L'Oréal S.A.

ENXTPA:OR 株式レポート

時価総額：€202.2b

L'Oréal 過去の業績

過去 基準チェック /36

L'Oréalは、平均年間6.5%の収益成長を遂げていますが、 Personal Products業界の収益は、年間 成長しています。収益は、平均年間10.9% 7.3%収益成長率で 成長しています。 L'Oréalの自己資本利益率は18.6%であり、純利益率は13.9%です。

主要情報

6.52%

収益成長率

7.26%

EPS成長率

Personal Products 業界の成長16.11%
収益成長率7.31%
株主資本利益率18.63%
ネット・マージン13.90%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Aug 06

OR: Gucci License And China Demand Concerns Will Shape Future P E Premium

L'Oréal's analyst price target has been revised higher to €417 from about €408 as analysts factor in recent upgrades, higher Street targets and updated assumptions around sales growth, profit margins and justified P/E levels. Analyst Commentary Recent research on L'Oréal shows a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions.
分析記事 • Aug 01

Analyst Estimates: Here's What Brokers Think Of L'Oréal S.A. (EPA:OR) After Its Interim Report

It's been a good week for L'Oréal S.A. ( EPA:OR ) shareholders, because the company has just released its latest...
ナラティブ更新 • Jun 15

OR: Growth Inflection And Legal Overhang Will Shape Future P E Premium

Analysts have nudged the L'Oréal price target to €408.42. The small adjustment is supported by research citing an inflection in growth as the company returns closer to its historical organic growth profile, while the stock reaction has been muted.
ナラティブ更新 • Jun 01

OR: Broker Upgrades And Mixed Views Will Shape Future P E Premium

L'Oréal's updated analyst price target now sits at €408.42, a small uplift from €406.15. Analysts are factoring in slightly higher assumed profit margins, a modestly richer future P/E of about 32x, and recent upgrades that frame the stock as being at a potential growth inflection point, even as some firms fine tune their targets.
ナラティブ更新 • May 13

OR: Tariff Refund Lawsuit And Broker Upgrades Support Higher Future P E Premium

L'Oréal's analyst fair value estimate has moved slightly higher to about €406 per share, as analysts adjust their models for modestly stronger revenue growth assumptions and higher future P/E expectations. This change is supported by a series of recent price target increases and upgrades from major brokerages.
ナラティブ更新 • Apr 25

OR: Tariff Refund Lawsuit And Mixed Research Tone Will Shape Future Premium P/E Potential

Analysts have nudged their fair value estimate for L'Oréal slightly higher to €403.48 from €402.73, reflecting recent upward revisions to Street price targets in the €370 to €437 range and broadly supportive research commentary on the shares. Analyst Commentary Recent research points to a generally constructive tone around L'Oréal, with several firms lifting their price targets into the mid to high €300s and low €400s and one major upgrade in rating.
ナラティブ更新 • Apr 07

OR: Tariff Refund Lawsuit Will Support Premium P E Re Rating Potential

Analysts have lifted their price targets on L'Oréal into a higher €360 to €437 range, reflecting updated views on its operational momentum, earnings assumptions and valuation. Analyst Commentary Recent research updates show a cluster of higher price targets for L'Oréal, with analysts reassessing both execution and valuation as they refine their views on the company.
ナラティブ更新 • Mar 24

OR: Tariff Refund Lawsuits Will Support Premium P E Re Rating Potential

The analyst price target for L'Oréal has been nudged higher to €402.73 from €402.19, reflecting analysts' updated fair value work and a series of recent price target hikes and rating upgrades across major research houses. Analyst Commentary Recent research updates on L'Oréal reflect a mix of optimism and caution, with several price targets set in the €360 to €437 range and multiple rating upgrades from previously more neutral or negative stances.
ナラティブ更新 • Mar 10

OR: Tariff Lawsuits And Premium P E Debate Will Shape Balanced Outlook

The updated analyst price targets for L'Oréal, now clustering in the €360 to €437 range and reflected in a slightly refined fair value estimate of €402.19, come as several firms highlight improving operational momentum, some upside to existing estimates, and what they see as a still compelling P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €374 to €437 band, which aligns with the refined fair value estimate around €402 and supports the view that current pricing still leaves room for upside if execution stays on track.
ナラティブ更新 • Feb 23

OR: China Skincare Bets And US Push Will Guide Balanced Outlook

The analyst fair value estimate for L'Oréal has moved from €397.58 to €402.38, with analysts pointing to a series of recent price target raises and upgrades to Buy as they factor in adjusted growth, margin and future P/E assumptions. Analyst Commentary Recent research updates show a clear shift in tone around L'Oréal, with several bullish analysts lifting price targets and ratings, while a smaller group stays more cautious on execution and valuation assumptions.
ナラティブ更新 • Feb 09

