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

Estée Lauder Q3 adjusted EPS rises 40% to $0.91; raises fiscal 2026 outlook

Mixed Impact 4 of 5 earnings Written later

Estée Lauder reported fiscal third-quarter 2026 net sales up 5% to $3.7 billion, with adjusted diluted EPS up 40% to $0.91, while reported diluted EPS fell 45% to $0.24 after restructuring charges and an $84 million securities class action loss contingency. The company raised its fiscal 2026 outlook for organic sales growth and adjusted operating margin, and gave a preliminary fiscal 2027 view, which matters to shareholders because the profit picture depends heavily on which measure is used.

Key points

  • Net sales rose 5% to $3.7 billion; organic net sales rose 2%, with Fragrance organic sales up 10%
  • Reported diluted EPS was $0.24 versus $0.44 a year earlier; adjusted diluted EPS was $0.91 versus $0.65
  • Fiscal 2026 outlook now assumes adjusted diluted EPS of $2.35 to $2.45 and adjusted operating margin of 10.7% to 11.0%
  • Quarterly dividend of $0.35 per share is payable June 15, 2026 to holders of record on May 29, 2026

The filing

CompanyEstée Lauder Companies (The) (EL)
Form8-K, current report
Filed with the SECMay 1, 2026, 8:08 AM ET
Accession number0001001250-26-000017

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, 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.