Estée Lauder beats estimates, sets higher margin targets

· Beauty & Fashion · United States

The Estée Lauder Companies reported a 7% increase in net sales for its first quarter of fiscal 2027, ended September 30, 2026, beating analyst expectations of about 5% growth. The US cosmetics group raised its full-year guidance and set new growth and operating-margin targets through 2030 as it accelerates its turnaround. The company is leaning on this momentum to promise higher profitability in the years ahead.

Why it matters：Strong quarterly results and new multi-year margin targets signal that the group's turnaround is gaining traction, a key bellwether for the global prestige beauty market.

Key points

  • The fiscal 2027 first quarter ended September 30, 2026.
  • Analysts had expected around 5% growth.
  • The company set new targets through 2030.

Sources (original reporting)

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