EL Estee Lauder Companies, Inc. (The) Common Stock
Informazioni su Estee Lauder Companies, Inc. (The) Common Stock Panoramica della società da Wikipedia
Estée Lauder è una delle più grandi aziende nel mercato dei cosmetici, dei profumi e dei prodotti per la cura della pelle e dei capelli. Fondata nel 1946 a New York, dove ha tuttora la sede principale, da Joseph Lauder ed Estée Lauder, ha circa 28.500 dipendenti e un fatturato di 7 miliardi di dollari.
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Estée Lauder è una delle più grandi aziende nel mercato dei cosmetici, dei profumi e dei prodotti per la cura della pelle e dei capelli. Fondata nel 1946 a New York, dove ha tuttora la sede principale, da Joseph Lauder ed Estée Lauder, ha circa 28.500 dipendenti e un fatturato di 7 miliardi di dollari.
Storia
La compagnia viene aperta nel 1946 da Joseph Lauder e la moglie Estée a New York, inizialmente commercializzando soltanto quattro prodotti. Nei 15 anni successivi la produzione viene ampliata su diversi prodotti di cosmetica e profumi, e finalmente nel 1960 i prodotti di Esteé Lauder cominciano ad essere esportati al di fuori degli Stati Uniti. Inizialmente viene aperto un negozio all'interno di Harrods a Londra, e l'anno seguente un ufficio a Hong Kong.
Nel 1967 Estée Lauder è stata premiata da l'Albert Einstein College of Medicine nel 1968, come riconoscimento dei risultati ottenuti nel mondo del commercio. Lo stesso anno viene aperto Clinique Laboratories, la prima azienda di cosmetici e profumi dermatologicamente testati. Dal 1981 i prodotti Estée Lauder vengono esportati anche in Unione Sovietica.
Dal luglio 2012 alla guida del gruppo l'italiano Fabrizio Freda, il primo manager esterno a prendere in mano Estée Lauder, gestita fino ad allora direttamente dall'omonima famiglia, in particolare da Leonard Lauder e dal figlio William. Il 31 ottobre 2024 viene annunciata la nomina di Stéphane de La Faverie a nuovo Presidente e Amministratore Delegato e membro del consiglio di amministrazione, a partire dal 1º gennaio 2025: de La Faverie prenderà il posto di Freda, che ha annunciato la sua intenzione di ritirarsi dopo più di sedici anni di lavoro con l'azienda.
Testimonial
La compagnia è da sempre conosciuta anche per i testimonial, scelti fra famosi attori e attrici o personaggi dello spettacolo, fra cui si ricordano Karen Graham, Bruce Boxleitner, Shaun Casey, Willow Bay, Ana de Armas, Pavlína Pořízková, Gwyneth Paltrow, Hilary Rhoda, Carolyn Murphy ed Elizabeth Hurley.
Marchi
I suoi marchi principali sono:
Fonte: Wikipedia, CC BY-SA 4.0 · Vedi su Wikipedia ↗
EL Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
EL Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo |
|---|---|
| 29 Maggio 2026 | $0,3500 |
| 27 Febbraio 2026 | $0,3500 |
| 28 Novembre 2025 | $0,3500 |
| 02 Settembre 2025 | $0,3500 |
| 30 Maggio 2025 | $0,3500 |
| 28 Febbraio 2025 | $0,3500 |
| 29 Novembre 2024 | $0,3500 |
| 30 Agosto 2024 | $0,6600 |
| 31 Maggio 2024 | $0,6600 |
| 28 Febbraio 2024 | $0,6600 |
| 29 Novembre 2023 | $0,6600 |
| 30 Agosto 2023 | $0,6600 |
| 30 Maggio 2023 | $0,6600 |
| 27 Febbraio 2023 | $0,6600 |
| 29 Novembre 2022 | $0,6600 |
| 30 Agosto 2022 | $0,6000 |
| 27 Maggio 2022 | $0,6000 |
| 25 Febbraio 2022 | $0,6000 |
| 29 Novembre 2021 | $0,6000 |
| 30 Agosto 2021 | $0,5300 |
EL Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 7 19,4%
- Compra 12 33,3%
- Mantieni 16 44,4%
- Vendi 1 2,8%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
26 analisti · 2026-08-20Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 31 Dicembre 2026 | $0.39 | $0.33 | 0.06% |
| 30 Giugno 2026 | $0.39 | $0.33 | 0.06% |
| 31 Marzo 2026 | $0.91 | $0.67 | 0.24% |
| 31 Dicembre 2025 | $0.89 | $0.86 | 0.03% |
| 30 Settembre 2025 | $0.32 | $0.18 | 0.14% |
| 30 Giugno 2025 | $0.09 | $0.09 | 0.00% |
| 31 Marzo 2025 | $0.65 | $0.33 | 0.32% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| EL | — | 157.9 | 5.1% | 1.2% | 4.8% | 75.5% |
| KVUE | $32.94B | 22.6 | -2.1% | 9.7% | 13.7% | 58.1% |
| ELF | $3.58B | 137.8 | 24.6% | 1.6% | 2.3% | 70.7% |
| IPAR | $2.72B | 16.2 | 2.5% | 11.3% | 20.7% | 63.6% |
| BRBR | $4.39B | 21.6 | 16.1% | 9.3% | -72.0% | 33.3% |
| COTY | $1.90B | -3.1 | -1.5% | -10.4% | -18.5% | 62.9% |
| EPC | $946M | 38.4 | -1.3% | 1.1% | 1.7% | 41.6% |
| BRBR | $4.39B | 21.6 | 16.1% | 9.3% | -72.0% | 33.3% |
| HNST | $291M | -18.4 | -1.9% | -4.2% | -8.8% | 33.3% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 15
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.05B | $14.33B | $15.61B | $15.91B | $17.74B | $16.21B | $14.29B | $14.86B | $13.68B | $11.82B | $11.26B | $10.78B | |
| Cost of Revenue | $3.69B | $3.73B | $4.42B | $4.56B | $4.30B | $3.83B | $3.55B | $3.39B | $2.84B | $2.43B | $2.18B | $2.10B | |
| Gross Profit | $11.36B | $10.60B | $11.18B | $11.35B | $13.43B | $12.38B | $10.74B | $11.48B | $10.84B | $9.39B | $9.08B | $8.68B | |
| SG&A Expense | $9.69B | $9.46B | $9.62B | $9.57B | $9.89B | $9.37B | $8.64B | $8.86B | $8.55B | $7.46B | $7.34B | $7.07B | |
| Operating Expenses | $10.58B | $11.38B | $10.21B | $9.84B | $10.26B | $9.76B | $10.14B | $9.16B | $8.78B | $7.69B | $7.47B | $7.07B | |
| Operating Income | $780M | $-785M | $970M | $1.51B | $3.17B | $2.62B | $606M | $2.31B | $2.06B | $1.70B | $1.61B | $1.61B | |
