Estée Lauder Q1 sales rise 4% to $3.5 billion; reaffirms fiscal 2026 outlook
Estée Lauder reported fiscal 2026 first-quarter net sales of $3,481 million, up 4% from a year earlier, and diluted earnings of $.13 per share versus a loss of $(.43) in the prior year. The prior-year quarter included $159 million of talc litigation settlement charges, and the company reaffirmed its fiscal 2026 full-year outlook, which matters to shareholders because it signals management's expectations for the year.
Key points
- Net sales were $3,481 million, up 4%; organic net sales rose 3%.
- Diluted EPS was $.13 versus a loss of $(.43); adjusted diluted EPS was $.32 versus $.14.
- Fiscal 2026 outlook reaffirmed: GAAP diluted EPS of $1.39 to $1.65 and non-GAAP adjusted EPS of $1.90 to $2.10.
- Quarterly dividend of $.35 per share, payable December 15, 2025 to holders of record on November 28, 2025.
The filing
Written by AI on Nov 8, 2026, 1:30 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 October 30, 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.