Every material Form 8-K Estée Lauder Companies (The) filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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%.
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.
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
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.
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
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Estée Lauder Companies (The) filing is on SEC EDGAR ↗. 8-K briefs of other companies →