Estee Lauder

Q4 FY2026 EarningsFY26 Q4 results significantly beat consensus expectations across top and bottom lines, with revenue of $3.63B vs. $3.55B and adjusted EPS of $0.39 vs. $0.32 expected. Organic sales rose 5% YoY in Q4, marking the fourth consecutive quarter of growth driven by high-single-digit gains in Mainland China and a return to growth in North America. Adjusted operating margin for the full year expanded 320bps to 11.2%, as the Profit Recovery and Growth Plan (PRGP) delivered savings at the high end of targets. FY27 adjusted EPS guidance of $3.10–$3.35 represents 24%–34% growth, reflecting a raised margin outlook of 12.7%–13.5%.