| Interest Expense | · | · | $378M | $255M | $167M | $173M | $161M | $133M | $128M | $103M | $71M | $60M | |
| Pretax Income | $517M | $-1.04B | $772M | $1.40B | $3.04B | $3.33B | $1.05B | $2.31B | $1.98B | $1.62B | $1.55B | $1.56B | |
| Income Tax | $335M | $93M | $363M | $387M | $628M | $456M | $350M | $513M | $863M | $361M | $434M | $467M | |
| Net Income | $182M | $-1.13B | $409M | $1.01B | $2.41B | $2.88B | $696M | $1.79B | $1.11B | $1.25B | $1.11B | $1.09B | |
| EPS (Basic) | $0.50 | $-3.15 | $1.09 | $2.81 | $6.64 | $7.91 | $1.90 | $4.91 | $3.01 | $3.40 | $3.01 | $2.87 | |
| EPS (Diluted) | $0.50 | $-3.15 | $1.08 | $2.79 | $6.55 | $7.79 | $1.86 | $4.82 | $2.95 | $3.35 | $2.96 | $2.82 | |
| Shares (Basic) | 362,300,000 | 360,100,000 | 359,000,000 | 357,900,000 | 360,000,000 | 362,900,000 | 360,600,000 | 363,500,000 | 368,000,000 | 367,100,000 | 370,000,000 | 379,300,000 | |
| Shares (Diluted) | 364,800,000 | 360,100,000 | 360,800,000 | 360,900,000 | 364,900,000 | 368,200,000 | 366,900,000 | 370,400,000 | 375,700,000 | 373,000,000 | 376,600,000 | 385,700,000 | |
| EBITDA | $1.58B | $44M | $1.79B | $2.25B | $3.90B | $3.27B | $1.22B | $2.87B | $2.58B | $2.16B | $2.02B | $2.02B |
Stato Patrimoniale 26
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $2.18B | $1.14B | $914M | $1.02B | |
| Short-term Investments | · | · | · | · | · | · | · | · | $534M | $605M | $469M | $504M | |
| Receivables | $1.52B | $1.53B | $1.73B | $1.45B | $1.63B | $1.70B | $1.19B | $1.83B | $1.49B | $1.40B | $1.26B | $1.17B | |
| Inventory | $2.00B | $2.07B | $2.17B | $2.98B | $2.92B | $2.50B | $2.06B | $2.01B | $1.62B | $1.48B | $1.26B | $1.22B | |
| Prepaid Expense | $597M | $544M | $625M | $679M | $792M | $603M | $614M | $388M | $348M | $349M | $320M | $268M | |
| Current Assets | $7.61B | $7.07B | $7.92B | $9.14B | $9.30B | $9.77B | $8.89B | $7.21B | $6.17B | $4.96B | $4.22B | $4.18B | |
| PP&E (Net) | $2.81B | $3.17B | $3.14B | $3.18B | $2.65B | $2.28B | $2.06B | $2.07B | $1.82B | $1.67B | $1.58B | $1.49B | |
| PP&E (Gross) | $7.66B | $7.72B | $7.17B | $6.91B | $6.14B | $5.62B | $5.13B | $4.83B | $4.43B | $4.02B | $3.80B | $3.58B | |
| Accum. Depreciation | $4.86B | $4.55B | $4.03B | $3.73B | $3.49B | $3.34B | $3.08B | $2.76B | $2.61B | $2.35B | $2.21B | $2.09B | |
| Goodwill | $2.11B | $2.13B | $2.14B | $2.49B | $2.52B | $2.62B | $1.40B | $1.87B | $1.93B | $1.92B | $1.23B | $1.15B | |
| Intangibles | $3.58B | $3.76B | $5.18B | $5.60B | $3.43B | $4.09B | $2.34B | $1.20B | $1.28B | $1.33B | $344M | $327M | |
| Other Non-current Assets | $1.92B | $1.80B | $1.46B | $1.21B | $1.06B | $1.02B | $813M | $805M | $531M | $664M | $735M | $661M | |
| Total Assets | $19.76B | $19.89B | $21.68B | $23.41B | $20.91B | $21.97B | $17.78B | $13.16B | $12.57B | $11.57B | $9.22B | $8.23B | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | $1.63B | $1.46B | |
| Short-term Debt | · | · | · | $1.00B | · | · | · | · | · | · | · | · | |
| Current Liabilities | $6.23B | $5.43B | $5.70B | $6.24B | $5.82B | $5.30B | $5.18B | $4.61B | $3.31B | $2.82B | $2.68B | $2.13B | |
| Capital Leases | $1.54B | $1.74B | $1.70B | $1.70B | $1.87B | $2.15B | $2.28B | · | · | · | · | · | |
| Other Non-current Liabilities | $1.38B | $1.53B | $1.69B | $1.94B | $1.65B | $2.04B | $1.45B | $1.24B | $1.19B | $960M | $1.04B | $848M | |
| Total Liabilities | · | · | · | · | · | · | · | $8.74B | · | · | · | · | |
| Total Debt | · | · | · | $1.00B | · | · | · | · | · | · | · | · | |
| Common Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| Retained Earnings | $11.34B | $11.67B | $13.43B | $13.99B | $13.91B | $12.24B | $10.13B | $9.98B | $9.04B | $8.45B | $7.69B | $7.00B | |
| Treasury Stock | $13.77B | $13.70B | $13.66B | $13.63B | $13.36B | $11.06B | $10.33B | $9.44B | $7.90B | $7.15B | $6.74B | $5.86B | |
| AOCI | $-1.15B | $-1.13B | $-1.14B | $-934M | $-762M | $-470M | $-665M | $-563M | $-434M | $-484M | $-545M | $-382M | |
| Stockholders' Equity | $3.81B | $3.87B | $5.31B | $5.58B | $5.59B | $6.09B | $3.94B | $4.39B | $4.69B | $4.38B | $3.57B | $3.64B | |
| Liabilities + Equity | $19.76B | $19.89B | $21.68B | $23.41B | $20.91B | $21.97B | $17.78B | $13.16B | $12.57B | $11.57B | $9.22B | $8.23B |
Flusso di cassa 18
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $796M | $829M | $825M | $744M | $727M | $651M | $611M | $557M | $531M | $464M | $415M | $409M | |
| Stock-based Comp | $310M | $304M | $325M | $267M | $331M | $327M | $213M | $243M | $236M | $219M | $184M | $165M | |
| Deferred Tax | $-164M | $-396M | $-265M | $-186M | $-149M | $-230M | $-143M | $-66M | $175M | $-118M | $-94M | $-53M | |
| Amort. of Intangibles | $105M | $131M | $144M | $145M | $160M | $110M | $73M | $51M | $51M | $35M | $16M | $14M | |
| Restructuring | · | · | $124M | $85M | $144M | $228M | $83M | $241M | $257M | $212M | $134M | · | |
| Other Non-cash | $649M | $1.67B | $1.07B | $-104M | $-277M | $8M | $915M | $-2M | $523M | $-14M | $170M | $333M | |
| Operating Cash Flow | $1.77B | $1.27B | $2.36B | $1.73B | $3.04B | $3.63B | $2.28B | $2.52B | $2.56B | $1.79B | $1.79B | $1.94B | |
| CapEx | $457M | $602M | $919M | $1.00B | $1.04B | $637M | $623M | $744M | $629M | $504M | $525M | $473M | |
