Estée Lauder

Events in view

• 19 Aug 2026

  Earnings · Financial

  As Reported Net sales increased 5% to $15.0 billion.

  full year margin: “EX-99.1 2 elq4fy2026exhibit991.htm EX-99.1 Document Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini rmancini@estee.com Media: Brendan Riley briley@estee.com THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2026 RESULTS Delivers Return to Sales Growth and Improved Profitability with Beauty Reimagined Execution – As Reported Net Sales Growth of 6% in the Fourth Quarter and 5% for the Full Year – Organic Net Sales Growth of 5% in the Fourth Quarter and 3% for the Full Year – Fourth Quarter and Full-Year Net Sales Growth Across All Geographic Regions – Full-Year Gross Margin and Operating Margin Expansion Affirms Fiscal 2027 Outlook of Organic Net Sales Growth of 3% to 5%; Raises Outlook on Adjusted Operating Margin to 12.7% to 13.5% New York, August 19, 2026 - The Estée Lauder Companies Inc.”

  full-year sales: “The Company has reflected the following assumptions in its fiscal 2027 full-year outlook: • Organic net sales growth of 3% to 5%, reflecting: ◦ Greater increase in the first half compared to the second due to: (i) more new product launches earlier in fiscal 2027, (ii) an increase in travel retail shipments reflecting retail trend improvements entering fiscal 2027 and (iii) a lower base of travel retail shipments in the first half of fiscal 2026 relative to the second half ◦ Continued growth in Fragrance and Skin Care, as well as a return to growth in Makeup for the full year ◦ More diversified growth across geographic regions.”

  EL close +16.3% that session

  SEC filingas of 2026-08-19

• 1 May 2026

  Earnings · Financial

  As Reported Net sales increased 5% to $3.7 billion.

  full-year margin: “Reflecting the Company’s strong performance through the nine-months-ended March 31, 2026, its fiscal 2026 full-year outlook now assumes: • Organic net sales growth of approximately 3%, at the high-end of its prior range • Adjusted operating margin to range between 10.7% to 11.0% • Adjusted diluted net earnings per common share to range between $2.35 and $2.45 The Company continues to closely monitor evolving trade policies and enacted tariffs, actively evaluating developments and mitigation strategies to reduce the potential impacts of tariffs.”

  EL close +3.4% that session

  SEC filingas of 2026-05-01