Analysts polled by FactSet expected $0.83.

Net sales for the quarter ended Dec. 31 were $4.23 billion, compared with $4.00 billion a year earlier.

Analysts surveyed by FactSet expected $4.23 billion.

For fiscal 2026, the company said it now expects adjusted EPS of between $2.05 to $2.25 compared with its earlier guidance of $1.90 to $2.10. Analysts polled by FactSet expect $2.19.

The company reaffirmed its net sales growth guidance of between 3% to 5%. Analysts polled by FactSet expect $14.98 billion.

Estee Lauder said it also continues to expect tariffs to negatively impact profitability by about $100 million.

Shares of the company were down 9.5% in recent Thursday premarket activity.

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