Estée Lauder(US:EL) Ge Long Hui A P P·2025-08-20 10:41Core Viewpoint - Estée Lauder's stock experienced a significant drop of over 15% to $76.1 following the release of its fourth-quarter financial results, which showed mixed performance against market expectations [1] Financial Performance - For the fourth quarter, Estée Lauder reported net sales of $3.41 billion, exceeding the forecast of $3.4 billion [1] - Adjusted earnings per share (EPS) were $0.09, surpassing the expected $0.073 [1] - For the fiscal year 2025, the company anticipates revenue of $14.326 billion, representing an 8% year-over-year decline [1] - Operating margin decreased from 6.2% in the previous year to 5.5% [1] - The diluted net loss per share is projected to be $3.15, compared to a net income of $1.08 in the prior year [1] - Adjusted diluted EPS is expected to decline to $1.51 from $2.59 year-over-year [1] Future Outlook - Estée Lauder forecasts revenue of $14.69 billion for fiscal year 2026, with adjusted EPS expected to grow by 26-39% [1] - The company anticipates organic net sales growth of 0%-3% for 2026, while market expectations are set at a growth of 1.94% [1]