Estee Lauder Companies, Inc. (T (EL) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- —
- Estimate
- $0.32
- Surprise
- —
- Revenue (period 2026-06-30)
- $3.63B
- Score at report (before → after)
- 4.6 → 4.7/10
Revenue source: xbrl.
How the report landed
TrendMatrix's engine moved from Sell (4.6/10) to Hold at 4.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates EL Sell at 5.2/10.
4 of the last 4 quarters beat the estimate. Next scheduled report: 2026-11-02.
What supports the rating
- Sector modifier (Consumer Defensive): +0.8
- Strong earnings beat streak (4/4)
What argues against it
- Concentration risk — Supplier: single or limited-source suppliers
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $103.91
- Price target
- $105.85
- Stop
- $96.60
- Upside to target
- +1.9%
The stock trades at 205.8× trailing but 25.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 78 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
EL at TrendMatrix's latest read
Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.
- Industry
- Household & Personal Products
- Market cap
- $36.49B
- P/E (fwd)
- 25.8
- P/E (ttm)
- 205.8
- 52-week range
- $66.22–$121.64
- Off 52-week high
- 14.6%
- RSI (14)
- 78
- Volume vs avg
- 0.68×
- Score today
- 5.2/10