ELC’s fiscal 2026 revenues were up 3% as the company continues on its upward trajectory.ELC’s fiscal 2026 revenues were up 3% as the company continues on its upward trajectory.
Estée Lauder Companies (ELC) said on Wednesday that organic net sales were up 5% to $3.63 billion in the fourth quarter of fiscal 2026, rising 3% to $15 billion for the full year and beating analyst expectations. Shares were up 9% in pre-market trading.
This marks the company’s fourth consecutive quarter of growth, in line with its Beauty Reimagined growth plan, as well as the first earnings call since the ELC-Puig merger was called off, after the companies failed to reach an agreement.
“When we introduced Beauty Reimagined in February 2025, we committed to the biggest organizational leadership and cultural transformation in our company’s history to become faster and more agile with greater discipline. Our ambition was clear: to become the best consumer-centric prestige beauty company with more diversified balance and sustainable growth drivers,” ELC CEO and president Stéphane de La Faverie said during the earnings call, noting that the fiscal 2026 results reflect the early success of this ambition.
For the full year, ELC increased its portfolio of billion-dollar brands from four to six, with Jo Malone and Tom Ford joining Clinique, Estée Lauder, La Mer and Mac Cosmetics. “With their scale, premier brand desirability, breakthrough innovation, and consumer reach, these brands are positioned to be powerful contributor to growth,” de La Faverie told investors.