| Investing Cash Flow | $-489M | $-623M | $-960M | $-3.22B | $-945M | $-1.86B | $-1.70B | $473M | $-358M | $-2.20B | $-1.27B | $-1.62B | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $1.50B | $616M | $294M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $1.50B | $616M | $294M | |
| Stock Repurchased | $70M | $35M | $35M | $271M | $2.31B | $733M | $893M | $1.55B | $759M | $413M | $890M | $983M | |
| Net Stock Activity | $-70M | $-35M | $-35M | $-271M | $-2.31B | $-733M | $-893M | $-1.55B | $-759M | $-413M | $-890M | $-983M | |
| Dividends Paid | $508M | $618M | $947M | $925M | $840M | $753M | $503M | $609M | $546M | $486M | $423M | $350M | |
| Financing Cash Flow | $-712M | $-1.14B | $-2.04B | $1.59B | $-3.04B | $-1.89B | $1.46B | $-2.17B | $-1.17B | $630M | $-605M | $-895M | |
| Net Change in Cash | $577M | $-474M | $-634M | $72M | $-1.00B | $-64M | $2.04B | $806M | $1.04B | $222M | $-107M | $-608M | |
| Free Cash Flow | $1.32B | $670M | $1.44B | $728M | $2.00B | $2.99B | $1.66B | $1.77B | $1.94B | $1.30B | $1.26B | $1.47B | |
| Levered FCF | · | · | $1.24B | $544M | $1.87B | $2.84B | $1.55B | $1.67B | $1.87B | $1.22B | $1.21B | $1.43B |
Redditività 8
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 74.0% | 71.7% | 71.3% | 75.7% | 76.4% | 75.1% | 77.2% | 79.2% | 79.4% | 80.6% | 80.5% | |
| Operating Margin | 5.2% | -5.5% | 6.2% | 9.5% | 17.9% | 16.2% | 4.2% | 15.6% | 15.0% | 14.3% | 14.3% | 14.9% | |
| Net Margin | 1.2% | -7.9% | 2.6% | 6.3% | 13.6% | 17.7% | 4.8% | 12.0% | 8.1% | 10.6% | 9.9% | 10.1% | |
| Pretax Margin | 3.4% | -7.3% | 5.0% | 8.8% | 17.1% | 20.5% | 7.3% | 15.5% | 14.5% | 13.7% | 13.8% | 14.5% | |
| EBITDA Margin | 10.5% | 0.31% | 11.5% | 14.2% | 22.0% | 20.2% | 8.5% | 19.3% | 18.9% | 18.2% | 18.0% | 18.7% | |
| ROA | 0.92% | -5.5% | 1.8% | 4.6% | 11.2% | 14.5% | 4.4% | 13.9% | 9.2% | 12.0% | 12.8% | 13.5% | |
| ROE | 4.8% | -28.2% | 7.5% | 18.1% | 41.2% | 57.6% | 16.4% | 39.3% | 24.4% | 31.4% | 30.9% | 29.0% | |
| ROIC | 7.2% | -22.1% | 9.7% | 16.6% | 45.0% | 37.3% | 10.2% | 41.0% | 24.7% | 30.0% | 32.5% | 30.9% |
Liquidità e Solvibilità 4
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.3 | 1.4 | 1.5 | 1.6 | 1.8 | 1.7 | 1.6 | 1.9 | 1.8 | 1.6 | 2.1 | |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.2 | 0.4 | 1.3 | 1.1 | 1.0 | 1.3 | |
| Debt / Equity | · | · | · | 0.2 | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | 2.6 | 5.9 | 19.0 | 15.1 | 3.8 | 17.4 | 16.0 | 16.4 | 22.8 | 26.8 |
Efficienza 3
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | 0.9 | 1.2 | 1.1 | 1.1 | 1.3 | 1.3 | |
| Inventory Turnover | 1.8 | 1.8 | 1.7 | 1.5 | 1.6 | 1.7 | 1.7 | 1.9 | 1.8 | 1.8 | 1.8 | 1.7 | |
| Receivables Turnover | 9.9 | 8.8 | 9.8 | 10.3 | 10.6 | 11.2 | 9.5 | 9.0 | 9.5 | 8.9 | 9.3 | 8.4 |
Tassi di Crescita 10
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -8.2% | -1.9% | -10.3% | 9.4% | 13.4% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.8% | -6.9% | -1.3% | 3.6% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.5% | 0.04% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -61.3% | -57.4% | -15.9% | 318.8% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -43.6% | · | -48.2% | 14.5% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -42.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -59.5% | -58.1% | -16.2% | 313.1% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -43.5% | · | -47.8% | 13.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -42.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -7.6% | 4.2% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 6
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.05B | $14.33B | $15.61B | $15.91B | $17.74B | $16.21B | $14.29B | $14.86B | $13.68B | $11.82B | $11.26B | $10.78B | |
| Net Income TTM | $182M | $-1.13B | $409M | $1.01B | $2.41B | $2.88B | $696M | $1.79B | $1.11B | $1.25B | $1.11B | $1.09B | |
| P/E | 157.9 | -25.7 | 98.5 | 70.4 | 38.9 | 40.8 | 101.4 | 38.0 | 48.4 | 28.7 | 30.8 | 30.7 | |
| Earnings Yield | 0.63% | -3.9% | 1.0% | 1.4% | 2.6% | 2.5% | 0.99% | 2.6% | 2.1% | 3.5% | 3.2% | 3.2% | |
| Payout Ratio | 279.1% | -54.5% | 231.5% | 91.6% | 34.9% | 26.2% | 73.5% | 34.1% | 49.3% | 38.9% | 37.9% | 32.1% | |
| Annual Payout | $508M | $618M | $947M | $925M | $840M | $753M | $503M | $609M | $546M | $486M | $423M | $350M |
Conto Economico 15
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.63B | $3.71B | $4.23B | $3.48B | $3.41B | $3.55B | $4.00B | $3.36B | $3.87B | $3.94B | $4.28B | $3.52B | $3.61B | $3.75B | $4.62B | $3.93B | |
| Cost of Revenue | $890M | $876M | $994M | $927M | $955M | $889M | $957M | $928M | $1.09B | $1.11B | $1.15B | $1.07B | $1.16B | $1.16B | $1.22B | $1.02B | |
| Gross Profit | $2.74B | $2.84B | $3.23B | $2.55B | $2.46B | $2.66B | $3.05B | $2.43B | $2.78B | $2.83B | $3.12B | $2.45B | $2.45B | $2.59B | $3.40B | $2.91B | |
| SG&A Expense | $2.48B | $2.28B | $2.63B | $2.30B | $2.31B | $2.26B | $2.58B | $2.30B | $2.44B | $2.28B | $2.54B | $2.35B | $2.42B | $2.28B | $2.63B | $2.24B | |
| Operating Expenses | $2.78B | $2.59B | $2.83B | $2.38B | $2.85B | $2.35B | $3.63B | $2.55B | $3.01B | $2.30B | $2.55B | $2.35B | $2.45B | $2.29B | $2.85B | $2.25B | |
