Nov 4, 6:23 AM ET
At a Shanghai investor event on November 4, 2026, Estée Lauder announced a fiscal 2030 ambition of mid-single-digit organic sales growth and double-digit adjusted EPS growth each year through fiscal 2030, with a 16.5%-18.5% adjusted operating margin in fiscal 2030. The accompanying presentation also raised the fiscal 2027 outlook, which matters to shareholders because it signals higher expected profitability in the near term, though the fiscal 2030 figures are unaudited long-term targets.
- Fiscal 2030 ambition: mid-single-digit organic net sales growth annually and double-digit adjusted diluted EPS growth through fiscal 2030, with an adjusted operating margin of 16.5%-18.5% in fiscal 2030
- Raised fiscal 2027 outlook: adjusted operating margin of 12.9%-13.7% (up from 12.7%-13.5%) and adjusted diluted EPS growth of 28%-38% (up from 24%-34%)
- Reported sales growth outlook raised to 5.0%-6.5% (from 3%-5%); restructuring charges of approximately $40 million to $50 million, before taxes, expected in fiscal 2028
Read the filing on SEC.gov ↗
Nov 2, 8:01 AM ET
Estée Lauder Companies reported net sales of $3.715 billion for the first quarter ended September 30, 2026, marking a 7% increase from the prior year. Driven by strong sales, margin expansion, and a raised full-year outlook for fiscal 2027, diluted net earnings per common share rose to $0.64 compared to $0.13 previously.
- Net sales increased 7% to $3.715 billion for the fiscal first quarter ended September 30, 2026.
- Diluted net earnings per common share rose to $0.64, up from $0.13 in the prior-year period.
- The company raised its fiscal 2027 full-year organic net sales growth outlook to 4.0% to 5.5%.
Read the filing on SEC.gov ↗
Aug 19, 8:02 AM ET
Estée Lauder reported fiscal 2026 results for the year ended June 30, 2026, with net sales up 5% to $15.0 billion and diluted earnings of $0.50 per share, compared with a loss of $3.15 per share a year earlier, which included large impairment charges. The company affirmed its fiscal 2027 organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin outlook to 12.7% to 13.5%.
- Full-year net sales were $15.0 billion, up 5% as reported and up 3% organically.
- Diluted earnings were $0.50 per share, versus a loss of $3.15 per share in fiscal 2025; adjusted diluted earnings were $2.51, up from $1.51.
- Fiscal 2027 outlook: organic net sales growth of 3% to 5% affirmed; adjusted operating margin outlook raised to 12.7% to 13.5%.
- Free cash flow was $1.32 billion, compared with $0.67 billion in the prior year.
Read the filing on SEC.gov ↗
Jul 24, 4:16 PM ET
Estee Lauder director Jennifer Hyman notified the company on July 20, 2026 that she will retire from its Board of Directors, effective November 16, 2026, the day before the 2026 Annual Meeting of Stockholders. The filing says her decision is to shift focus to new endeavors and is not due to any disagreement with the company on its operations, policies, or practices.
- Jennifer Hyman, a Class I director on the Board since 2018, notified the company on July 20, 2026
- Retirement is effective November 16, 2026, the day before the 2026 Annual Meeting of Stockholders
- She serves on the Audit Committee and the Nominating and ESG Committee
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
