Stock research

The Estée Lauder Companies Inc. (EL) Stock Research

Estée Lauder makes prestige skincare, makeup, and fragrance brands sold in department stores and travel retail.

For the fiscal year ended June 30, 2025, The Estée Lauder Companies Inc. reported revenue of $14.3B and net income of −$1.1B, with operating cash flow of $1.3B. Source: Form 10-K filed August 19, 2026

The latest annual report covers the period ended June 30, 2026 (filed August 19, 2026); figures for that year are not yet in our data.

SEC data as of

Revenue
$14.3B
FY ending 2025-06-30
Net income
−$1.1B
FY ending 2025-06-30
Diluted EPS
−$3.15
Net margin
-7.9%

Reported SEC XBRL figures. Each metric’s period and original filing are listed below.

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About Estée Lauder Companies

Exchange
NYSE: EL
Sector
Consumer Staples
SEC industry
Perfumes, Cosmetics & Other Toilet Preparations (SIC 2844)
Fiscal year end
June 30

EL key financials

Reported figures from The Estée Lauder Companies Inc.'s filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.

MetricValuePeriodSource
Revenue$14.3B2024-07-01 – 2025-06-30SEC filing
Net income−$1.1B2024-07-01 – 2025-06-30SEC filing
Operating cash flow$1.3B2024-07-01 – 2025-06-30SEC filing
Diluted EPS−$3.152024-07-01 – 2025-06-30SEC filing
Net margin-7.9%2024-07-01 – 2025-06-30SEC filing

Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.

Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price.

What investors should watch in EL

The Estée Lauder Companies Inc. sits in Consumer Staples. Food, beverages, household goods, and tobacco — the classic defensive sector where pricing power meets inelastic demand. We have not yet written company-specific drivers for EL; the forces that matter most for the sector are:

  • ◆Input-cost inflation and pricing power
  • ◆Private-label competition and volume trends
  • ◆Currency, given large international revenue
  • ◆Defensive rotation when growth slows

Key questions for the EL thesis

Each question starts with what the filings show, then why it matters. None of these is a rating or a forecast.

How much of EL's revenue is left as profit?

Net income was -7.9% of revenue for the fiscal year ended June 30, 2025, based on revenue and net income reported for the same period.

Net margin reflects the business model as much as execution, so compare it with companies in the same SEC industry and read the income statement for one-time items before treating it as a run rate.

Form 10-K filed August 19, 2026

When does The Estée Lauder Companies Inc.'s fiscal year end?

The SEC lists The Estée Lauder Companies Inc.'s fiscal year end as June 30, not December 31. The latest annual figures here run from July 1, 2024 to June 30, 2025.

Annual results cover a different 12 months from calendar-year peers. Align periods before comparing growth or margins across companies.

Form 10-K filed August 19, 2026

Members-only research

What members are reading this month

The thesis, the numbers behind it, and what would break it. Full access is $39 a month.

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Congressional trading in EL

PoliticianTrade dateTypeOwnerAmountSource
Kevin Hern2026-08-05SaleJoint$1,001 - $15,000Filing #20035134
John Boozman2026-07-02PurchaseJoint$1,001 - $15,000Filing #4184cc9a-78e0-45f3-84f7-642011e6ff98
John Boozman2026-07-02PurchaseJoint$1,001 - $15,000Filing #4a558db2-e492-4e8f-8a28-7b703a5c8e08
Sheldon Whitehouse2025-04-29SaleSelf$1,001 - $15,000Filing #3d05b76c-8d7a-4ff0-8d76-b66e8770018d
Dan Newhouse2025-04-11SaleSpouse$1,001 - $15,000Filing #20030292
Julie Johnson2025-02-12SaleJoint$1,001 - $15,000Filing #20027936
Julie Johnson2025-01-15PurchaseJoint$1,001 - $15,000Filing #20026762
Kevin Hern2024-12-31SaleJoint$15,001 - $50,000Filing #20026597

All verified EL congressional disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

EL — frequently asked questions

What does The Estée Lauder Companies Inc. do?

Estée Lauder makes prestige skincare, makeup, and fragrance brands sold in department stores and travel retail.

What were EL's latest reported annual revenue and net income?

For the fiscal year ended June 30, 2025, The Estée Lauder Companies Inc. reported revenue of $14.3B and net income of −$1.1B, with operating cash flow of $1.3B. The figures come from The Estée Lauder Companies Inc.'s SEC XBRL filings.

When does The Estée Lauder Companies Inc.'s fiscal year end?

The SEC lists The Estée Lauder Companies Inc.'s fiscal year end as June 30.

Do members of Congress trade EL?

The current verified House and Senate snapshot contains 8 transaction rows for EL, each linked to the original filing.

Is EL a good investment?

This page does not rate EL as a buy or sell. It sets out what The Estée Lauder Companies Inc. reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

What do the EL numbers leave unanswered?

Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.

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