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Companies / Consumer Staples / Estée Lauder Companies
EL

Estée Lauder Companies

Consumer StaplesPersonal CareS&P 500
Ticker ELNEW YORK, NYFiscal year ends JuneBook value per share $10.43Diluted shares 364.8M

The Estée Lauder Companies Inc. operates as one of the world's leading manufacturers, marketers and sellers of prestige beauty products. Founded in 1946, the company maintains its website at www.elcompanies.com and serves approximately 150 countries and territories globally. From the company’s description.

Fiscal year 2026 · ends 06-30Changes are against fiscal 2025
Sales & profitability
$15.05BFY2026
+5.0% year over year
5.18%FY2026
+10.7 percentage points
$182.00MFY2026
+116.1% year over year
12.30%FY2026
No change, year over year
Cash & financing
$1.77BFY2026
+39.4% year over year
$1.32BFY2026
+96.4% year over year
1.92FY2026
Was 1.89× a year earlier
364.8MFY2026
+1.3% year over year

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.

What Estée Lauder Companies does

In the company’s own words

The Estée Lauder Companies Inc. operates as one of the world's leading manufacturers, marketers and sellers of prestige beauty products. Founded in 1946, the company maintains its website at www.elcompanies.com and serves approximately 150 countries and territories globally.

The company's core business encompasses the development, manufacture and distribution of skin care, makeup, fragrance and hair care products across a diversified portfolio of over 20 luxury and prestige brands. Major brands include Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD, Bobbi Brown, Origins, Aveda, Le Labo, Dr.Jart+, The Ordinary and Too Faced, among others. The company classifies its brand portfolio into Large Brands with net sales exceeding one billion dollars, Scaling Brands generating between four hundred million and one billion dollars, and Developing Brands with sales below four hundred million dollars.

Estée Lauder operates through four geographic regions: The Americas, Europe/UK/Ireland and Emerging Markets, Asia/Pacific, and Mainland China. The company employs approximately 55,000 people worldwide, including approximately 35,000 demonstrators at points of sale, with roughly 26 percent of employees located in the United States and 74 percent internationally. The company operates approximately 1,600 freestanding stores as of June 30, 2026, with most branded individually or as multi-branded outlet locations.

The company distributes products through multiple channels including brick-and-mortar department stores, duty-free retailers, specialty retailers, online pure players, perfumeries, pharmacies and salons, alongside its direct-to-consumer operations through freestanding stores and e-commerce platforms. The Lauder family maintains approximately 82 percent of outstanding voting power through Class A and Class B Common Stock holdings.

Research and development represents a core competitive advantage, with the company maintaining dedicated research facilities and employing approximately 1,000 research and development personnel. Manufacturing occurs primarily in Belgium, Canada, Japan, Switzerland, the United Kingdom and the United States, supplemented by global third-party manufacturing networks. The company maintains comprehensive trademark protections across principal markets worldwide and leverages patented and proprietary technologies across its product portfolio.

Company details
Sector
Consumer Staples
Industry (SIC)
Personal Care
Headquarters
NEW YORK, NY
Fiscal year end
June
CIK
1001250
SIC
2844

Financial performance, year by year

Fiscal 2012–2026 · USD
$-3.02B$2.64B$8.30B$13.96B$19.62B201220132014201520162017201820192020202120222023202420252026

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Estée Lauder Companies — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

690
funds hold it
1 of 35
superinvestors hold it
$6.79B
held by funds, at market
34.1%
of shares held by funds
13
bond issues held by funds

Superinvestors in Estée Lauder Companies · what they did last quarter

Mark HillmanDECREASED -3.7%
Hillman Capital Management
2.9%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Estée Lauder Companies’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.03%of fund net assets
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.19%of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.03%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.03%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Estée Lauder Companies’s bonds, as funds hold them

Funds report holding 13 issues of Estée Lauder Companies’s debt, $516.38M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.66%, maturing 2027 to 2053.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Estée Lauder Companies and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Estée Lauder Companies's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Estée Lauder Companies's last four quarterly filings that the numbers alone won't show?”
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