Estee Lauder Companies stock rose 18.4% over the past week after the beauty group reported fiscal 2026 results and raised its profit margin outlook for fiscal 2027. The company posted fiscal Q4 2026 revenue of $3.6 billion, up 6% year over year and ahead of an analyst estimate of $3.54 billion, while organic sales grew 3% for the full year. Management guided fiscal 2027 organic growth of 3% to 5%, meaning no acceleration at the low end, but operating margin before restructuring charges reached 11.2% in fiscal 2026, up 320 basis points, and is expected to rise to 12.7% to 13.5% in fiscal 2027. The improvement is driven by overhead cost reductions and structural operational savings under the Profit Recovery and Growth Plan, which carried $823 million of cumulative charges in fiscal 2026, mostly employee-related. Cash from operations was $1.8 billion in fiscal 2026, but management guides $1.3 billion to $1.4 billion for fiscal 2027 due to higher restructuring payments and working capital, with debt paydown and the dividend first in line.
Estee Lauder Companies IncRaised fiscal 2027 margin outlook and reported better-than-expected Q4 revenue.
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