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Dec 31, 2025
Estee Lauder Q2 2026 Earnings Report
The company delivered strong second-quarter results with higher sales, margin expansion, and a return to profitability.
Key Takeaways
Estée Lauder reported solid Q2 FY26 performance with revenue growth, a sharp turnaround to net income, and meaningful margin expansion driven by operational efficiencies and recovery initiatives.
Revenue increased to $4.23 billion, reflecting growth across key categories.
The company returned to net income after a prior-year loss.
Operating margin improved significantly year over year.
Adjusted profitability benefited from cost optimization and recovery programs.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company raised its full-year FY26 outlook, reflecting confidence in its recovery while remaining cautious about macroeconomic and tariff-related headwinds.
Positive Outlook
- Raised full-year adjusted EPS outlook.
- Expectations for operating margin expansion in the second half.
- Continued benefits from the Profit Recovery and Growth Plan.
- Improving sales trends in Mainland China.
- Ongoing focus on cost efficiencies and productivity.
Challenges Ahead
- Macroeconomic uncertainty remains elevated.
- Tariff-related costs expected to pressure profitability.
- Higher consumer-facing investments in the second half.
- Foreign currency volatility may impact results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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