Estée Lauder raises fiscal 2026 EPS outlook as Q2 adjusted EPS rises 43% to $.89
Estée Lauder reported fiscal 2026 second-quarter results for the quarter ended December 31, 2025, with net sales up 6% to $4.2 billion and GAAP diluted earnings of $.44 per share, compared with a loss in the prior year. The company raised its fiscal 2026 adjusted diluted EPS outlook to $2.05 to $2.25, though it cited ongoing macroeconomic uncertainty and a roughly $100 million tariff headwind.
Key points
- Net sales rose 6% to $4.2 billion in the quarter, with organic net sales up 4%; adjusted operating margin was 14.4%, compared with 11.5% a year earlier.
- GAAP diluted EPS was $.44, compared with a loss of $(1.64) a year earlier; adjusted diluted EPS was $.89, up 43% from $.62.
- For fiscal 2026, adjusted diluted EPS outlook is $2.05 to $2.25, and reported net sales growth is now forecast at 3% to 5%.
- The board declared a quarterly dividend of $.35 per share, payable March 16, 2026 to holders of record on February 27, 2026.
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 February 05, 2026.
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.