earnings
confidence high
sentiment positive
materiality 0.80
Estée Lauder raises FY2026 outlook after Q2 beat; adj. EPS $0.89 vs $0.62 YoY
ESTEE LAUDER COMPANIES INC
2026-Q2 EPS reported
$0.57
revenue$7,710,000,000
- Q2 net sales $4,229M (+6% reported, +4% organic); adj. operating margin expanded 290bps to 14.4%.
- Adj. diluted EPS $0.89 vs $0.62 YoY (+43%); GAAP EPS $0.44 vs $(1.64) last year.
- Raises FY2026 outlook: expects organic net sales growth 1-3%, adj. EPS improvement vs prior forecast.
- Mainland China net sales +13% organic; second consecutive quarter of double-digit retail growth.
- Quarterly dividend $0.35/share payable March 16, 2026, unchanged from prior quarter.