Where Estée Lauder Companies (The) stands after its latest 10-K
Revenue for the twelve months to June 2026 was $15.0bn, up 5.0% on a year earlier, faster than 0.3% a quarter earlier. Free-cash-flow margin rose to 8.7% from 4.7% a year earlier. Operating margin widened to 5.2% from -5.5%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 1 of our 2 financial-health checks. Our cash-flow model value is $44.43 a share, against a share price of $106. At that price, our model says the market is pricing in about 19.3% a year of cash-flow growth for five years, faster than the -1.5% a year revenue growth it has delivered.
Source: 10-K filed August 19, 2026 on SEC EDGAR · Financials · Valuation