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Estée Lauder Stock Jumps 5% Premarket After Earnings Beat
Why did Estée Lauder stock jump premarket today?
Estée Lauder (EL) stock jumped 5.2% premarket on Monday after beating first-quarter earnings and raising its outlook, then slipped about 2% to near $107 by midday.
Key numbers
| Adjusted EPS | $0.72vs $0.51 expected; $0.32 a year ago |
|---|---|
| Net sales | $3.715B+7% (+6% organic) |
| Fragrance organic sales | +20%skin care +4%, makeup +1% |
| Adj. operating margin | 12.1%from 7.3% a year ago |
| FY27 adj. EPS outlook | $3.20–$3.45from $3.10–$3.35 |
| Free cash flow (company-defined) | -$235Mnegative in the quarter (per [5]) |
What happened
Estée Lauder (EL) stock jumped 5.2% premarket on Monday after beating first-quarter earnings and raising its outlook, then slipped about 2% to near $107 by midday. Adjusted earnings were 72 cents a share versus the 51 cents analysts expected, on $3.72 billion in sales, up 7%. Fragrance sales grew 20%, while skin care rose 4% and makeup 1%. It also raised its full-year profit forecast (guidance) to $3.20–$3.45 a share from $3.10–$3.35. Premarket gains ranged from about 2% to 5% during the morning, then reversed.
Why it matters
Estée Lauder is one of the world's biggest beauty companies, so its results hint at whether shoppers are still spending on luxury items like perfume. Its adjusted operating margin (the share of each sales dollar left after running costs) rose to 12.1% from 7.3% a year earlier. The stock had already climbed about 28% in three months, so investors are weighing good news against a high price.
Who this affects
- MarketmixedLow impact
- Early gains faded; shares traded lower by midday.
- CompanybullishMedium impact
- Sales growth and profit margins improved; outlook raised.
- CompetitorsbullishLow impact
- L'Oréal also growing; fragrance demand helps luxury rivals.
- IndustrybullishMedium impact
- Fragrance remains beauty's strongest growth category.
Estée Lauder vs L'Oréal, Coty
How we got here
L'Oréal reports Q3 like-for-like sales up 7.2%, with fragrance a main growth driver.
Estée Lauder shares close at $109.23 ahead of earnings.
Estée Lauder beats estimates, raises outlook; shares jump up to 5.2% premarket, then fall about 2%.
What to watch
- Holiday-quarter results; analysts expect $1.21 EPS on $4.45B revenue.Q2 FY2027
- Quarterly dividend of $0.35 a share payable.2026-12-15
- Whether growth slows as product launches and travel-retail restocking fade, as guidance implies.FY2027
Educational content only. Not investment advice.
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