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AI brief of an SEC Form 8-K · Estée Lauder Companies (The) (EL)

Estée Lauder Q3 sales fall 10% to $3.6 billion and adjusted EPS drops to $0.65

Negative Impact 4 of 5 earnings Written later

Estée Lauder reported fiscal 2025 third-quarter net sales down 10% to $3.6 billion, with diluted EPS of $0.44 versus $0.91 a year earlier. The company also forecast fiscal 2025 full-year GAAP diluted EPS of a loss of $1.89 to $1.61 and adjusted EPS of $1.30 to $1.55, down from $2.59 in fiscal 2024, which signals continued pressure on shareholder returns.

Key points

  • Q3 net sales fell 10% to $3,550 million; organic net sales fell 9%
  • Diluted EPS was $0.44 versus $0.91; adjusted diluted EPS was $0.65 versus $0.97
  • Full-year fiscal 2025 adjusted EPS forecast is $1.30 to $1.55, versus $2.59 in fiscal 2024; GAAP EPS forecast is a loss of $1.89 to $1.61
  • Quarterly dividend of $0.35 per share is payable June 16, 2025 to holders of record on May 30, 2025

The filing

CompanyEstée Lauder Companies (The) (EL)
Form8-K, current report
Filed with the SECMay 1, 2025, 8:01 AM ET
Accession number0001001250-25-000058

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 7:01 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 01, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.