| Operating Income | $-39M | $249M | $401M | $169M | $-390M | $306M | $-580M | $-121M | $-233M | $531M | $574M | $98M | $-5M | $297M | $556M | $661M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $94M | $98M | $95M | · | $58M | $52M | $46M | |
| Pretax Income | $-104M | $179M | $333M | $109M | $-451M | $241M | $-650M | $-180M | $-279M | $486M | $519M | $46M | $-48M | $280M | $532M | $633M | |
| Income Tax | $12M | $90M | $171M | $62M | $95M | $82M | $-60M | $-24M | $7M | $151M | $195M | $10M | $-16M | $125M | $135M | $143M | |
| Net Income | $-116M | $89M | $162M | $47M | $-546M | $159M | $-590M | $-156M | $-286M | $335M | $324M | $36M | $-32M | $155M | $397M | $490M | |
| EPS (Basic) | $-0.33 | $0.25 | $0.45 | $0.13 | $-1.52 | $0.44 | $-1.64 | $-0.43 | $-0.79 | $0.92 | $0.87 | $0.09 | $-0.10 | $0.44 | $1.10 | $1.37 | |
| EPS (Diluted) | $-0.31 | $0.24 | $0.44 | $0.13 | $-1.52 | $0.44 | $-1.64 | $-0.43 | $-0.79 | $0.91 | $0.87 | $0.09 | $-0.08 | $0.43 | $1.09 | $1.35 | |
| Shares (Basic) | -723,700,000 | 362,700,000 | 362,100,000 | 361,200,000 | -719,800,000 | 360,300,000 | 360,000,000 | 359,600,000 | -717,200,000 | 359,100,000 | 358,700,000 | 358,400,000 | -715,600,000 | 357,900,000 | 357,700,000 | 357,900,000 | |
| Shares (Diluted) | -728,700,000 | 365,400,000 | 364,800,000 | 363,300,000 | -720,900,000 | 361,400,000 | 360,000,000 | 359,600,000 | -720,500,000 | 360,800,000 | 360,000,000 | 360,500,000 | -722,100,000 | 361,200,000 | 360,400,000 | 361,400,000 | |
| EBITDA | · | $450M | $598M | $369M | · | $306M | $-580M | $87M | · | $531M | $574M | $301M | · | $297M | $556M | $839M |
Stato Patrimoniale 22
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $1.52B | $1.75B | $1.66B | $1.88B | $1.53B | $1.79B | $1.61B | $1.98B | $1.73B | $1.85B | $1.75B | $1.91B | · | $1.90B | $1.93B | $2.16B | |
| Inventory | $2.00B | $1.92B | $1.90B | $2.06B | $2.07B | $1.96B | $2.00B | $2.25B | $2.17B | $2.31B | $2.60B | $2.86B | · | $3.10B | $3.07B | $3.02B | |
| Prepaid Expense | $597M | $707M | $524M | $549M | $544M | $635M | $697M | $633M | $625M | $672M | $621M | $723M | · | $715M | $641M | $754M | |
| Current Assets | $7.61B | $7.50B | $7.16B | $6.71B | $7.07B | $7.02B | $6.90B | $7.21B | $7.92B | $8.53B | $8.91B | $8.59B | · | $11.25B | $9.37B | $8.87B | |
| PP&E (Net) | $2.81B | $2.85B | $2.97B | $3.06B | $3.17B | $3.06B | $3.05B | $3.23B | $3.14B | $3.13B | $3.22B | $3.10B | · | $3.03B | $2.91B | $2.65B | |
| PP&E (Gross) | $7.66B | $7.67B | $7.77B | $7.74B | $7.72B | $7.42B | $7.33B | $7.49B | $7.17B | $7.09B | $7.25B | $6.93B | · | $6.71B | $6.58B | $6.16B | |
| Accum. Depreciation | $4.86B | $4.83B | $4.80B | $4.68B | $4.55B | $4.37B | $4.28B | $4.26B | $4.03B | $3.96B | $4.03B | $3.83B | · | $3.69B | $3.67B | $3.50B | |
| Goodwill | $2.11B | $2.12B | $2.14B | $2.12B | $2.13B | $2.08B | $2.07B | $2.16B | $2.14B | $2.45B | $2.50B | $2.46B | $2.49B | $2.47B | $2.47B | $2.42B | |
| Intangibles | $3.58B | $3.63B | $3.70B | $3.71B | $3.76B | $4.13B | $4.16B | $5.21B | $5.18B | $5.44B | $5.55B | $5.51B | · | $3.04B | $3.10B | $3.19B | |
| Other Non-current Assets | $1.92B | $1.79B | $1.82B | $1.84B | $1.80B | $1.73B | $1.69B | $1.53B | $1.46B | $1.31B | $1.28B | $1.21B | · | $1.09B | $1.04B | $1.01B | |
| Total Assets | $19.76B | $19.66B | $19.63B | $19.33B | $19.89B | $19.89B | $19.76B | $21.32B | $21.68B | $22.70B | $23.28B | $22.65B | · | $22.71B | $20.73B | $19.99B | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $2.25B | · | · | |
| Current Liabilities | $6.23B | $5.91B | $5.27B | $5.08B | $5.43B | $4.96B | $5.03B | $5.49B | $5.70B | $5.42B | $6.57B | $5.91B | · | $7.70B | $5.66B | $5.27B | |
| Capital Leases | $1.54B | $1.59B | $1.66B | $1.68B | $1.74B | $1.68B | $1.71B | $1.80B | $1.70B | $1.71B | $1.70B | $1.69B | · | $1.73B | $1.76B | $1.78B | |
| Other Non-current Liabilities | $1.38B | $1.36B | $1.36B | $1.35B | $1.53B | $1.60B | $1.58B | $1.63B | $1.69B | $1.73B | $1.81B | $1.79B | · | $1.46B | $1.49B | $1.50B | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $2.25B | · | · | |
| Common Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | $6M | $6M | $6M | |
| Retained Earnings | $11.34B | $11.59B | $11.62B | $11.59B | $11.67B | $12.34B | $12.31B | $13.03B | $13.43B | $13.95B | $13.86B | $13.78B | · | $14.26B | $14.34B | $14.19B | |
| Treasury Stock | $13.77B | $13.77B | $13.76B | $13.71B | $13.70B | $13.70B | $13.70B | $13.67B | $13.66B | $13.66B | $13.66B | $13.63B | · | $13.62B | $13.62B | $13.47B | |
| AOCI | $-1.15B | $-1.16B | $-1.08B | $-1.14B | $-1.13B | $-1.27B | $-1.34B | $-1.06B | $-1.14B | $-1.01B | $-856M | $-1.06B | $-934M | $-875M | $-829M | $-1.08B | |
| Stockholders' Equity | $3.81B | $3.99B | $4.03B | $3.89B | $3.87B | $4.34B | $4.17B | $5.08B | $5.31B | $5.74B | $5.71B | $5.34B | $5.58B | $5.88B | $5.90B | $5.52B | |
| Liabilities + Equity | $19.76B | $19.66B | $19.63B | $19.33B | $19.89B | $19.89B | $19.76B | $21.32B | $21.68B | $22.70B | $23.28B | $22.65B | · | $22.71B | $20.73B | $19.99B |
Flusso di cassa 17
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $198M | $201M | $197M | $200M | $210M | $204M | $207M | $208M | $211M | $206M | $205M | $203M | $196M | $189M | $181M | $178M | |
| Stock-based Comp | $56M | $72M | $94M | $88M | $49M | $75M | $106M | $74M | $49M | $87M | $109M | $80M | $33M | $69M | $112M | $53M | |
