Estee Lauder Companies (EL) Share-based Compensation (2009 - 2026)
Estee Lauder Companies (EL) recorded Share-based Compensation of $70 million in fiscal Q1 2027 (quarter ended Sep 30, 2026), down 20.5% from $88 million a year earlier but up 25.0% from the prior quarter.
Estee Lauder Companies (EL) Share-based Compensation (2009 - 2026) Analysis & Trends
On a TTM basis, Estee Lauder Companies' Share-based Compensation came in at $292 million as of Sep 30, 2026, down 8.2% year-over-year; for FY2026 (ended Jun 30, 2026), it came in at $310 million, up 2.0% from FY2025.
- Annual Share-based Compensation has a five-year compound annual growth rate of -1.1% (FY2021 to FY2026).
- Across earlier fiscal years, Share-based Compensation came in at $304 million in FY2025 (-6.5%), $325 million in FY2024 (+21.7%), $267 million in FY2023 (-19.3%) and $331 million in FY2022 (+1.2%).
- Quarterly Share-based Compensation has ranged from $33 million in fiscal Q4 2023 to $113 million in fiscal Q2 2022 over the past five years.
- On a year-over-year basis, Share-based Compensation rose in two of the last eight quarters, with an average decline of 2.4%.
- Peak year-over-year performance for Share-based Compensation in the last five years was growth of 50.9% in fiscal Q1 2024, against a decline of 33.3% in fiscal Q4 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $56 million (Q4 2026), $72 million (Q3 2026) and $94 million (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Stock Comp. (Qtr) |
|---|---|---|---|---|---|
| 1 | Procter & Gamble | 389.52 Bn | 341.08 Bn | 11.60 Bn | 98.00 Mn |
| 2 | Colgate Palmolive | 77.87 Bn | 72.35 Bn | 3.23 Bn | 63.00 Mn |
| 3 | Estee Lauder Companies | 40.86 Bn | 27.95 Bn | 2.81 Bn | 70.00 Mn |
| 4 | Kenvue | 37.02 Bn | 32.73 Bn | 2.31 Bn | 29.00 Mn |
| 5 | Kimberly Clark | 36.57 Bn | 32.51 Bn | 1.44 Bn | 42.00 Mn |
| 6 | Church & Dwight | 26.26 Bn | 24.65 Bn | 749.40 Mn | 17.90 Mn |
| 7 | Clorox | 12.68 Bn | 10.94 Bn | 770.00 Mn | 9.00 Mn |
| 8 | e.l.f. Beauty | 6.96 Bn | 5.78 Bn | 370.22 Mn | 24.63 Mn |
| 9 | Reynolds Consumer Products | 5.15 Bn | 4.85 Bn | 236.00 Mn | 2.00 Mn |
| 10 | Bath & Body Works | 4.60 Bn | 1.80 Bn | 692.00 Mn | 2.00 Mn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 70.00 Mn |
| Jun 30, 2026 | 56.00 Mn |
| Mar 31, 2026 | 72.00 Mn |
| Dec 31, 2025 | 94.00 Mn |
| Sep 30, 2025 | 88.00 Mn |
| Jun 30, 2025 | 49.00 Mn |
| Mar 31, 2025 | 75.00 Mn |
| Dec 31, 2024 | 106.00 Mn |
| Sep 30, 2024 | 74.00 Mn |
| Jun 30, 2024 | 49.00 Mn |
| Mar 31, 2024 | 87.00 Mn |
| Dec 31, 2023 | 109.00 Mn |
| Sep 30, 2023 | 80.00 Mn |
| Jun 30, 2023 | 33.00 Mn |
| Mar 31, 2023 | 69.00 Mn |
| Dec 31, 2022 | 112.00 Mn |
| Sep 30, 2022 | 53.00 Mn |
| Jun 30, 2022 | 48.00 Mn |
| Mar 31, 2022 | 91.00 Mn |
| Dec 31, 2021 | 113.00 Mn |
Estee Lauder Companies Share-based Compensation API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=share-based-compensation&ticker=EL&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "share-based-compensation", "ticker": "EL", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=share-based-compensation&ticker=EL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();