Estee Lauder Cos (NYSE:EL) will release its quarterly earnings report on Thursday, 2026-02-05. Here's a brief overview for investors ahead of the announcement.

Analysts anticipate Estee Lauder Cos to report an earnings per share (EPS) of $0.83.

The market awaits Estee Lauder Cos's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.

It's important for new investors to understand that guidance can be a significant driver of stock prices.

Overview of Past Earnings

During the last quarter, the company reported an EPS beat by $0.15, leading to a 0.94% drop in the share price on the subsequent day.

Here's a look at Estee Lauder Cos's past performance and the resulting price change:

Quarter	Q1 2026	Q4 2025	Q3 2025	Q2 2025
EPS Estimate	0.17	0.09	0.32	0.32
EPS Actual	0.32	0.09	0.65	0.62
Price Change %	-1.00	1.00	1.00	-5.00

Tracking Estee Lauder Cos's Stock Performance

Shares of Estee Lauder Cos were trading at $116.27 as of February 03. Over the last 52-week period, shares are up 83.78%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.

Analyst Observations about Estee Lauder Cos

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Estee Lauder Cos.

Analysts have provided Estee Lauder Cos with 14 ratings, resulting in a consensus rating of Neutral. The average one-year price target stands at $114.79, suggesting a potential 1.27% downside.

Peer Ratings Overview

In this analysis, we delve into the analyst ratings and average 1-year price targets of Kenvue, e.l.f. Beauty and Interparfums, three key industry players, offering insights into their relative performance expectations and market positioning.

• Analysts currently favor an Neutral trajectory for Kenvue, with an average 1-year price target of $18.0, suggesting a potential 84.52% downside.
• Analysts currently favor an Buy trajectory for e.l.f. Beauty, with an average 1-year price target of $113.38, suggesting a potential 2.49% downside.
• Analysts currently favor an Buy trajectory for Interparfums, with an average 1-year price target of $105.6, suggesting a potential 9.18% downside.

Peers Comparative Analysis Summary

In the peer analysis summary, key metrics for Kenvue, e.l.f. Beauty and Interparfums are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Estee Lauder Cos	Neutral	3.57%	$2.55B	1.21%
Kenvue	Neutral	-3.46%	$2.23B	3.73%
e.l.f. Beauty	Buy	14.24%	$238.86M	0.31%
Interparfums	Buy	1.17%	$272.82M	7.70%

Key Takeaway:

Estee Lauder Cos ranks highest in Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.

Delving into Estee Lauder Cos's Background

Estée Lauder is a leader in the global prestige beauty market, participating across skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care and others (5%). Top selling brands include Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 31% of revenue from the Americas, 37% from Europe, the Middle East and Africa (including travel retail), and 32% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.

Estee Lauder Cos's Financial Performance

Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.

Revenue Growth: Estee Lauder Cos displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 3.57%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Staples sector.

Net Margin: Estee Lauder Cos's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 1.35%, the company may face hurdles in effective cost management.

Return on Equity (ROE): Estee Lauder Cos's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 1.21%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): Estee Lauder Cos's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.24%, the company may encounter challenges in delivering satisfactory returns from its assets.

Debt Management: Estee Lauder Cos's debt-to-equity ratio is notably higher than the industry average. With a ratio of 2.42, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.

To track all earnings releases for Estee Lauder Cos visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.