earnings
confidence high
sentiment negative
materiality 0.85
Estée Lauder Q3 GAAP EPS $0.44, down 52% YoY; net sales $3.55B, down 10%
ESTEE LAUDER COMPANIES INC
2025-Q3 EPS
reported -$1.63
vs consensus $0.18
▼ miss
(-996.1%)
- Adjusted EPS $0.65 vs $0.97 prior y/e, revenue $3.55B (organic -9%).
- Gross margin expanded 310 bps to 75.0% on PRGP benefits; operating margin fell to 8.6%.
- Skin Care -11%, Makeup -7%, Fragrance -1%, Hair Care -10%; travel retail continued steep decline.
- Qtrly dividend $0.35/shr declared payable June 16 to May 30 record holders.
- FY2025 guidance lowered: GAAP EPS loss $1.61-$1.89, adj. EPS $1.30-$1.55 (prior $2.59).