Filing Flows › Estee Lauder Companies (EL) › Guidance history
Estee Lauder Companies (EL) guidance history: what it guided and what it reported
Estee Lauder Companies gave guidance in 12 earnings releases on file since Feb 5, 2024. Its releases raised guidance 6 times and lowered it 4 times.
Adjusted gross margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | 75.0% (May 1, 2026) | — | — | — |
| FY25 | 73.5% (May 1, 2025) | — | — | — |
Adjusted operating margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | 12.5%–13.0% (May 1, 2026) → raised 12.7%–13.5% (Aug 19, 2026) → raised 12.9%–13.7% (Nov 2, 2026) | — | to be reported | — |
| FY26 | 9.4%–9.9% (Aug 20, 2025) → raised 9.8%–10.2% (Feb 5, 2026) → raised 10.7%–11.0% (May 1, 2026) | — | — | — |
| FY25 | 11.0%–11.5% (Aug 19, 2024) | — | — | — |
Operating income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY25 | $1.1B–$1.4B (Aug 19, 2024) | — | — | — |
| FY24 | $1.1B–$1.4B (Feb 5, 2024) → reaffirmed $1.1B–$1.4B (May 1, 2024) | — | — | — |
Tax rate
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q2 FY25 | 43.0% (Oct 31, 2024) | — | — | — |
| FY25 | 32.0% (Aug 19, 2024) → raised 36.0% (Feb 4, 2025) → raised 38.0% (May 1, 2025) | — | — | — |
| FY24 | 35.0% (Feb 5, 2024) → reaffirmed 35.0% (May 1, 2024) | — | — | — |
Adjusted tax rate
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | 33.0%–34.0% (Aug 19, 2026) → reaffirmed 33.0%–34.0% (Nov 2, 2026) | — | to be reported | — |
| FY26 | 36.0% (Aug 20, 2025) → reaffirmed 36.0% (Feb 5, 2026) → reaffirmed 36.0% (May 1, 2026) | — | — | — |
GAAP EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $2.52–$2.85 (Aug 19, 2026) → raised $2.85–$3.18 (Nov 2, 2026) | — | to be reported | — |
| FY26 | $1.39–$1.65 (Oct 30, 2025) → raised $1.22–$98.00 (Feb 5, 2026) | — | — | — |
| Q2 FY25 | $2.00 (Oct 31, 2024) | — | — | — |
| FY25 | $2.52–$2.76 (Aug 19, 2024) → lowered −$1.89–−$1.61 (May 1, 2025) | — | — | — |
| FY24 | $11.00 (May 1, 2024) | — | — | — |
| Q3 FY24 | $35.00 (Feb 5, 2024) | — | — | — |
The latest quarter
Estee Lauder Companies, Q1 FY27: revenue $3.7B (+7% year over year), operating margin 11.0%, net earnings $233M, operating cash flow −$166M. The chart follows the revenue to costs, profit and cash.
Questions
Does Estee Lauder Companies beat its guidance?
Estee Lauder Companies gave guidance in 12 earnings releases on file since Feb 5, 2024. Its releases raised guidance 6 times and lowered it 4 times.
How often does Estee Lauder Companies raise guidance?
Its earnings releases raised guidance 6 times and lowered it 4 times since Feb 5, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.