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Kenvue vs Estee Lauder Companies: KVUE and EL compared
Kenvue is the larger company: $3.9B of revenue in its latest quarter (Q3 2026) against $3.7B for Estee Lauder Companies (Q1 FY27). Estee Lauder Companies is growing faster (+7% against +3% a year earlier). Kenvue is more profitable, with an operating margin of 18.2% against 11.0%.
Where the money goes: KVUE and EL
Kenvue (KVUE) · Q3 2026
Kenvue, Q3 2026: revenue $3.9B (+3% year over year), operating margin 18.2%, net earnings $430M, operating cash flow $700M. The chart follows the revenue to costs, profit and cash.
Estee Lauder Companies (EL) · Q1 FY27
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.
| Kenvue (KVUE) | Estee Lauder Companies (EL) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q1 FY27 |
| Revenue | $3.9B | $3.7B |
| Revenue growth, Y/Y | +3% | +7% |
| Gross margin | 59.5% | 75.7% |
| Operating margin | 18.2% | 11.0% |
| Net earnings | $430M | $233M |
| Net margin | 11.1% | 6.3% |
| Operating cash flow | $700M | −$166M |
| Free cash flow | $620M | — |
| Market value | $37.2B | $39.4B |
| P/E | 22.2× | 106.6× |
| Analysts’ mean target | $19.50 | $114.74 |
Where the revenue comes from
Kenvue
- Self Care: $1.7B (43%)
- Essential Health: $1.2B (31%)
- Skin Health and Beauty: $1.0B (27%)
Questions
Which is bigger, Kenvue or Estee Lauder Companies?
Kenvue is the larger company: $3.9B of revenue in its latest quarter (Q3 2026) against $3.7B for Estee Lauder Companies (Q1 FY27).
Is Kenvue or Estee Lauder Companies growing faster?
Estee Lauder Companies is growing faster (+7% against +3% a year earlier).
Which is more profitable, Kenvue or Estee Lauder Companies?
Kenvue is more profitable, with an operating margin of 18.2% against 11.0%.
More: Kenvue earnings · how Kenvue makes money · Estee Lauder Companies earnings · how Estee Lauder Companies makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 30, 2026; 10-Q filed Nov 2, 2026). Fiscal quarters can end on different dates. Not investment advice.