Estée Lauder
3 Adjusted Non-GAAP measures are calculated based on Net Sales adjusted only for Returns associated with restructuring and other activities.
Verified 25 Oct 2026 · occurred 5 Feb 2026
Detail
third quarter margin: “• As of January 29, 2026, an unfavorable impact of approximately $100 million on profitability, mostly in the second half, from currently enacted incremental tariffs, net of the Company’s planned mitigation strategies • Adjusted operating margin of 9.8% to 10.2%, reflecting expansion in the fiscal 2026 second half: ◦ The Company expects contraction in the third quarter of approximately 50 basis points, owing to (i) the timing of consumer-facing investments to support second-half innovation, with a higher year-over-year increase expected in the third quarter and (ii) tariff headwinds.”
- Type
- Earnings
- Category
- Financial
Sources
SEC filingas of · verified
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