| Deferred Tax | $-142M | $-33M | $45M | $-34M | $-62M | $-42M | $-213M | $-79M | $-100M | $-82M | $-26M | $-57M | $-116M | $-39M | $22M | $-53M | |
| Amort. of Intangibles | $26M | $26M | $27M | $26M | $26M | $34M | $35M | $36M | $35M | $36M | $37M | $36M | $36M | $36M | $37M | $36M | |
| Restructuring | · | · | · | · | · | $97M | $181M | $106M | · | $18M | $8M | $2M | · | $18M | $9M | $6M | |
| Other Non-cash | · | · | · | $-641M | · | · | · | $-717M | · | · | · | $-670M | · | · | · | $-1.32B | |
| Operating Cash Flow | $576M | $412M | $1.12B | $-340M | $601M | $284M | $1.06B | $-670M | $889M | $534M | $1.34B | $-408M | $714M | $266M | $1.40B | $-650M | |
| CapEx | $151M | $102M | $108M | $96M | $207M | $122M | $132M | $141M | $217M | $175M | $232M | $295M | $351M | $233M | $267M | $152M | |
| Investing Cash Flow | $-185M | $-96M | $-92M | $-116M | $-215M | $-114M | $-134M | $-160M | $-225M | $-178M | $-262M | $-295M | $-2.69B | $-242M | $-271M | $-14M | |
| Net Debt Issued | · | · | · | $-1M | · | · | · | $-1M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $0 | $3M | $58M | $9M | $0 | $0 | $25M | $10M | $1M | $1M | $30M | $3M | $13M | $1M | $147M | $110M | |
| Net Stock Activity | · | · | · | $-9M | · | · | · | $-10M | · | · | · | $-3M | · | · | · | $-110M | |
| Dividends Paid | $127M | $126M | $128M | $127M | $126M | $126M | $126M | $240M | $237M | $236M | $238M | $236M | $238M | $236M | $236M | $215M | |
| Financing Cash Flow | $-30M | $-263M | $-180M | $-239M | $-128M | $-138M | $-652M | $-226M | $-976M | $-570M | $-270M | $-219M | $500M | $1.77B | $-381M | $-304M | |
| Net Change in Cash | $372M | $44M | $863M | $-702M | $290M | $45M | $236M | $-1.04B | $-306M | $-238M | $849M | $-939M | $-1.50B | $1.81B | $787M | $-1.02B | |
| Free Cash Flow | · | · | · | $-436M | · | · | · | $-811M | · | · | · | $-703M | · | · | · | $-802M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-777M | · | · | · | $-838M |
Redditività 8
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 76.4% | 76.5% | 73.4% | · | 75.0% | 76.1% | 72.4% | · | 71.9% | 73.0% | 69.6% | · | 69.1% | 73.6% | 74.0% | |
| Operating Margin | · | 6.7% | 9.5% | 4.9% | · | 8.6% | -14.5% | -3.6% | · | 13.5% | 13.4% | 2.8% | · | 7.9% | 12.0% | 16.8% | |
| Net Margin | · | 2.4% | 3.8% | 1.4% | · | 4.5% | -14.7% | -4.6% | · | 8.5% | 7.6% | 1.0% | · | 4.1% | 8.6% | 12.5% | |
| Pretax Margin | · | 4.8% | 7.9% | 3.1% | · | 6.8% | -16.2% | -5.4% | · | 12.3% | 12.1% | 1.3% | · | 7.5% | 11.5% | 16.1% | |
| EBITDA Margin | · | 12.1% | 14.1% | 10.6% | · | 8.6% | -14.5% | 2.6% | · | 13.5% | 13.4% | 8.6% | · | 7.9% | 12.0% | 21.3% | |
| ROA | · | 0.45% | 0.82% | 0.23% | · | 0.75% | -2.7% | -0.71% | · | 1.5% | 1.5% | 0.17% | · | 0.70% | 1.8% | 2.4% | |
| ROE | · | 2.1% | 4.0% | 1.1% | · | 3.1% | -11.9% | -3.0% | · | 5.8% | 5.6% | 0.66% | · | 2.6% | 6.6% | 8.5% | |
| ROIC | · | 3.1% | 4.8% | 1.9% | · | 4.7% | -12.6% | -2.1% | · | 6.4% | 6.3% | 1.4% | · | 2.0% | 7.0% | 9.3% |
Liquidità e Solvibilità 4
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.3 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.6 | 1.4 | 1.5 | · | 1.5 | 1.7 | 1.7 | |
| Quick Ratio | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.4 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.4 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 5.6 | 5.9 | 1.0 | · | 5.1 | 10.7 | 14.4 |
Efficienza 3
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | |
| Inventory Turnover | · | 0.5 | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | |
| Receivables Turnover | · | 2.1 | 2.6 | 1.8 | · | 1.9 | 2.4 | 1.7 | · | 2.1 | 2.3 | 1.7 | · | 1.8 | 2.3 | 1.8 |
Valutazione (TTM) 5
| Metrica | Tendenza | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $14.97B | $15.26B | $14.40B | · | $14.86B | $15.58B | $15.10B | · | $15.49B | $16.17B | $15.82B | · | $16.55B | $18.33B | $18.11B | |
| Net Income TTM | · | $457M | $-222M | $-540M | · | $-252M | $-87M | $539M | · | $850M | $912M | $1.08B | · | $1.61B | $2.55B | $2.85B | |
| P/E | · | 57.4 | -166.2 | -58.7 | · | -91.7 | -258.6 | 69.2 | · | 67.0 | 59.0 | 48.8 | · | 56.0 | 35.8 | 27.9 | |
| Earnings Yield | · | 1.7% | -0.60% | -1.7% | · | -1.1% | -0.39% | 1.4% | · | 1.5% | 1.7% | 2.1% | · | 1.8% | 2.8% | 3.6% | |
| Payout Ratio | · | · | · | 270.2% | · | · | · | -153.8% | · | · | · | 655.6% | · | · | · | 43.9% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| Ricavi | $15.05B | $14.33B | $15.61B | $15.91B | $17.74B |
| Margine Lordo % | 75.5% | 74.0% | 71.7% | 71.3% | 75.7% |
| Margine Operativo % | 5.2% | -5.5% | 6.2% | 9.5% | 17.9% |
| Utile netto | $182M | $-1.13B | $409M | $1.01B | $2.41B |
| EPS Diluito | $0.50 | $-3.15 | $1.08 | $2.79 | $6.55 |
Stato Patrimoniale
| 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | — | — | — | 0.2 | — |
| Rapporto corrente | 1.2 | 1.3 | 1.4 | 1.5 | 1.6 |
| Quick Ratio | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 |
Flusso di cassa
| 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $1.32B | $670M | $1.44B | $728M | $2.00B |
Ultime notizie Notizie recenti che menzionano questa società
- La Gen Z indiana traina il boom del mercato beauty
- Ulta Beauty vs. The Estée Lauder Companies: Quale titolo consumer è un acquisto migliore nel 2026?
