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Estée Lauder

2 Adjusted Non-GAAP measures are calculated based on Net Sales adjusted only for Returns associated with restructuring and other activities.

Verified 23 Oct 2026 · occurred 20 Aug 2025

Detail

first quarter margin: “• As of August 13, 2025, an unfavorable impact of approximately $100 million on profitability from currently enacted incremental tariffs, net of the Company’s planned mitigation strategies Page 16 of 26 • Adjusted operating margin of 9.4% to 9.9%, reflecting greater expansion in the second half of fiscal 2026 as PRGP benefits are expected to build sequentially each quarter • An adjusted effective tax rate of approximately 36%, reflecting the Company’s estimated geographical mix of earnings and a higher rate in the fiscal 2026 first quarter of approximately 40%, with improvement expected as profitability builds throughout the year.”

Type
Earnings
Category
Financial

Estée Lauder record

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SEC filingas of · verified

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