Estée Lauder Companies (The) reported $779M of remaining performance obligations at 30 Sep 2026 and up 3% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.01.
Net new backlog added in the latest quarter: $23.0M.
45% of the backlog is due within the next twelve months.
Customer prepayments (contract liabilities) cover 67.1% of the backlog.
By backlog size it ranks 263rd among US filers the cockpit tracks.
Estée Lauder Companies (The) backlog history
Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).
Amounts in USD. Source: SEC XBRL filings.
Quarter end
Backlog (RPO)
TTM revenue
Coverage
Customer prepayments
30 Sep 2026
$779M
$15.3B
0.1 yrs
$523M
30 Jun 2026
$756M
$15.0B
0.1 yrs
$490M
30 Sep 2018
$371M
$13.9B
0.0 yrs
$421M
Questions
What is Estée Lauder Companies (The)'s backlog?
Estée Lauder Companies (The) reported $779M of remaining performance obligations at 30 Sep 2026 and up 3% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.01.
About these numbers
Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.