- Estée Lauder segnala vendite più alte nel terzo trimestre e rivede al rialzo le previsioni
- The Estée Lauder Companies Inc. (EL) e Puig si fondono per creare il più grande attore della bellezza premium
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Proprietari istituzionali (13F) 968 filer · $11.2B totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 109 (-47 vs trimestre precedente) | 99 (-50 vs trimestre precedente) | 341 (+28 vs trimestre precedente) | 285 (-9 vs trimestre precedente) | -1.4M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1.275.459.514 | 16.155.282 | 11,41% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $977.594.822 | 12.382.455 | 8,74% | Azioni |
| STATE STREET CORP | $911.262.690 | 11.542.276 | 8,15% | Azioni |
| EAGLE CAPITAL MANAGEMENT LLC | $711.353.742 | 9.010.180 | 6,36% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $460.252.075 | 5.855.921 | 4,12% | Azioni |
| Independent Franchise Partners LLP | $390.150.136 | 4.941.737 | 3,49% | Azioni |
| FMR LLC | $328.324.012 | 4.158.632 | 2,94% | Azioni |
| Capital World Investors | $253.997.861 | 3.217.199 | 2,27% | Azioni |
| VAN ECK ASSOCIATES CORP | $252.984.380 | 3.204.362 | 2,26% | Azioni |
| NORGES BANK | $231.141.204 | 2.927.691 | 2,07% | Azioni |
| VANGUARD GROUP INC | $140.725.982 | 1.343.831 | 1,26% | Azioni |
| Bank of New York Mellon Corp | $127.059.130 | 1.609.362 | 1,14% | Azioni |
| Robeco Institutional Asset Management B.V. | $113.681.368 | 1.439.916 | 1,02% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $110.126.881 | 1.394.894 | 0,99% | Azioni |
| Alecta Tjanstepension Omsesidigt | $104.648.225 | 1.325.500 | 0,94% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $100.912.171 | 1.278.179 | 0,90% | Azioni |
| Ensign Peak Advisors, Inc | $96.567.535 | 1.223.148 | 0,86% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $87.327.942 | 1.216.775 | 0,78% | Azioni |
| CITADEL ADVISORS LLC | $86.252.875 | 1.092.500 | 0,77% | Opzione Call |
| Candlestick Capital Management LP | $85.040.118 | 965.049 | 0,76% | Azioni |
| JANE STREET GROUP, LLC | $83.197.510 | 1.053.800 | 0,74% | Opzione Call |
| CITADEL ADVISORS LLC | $80.900.065 | 1.024.700 | 0,72% | Opzione Put |
| JANE STREET GROUP, LLC | $77.631.535 | 983.300 | 0,69% | Opzione Put |
| Pictet Asset Management Holding SA | $77.502.689 | 981.668 | 0,69% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $73.473.226 | 930.628 | 0,66% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $70.411.402 | 891.848 | 0,63% | Azioni |
| Qube Research & Technologies Ltd | $68.258.828 | 864.583 | 0,61% | Azioni |
| Man Group plc | $63.160.000 | 800.000 | 0,56% | Opzione Call |
| GOLDMAN SACHS GROUP INC | $59.227.702 | 750.193 | 0,53% | Azioni |
| Point72 Asset Management, L.P. | $57.311.700 | 725.924 | 0,51% | Azioni |
| RHUMBLINE ADVISERS | $56.865.278 | 720.271 | 0,51% | Azioni |
| Swiss National Bank | $55.043.940 | 697.200 | 0,49% | Azioni |
| Mitsubishi UFJ Asset Management Co., Ltd. | $50.847.037 | 644.041 | 0,45% | Azioni |
| EMINENCE CAPITAL, LP | $50.120.580 | 698.350 | 0,45% | Azioni |
| Alberta Investment Management Corp | $49.738.500 | 630.000 | 0,44% | Azioni |
| BlackRock, Inc. | $48.975.290 | 620.333 | 0,44% | Azioni |
| Caisse de depot et placement du Quebec | $48.658.385 | 616.319 | 0,44% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $48.224.792 | 610.827 | 0,43% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $47.290.103 | 598.988 | 0,42% | Azioni |
| Brandywine Global Investment Management, LLC | $46.011.664 | 439.378 | 0,41% | Azioni |
| Legal & General Group Plc | $43.890.672 | 555.930 | 0,39% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $43.528.925 | 551.348 | 0,39% | Azioni |
| BANK OF AMERICA CORP /DE/ | $43.418.710 | 549.952 | 0,39% | Azioni |
| FRANKLIN RESOURCES INC | $42.886.114 | 543.206 | 0,38% | Azioni |
| SCOPUS ASSET MANAGEMENT, L.P. | $42.798.795 | 542.100 | 0,38% | Azioni |
| HighTower Advisors, LLC | $42.323.557 | 536.081 | 0,38% | Azioni |
| Vanguard Global Advisers, LLC | $42.213.618 | 534.688 | 0,38% | Azioni |
| Douglas Lane & Associates, LLC | $41.565.081 | 526.473 | 0,37% | Azioni |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $41.183.320 | 521.638 | 0,37% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $41.157.346 | 521.309 | 0,37% | Azioni |
| CONTINENTAL GRAIN CO | $41.077.685 | 520.300 | 0,37% | Azioni |
| Interval Partners, LP | $40.933.759 | 518.477 | 0,37% | Azioni |
| Burgundy Asset Management Ltd. | $40.383.307 | 440.241 | 0,36% | Azioni |
| W1M Investment Management Ltd | $38.011.474 | 431.238 | 0,34% | Azioni |
| NATIXIS | $36.652.932 | 464.255 | 0,33% | Azioni |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $36.598.930 | 463.571 | 0,33% | Azioni |
| Verition Fund Management LLC | $36.333.816 | 460.213 | 0,33% | Azioni |
| JANE STREET GROUP, LLC | $36.220.286 | 458.775 | 0,32% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $36.158.547 | 457.993 | 0,32% | Azioni |
| Gotham Asset Management, LLC | $35.975.225 | 455.671 | 0,32% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $35.472.235 | 449.300 | 0,32% | Azioni |
| Korea Investment CORP | $33.619.279 | 425.830 | 0,30% | Azioni |
| Assenagon Asset Management S.A. | $32.572.401 | 412.570 | 0,29% | Azioni |
| Hardman Johnston Global Advisors LLC | $32.337.288 | 409.592 | 0,29% | Azioni |
| Walleye Trading LLC | $32.251.075 | 408.500 | 0,29% | Opzione Put |
| BARCLAYS PLC | $31.467.655 | 398.577 | 0,28% | Azioni |
| Eurizon Capital SGR S.p.A. | $31.436.717 | 398.141 | 0,28% | Azioni |
| AVIVA PLC | $31.314.333 | 396.635 | 0,28% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $30.752.604 | 389.520 | 0,28% | Azioni |
| Danica Pension, Livsforsikringsaktieselskab | $30.545.360 | 386.895 | 0,27% | Azioni |
| CITADEL ADVISORS LLC | $28.711.273 | 363.664 | 0,26% | Azioni |
| Varenne Capital Partners | $28.060.729 | 355.673 | 0,25% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $27.760.277 | 386.795 | 0,25% | Azioni |
| WOLVERINE TRADING, LLC | $27.371.823 | 307.100 | 0,24% | Opzione Call |
| Walleye Trading LLC | $26.029.815 | 329.700 | 0,23% | Opzione Call |
