Estée Lauder (NYSE:EL) Earnings Line, EPS Surpasses, Shares Drop 7.9% Post-Report

Estée Lauder (NYSE:EL) reported Q4 CY2025 revenue in line with expectations, up 5.6% year-on-year to $4.23B. Non-GAAP profit of $0.89/share beat analyst estimates by 6.6%. Organic sales rose 4% YoY, a turnaround from an average -1.5% over the past eight quarters. Despite outperforming on EPS and organic sales, full-year EPS guidance missed, and shares fell 7.9% to $110.18 in after-hours trading on the report. Analysts project 4.2% revenue growth over the next 12 months, below the beauty sector average. The company faces soft demand and competition as it expands into new products and international markets to drive incremental growth.