Revenue $3.63B, up 6.3% on a year earlier. Asia Pacific Net Sales $970.00M, down 16.8%. Diluted EPS -$0.32 against -$1.51.
| Q4 FY26 | Q3 FY26 | Q4 FY25 | Year over year | |
|---|---|---|---|---|
| Revenue | $3.63B | $3.71B | $3.41B | +6.3% |
| Operating income | -$39.00M | $249.00M | -$390.00M | |
| Net income | -$116.00M | $89.00M | -$546.00M | |
| Diluted EPS | -$0.32 | $0.24 | -$1.51 | |
| Operating cash flow | $576.00M | $412.00M | $601.00M | -4.2% |
| Capital expenditures | -$151.00M | -$102.00M | -$207.00M | |
| Free cash flow | $425.00M | $310.00M | $394.00M | +7.9% |
| Dividend per share | $0.35 | $0.35 | $0.35 |
| Q4 FY26 | Q4 FY25 | Year over year | |
|---|---|---|---|
| Asia Pacific Net Sales | $970.00M | $1.17B | -16.8% |
| Constant Currency Net Sales Growth | 5% | -13% | |
| Fragrance Net Sales | $618.00M | $560.00M | +10.4% |
| Hair Care Net Sales | $140.00M | $141.00M | -0.7% |
| Makeup Net Sales | $1.01B | $982.00M | +2.9% |
| Net sales growth | 6% | -11.88% | |
| Skin Care Net Sales | $1.85B | $1.71B | +8.7% |
| The Americas Net Sales | $995.00M | $949.00M | +4.8% |
The week's biggest guidance misses, KPI surprises and one chart.
Stock Atlas, “Estee Lauder Companies (EL) Q4 FY26 earnings: results and KPIs”, stockatlas.com/companies/EL/earnings/2026-q4/, data as of 3 November 2026. Links to this page are welcome.