| NFJ INVESTMENT GROUP, LLC | $25.982.050 | 329.095 | 0,23% | Azioni |
| Candriam S.C.A. | $24.959.611 | 316.449 | 0,22% | Azioni |
| HSBC HOLDINGS PLC | $24.492.501 | 310.228 | 0,22% | Azioni |
| TUDOR INVESTMENT CORP ET AL | $24.040.591 | 304.504 | 0,22% | Azioni |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $23.599.191 | 36.830 | 0,21% | Azioni |
| California Public Employees Retirement System | $23.505.705 | 297.729 | 0,21% | Azioni |
| ASR Vermogensbeheer N.V. | $22.587.200 | 286.095 | 0,20% | Azioni |
| Quantinno Capital Management LP | $22.299.428 | 282.450 | 0,20% | Azioni |
| AMERIPRISE FINANCIAL INC | $21.360.556 | 270.558 | 0,19% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $21.091.493 | 267.150 | 0,19% | Azioni |
| D. E. Shaw & Co., Inc. | $20.929.645 | 265.100 | 0,19% | Opzione Put |
| Swedbank AB | $20.033.246 | 253.746 | 0,18% | Azioni |
| WOLVERINE TRADING, LLC | $19.670.991 | 220.700 | 0,18% | Opzione Put |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $19.621.814 | 247.220 | 0,18% | Azioni |
| PRUDENTIAL FINANCIAL INC | $19.183.508 | 242.983 | 0,17% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $18.855.591 | 234.115 | 0,17% | Azioni |
| D. E. Shaw & Co., Inc. | $18.702.229 | 236.887 | 0,17% | Azioni |
| MACKENZIE FINANCIAL CORP | $17.624.798 | 223.240 | 0,16% | Azioni |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $17.226.417 | 218.194 | 0,15% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $16.743.637 | 212.079 | 0,15% | Azioni |
| SummitTX Capital, L.P. | $16.173.776 | 204.861 | 0,14% | Azioni |
| CAISSE DES DEPOTS ET CONSIGNATIONS | $15.991.322 | 202.550 | 0,14% | Azioni |
| KLP KAPITALFORVALTNING AS | $15.857.108 | 200.850 | 0,14% | Azioni |
| STRS OHIO | $15.766.157 | 199.698 | 0,14% | Azioni |
| Andra AP-fonden | $15.626.482 | 217.730 | 0,14% | Azioni |
Insider aziendali 62 insider · 31 dirigenti · 26 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Stephane De La Faverie | President and CEO | 24 Febbraio 2025 A | 11.125 | 0 | 0 | $0 |
| Fabrizio Freda | President and CEO | 01 Novembre 2024 M | 295.838 | 0 | 0 | $0 |
| LANGHAMMER FRED | President & CEO | 06 Maggio 2004 S | 50 | 0 | 0 | $0 |
| Akhil Shrivastava | EVP & CFO | 05 Febbraio 2025 P | 2.381 | 0 | 0 | $0 |
| Tracey Thomas Travis | EVP & CFO | 27 Agosto 2024 A | 47.248 | 0 | 0 | $0 |
| Richard W Kunes | Exec. V.P. - CFO | 07 Maggio 2012 M | 56 | 0 | 0 | $0 |
| Hudis Jane Hertzmark | Executive Group President | 01 Novembre 2024 M | 22.478 | 0 | 0 | $0 |
| Peter Jueptner | Group President | 01 Novembre 2024 M | 7.354 | 0 | 0 | $0 |
| John Demsey | Group President | 09 Febbraio 2022 M | 6.607 | 0 | 0 | $0 |
| Cedric Prouve | Group President, International | 01 Novembre 2021 M | 181.288 | 0 | 0 | $0 |
| Chavanne Patrick Bousquet | Group President | 13 Giugno 2008 M | 1.322 | 0 | 0 | $0 |
| Philip Shearer | Group President | 31 Ottobre 2007 M | 4.961 | 0 | 0 | $0 |
| Edward M Straw | President, Global Operations | 27 Maggio 2004 M | 0 | 0 | 0 | $0 |
| BRESTLE DANIEL J | Chief Operating Officer | 31 Ottobre 2008 M | 35.143 | 0 | 0 | $0 |
| Meridith Webster | EVP Global Comm/Public Affairs | 01 Novembre 2024 M | 3.195 | 0 | 0 | $0 |
| Roberto Canevari | Executive Vice President | 01 Novembre 2024 M | 6.827 | 0 | 0 | $0 |
| Michael O'Hare | EVP-Global Human Resources | 01 Novembre 2024 M | 7.896 | 0 | 0 | $0 |
| Haney Carl P. | EVP Research Prod & Innovation | 01 Novembre 2024 M | 11.847 | 0 | 0 | $0 |
| Rashida La Lande | Executive VP & General Counsel | 27 Agosto 2024 A | — | 0 | 0 | $0 |
| Deirdre Stanley | EVP & General Counsel | 07 Febbraio 2024 S | 13.025 | 0 | 0 | $0 |
| Sara E Moss | Vice Chairman | 31 Maggio 2023 G | 13.307 | 0 | 0 | $0 |
| LAUDER RONALD S | Chairman, Clinique Labs, LLC | 10 Febbraio 2022 C | 0 | 0 | 0 | $0 |
| Gregory Polcer | EVP - Global Supply Chain | 09 Novembre 2020 M | 79.314 | 0 | 0 | $0 |
| Alexandra C. Trower | EVP - Global Communications | 04 Novembre 2020 S | 5.325 | 0 | 0 | $0 |
| LAUDER LEONARD A | Chairman Emeritus | 06 Settembre 2019 G | 15.000 | 0 | 0 | $0 |
| Amy Digeso | EVP - Global Human Resources | 04 Settembre 2013 A | 39.431 | 0 | 0 | $0 |
| Harvey Gedeon | EVP for Global Research & Dev. | 31 Ottobre 2011 M | 22.841 | 0 | 0 | $0 |
| Malcolm Bond | EVP - Global Operations | 11 Settembre 2008 A | 5.746 | 0 | 0 | $0 |
| Roger Caracappa | EVP-Pkg and Quality Assurance | 31 Ottobre 2007 M | 1.071 | 0 | 0 | $0 |
| Sally Susman | Exec.VP, Global Communications | 31 Ottobre 2007 M | 2.480 | 0 | 0 | $0 |
| CAVANAUGH ANDREW J | Sr. VP- Global Human Resources | 01 Febbraio 2005 M | 444 | 0 | 0 | $0 |
| Eric Zinterhofer | Direttore | 21 Luglio 2026 A | — | 0 | 0 | $0 |
| Paul J Fribourg | Direttore | 21 Luglio 2026 A | 520.300 | 0 | 0 | $0 |
| Barry S Sternlicht | Direttore | 21 Luglio 2026 A | 34.812 | 0 | 1 | $-364.749 |
| Arturo Nunez | Direttore | 15 Giugno 2026 A | — | 0 | 0 | $0 |
| Dana Strong | Direttore | 15 Giugno 2026 A | — | 0 | 0 | $0 |
| Jennifer Hyman | Direttore | 15 Giugno 2026 A | 2.350 | 0 | 0 | $0 |
| Jennifer Tejada | Direttore | 15 Giugno 2026 A | 2.000 | 0 | 0 | $0 |
| Annabelle Yu Long | Direttore | 15 Giugno 2026 A | — | 0 | 0 | $0 |
| Richard F Zannino | Direttore | 15 Giugno 2026 A | 12.159 | 0 | 0 | $0 |
| Charlene Barshefsky | Direttore | 15 Giugno 2026 A | 50.049 | 0 | 1 | $-339.054 |
| LAUDER JANE | Direttore | 15 Giugno 2026 A | 58.763 | 0 | 2 | $-3.068.862 |
| LAUDER GARY M | Direttore | 15 Giugno 2026 A | 21.202 | 0 | 0 | $0 |
| Lauder William P | Direttore | 15 Giugno 2026 A | 13.300 | 0 | 0 | $0 |
| Lynn Forester | Direttore | 16 Settembre 2025 A | 15.479 | 0 | 1 | $-339.288 |
| Angela Wei Dong | Direttore | 17 Marzo 2025 A | — | 0 | 0 | $0 |
| Richard D Parsons | Direttore | 08 Novembre 2024 A | 3.042 | 0 | 0 | $0 |
| Wei Sun Christianson | Direttore | 15 Settembre 2023 A | 14.215 | 0 | 0 | $0 |
| Rose Marie Bravo | Direttore | 15 Settembre 2022 A | 0 | 0 | 0 | $0 |
| Irvine O Hockaday JR | Direttore | 15 Settembre 2021 A | 0 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 30 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Aerin Lauder ×6 depositi | 28 Maggio 2026 | 7,20% | Modifica | — | SEC |
