On August 19, Estee Lauder surged 11.51% in regular trading, trading at $94.65/share, with turnover of $50.59 million. The rally was driven by the company's fiscal Q4 earnings release that significantly exceeded market expectations.

Estee Lauder posted fiscal Q4 adjusted EPS of $0.39, beating the FactSet consensus estimate of $0.32 by 21.88%, representing a 333% increase over $0.09 in the year-ago period. Q4 net revenue reached $3.627 billion, up 6.5% year-over-year and surpassing estimates by $80 million, with organic net sales growth of 5%. For the full fiscal year, diluted EPS swung to $0.50 from a loss of $3.15, while adjusted EPS rose to $2.51 from $1.51. Skincare net sales grew 4%, led by La Mer, The Ordinary, and Estee Lauder brand. China mainland market continued its recovery trajectory.

Looking ahead, the company guided fiscal 2027 adjusted EPS in the range of $3.10 to $3.35, with organic net sales growth projected at 3% to 5%. The company has recognized $1.4 billion in cumulative restructuring charges under its profit recovery plan, with total costs expected to slightly exceed the $1.5-$1.7 billion range upper limit.

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