Diluted EPS
$1.52
▼ 1.9% YoY Gross margin
77.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-09-30
Estee Lauder Companies Inc Q1 FY2020 Earnings Call
Revenue
$3.90B
▲ 10.5% YoY Diluted EPS
$1.61
▲ 20.1% YoY Gross margin
76.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts
CIK
1001250
CUSIP
518439104
13F (30d)
781 filings
749 filers
Visit website
Investor relations