---
schema_version: "secwatch.filing_event.v1"
accession: "0001001250-25-000058"
form_type: "8-K"
ticker: "EL"
cik: "0001001250"
company_name: "ESTEE LAUDER COMPANIES INC"
filed_at: "2025-05-01T23:59:59+00:00"
generated_at: "2026-05-22T23:31:13.052909+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Estée Lauder Q3 GAAP EPS $0.44, down 52% YoY; net sales $3.55B, down 10%

## Summary
- Adjusted EPS $0.65 vs $0.97 prior y/e, revenue $3.55B (organic -9%).
- Gross margin expanded 310 bps to 75.0% on PRGP benefits; operating margin fell to 8.6%.
- Skin Care -11%, Makeup -7%, Fragrance -1%, Hair Care -10%; travel retail continued steep decline.
- Qtrly dividend $0.35/shr declared payable June 16 to May 30 record holders.
- FY2025 guidance lowered: GAAP EPS loss $1.61-$1.89, adj. EPS $1.30-$1.55 (prior $2.59).

## SEC filing metadata
- accession: 0001001250-25-000058
- form_type: 8-K
- ticker: EL
- cik: 0001001250
- company_name: ESTEE LAUDER COMPANIES INC
- filed_at: 2025-05-01T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1001250/000100125025000058/0001001250-25-000058-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1001250/000100125025000058/el-20250501.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-25-000058
- JSON: https://secwatch.observer/filing/0001001250-25-000058.json
- Plain text: https://secwatch.observer/filing/0001001250-25-000058.txt

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