Form 10-Q · Quarterly report
The Estée Lauder Companies 10-Q, filed Nov 2, 2026
- Filed
- CIK
- 0001001250
- Accession no.
- 0001001250-26-000060
Summary
The Estée Lauder Companies reported net sales of $3.7 billion for the quarter ended September 30, 2026, up from $3.5 billion a year earlier, with net earnings of $233 million versus $47 million. The company said it anticipates tariffs will adversely affect fiscal 2027 profitability and cash flows and that it continues to face challenges in the United States and Western Europe.
Key points
- Operating income rose to $408 million from $169 million a year earlier, with restructuring and other charges falling to $40 million from $89 million.
- Fragrance net sales increased to $861 million from $721 million, and skin care net sales rose to $1,651 million from $1,575 million.
- Mainland China net sales were $614 million, up from $532 million, and Asia/Pacific net sales rose to $952 million from $873 million.
- Estée Lauder said it is executing its 'Beauty Reimagined' strategic vision and the Profit Recovery and Growth Plan, and is monitoring duty-free retailer changes at the Beijing and Shanghai airports and the Middle East conflict, whose affected locations accounted for about 2% of consolidated net sales in fiscal 2026 and 2025.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion RESULTS OF OPERATIONS The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers and sellers of quality skin care, makeup, fragrance and hair care products. We are a steward of over 20 luxury and prestige brands globally. Our products are sold in approximately 150 countries and territories. We operate as a wholesaler, with our products sold in brick-and-mortar locations and on various e-commerce platforms, including those operated by department stores, duty-free retailers, specialty-multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas. …
An excerpt of the text as filed with the SEC, cut for length.
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