FINHUB Insights

EL · Q3 FY26 · Jan 1 – Mar 31, 2026

Estée Lauder Companies Q3 FY26: where the revenue came from and where it went

Estée Lauder Companies Q3 FY26: revenue $3.7B (+5% year over year). Net profit $0.09B. Largest cohort Skin care $1.9B. The whole income statement as a sankey diagram from the SEC filing.

Period
Jan 1 – Mar 31, 2026
Reported
May 1, 2026 10-Q
Sankey diagram of Estée Lauder Companies's income statement for Q3 FY26: revenue of $3.71 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$3.71B +5% year over year
Gross profit$2.84B 76% margin
Operating profit$0.25B 7% margin
Net profit$0.09B 2% margin

The numbers

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Mar 31, 2026).
ItemValueShare of revenueYear over year
Revenue 3.71 100% +5%
Skin care 1.86 50%
Makeup 1.07 29%
Fragrance 0.63 17%
Hair care 0.13 3%
Other category 0.03 1%
Cost of revenue−0.8824%
Gross profit2.8476% margin+1pp
SG&A−2.2861%−2pp
Other−0.318%+0pp
Operating profit0.257% margin−2pp
Tax−0.09
Interest & other costs−0.07
Net profit0.092%−2pp
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.