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Estee Lauder Companies vs Kenvue: revenue, profit, margins and growth compared

Estee Lauder Companies brought in $15B of revenue in fiscal 2026, Kenvue $15.1B in fiscal 2025. Revenue changed by +5.0% at Estee Lauder Companies and -2.1% at Kenvue on the year before, so Estee Lauder Companies grew faster. Estee Lauder Companies kept 1.2% of its revenue as net profit, Kenvue 9.7%. Free cash flow was $1.3B at Estee Lauder Companies and $1.7B at Kenvue.

Side by side, latest fiscal year

ELKVUE
Fiscal year endedFY2026 (June 30, 2026)FY2025 (December 28, 2025)
Revenue$15B$15.1B
Revenue growth+5.0%-2.1%
Net income$182M$1.5B
Net margin1.2%9.7%
Free cash flow$1.3B$1.7B
Free cash flow margin8.7%11.4%
Earnings per share (diluted)$0.50$0.76
Cash$3.5B$1.1B
Debt$6.8B$750M
Price to earnings188.923.4
Market value$34.2B$34.2B
Dividend yield1.48%4.63%
Rank by revenue in sector#88 of 778 · Consumer discretionary#87 of 778 · Consumer discretionary

Over the years

Revenue
EL FY2019: $14.9BEL FY2020: $14.3BEL FY2021: $16.2BEL FY2022: $17.7BEL FY2023: $15.9BEL FY2024: $15.6BEL FY2025: $14.3BEL FY2026: $15BKVUE FY2021: $15.1BKVUE FY2023: $15BKVUE FY2023: $15.4BKVUE FY2024: $15.5BKVUE FY2025: $15.1BFY19FY20FY21FY22FY23FY24FY25FY26
EL $15BKVUE $15.1B
Net income
EL FY2019: $1.8BEL FY2020: $684MEL FY2021: $2.9BEL FY2022: $2.4BEL FY2023: $1BEL FY2024: $390MEL FY2025: -$1.1BEL FY2026: $182MKVUE FY2021: $2.1BKVUE FY2023: $2.1BKVUE FY2023: $1.7BKVUE FY2024: $1BKVUE FY2025: $1.5BFY19FY20FY21FY22FY23FY24FY25FY26
EL $182MKVUE $1.5B
Net margin
EL FY2019: 12.0%EL FY2020: 4.8%EL FY2021: 17.7%EL FY2022: 13.5%EL FY2023: 6.3%EL FY2024: 2.5%EL FY2025: -7.9%EL FY2026: 1.2%KVUE FY2021: 13.8%KVUE FY2023: 13.8%KVUE FY2023: 10.8%KVUE FY2024: 6.7%KVUE FY2025: 9.7%FY19FY20FY21FY22FY23FY24FY25FY26
EL 1.2%KVUE 9.7%
Revenue growth
EL FY2020: -3.8%EL FY2021: +13.4%EL FY2022: +9.4%EL FY2023: -10.3%EL FY2024: -1.9%EL FY2025: -8.2%EL FY2026: +5.0%KVUE FY2023: -0.7%KVUE FY2023: +3.3%KVUE FY2024: +0.1%KVUE FY2025: -2.1%FY20FY21FY22FY23FY24FY25FY26
EL +5.0%KVUE -2.1%
Free cash flow
EL FY2019: $1.8BEL FY2020: $1.7BEL FY2021: $3BEL FY2022: $2BEL FY2023: $728MEL FY2024: $1.4BEL FY2025: $670MEL FY2026: $1.3BKVUE FY2021: $39MKVUE FY2023: $2.2BKVUE FY2023: $2.7BKVUE FY2024: $1.3BKVUE FY2025: $1.7BFY19FY20FY21FY22FY23FY24FY25FY26
EL $1.3BKVUE $1.7B

Fiscal years as each company reports them; the two may end in different months.

Questions about Estee Lauder Companies and Kenvue

Which is bigger by revenue, Estee Lauder Companies or Kenvue?

Kenvue is bigger by revenue: $15.1B in fiscal 2025, against $15B for Estee Lauder Companies in fiscal 2026.

Which keeps more of its revenue as profit, Estee Lauder Companies or Kenvue?

Estee Lauder Companies had a net margin of 1.2% in fiscal 2026; Kenvue had 9.7% in fiscal 2025.

Which grew revenue faster, Estee Lauder Companies or Kenvue?

In their latest fiscal years revenue changed by +5.0% at Estee Lauder Companies and -2.1% at Kenvue.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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