Estee Lauder is trading 13% up at $95.25 after fourth-quarter revenue and EPS beat estimates.
- Revenue reached $3.63 billion, exceeding the $3.55 billion consensus; EPS was $0.39, $0.07 above estimates.
- Organic sales grew 5%, supported by improving demand across regions and premium fragrances.
- Management forecast fiscal 2027 adjusted EPS of $3.10β$3.35 and raised its adjusted operating-margin outlook to 12.7%β13.5%, reinforcing confidence in the turnaround strategy.