| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| May 1, 2026 | ±2.8% | +3.4% | under-priced |
| February 5, 2026 | ±3.5% | -19.2% | under-priced |
| October 30, 2025 | ±3.2% | +0.3% | over-priced |
| May 1, 2025 | ±3.0% | -1.8% | over-priced |
| February 4, 2025 | ±3.1% | -16.1% | under-priced |
| October 31, 2024 | ±3.1% | -20.9% | under-priced |
| May 1, 2024 | ±2.5% | -13.2% | under-priced |
| February 5, 2024 | ±3.4% | +12.1% | under-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q3 FY2026 | $0.24 | $3.7B | $89M |
| Q2 FY2026 | $0.44 | $4.2B | $162M |
| Q1 FY2026 | $0.13 | $3.5B | $47M |
| Q4 FY2025 | $-1.52 | $3.4B | $-546M |
The Estee Lauder Companies Inc. Class A (EL) reports in 69 days, with the next report estimated for August 21, 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 down 45.5% year-over-year, revenue up 4.6%. QuantLogix's live 5-factor engine currently reads EL as a buy at 57/100.
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 →