EL
Estee Lauder Companies Inc. (The)
EL · Estee Lauder Companies Inc. (The) · Consumer Staples
Up next day
6/12
50%
Fell despite growth
1/12
Good earnings ignored
Avg earnings move
±3.3%
typical swing on earnings
Price when beating
+0.6%
avg over 12 beats
Biggest single move
+9.4%
'23.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 6 of 12 beats (50%)
Tends to keep drifting the same way for days
Day-one direction continued · 73% of last 11
vs Consumer Staples sector avg (46 peers)
This
+0.6%
Sector
+0.2%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
6xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 2Before open
'26.9 expectedEst. EPS $0.50
Quarter ended 6/2026
Reported 2026-08-19
Next-day move
-1.9%
After 5 days —
vs Consensus$0.32→$0.39+22.1% beat
Beat by +22.1% but stock -1.9%
EPS
$0.39
YoY +333%
Revenue
$3.6B
YoY +6%
Next-Q guidance
—
N/A
Price around earnings
+29% run-up before
Earnings trend · last 12 quarters
EPS$0.39YoY +333%
'23.9'26.6
Revenue$3.6BYoY +6%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 4 of 12q (33%)
Community · EL
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