Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
No Data
EL Transcript
The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript
Positive2-5
The earnings call reveals strong financial performance with significant EPS growth, operating and gross margin expansion, and increased cash flows. Despite flat sales in the Americas, the company is gaining market share and expanding into high-growth channels. Optimistic guidance, especially in China and travel retail, alongside strategic investments and reduced CapEx, bolster a positive outlook. The Q&A section further supports this sentiment with effective strategies for growth and profitability. However, retailer-specific uncertainties and tariff impacts warrant caution, moderating the sentiment to positive rather than strong positive.
The Estée Lauder Companies Inc. (EL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Neutral12-2
The Estée Lauder Companies Inc. (EL) Q1 2026 Earnings Call Transcript
Positive10-30
The earnings call shows strong financial performance with significant EPS growth and margin expansion. The Q&A highlights positive volume trends and market share gains. While management maintains cautious guidance due to macroeconomic volatility, they emphasize strategic reinvestments and expansions into new channels. The company's proactive approach to margins, tax rate, and strategic growth initiatives indicates a positive outlook, despite some uncertainties. Overall, the sentiment leans towards a positive stock price movement, supported by robust financial metrics and strategic plans.
The Estée Lauder Companies Inc. (EL) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript
Neutral9-3
EL Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
