Business
Estee Lauder is a global prestige-beauty company selling skin care, makeup, fragrance, hair care, and related products through wholesale, travel retail, e-commerce, third-party platforms, and direct-to-consumer channels.
Estee Lauder is still a global prestige-beauty franchise, but FY2025 showed a sharp profit reset with only modest free cash flow left after dividends.
The read at a glance✓ Audited against SEC data
- Growth — Revenue -8.2% to $14.33BWatch
- Profitability — Net loss $1.13BWatch
- Cash quality — FCF -53.5% to $0.67BWatch
- Margins — Operating margin -1169 bps; net -1053 bpsWatch
- Capital — Dividends -34.7%; buybacks flatNote
- Balance sheet — Debt +0.6%; equity -27.3%Watch
- Accounting — Altman grey; no Beneish flagNote
- Insiders — 0 buys / 11 sellsWatch
Where the revenue comes from
Fiscal 2026, as ESTEE LAUDER COMPANIES INC reports it. History and quarterly detail are in the app.
- Other$103.0M
Leadership changes
From ESTEE LAUDER COMPANIES INC's own filings, the day they're filed.
- Jennifer Hyman · member · departureeff. 2026-11-16
- Lady de Rothschild · Directors · departureeff. 2025-07-09
- Lynn Forester de Rothschild · director · departureeff. 2025-07-09
Latest filings
- 8-K · Company announcement2026-08-19
- 10-K · Annual report2026-08-19
- 8-K · Company announcement2026-07-24
- 10-Q · Quarterly report2026-05-01
- 8-K · Company announcement2026-05-01
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about ESTEE LAUDER COMPANIES INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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