Estée Lauder
As Reported Net sales increased 7% to $3.7 billion.
Verified 3 Nov 2026 · occurred 2 Nov 2026
Detail
full-year margin: “The Company’s fiscal 2027 full-year outlook now assumes: • Organic net sales growth of 4.0% to 5.5%, ranging from the mid-point to above the high-end of the previously communicated range of 3% to 5% • Adjusted operating margin to range between 12.9% to 13.7%, an increase from the previously communicated range of 12.7% to 13.5% • Adjusted diluted net earnings per common share to range between $3.20 to $3.45, an increase from the previously communicated range of $3.10 to $3.35 Reconciliation between GAAP and Non-GAAP - Net Sales Growth (Unaudited) Current - November 2, 2026 Prior - August 19, 2026 Twelve Months Ending Twelve Months Ending June 30, 2027 (1) June 30, 2027 (2) As Reported - GAAP 5.0% - 6.5% 3% - 5% Impact of foreign currency translation 1 — Impact of Forest Essentials — — Returns associated with restructuring and other activities — — Organic, Non-GAAP 4.0% - 5.5% 3% - 5% (1) Represents forecast, using spot rates as of September 30, 2026.”
full-year sales: “Page 11 of 19 The Company has now reflected the following assumptions in its fiscal 2027 full-year outlook: • Organic net sales growth of 4.0% to 5.5%, ranging from the mid-point to above the high-end of the previously communicated range, and 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 ▪ In EUKEM, stronger growth is expected in the second half of fiscal 2027, reflecting an easier comparison to the prior-year period, which was negatively impacted by business disruptions related to the conflict in the Middle East ▪ Based on current conditions and the Company’s assessment to date, it does not expect the conflict in the Middle East to have a material impact on its fiscal 2027 results, and will continue to monitor the situation closely.”
- Type
- Earnings
- Category
- Financial
Sources
SEC filingas of · verified
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