EL Q2 2026 Earnings — The Estée Lauder Companies Inc. Revenue & Financial Results | Market Cap Arena

ELThe Estée Lauder Companies Inc.

$35B

Q2 2026 Earnings

Consumer Defensive Household & Personal Products

Income Statement

Revenue

$4.2B+5.8% YoY

Gross Profit

$3.2B76.5% margin

Operating Income

$587M13.9% margin

Net Income

$162M3.8% margin

EPS (Diluted)

$0.44

QoQ Revenue Growth

+21.7%

Cash Flow

Operating Cash Flow

$1.1B

Free Cash Flow

$1.0B

Stock-Based Comp.

-$88M

Balance Sheet

Total Assets

$19.6B

Total Liabilities

$15.6B

Stockholders' Equity

$4.0B

Cash & Equivalents

$3.1B

Year-over-Year Comparison

Metric	Current	Year Ago	Change
Revenue	$4.2B	$4.0B	+5.8%
Gross Profit	$3.2B	$3.0B	+6.5%
Operating Income	$587M	-$580M	+201.2%
Net Income	$162M	-$590M	+127.5%

Revenue Segments

Skin Care

$2.1B49%

Makeup

$1.2B28%

Fragrance

$812M19%

Hair Care

$168M4%

Geographic Segments

UNITED STATES

$1.2B58%

Asia Pacific

$900M42%