Filing Flows › Estee Lauder Companies (EL) › Q4 FY26
Estee Lauder Companies (EL) Q4 FY26 earnings results (fourth quarter fiscal 2026)
10-K filed Aug 19, 2026
Estee Lauder Companies (EL) reported revenue of $3.6B for the fourth quarter fiscal 2026 (Q4 FY26), +6% from a year earlier and -2% from the quarter before. Operating margin was -1.1%, net loss $116M (3.2% of revenue).
Estee Lauder Companies, Q4 FY26: revenue $3.6B (+6% year over year), operating margin -1.1%, net loss $116M, operating cash flow $576M. The chart follows the revenue to costs, profit and cash.
| Q4 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $3.6B | -2% | +6% |
| Operating profit | −$39.0M | -116% | — |
| Net earnings | −$116M | -230% | — |
| Operating cash flow | $576M | +40% | -4% |
| Free cash flow | $425M | +37% | +8% |
What changed
Revenue was $3.6B in Q4 FY26, up 6% year over year and down 2% from the previous quarter.
Gross margin was 75.5%, up 3.5 points from Q4 FY25. Operating costs exceeded revenue by $0.04B, an operating margin of -1.1%. Operating expenses fell 2% while revenue rose 6%. The quarter ended with a net loss of $0.12B, after a profit of $0.09B the previous quarter. Net interest and other expense of $0.07B was the main reason.
Operating cash flow was $0.58B (down 4% year over year). Non-cash charges added back $0.20B of depreciation and amortization and $0.06B of share-based compensation. Working capital and other items added $0.44B. Capital expenditures of $0.15B left free cash flow of $0.42B.
Questions
What was Estee Lauder Companies' revenue in the fourth quarter fiscal 2026?
Estee Lauder Companies (EL) reported revenue of $3.6B for the fourth quarter fiscal 2026 (Q4 FY26), +6% from a year earlier and -2% from the quarter before.
Was Estee Lauder Companies profitable in the fourth quarter fiscal 2026?
Operating loss was $39.0M (-1.1% of revenue) and net loss $116M.