Estee Lauder Swings to Profit in Fiscal 2026; China Sales Rise 11.57% to $3.058 Billion
Estee Lauder swung to a net profit of $182 million for fiscal 2026, reversing a loss of $1.133 billion a year earlier. Revenue rose 5.05% to $15.049 billion, with organic growth of 3%. China sales increased 11.57% to $3.058 billion, while operating profit there surged 92.27% to $373 million. Fourth-quarter loss narrowed to $116 million from $546 million.
Estee Lauder reported full-year results for the fiscal year ended June 30, 2026, swinging to a profit of $182 million from a loss of $1.133 billion in the prior fiscal year. Full-year revenue rose 5.05% to $15.049 billion, with organic growth of 3%.
During the period, revenue from the China market increased 11.57% to $3.058 billion, with operating profit of $373 million, up 92.27% year over year. Revenue in the United States rose 1.2% to $4.463 billion, with operating profit of $211 million, compared with an operating loss of $818 million in fiscal 2025.
In the fourth quarter, the net loss narrowed to $116 million from $546 million in the same period a year earlier. Fourth-quarter revenue rose 6.33% to $3.627 billion, and the operating loss narrowed to $39 million.
Why this event matters
The event has a measured impact on 1 industry. The strongest current signal is positive for Cosmetics, with intensity 50/100 and 70% confidence over a short term horizon.
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