FINHUB Insights

EL · Q2 FY26 · Dec 31, 2025

Estée Lauder Companies Q2 FY26: where the revenue came from and where it went

Estée Lauder Companies Q2 FY26: revenue $4.2B (+6% year over year). Net profit $0.2B. Largest cohort Skin Care $2.1B. The whole income statement as a sankey diagram from the SEC filing.

Period
Dec 31, 2025
Reported
Feb 5, 2026 10-Q
Sankey diagram of Estée Lauder Companies's income statement for Q2 FY26: revenue of $4.2 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$4.2B +6% year over year
Gross profit$3.2B 76% margin
Operating profit$0.4B 9% margin
Net profit$0.2B 4% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Dec 31, 2025).
ItemValueShare of revenueYear over year
Revenue 4.2 100% +6%
Skin Care 2.1 50%
Makeup 1.2 29%
Fragrance 0.8 19%
Hair Care 0.2 5%
Cost of revenue−124%
Gross profit3.276% margin+0pp
SG&A−2.662%−2pp
Other−0.25%+0pp
Operating profit0.49% margin+24pp
Tax−0.1
Interest & other costs−0.1
Net profit0.24%+19pp
Filing on EDGAR More quarters of EL

Source of the numbers: tables in the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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