Form 8-K · Current report
The Estée Lauder Companies 8-K, filed Aug 19, 2026
- Filed
- CIK
- 0001001250
- Accession no.
- 0001001250-26-000038
Summary
The Estée Lauder Companies reported fiscal 2026 net sales of $15.0 billion, up 5% as reported and 3% organically, with fourth-quarter organic growth of 5%, and affirmed fiscal 2027 organic sales growth of 3% to 5% while raising its adjusted operating margin outlook to 12.7%–13.5%. CEO Stéphane de La Faverie said the company reignited growth across brands and is delivering on its Beauty Reimagined plan.
Key points
- Full-year diluted net earnings per share were $0.50 versus a $(3.15) loss a year earlier; adjusted diluted EPS was $2.51 versus $1.51.
- Full-year gross margin expanded 150 basis points to 75.5%, and adjusted operating margin expanded 320 basis points to 11.2%.
- The company recorded a $38 million benefit from IEEPA tariff refunds in the fourth quarter, partially offsetting $102 million in full-year incremental tariff costs.
- Cash and cash equivalents rose to $3.50 billion from $2.92 billion, and free cash flow was $1.32 billion versus $0.67 billion.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition On August 19, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal 2026 full year and fourth quarter. The release includes the Company’s estimates related to its fiscal 2027 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press Release, dated August 19, 2026, of The Estée Lauder Companies Inc. …
An excerpt of the text as filed with the SEC, cut for length.
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