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 $3.10–$3.35 and raised its adjusted operating-margin outlook to 12.7%–13.5%, reinforcing confidence in the turnaround strategy.