Estee Lauder Companies (EL) Net Margin (2009 - 2026)
Estee Lauder Companies' (EL) quarterly Net Margin came in at 2.4% in Q1 2026, down 208.0% year-on-year from 2.22% in Q1 2025, and down 37.41% quarter-over-quarter from 3.83% in Q4 2025.
Estee Lauder Companies (EL) Net Margin (2009 - 2026) Analysis & Trends
Estee Lauder Companies' Net Margin history runs 18 years deep, the most recent figure standing at 2.4% for Q1 2026.
- On a quarterly basis, Net Margin fell 208.0% year-over-year to 2.4% in Q1 2026; TTM through Mar 2026 was 1.29%, a 460.0% increase from a year earlier, with the FY2025 full-year figure at 7.91%, down 1041.0% from the prior year.
- Net Margin declined to 2.4% in Q1 2026 per EL's latest filing, from 3.83% in the prior quarter.
- Across five years, Net Margin topped out at 13.14% in Q1 2022 and bottomed at 16.01% in Q2 2025.
- The 5-year median for Net Margin is 2.99% (2025), against an average of 1.55%.
- Across the five-year window, Net Margin sank 2440 bps in 2022 and soared 1857 bps in 2025, its largest moves.
- Year by year, Net Margin stood at 8.53% in 2022, then fell by 14 bps to 7.31% in 2023, then plunged by 301 bps to 14.74% in 2024, then surged by 126 bps to 3.83% in 2025, then sank by 37 bps to 2.4% in 2026.
- Per Business Quant, the three latest EL Net Margin figures stand at 2.4% (Q1 2026), 3.83% (Q4 2025), and 2.99% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Procter & Gamble | 341.94 Bn | 329.86 Bn | 10.51 Bn | 18.60% |
| 2 | Unilever | 131.50 Bn | 123.41 Bn | - | 49.24% |
| 3 | Colgate Palmolive | 72.27 Bn | 71.28 Bn | 3.23 Bn | 12.79% |
| 4 | Kenvue | 36.23 Bn | 36.12 Bn | 2.30 Bn | 12.13% |
| 5 | Kimberly Clark | 35.62 Bn | 35.19 Bn | 1.53 Bn | 2.43% |
| 6 | Estee Lauder Companies | 28.99 Bn | 25.86 Bn | 2.84 Bn | 2.40% |
| 7 | Church & Dwight | 22.75 Bn | 22.25 Bn | 681.40 Mn | 14.72% |
| 8 | Clorox | 12.26 Bn | 11.23 Bn | 722.00 Mn | 11.44% |
| 9 | Yatsen Holding | 6.15 Bn | 6.00 Bn | 153.20 Mn | 0.58% |
| 10 | e.l.f. Beauty | 4.43 Bn | 4.14 Bn | 326.45 Mn | -10.99% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.40% |
| Dec 31, 2025 | 3.83% |
| Sep 30, 2025 | 2.99% |
| Jun 30, 2025 | -16.01% |
| Mar 31, 2025 | 4.48% |
| Dec 31, 2024 | -14.74% |
| Sep 30, 2024 | -4.64% |
| Jun 30, 2024 | -7.34% |
| Mar 31, 2024 | 8.38% |
| Dec 31, 2023 | 7.31% |
| Sep 30, 2023 | 0.88% |
| Jun 30, 2023 | -0.91% |
| Mar 31, 2023 | 4.16% |
| Dec 31, 2022 | 8.53% |
| Sep 30, 2022 | 12.44% |
| Jun 30, 2022 | 1.46% |
| Mar 31, 2022 | 13.14% |
| Dec 31, 2021 | 19.64% |
| Sep 30, 2021 | 15.76% |
| Jun 30, 2021 | 25.86% |