---
schema_version: "secwatch.filing_event.v1"
accession: "0001001250-25-000009"
form_type: "8-K"
ticker: "EL"
cik: "0001001250"
company_name: "ESTEE LAUDER COMPANIES INC"
filed_at: "2025-02-04T23:59:59+00:00"
generated_at: "2026-05-27T03:15:47.268723+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Estée Lauder Q2 adjusted EPS down 29%; expands restructuring to 7,000 job cuts

## Summary
- Net sales $4.0B, -6% YoY; GAAP diluted EPS loss $1.64 vs income $0.87, adjusted EPS $0.62 (-29%).
- Goodwill/intangibles impairments of $861M (Tom Ford, Too Faced) drove $580M operating loss.
- Restructuring program expanded: now 5,800-7,000 job eliminations (was 1,800-3,000); total charges $1.2B-$1.6B.
- Q3 FY25 outlook: organic net sales -10% to -8%; adjusted EPS $0.20-$0.30 (vs $0.97 prior year).
- Quarterly dividend maintained at $0.35 per share; payable March 17.

## SEC filing metadata
- accession: 0001001250-25-000009
- form_type: 8-K
- ticker: EL
- cik: 0001001250
- company_name: ESTEE LAUDER COMPANIES INC
- filed_at: 2025-02-04T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 2.05, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1001250/000100125025000009/0001001250-25-000009-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1001250/000100125025000009/el-20250203.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-25-000009
- JSON: https://secwatch.observer/filing/0001001250-25-000009.json
- Plain text: https://secwatch.observer/filing/0001001250-25-000009.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.