The Estée Lauder Companies (EL) Revenue — Quarter Ended Sep 30, 2025
Revenue for the quarter increased compared to the prior quarter and the same quarter last year. The company reported higher revenue after several consecutive quarters of decline.
Key takeaway
Quarter ended Sep 30, 2025 · FY2026 Q1
Revenue for the quarter increased compared to the prior quarter and the same quarter last year. The company reported higher revenue after several consecutive quarters of decline.
Financial snapshot
Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.
Quarter revenue
$3.5B
Revenue reported for this quarter.
Quarter-over-quarter
+2.1%
Change from the immediately preceding quarter.
Year-over-year
+3.6%
Change from the comparable year-ago quarter.
Trailing four quarters
$14.4B
Sum of the latest four reported quarters.
Quarterly revenue trend
The latest four reported quarters with year-over-year comparisons.
| Period ended | Revenue | Year-over-year change |
|---|---|---|
| Dec 31, 2024 | $4B | -6.4% |
| Mar 31, 2025 | $3.6B | -9.9% |
| Jun 30, 2025 | $3.4B | -11.9% |
| Sep 30, 2025 | $3.5B | +3.6% |
Revenue performance
Revenue rose from the immediately preceding quarter, reversing a downward trend seen in earlier periods. The year-over-year comparison also showed an increase.
Quarterly comparison
Compared to the prior quarter, revenue improved, and it was also higher than the same quarter one year earlier. This marks a positive shift from the recent pattern of declines.
What to watch
Cash and cash equivalents decreased from the end of the prior quarter, which may warrant monitoring of liquidity trends.