OR: China Skincare Bets And US Push Will Shape Balanced Outlook

Narrative update The analyst price target for L'Oréal edges slightly lower to about €398, reflecting analysts' modestly adjusted fair value, discount rate, revenue growth and future P/E assumptions after mixed recent rating changes and a small cut to one Street target alongside several upgrades. Analyst Commentary Recent Street research on L'Oréal shows a mix of optimism around execution and growth, alongside some caution on valuation and upside from current levels.
ナラティブ更新 • Jan 26

OR: China Skincare Moves And US Focus Will Shape Future Momentum

Narrative Update Analysts have lifted their implied fair value for L'Oréal from €391.44 to €397.78, citing a mix of upgraded ratings, slightly higher growth and profit assumptions, and support for a richer future P/E multiple from recent Street research. Analyst Commentary Recent Street research on L'Oréal has tilted more positive, with several upgrades and higher price targets feeding into the modest uplift in implied fair value.
ナラティブ更新 • Jan 11

OR: Kering Beauty Deal And Mixed Sales Trends Will Shape Future Momentum

Analysts have nudged their fair value estimate for L'Oréal higher from €387.55 to €391.44 as they weigh a reduced discount rate, a slightly higher future P/E assumption of 31.48x, and mixed recent research that highlights both concerns about sales momentum and the potential benefits of the Kering Beauty acquisition and improving operational trends. Analyst Commentary Recent research paints a mixed picture for L'Oréal, with some analysts focusing on improving operations and others emphasizing softer sales momentum and competitive shifts in beauty licensing.
分析記事 • Jan 02

Should You Think About Buying L'Oréal S.A. (EPA:OR) Now?

Let's talk about the popular L'Oréal S.A. ( EPA:OR ). The company's shares received a lot of attention from a...
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新しいナラティブ • Feb 09

Emerging Markets Expansion And AI Integration Will Drive Future Performance

Expansion in emerging markets and acquisition of niche brands aim to diversify the portfolio and drive future revenue growth.

収支内訳

L'Oréal の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

ENXTPA:OR 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
30 Jun 2645,3556,30623,1241,406
31 Mar 2644,7036,21722,7991,393
31 Dec 2544,0526,12722,4751,381
30 Sep 2543,9466,12422,3931,370
30 Jun 2543,8396,12122,3121,359
31 Mar 2543,6636,26522,2701,357
31 Dec 2443,4876,40922,2291,355
30 Sep 2443,1086,44522,0491,344
30 Jun 2442,7296,48121,8701,333
31 Mar 2441,9566,33221,4281,311
31 Dec 2341,1836,18420,9861,289
30 Sep 2340,8256,01320,6681,255
30 Jun 2340,4685,84320,3501,222
31 Mar 2339,3655,77519,7221,180
31 Dec 2238,2615,70719,0941,139
30 Sep 2236,8595,58218,5331,109
30 Jun 2235,4575,45717,9711,079
31 Mar 2233,8725,02717,3231,054
31 Dec 2132,2884,59716,6751,029
30 Sep 2131,2004,35016,0371,013
30 Jun 2130,1124,10415,398998
31 Mar 2129,0523,83314,849981
31 Dec 2027,9923,56314,300964
30 Sep 2028,0653,40514,432973
30 Jun 2028,1393,24614,565981
31 Mar 2029,0063,49814,927983
31 Dec 1929,8743,75015,288985
30 Sep 1929,1163,84814,890956
30 Jun 1928,3583,94714,475927
31 Mar 1927,6483,92114,122921
31 Dec 1826,9373,89513,777914
30 Sep 1826,4703,96313,479907
30 Jun 1826,0034,03013,221899
31 Mar 1826,0133,92613,174888
31 Dec 1726,0243,82213,111877
30 Sep 1725,9283,73413,036867
30 Jun 1725,8323,64612,944857
31 Mar 1725,3743,36312,732849
31 Dec 1624,9163,08112,521841
30 Sep 1623,9582,95111,937826
30 Jun 1624,9352,91612,597824
31 Mar 1625,0963,10712,714809
31 Dec 1524,2903,25112,208787
30 Sep 1524,7173,12712,549784

質の高い収益: ORは 高品質の収益 を持っています。

利益率の向上: ORの現在の純利益率 (13.9%)は、昨年(14%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: ORの収益は過去 5 年間で年間6.5%増加しました。

成長の加速: ORの過去 1 年間の収益成長率 ( 3% ) は、5 年間の平均 ( 年間6.5%を下回っています。

収益対業界: ORの過去 1 年間の収益成長率 ( 3% ) はPersonal Products業界3%を上回りました。

株主資本利益率

高いROE: ORの 自己資本利益率 ( 18.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/14 12:57
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

L'Oréal S.A. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52

アナリスト機関
John StaszakArgus Research Company
Arancha PiñeiroBanco de Sabadell. S.A.
Mariano SzachtmanBanco Santander