$EL · Schwab Network · 2026-11-02
Estée Lauder 的转型正在积聚势头：调整后每股收益 72 美分、营收 37.2 亿美元，均超出预期，销售额增长 7%，香水销售额增长 20%。2027 财年调整后盈利指引上调至 320–345 美元，有机销售额增长 4% 至 5.5%。
逐段跳播
Estee Lauder 正在推进一条变革之路，从最新业绩可以看出，这场变革正在积聚势头。受此影响，该股目前小幅上涨，涨幅约0.5%，而且营收和利润双双超出预期。
Estee Lauder is working on a path of change, and you can see from the latest results that that change is gaining momentum. The stock is now slightly positive, up about half a percent in response, but it beat expectations on both revenue and profit.
利润大幅增长，调整后每股收益为72美分，市场预期为51美分。营收方面，营收为37.2亿美元，好于预期，预期为36.5亿美元。
Big gains in profit, with earnings per share of 72 cents on an adjusted basis. The market expectation was 51 cents. In terms of revenue, revenue came in at $3.72 billion, which was better than expected. The expectation was $3.65 billion.
值得注意的是，香水销售额增长了20%。Nicole，这是公司增长最快的业务之一。其中包括 Tom Ford、Zoe Malone 和 Killian Paris。这些品牌都实现了两位数增长。Kilian Paris 是增长最快的品牌。
What is noteworthy here is that perfume sales have increased by 20 percent. Nicole, this is one of the company's fastest growing businesses. These include Tom Ford, Zoe Malone and Killian Paris.
All of these are achieving double-digit growth. Kilian Paris is the fastest growing brand.
消费者在花钱，而且花在高端香水上的钱，尽管我们知道通胀对人们的预算造成了很大影响。家庭仍然愿意为体验买单，或者在这个例子里，为香水买单。
Consumers are spending, and they are spending on premium fragrances, even though we know that inflation is having a big impact on people's budgets. Families are still willing to spend for the experience, or in this case, for the fragrance.
整体销售额增长了7%。展望2027财年，Estée Lauder 目前预计调整后收益在320至345美元之间。这高于他们此前的预测。有机销售额预计将增长4%至5.5%。
Overall sales increased by 7 percent. Looking ahead to fiscal 2027, Estée Lauder now expects adjusted earnings of between $320 and $345. This is higher than their previous forecast.
Organic sales are expected to grow by 4 to 5.5 percent.
CEO 表示，他们的“Beauty Reimagined”战略基本上正在奏效。这一点在其整个业务中都显而易见，其中包括我们之前讨论过的一些重组，而且他们正试图通过各种合作来吸引年轻消费者。
The CEO says their 'Beauty Reimagined ' strategy is basically working. This is evident throughout their business, which includes some of the restructuring we discussed earlier, and they are trying to attract younger shoppers through various collaborations.
这个频道对 $EL 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。