Estée Lauder reports Q3 revenue beat and expands Microsoft AI partnership

Estée Lauder reported calendar Q3 2026 results that exceeded market expectations, with revenue rising 6.8% year-on-year to $3.72 billion. The company’s non-GAAP profit of $0.72 per share surpassed analyst consensus estimates by 41.9%.

In a strategic move to bolster its digital capabilities, Estée Lauder is expanding its partnership with Microsoft. The collaboration focuses on advancing a unified data platform to integrate data across brands, regions, and channels. This initiative aims to leverage AI to identify consumer trends, optimize marketing, and provide personalized customer experiences as part of the company’s “Beauty Reimagined” strategy.