What to Expect From Estée Lauder’s Q2 2026 Earnings Report

Company Overview - The Estée Lauder Companies Inc. has a market cap of $38.5 billion and is a global leader in prestige beauty, with a diversified portfolio that includes skincare, makeup, fragrance, and haircare [1] - Founded in 1946 and headquartered in New York City, the company manages iconic brands such as Estée Lauder, MAC, Clinique, La Mer, Bobbi Brown, and Jo Malone London, sold through various channels worldwide [1] Earnings Expectations - Analysts anticipate that Estée Lauder will report a profit of $0.82 per share for the upcoming second quarter, representing a 32.3% increase from the previous year's $0.62 [2] - For fiscal 2026, the expected profit is projected to be $2.15 per share, a 42.4% increase from $1.51 in fiscal 2025, with further growth expected to $2.93 in FY2027, a 36.3% year-over-year rise [3] Stock Performance - Over the past 52 weeks, EL stock has surged by 47.6%, significantly outperforming the S&P 500 Index's 16.2% increase and the Consumer Staples Select Sector SPDR Fund's marginal decline [4] - Following an upgrade by Raymond James Financial, EL shares rose more than 3%, reflecting increased confidence in the company's earnings recovery and operational improvements [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for EL stock, with 24 analysts covering it: seven recommend "Strong Buy," one "Moderate Buy," 15 suggest "Hold," and one rates it as "Strong Sell" [6] - The stock is currently trading above its mean price target of $103.23 [6]