Estee Lauder (EL) reported $3.48 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3.6%. EPS of $0.32 for the same period compares to $0.14 a year ago.
The reported revenue represents a surprise of +2.86% over the Zacks Consensus Estimate of $3.38 billion. With the consensus EPS estimate being $0.16, the EPS surprise was +100%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Estee Lauder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- The Americas: $1.17 billion versus $1.02 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -1.1% change.
- Net Sales- Asia/Pacific: $873 million versus the two-analyst average estimate of $952.66 million.
- Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets: $901 million versus $814.76 million estimated by two analysts on average.
- Net Sales- Mainland China: $532 million versus $606.96 million estimated by two analysts on average.
- Net Sales- Skin Care: $1.58 billion compared to the $1.58 billion average estimate based on three analysts. The reported number represents a change of +3% year over year.
- Net Sales- Makeup: $1.03 billion versus the three-analyst average estimate of $1.05 billion. The reported number represents a year-over-year change of -0.8%.
- Net Sales- Other: $25 million versus the three-analyst average estimate of $-56.87 million. The reported number represents a year-over-year change of 0%.
- Net Sales- Hair Care: $129 million compared to the $140.52 million average estimate based on three analysts. The reported number represents a change of -7.2% year over year.
- Net Sales- Fragrance: $721 million versus $649.93 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.4% change.
- Operating Income (Loss)- Skin Care: $187 million versus $119.25 million estimated by three analysts on average.
- Operating Income (Loss)- Makeup: $-15 million versus the three-analyst average estimate of $10.2 million.
- Operating Income (Loss)- Other: $9 million versus $-13.76 million estimated by three analysts on average.
View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have returned +13% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The Estee Lauder Companies Inc. (EL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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