Estee Lauder (EL) reported $3.55 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 9.9%. EPS of $0.65 for the same period compares to $0.97 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.51 billion, representing a surprise of +1.22%. The company delivered an EPS surprise of +124.14%, with the consensus EPS estimate being $0.29.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Estee Lauder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net sales- The Americas: $1.05 billion compared to the $1.08 billion average estimate based on six analysts. The reported number represents a change of -5.8% year over year.
- Net sales- Asia/Pacific: $1.14 billion compared to the $1.02 billion average estimate based on six analysts. The reported number represents a change of -3.1% year over year.
- Net sales- Europe the Middle East & Africa: $1.36 billion compared to the $1.40 billion average estimate based on six analysts. The reported number represents a change of -17.6% year over year.
- Net sales- Skin Care: $1.81 billion versus the six-analyst average estimate of $1.87 billion. The reported number represents a year-over-year change of -12.3%.
- Net sales- Makeup: $1.04 billion versus the six-analyst average estimate of $1.07 billion. The reported number represents a year-over-year change of -8.9%.
- Net sales- Other: $25 million versus the six-analyst average estimate of -$38.46 million. The reported number represents a year-over-year change of -3.9%.
- Net sales- Hair Care: $126 million versus $134.79 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -11.9% change.
- Net sales- Fragrance: $557 million versus the six-analyst average estimate of $574.19 million. The reported number represents a year-over-year change of -3.1%.
- Operating Income (Loss)- Hair Care: -$13 million compared to the -$7.17 million average estimate based on six analysts.
- Operating Income (Loss)- Skin Care: $361 million compared to the $354.08 million average estimate based on six analysts.
- Operating Income (Loss)- Other: $9 million versus -$220.82 million estimated by five analysts on average.
- Operating Income (Loss)- Makeup: $14 million versus $53.44 million estimated by five analysts on average.
View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have returned -12.8% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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