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| Date | Value |
|---|---|
| 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 |