Consensus EPS · Q4 2026
$0.32
Consensus revenue · Q4 2026
$3.5B
Analysts
16
Expected report
Aug 19, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 16 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $3.5B | $3.5B | $3.6B |
| EPS | $0.27 | $0.32 | $0.39 |
| EBITDA | $534.3M | $545.1M | $568.1M |
| EBIT | $368.3M | $375.7M | $391.6M |
| Net income | $82.3M | $116M | $127.2M |
- Revenue$3.5B
- EPS$0.32
- EBITDA$545.1M
- EBIT$375.7M
- Net income$116M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q3 2026 | $3.7B | $3.7B | +0.6% | $0.91 | $0.65 | +40.4% |
| Q2 2026 | $4.2B | $4.2B | +0.1% | $0.89 | $0.83 | +6.6% |
- Q3 2026+0.6%+40.4%
- Q2 2026+0.1%+6.6%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $4.4B | $4.4B | — | — | -0.0% |
| EPS | $1.17 | $1.18 | — | — | -0.1% |
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 3 analysts.
- Low
- $80.00
- Consensus
- $95.25
- Median
- $90.00
- High
- $128.00
- Current
- $80.29
- Upside
- +18.6%
Upside calculated vs most recent trading price of $80.29.
Analyst ratings
Consensus: Hold — based on 46 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | TD Cowen | maintain | Hold | Hold |
| Jul 21, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
| Jul 16, 2026 | UBS | maintain | Neutral | Neutral |
| Jul 16, 2026 | JP Morgan | maintain | Overweight | Overweight |
| May 22, 2026 | Citigroup | maintain | Buy | Buy |
| May 5, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
| May 4, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| May 4, 2026 | UBS | maintain | Neutral | Neutral |
| May 4, 2026 | Telsey Advisory Group | maintain | Market Perform | Market Perform |
| May 4, 2026 | JP Morgan | maintain | Overweight | Overweight |
- Jul 21, 2026TD CowenHold
- Jul 21, 2026BarclaysEqual Weight
- Jul 16, 2026UBSNeutral
- Jul 16, 2026JP MorganOverweight
- May 22, 2026CitigroupBuy
- May 5, 2026BarclaysEqual Weight
- May 4, 2026Wells FargoEqual Weight
- May 4, 2026UBSNeutral
- May 4, 2026Telsey Advisory GroupMarket Perform
- May 4, 2026JP MorganOverweight
Frequently asked questions
Estée Lauder Companies (EL) Key Financials
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Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks0.27% TTM
- Dividend Profile1.74% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History2 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.