EL posts strong Q4 results as margin improvement, organic sales growth and broad regional gains support continued momentum into fiscal 2027.

Estee Lauder delivered a revenue and earnings beat, while boosting guidance for the year ahead. The company's cost-cutting and reinvestment plan appears to be gaining traction.

Estee Lauder Companies Inc (NYSE:EL) on Wednesday reported better-than-expected fourth-quarter financial results and issued its FY27 sales guidance with its midpoint above estimates.

Este Lauder targets 3%-5% organic sales growth and a 12.7%-13.5% adjusted operating margin in fiscal 2027, with North America and Makeup in focus.

Estee Lauder posted strong Q4 results, with organic sales up 5% and EPS beating estimates, driving a 16% stock rally. EL's Profit Recovery and Growth Plan targets $1.2 billion in cost savings by 2028, with significant headcount reductions and supply chain rationalization underway. Despite improving momentum, EL trades at ~25x 2028 EPS, which I view as excessive for a mid-single-digit growth profile.

The Estee Lauder Companies Inc. (NYSE: EL - Get Free Report) was the recipient of some unusual options trading activity on Wednesday. Traders purchased 7,138 call options on the company. This is an increase of approximately 46% compared to the average daily volume of 4,904 call options. Analyst Upgrades and Downgrades EL has been the topic

Estée Lauder Cos. Chief Executive Officer Stéphane de La Faverie says the company is expanding margin and has great momentum going forward.

Estée Lauder's efficiency initiatives are taking hold. Management boosted its operating income forecast for fiscal 2027.

The Estée Lauder Companies Inc. (EL) Q4 2026 Earnings Call Transcript

EL beats fiscal fourth-quarter estimates as sales rise 6%, fueled by Skin Care and Fragrance growth and sharply higher operating income.