Estée Lauder Companies (The)
Sector unknown·EL · USA (SEC 10-K)·Fiscal year to 30/06/2026
Certain of our manufacturing facilities are utilized primarily for the production of products relating to particular product categories: four for skin care and makeup; three for skin care; two for makeup; two for skin care and fragrance; and one for hair care. As demand changes, certain of our manufacturing facilities can produce products from categories other than their primary category.
Exposure profile
Derived from what the company itself writes. Empty directions mean the report doesn't mention themes of that type.
In their own words
Grouped by theme, from the management review in the annual report. A · The company itself is a verbatim quote, B · From the report is without a verified quote.
Cybersecurity (products and services)
Technology
DriverNegative impact: weakens
“Risk Management and Strategy Our enterprise risk management framework considers cybersecurity risk in conjunction with our other Company risks as part of the overall risk assessment process. Our enterprise risk management team collaborates with the cybersecurity function, led by the Chief Information Security Officer (“CISO”), to gather their insights and risk mitigation strategies for managing cybersecurity threats. This integrated approach helps us assess, identify, and manage cybersecurity risks along with our other operational, financial and strategic risks, assisting in more effectively managing interdependencies among risks and enhancing risk mitigation strategies.”
Annual report 2026A · The company itself
DriverNegative impact: weakens
“Table of Contents We have experienced cybersecurity incidents of varying degrees on our information technology; however, we have not identified any risks from cybersecurity threats, including as a result of any previous cybersecurity incidents, that have materially affected or are reasonably likely to materially affect our business strategy, results of operation or financial condition. However, we cannot eliminate all risks and the compromise or interruption of, or damage to, our information technology (including our operational technology and websites) by cybersecurity incidents could have a material negative impact on our business.”
Annual report 2026A · The company itself
StrategyPositive impact: strengthens
“We have implemented a cybersecurity program including processes, technologies, and controls to assess, identify, and manage material risks from cybersecurity threats. This program includes implementing and evolving new technologies to proactively identify and monitor new vulnerabilities and reduce risk, conducting due diligence of third-party vendors’ information security programs, maintaining security policies and standards and regularly updating and testing our response planning and protocols.”
Annual report 2026A · The company itself
StrategyPositive impact: strengthens
“We maintain a formal information security training program for employees that includes training on matters such as identifying phishing attempts and web browsing/email security best practices. Employees are also required to complete mandatory training on data privacy.”
Annual report 2026A · The company itself
Chains in: Cyber attacks and IT security risk strengthens
Chains out: this strengthens Digitalisation
Competitors mentioned in the report
No named competitors in the report.
Financial figures
| Revenue latest fiscal year | 15.05 bn USD |
| Revenue growth vs. the year before, same method | 5 % |
| EBITDA reported by the company | 1.58 bn USD |
| Net debt debt incl. leasing minus cash | 5.25 bn USD |
| Diluted EPS per share | 0.5 USD |
Source: 10-K (SEC) A. See the report
Criteria
| Profit | ✓ |
| Growing | ✓ |
| Healthy balance sheet | ✗ |
Only the criteria that can be computed from financial statements on this page. The remaining criteria (such as price and dividend) need a share price and are in the analysis.
Figures are in the report's currency (USD), not converted to DKK. Quotes are shown as the company's own words in English.