10x Insights
Loading account…
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. (NYSE: EL) manufactures, markets and sells skin care, makeup, fragrance and hair care products through a portfolio of more than 20 luxury and prestige brands. Its customers include department stores, duty-free and specialty retailers, online platforms, perfumeries, pharmacies, salons… From the company’s description.

In fiscal 2026, Estée Lauder Companies reported revenue of $15.05B, up 5.0% from fiscal 2025, and net income of $182.00M. Its operating margin was 5.2%, and operations generated $1.77B in cash.

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. (NYSE: EL) manufactures, markets and sells skin care, makeup, fragrance and hair care products through a portfolio of more than 20 luxury and prestige brands. Its customers include department stores, duty-free and specialty retailers, online platforms, perfumeries, pharmacies, salons and spas, and consumers buying through its own stores and brand websites. The company operates as a wholesaler and through direct-to-consumer channels, reaching approximately 150 countries and territories. Its brands include Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, TOM FORD, The Ordinary and Dr.Jart+. Founded in 1946, the company grew through brand launches, licensing and acquisitions, including its 2023 acquisition of the TOM FORD brand and related intellectual property. As of June 30, 2026, it operated approximately 1,600 freestanding stores and employed approximately 55,000 people worldwide. Its website is www.elcompanies.com.

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?”
See how it works →All research tools with a subscription. Use your own AI account.