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.”