Estee Lauder Companies EL
NYSE EL
$98.34 -3.35 (-3.29%)
As of: Sep 9, 2026 · 10:38 AM EDT

Estee Lauder Companies (EL) Change in Inventory (2009 - 2026)

Estee Lauder Companies (EL) posted Change in Inventory of $84.0 million for Q2 2026, up 90.91% on a QoQ basis from $44.0 million in Q1 2026, and up 170.97% year-over-year from $31.0 million in Q2 2025.

Analysis

Estee Lauder Companies (EL) Change in Inventory (2009 - 2026) Analysis & Trends

Estee Lauder Companies has reported Change in Inventory for 18 years, with the latest figure at $84.0 million in Q2 2026.

  • On a quarterly basis, Change in Inventory rose 170.97% year-over-year to $84.0 million in Q2 2026; TTM through Jun 2026 was -$51.0 million, a 72.28% increase from a year earlier, with the FY2026 full-year figure at -$51.0 million, up 72.28% from the prior year.
  • Change in Inventory was $84.0 million for Q2 2026 at Estee Lauder Companies, up from $44.0 million in the prior quarter.
  • The five-year high for Change in Inventory was $234.0 million in Q1 2022, with the low at -$343.0 million in Q4 2023.
  • Average Change in Inventory over 5 years is -$27.7 million, with a median of -$34.0 million recorded in 2023.
  • The sharpest annual moves came in 2022 and 2024: Change in Inventory surged 333.33% in 2022, then slumped 12300.0% in 2024.
  • Over 5 years, Change in Inventory stood at -$73.0 million in 2022, then slumped by 369.86% to -$343.0 million in 2023, then surged by 58.6% to -$142.0 million in 2024, then slipped by 21.83% to -$173.0 million in 2025, then soared by 148.55% to $84.0 million in 2026.
  • The last three Change in Inventory figures came in at $84.0 million (Q2 2026), $44.0 million (Q1 2026), and -$173.0 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Estee Lauder Companies 35.65 Bn 32.15 Bn 2.74 Bn 84.00 Mn
2 e.l.f. Beauty 6.05 Bn 5.70 Bn 398.84 Mn 26.52 Mn
3 Interparfums 3.58 Bn 3.37 Bn 223.53 Mn 8.57 Mn
4 Coty 2.34 Bn 2.17 Bn 772.70 Mn 53.80 Mn
5 Olaplex Holdings 1.39 Bn 1.06 Bn 71.66 Mn 6.49 Mn
6 Oddity Tech 873.70 Mn 577.99 Mn 137.97 Mn -12.80 Mn
7 Betterware De Mexico, S.A.P.I. De C.V 571.74 Mn 541.53 Mn 156.58 Mn -2.83 Mn
8 Yatsen Holding 267.28 Mn 112.95 Mn 124.36 Mn -
9 Nu Skin Enterprises 230.10 Mn 38.72 Mn 218.33 Mn 15.38 Mn
10 Pitanium 207.93 Mn -2.70 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 84.00 Mn
Mar 31, 2026 44.00 Mn
Dec 31, 2025 -173.00 Mn
Sep 30, 2025 -6.00 Mn
Jun 30, 2025 31.00 Mn
Mar 31, 2025 -83.00 Mn
Dec 31, 2024 -142.00 Mn
Sep 30, 2024 10.00 Mn
Jun 30, 2024 -113.00 Mn
Mar 31, 2024 -248.00 Mn
Dec 31, 2023 -343.00 Mn
Sep 30, 2023 -62.00 Mn
Jun 30, 2023 -90.00 Mn
Mar 31, 2023 -2.00 Mn
Dec 31, 2022 -73.00 Mn
Sep 30, 2022 229.00 Mn
Jun 30, 2022 204.00 Mn
Mar 31, 2022 234.00 Mn
Dec 31, 2021 -14.00 Mn
Sep 30, 2021 178.00 Mn