Market capitalisation
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Share price multiplied by shares outstanding. It does not measure company cash.
Company analysis·EL
Preparing the analysis
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NYSE·EL
The Estée Lauder Companies Inc.
Share price$110.06Price as of: Nov 6, 2026
The Estée Lauder Companies Inc. (EL) is a company listed on NYSE, classified under Household & Personal Products.
Estée Lauder develops and markets premium beauty products worldwide across four major lines: Skin Care, Makeup, Fragrance, and Hair Care.
Revenue · FY 2026
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Sales generated during the period, before costs and expenses.
Net margin · FY 2026
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Net income as a proportion of revenue.
“Our take” and other explanations are generated with artificial intelligence from the data, without human review of each text. They are descriptive, not recommendations. Learn more
Explore questions
P1 · What does it do and how does it make money?
Of every $100 it takes in,49 come from Skin Care.
Skin Care is its largest source of revenue (48.8%), followed by Makeup (28.4%). Here you will see what it sells, where, and how that mix is changing.
$15bnrevenue in FY 2026
4business lines with data
30%of sales, in UNITED STATES
Full fiscal year ended Jun 30, 2026
After that close
Q1 fiscal 2027, ended Sep 30, 2026: total revenue +6.7% against the same quarter a year earlier.
This is the revenue of the whole company. The split by lines and regions on this page is still that of the full fiscal year.01How it makes money
The data does not separate products from services.
Not all revenue behaves the same way. A one-off sale depends on someone buying again; a service is billed again and again while the customer stays.
Its business lines · FY 2026
02Where revenue comes from
One line weighs far more than the rest.
Each rectangle is a business line and its size is the share of revenue it brings in. Select one to see the detail.
No room for a label in the mosaic
No breakdown0.6%
Area = share of total revenue for the year. It does not show profit: the company does not report what each line earns.
$0.1bn (0.6%) of revenue has no segment assigned in the published data.
What is a segment's weight?
The part of everything the company takes in that comes from that line. If a line weighs 49%, then of every 100 in sales, 49 come from it.
How to read it
The more a line weighs, the more revenue depends on it. A high weight is neither good nor bad by itself: it shows where to look first.
03Where sales come from
Sales are spread across several regions.
UNITED STATES is its largest market, with 29.7% of sales. Each square is a region and its area is what it sells there.
Regions from largest to smallest · FY 2026
$6.8bn (45.5%) of revenue has no segment assigned in the published data.
04How the mix is changing
Fragrance is gaining weight.
Weight of each part in 2025 and in 2026. A line gains weight when it grows faster than the total.
FY 2025FY 2026
pp = percentage points: the difference between two percentages (from 25% to 27% is 2 pp).
05Read with care
What we can deduce from the data. And what we cannot.
We can deduceWe cannot conclude
01
Skin Care was the main growth driver, contributing more to revenue growth than its share of total sales in FY 2026.
That Skin Care was overwhelmingly dominant: its revenue share changed little and growth was somewhat spread, not only from one source.
Our take
Skin Care sustains the base but doesn't absorb all risk
Though Skin Care's share barely shifted from FY 2025 to FY 2026, its contribution to growth was above its weight. Still, growth also hinged on Fragrance's strong relative showing, so the company remains exposed to uneven performance among other lines.
- 01Shown by the figures
United States offset Asia's drop but was not the engine
Stable US revenue allowed the company to offset a much greater drop in Asia Pacific, preventing a setback in total growth. However, the US share barely changed, and overall growth was only achieved through the leading lines' performance.
What is not proven
How did margins and profitability by line behave? If Skin Care or Fragrance generate higher margins, their real weight would be greater.
See the calculations behind it
- Skin Care brought $376M of the $723M by which revenue grew in FY 2026 (52.0%), although it weighed 48.6%. Without that line, the rest grew 4.7%.
- Dependence on Skin Care barely changes: 48.6% of revenue in FY 2025 and 48.8% in FY 2026.
- United States brings 29.7% of sales (30.8% in FY 2025).
- Skin Care accounts for 52.0% of the change in revenue in FY 2026 and weighed 48.6%.
With data to Nov 5, 2026. Analysis written by a language model from our calculations, which supply every figure. It is not investment advice.
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