Estee Lauder Q4 Earnings Beat Estimates
Digest more
Key Points Non-GAAP earnings per share fell 85% year over year to $0.09. Revenue declined 12% to $3.41 billion (GAAP), Non-GAAP revenue for FY2025 significantly exceeded analyst expectations. Gross margin improved to 72.
The Estee Lauder Companies faces weak sales in Asia and slow growth globally, impacting earnings. Check out my updated look at EL stock post Q4 earnings.
Beauty products company Estée Lauder (NYSE:EL) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 11.9% year on year to $3.41 billion. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.
7hon MSN
Why Estée Lauder Dropped Today
Estée Lauder reported double-digit declines in revenue last quarter. However, those results beat low expectations, as management touted the company's cost-cutting plan. The new CEO projects a return to growth in 2026,
Over the past five years, the stock has displayed a recurring pattern of negative one-day returns after earnings.
The Estée Lauder Companies reported an 8% drop in net sales to US$14,326m for the fiscal full year 2025, closing out a challenging year marked by declining demand across regions and product lines, with the company’s Global Travel Retail business, particularly in Asia, experiencing strong double-digit sales declines, weighing heavily on results.
The Asia travel retail slump was driven by ongoing subdued sentiment and lower conversion from Chinese consumers. Additionally, a move away from the previous North Asian reliance on bulk daigou business impacted replenishment orders.
The company expects tariffs to impact profitability by $100 million, but is forecasting a return to growth next year.
The Estée Lauder Companies Inc. (NYSE:EL) announced today that Dana Strong, CBE and Annabelle Yu Long have been nominated by its Board of Directors for election as directors at the upcoming annual meeting of stockholders to be held on November 13,
Q4 2025 Management View CEO Stephane de la Faverie opened with a remembrance of Chairman Emeritus Leonard A. Lauder and reaffirmed commitment to regaining prestige beauty leadership. The CEO emphasized,