The Estée Lauder Companies (EL) Revenue — Quarter Ended Dec 31, 2025
The reported revenue increased compared to both the immediately preceding quarter and the same quarter one year earlier. This sequential improvement follows a period of mixed quarterly results.
Key takeaway
Quarter ended Dec 31, 2025 · FY2026 Q2
The reported revenue increased compared to both the immediately preceding quarter and the same quarter one year earlier. This sequential improvement follows a period of mixed quarterly results.
Financial snapshot
Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.
Quarter revenue
$4.2B
Revenue reported for this quarter.
Quarter-over-quarter
+21.5%
Change from the immediately preceding quarter.
Year-over-year
+5.6%
Change from the comparable year-ago quarter.
Trailing four quarters
$14.7B
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 |
|---|---|---|
| Mar 31, 2025 | $3.6B | -9.9% |
| Jun 30, 2025 | $3.4B | -11.9% |
| Sep 30, 2025 | $3.5B | +3.6% |
| Dec 31, 2025 | $4.2B | +5.6% |
Revenue performance
Revenue for the quarter was higher than the prior quarter, marking a substantial sequential increase.
Quarterly comparison
On a year-over-year basis, revenue also rose, though the pace of growth was more moderate than the sequential gain.
What to watch
The management discussion indicates that the company's liquidity position, including cash and cash equivalents, is expected to support ongoing operations and planned capital allocations.