Estee Lauder is trading 18% up at $99.53 after fiscal fourth-quarter results exceeded analyst expectations.

  • Revenue reached $3.63 billion, while organic net sales grew 5%, signaling recovery across regions and product categories.
  • The company raised its fiscal 2027 adjusted operating-margin outlook to 12.7%-13.5%, supported by its Profit Recovery and Growth Plan and Beauty Reimagined strategy.
  • The sharp gain is primarily company-specific and tied directly to earnings and guidance.