| The Leonard A. Lauder 2013 Revocable Trust ×7 depositi | 14 Novembre 2025 | 0,00% | Modifica | — | SEC |
| Roaring Fork Trust Company, Inc., The LAL 2015 ELF Trust, Evelyn H. Lauder 2012 Marital Trust Two | 06 Novembre 2025 | 0,00% | Deposito iniziale | Struttura del capitale | SEC |
| Jane A. Lauder 2003 Revocable Trust u/a/d November 6, 2003 Jane A. Lauder as Grantor ×3 depositi | 09 Dicembre 2024 | — | Deposito iniziale | — | SEC |
| Jane A. Lauder ×4 depositi | 09 Dicembre 2024 | — | Deposito iniziale | — | SEC |
| Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer as Grantor ×11 depositi | 30 Agosto 2021 | — | Deposito iniziale | Investimento passivo | SEC |
| 1992 GRAT Remainder Trust f/b/o Gary M. Lauder, Carol S. Boulanger ×4 depositi | 14 Febbraio 2018 | — | Deposito iniziale | — | SEC |
| 1992 GRAT Remainder Trust f/b/o William P. Lauder, Carol S. Boulanger ×5 depositi | 14 Febbraio 2018 | — | Deposito iniziale | — | SEC |
| The Aerin Lauder Zinterhofer 2008 Grantor Retained Annuity Trust, Aerin Lauder ×4 depositi | 23 Aprile 2015 | — | Deposito iniziale | Investimento passivo | SEC |
| Evelyn H. Lauder 2012 Marital Trust One, Evelyn H. Lauder 2012 Marital Trust Two, George W. Schiele ×2 depositi | 18 Novembre 2013 | — | Deposito iniziale | — | SEC |
| Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement | 03 Giugno 2010 | — | Deposito iniziale | Investimento passivo | SEC |
| LAL 2008 Marital Trust, George W. Schiele ×2 depositi | 24 Settembre 2009 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata | 08 Gennaio 2009 | — | Deposito iniziale | Investimento passivo | SEC |
| Persona segnalante non divulgata | 06 Marzo 2008 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata | 06 Marzo 2008 | — | Deposito iniziale | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Proprietà ETF Posseduti da 194 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 2,85% | 82.906 SH | 19 Agosto 2026 | Giornaliero |
| EWQ · iShares, Inc. | 2,59% | 45.792 SH | 19 Agosto 2026 | Giornaliero |
| PSL · Invesco Exchange-Traded Fund Trust | 2,58% | 25.648 SH | 19 Agosto 2026 | Giornaliero |
| UPGD · Invesco Exchange-Traded Fund Trust | 2,03% | 29.006 SH | 19 Agosto 2026 | Giornaliero |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0,89% | 99.095 SH | 19 Agosto 2026 | Giornaliero |
| VDC · VANGUARD WORLD FUND | 0,81% | 943.392 SH | 19 Agosto 2026 | Giornaliero |
| UGE · ProShares Trust | 0,80% | 1.053 NS | 31 Maggio 2026 | N-PORT |
| GXPS · Global X Funds | 0,73% | 4.929 NS | 31 Maggio 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 0,73% | 131.635 NS | 30 Aprile 2026 | N-PORT |
| EZU · iShares, Inc. | 0,72% | 376.328 SH | 19 Agosto 2026 | Giornaliero |
| FSTA · FIDELITY COVINGTON TRUST | 0,69% | 128.742 NS | 30 Aprile 2026 | N-PORT |
| IXJ · iShares Trust | 0,68% | 153.117 SH | 19 Agosto 2026 | Giornaliero |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,59% | 41.561 NS | 31 Maggio 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0,56% | 160.000 | 19 Agosto 2026 | Giornaliero |
| KXI · iShares Trust | 0,55% | 70.429 SH | 19 Agosto 2026 | Giornaliero |
| EFG · iShares Trust | 0,51% | 463.169 SH | 19 Agosto 2026 | Giornaliero |
| DMXF · iShares Trust | 0,51% | 25.977 SH | 19 Agosto 2026 | Giornaliero |
| IEV · iShares Trust | 0,38% | 34.062 SH | 19 Agosto 2026 | Giornaliero |
| HIBL · Direxion Shares ETF Trust | 0,38% | 3.906 NS | 30 Aprile 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,35% | 6.309 NS | 30 Aprile 2026 | N-PORT |
| IEUR · iShares Trust | 0,35% | 172.343 SH | 19 Agosto 2026 | Giornaliero |
| IYC · iShares Trust | 0,35% | 49.213 SH | 19 Agosto 2026 | Giornaliero |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,34% | 56.256 NS | 30 Aprile 2026 | N-PORT |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,34% | 701.456 SH | 19 Agosto 2026 | Giornaliero |
| PABD · iShares Trust | 0,29% | 5.211 SH | 19 Agosto 2026 | Giornaliero |
| IMCG · iShares Trust | 0,28% | 135.673 SH | 19 Agosto 2026 | Giornaliero |
| GINX · RBB Fund, Inc. | 0,27% | 2.856 NS | 31 Maggio 2026 | N-PORT |
| EFA · iShares Trust | 0,25% | 1.066.543 SH | 19 Agosto 2026 | Giornaliero |
| ESGD · iShares Trust | 0,25% | 162.638 SH | 19 Agosto 2026 | Giornaliero |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,23% | 10.675 NS | 31 Maggio 2026 | N-PORT |
| IEFA · iShares Trust | 0,22% | 2.218.250 SH | 19 Agosto 2026 | Giornaliero |
| VOT · VANGUARD INDEX FUNDS | 0,21% | 947.265 SH | 19 Agosto 2026 | Giornaliero |
| GSEW · Goldman Sachs ETF Trust | 0,20% | 40.288 NS | 31 Maggio 2026 | N-PORT |
| SIZE · iShares Trust | 0,20% | 10.428 SH | 19 Agosto 2026 | Giornaliero |
| SPXD · DBX ETF Trust | 0,20% | 149 NS | 31 Maggio 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,20% | 45.126 SH | 19 Agosto 2026 | Giornaliero |
| IDEV · iShares Trust | 0,19% | 324.638 SH | 19 Agosto 2026 | Giornaliero |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,19% | 274.948 NS | 31 Maggio 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,19% | 5.358.916 SH | 19 Agosto 2026 | Giornaliero |
| GSLC · Goldman Sachs ETF Trust | 0,19% | 330.023 NS | 31 Maggio 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 2.182.946 SH | 19 Agosto 2026 | Giornaliero |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,17% | 5.065.000 | 19 Agosto 2026 | Giornaliero |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,17% | 10.651 NS | 30 Aprile 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0,17% | 794.250 SH | 19 Agosto 2026 | Giornaliero |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,17% | 2.853.139 SH | 19 Agosto 2026 | Giornaliero |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,17% | 208.000 | 19 Agosto 2026 | Giornaliero |
| FDMO · FIDELITY COVINGTON TRUST | 0,16% | 18.069 NS | 30 Aprile 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,16% | 5.707.000 | 19 Agosto 2026 | Giornaliero |
| IWS · iShares Trust | 0,16% | 304.860 SH | 19 Agosto 2026 | Giornaliero |
| VSGX · VANGUARD WORLD FUND | 0,16% | 87.095 SH | 19 Agosto 2026 | Giornaliero |