$EL · Financial Education · 2026-11-02
Estee Lauder 的财报值得一个“A”：销售额增长 7%，毛利率从 73.4% 升至 75.7%，营业利润翻倍以上至 4.08 亿美元，净利润接近去年的五倍，现金增至约 32 亿美元且债务减少。基于这一强劲表现和广泛的区域增长，说话者认为现价 104 美元的股票（2020 年为 370 美元）有翻倍或翻三倍的机会，但他不确定能否回到 370 美元，也不认为会创下历史新高。
逐段跳播
暂无中文转述，仅英文原句可核对。
And then, let's talk about a great hidden stock that's worth buying, right? It's Look. This company released its earnings report this morning. I would give it an 'A' grade. Net sales are up 7%.
Cost of sales are down 3%. Gross profit is up 10%. Gross profit margin is up 75.7% from 73.4%. Great achievement, absolutely amazing. SG &A expenses are up only 3%. Total operating expenses are up 1%.
Operating income is up to $408 million this quarter, up from $169 million in the same quarter last year. That's more than double, right? Operating income margin is up to 11% from 4.9% last year , amazing!
Pre-tax profit is up to $345 million from $109 million last year. Oh my God ! Net income is up to $233 million from $47 million last year. That's almost five times what it was last year.
I mean, how great! Diluted EPS is up to 64 cents compared to 13 cents last year. These numbers are really great. Look at the cash and cash equivalents on the balance sheet. This is compared to the same period last year.
Their cash went from $2.2 billion to about $3.2 billion in the last quarter. Long-term debt went from $7.3 billion to $6.7 billion , right? And if you look at total equity , it went from $3.8 billion to over $4 billion.
It's incredible. The company is doing great, isn't it ? If you don't know, this company does business all over the world. The Americas division grew 5%. The European division grew 2%.
The Asian division grew 9%, with China growing 15%. This company sells beauty products. Skincare grew 5%, makeup grew 2%, and fragrances performed great, up 19%. Haircare is down 1%, but that's a small division of theirs.
The other divisions grew 12%. The company is Estee Lauder. Speak louder for the people behind it. Its current share price $104. This stock was at $370 in 2020. We have a chance to go to $370, not sure, but somewhere in between .
I'm not talking about a new all-time high. I'm just saying we have a chance to double or even triple this stock. So far I've made $63,000 in profit on my public account. There's a long way to go.
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