August 19, 2026 11:40 AM GMT Estee Lauder Companies Inc | North America Quick Comment: F4Q Upside on Solid OSG/GM Upside; Raised FY27 Margin Guidance AlphaSignals Earnings Reaction Impact to our thesis Financial results versus consensus Direction of next 12-month Unchanged Meaningful upside Meaningful revision higher consensus EPS Source: Company data, Morgan Stanley Research Positive Stock Reaction: EL beat Q4 EPS significantly in a light seasonal quarter with a $0.39 EPS result, well above the $0.32 conse ...