Estee Lauder Companies (EL) Share-based Compensation (2009 - 2026)

Estee Lauder Companies' (EL) quarterly Share-based Compensation came in at $72.0 million in Q1 2026, down 4.0% year-on-year from $75.0 million in Q1 2025, and down 23.4% quarter-over-quarter from $94.0 million in Q4 2025.

Estee Lauder Companies (EL) Share-based Compensation (2009 - 2026) Analysis & Trends

Estee Lauder Companies' Share-based Compensation history runs 18 years deep, the most recent figure standing at $72.0 million for Q1 2026.

  • On a quarterly basis, Share-based Compensation fell 4.0% year-over-year to $72.0 million in Q1 2026; TTM through Mar 2026 was $303.0 million, a 0.33% change from a year earlier, with the FY2025 full-year figure at $304.0 million, down 6.46% from the prior year.
  • Share-based Compensation fell to $72.0 million in Q1 2026 per EL's latest filing, from $94.0 million in the prior quarter.
  • Across five years, Share-based Compensation topped out at $112.0 million in Q4 2022 and bottomed at $33.0 million in Q2 2023.
  • The 5-year median for Share-based Compensation is $75.0 million (2025), against an average of $75.8 million.
  • Across the five-year window, Share-based Compensation sank 33.33% in 2022 and soared 50.94% in 2023, its largest moves.
  • Year by year, Share-based Compensation stood at $112.0 million in 2022, then declined by 2.68% to $109.0 million in 2023, then fell by 2.75% to $106.0 million in 2024, then declined by 11.32% to $94.0 million in 2025, then decreased by 23.4% to $72.0 million in 2026.
  • Per Business Quant, the three latest EL Share-based Compensation figures stand at $72.0 million (Q1 2026), $94.0 million (Q4 2025), and $88.0 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Share-based Compensation (Qtr)
1 Procter & Gamble 345.62 Bn 333.31 Bn 10.51 Bn 132.00 Mn
2 Unilever 134.39 Bn 123.91 Bn - -
3 Colgate Palmolive 73.68 Bn 72.34 Bn 3.23 Bn 40.00 Mn
4 Kenvue 37.37 Bn 37.27 Bn 2.30 Bn 29.00 Mn
5 Kimberly Clark 36.98 Bn 36.43 Bn 1.53 Bn 23.00 Mn
6 Estee Lauder Companies 29.57 Bn 26.44 Bn 2.84 Bn 72.00 Mn
7 Church & Dwight 23.31 Bn 22.81 Bn 681.40 Mn 25.70 Mn
8 Clorox 11.75 Bn 10.56 Bn 722.00 Mn 15.00 Mn
9 Yatsen Holding 6.35 Bn 6.21 Bn 153.20 Mn -
10 e.l.f. Beauty 4.68 Bn 4.39 Bn 326.45 Mn 231.06 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 72.00 Mn
Mar 31, 2026 72.00 Mn
Dec 31, 2025 94.00 Mn
Dec 31, 2025 94.00 Mn
Sep 30, 2025 88.00 Mn
Sep 30, 2025 88.00 Mn
Jun 30, 2025 49.00 Mn
Jun 30, 2025 49.00 Mn
Mar 31, 2025 75.00 Mn
Mar 31, 2025 75.00 Mn
Dec 31, 2024 106.00 Mn
Dec 31, 2024 106.00 Mn
Sep 30, 2024 74.00 Mn
Sep 30, 2024 74.00 Mn
Jun 30, 2024 49.00 Mn
Jun 30, 2024 49.00 Mn
Mar 31, 2024 87.00 Mn
Mar 31, 2024 87.00 Mn
Dec 31, 2023 109.00 Mn
Dec 31, 2023 109.00 Mn