Investing.com -- Estee Lauder shares jumped after the beauty company forecast full-year profit above Wall Street estimates, betting on sustained demand for premium fragrances and strong performance in key markets as its turnaround strategy continues to bear fruit.

The company reported fourth-quarter earnings per share of $0.39, beating the analyst estimate of $0.32 by $0.07. Revenue came in at $3.63 billion, ahead of the $3.55 billion consensus estimate, with organic net sales growth of 5% for the quarter.

For fiscal 2027, Estee Lauder expects adjusted earnings per share in a range of $3.10 to $3.35, with the midpoint above the $3.18 average analyst estimate compiled by LSEG.

The company now forecasts an adjusted operating margin of 12.7% to 13.5%, up from its preliminary outlook of 12.5% to 13.0% given in May, reflecting strong fiscal 2026 results, continued leverage on non-consumer-facing expenses and modest gross margin expansion.

"We are raising our outlook for an even stronger adjusted operating margin, as we double down on our strengths to further diversify growth across product categories and geographies, including accelerating growth in North America," said CEO Stéphane de La Faverie.

Estee Lauder also declared a quarterly dividend of $0.35 per share on its Class A and Class B common stock, payable September 15, 2026, to shareholders of record as of August 31, 2026.