| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| 05/01/2026 | ±2.8% | +3.4% | under-priced |
| 02/05/2026 | ±3.5% | -19.2% | under-priced |
| 10/30/2025 | ±3.2% | +0.3% | over-priced |
| 05/01/2025 | ±3.0% | -1.8% | over-priced |
| 02/04/2025 | ±3.1% | -16.1% | under-priced |
| 10/31/2024 | ±3.1% | -20.9% | under-priced |
| 05/01/2024 | ±2.5% | -13.2% | under-priced |
| 02/05/2024 | ±3.4% | +12.1% | under-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q4 FY2026 | $-0.32 | $3.6B | $-116M |
| Q3 FY2026 | $0.24 | $3.7B | $89M |
| Q2 FY2026 | $0.44 | $4.2B | $162M |
| Q1 FY2026 | $0.13 | $3.5B | $47M |
The Estee Lauder Companies Inc. Class A (EL) reports in 46 days, with the next report estimated for 10/28/2026. Across the last 8 reports, options priced an average ±3.1% earnings move while the stock actually moved 10.8% on average — the market has tended to under-price EL's earnings risk. Fundamentals into the print: EPS up 78.9% year-over-year, revenue up 6.3%. QuantLogix's live 5-factor engine currently reads EL as a buy at 58/100.
Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →