Estée Lauder Beats Q4 Estimates, Raises FY27 Guidance as Sales Accelerate 5%

EL announced Wednesday that its fourth‑quarter earnings beat expectations, delivering $0.39 earnings per share and $3.64 billion in revenue, both above Wall Street forecasts of $0.32 and $3.55 billion respectively . The beat helped lift the share price, with the stock gap‑up after the release and climbing throughout the trading day.

The earnings lift comes on the back of a broader fiscal‑year performance in which the prestige beauty maker posted a 5% rise in total sales and organic sales growth of 5% for FY2026, marking a return to growth after a period of margin pressure . Management highlighted the continued rollout of its "Beauty Reimagined" strategy and profit‑recovery plan as key drivers of the improved top‑line momentum.

Looking ahead, Estée Lauder raised its FY2027 guidance, projecting earnings per share in the $3.10‑$3.35 range and revenue between $15.5 billion and $15.8 billion, modestly above consensus expectations of $3.18 EPS and $15.5 billion revenue . Net sales reached $15.0 billion for FY2026 on that 5% underlying growth; separately, a $38 million U.S. tariff refund landed in cost of sales, cushioning margins rather than adding to the top line.

Analysts see the stronger quarterly performance and raised outlook as a validation of the company's turnaround initiatives, suggesting that the brand's renewed focus on premium product innovation and cost efficiencies may sustain momentum. Investors will be watching the next quarter for signs that the sales acceleration continues and whether margin improvements translate into higher profitability, especially as the company navigates competitive pressures in the luxury beauty segment.

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