Estée Lauder Q1 EPS beats estimates; organic sales +3%, margins expand

ESTEE LAUDER COMPANIES INC

2026-Q1 EPS reported $0.13 revenue$3,481,000,000

Net sales $3.48B (+4% YoY), organic +3%; GAAP EPS $0.13 vs ($0.43) loss; adjusted EPS $0.32 vs $0.14.
Adjusted operating margin expanded 300 bps to 7.3%; PRGP charges $86M in Q1; cumulative $697M.
Reaffirms FY2026 outlook: net sales growth 2-5% (organic 0-3%), adjusted EPS $1.90-$2.10.
Fragrance net sales +13% led by Le Labo, TOM FORD, Jo Malone; Skin Care +3% driven by La Mer, Estée Lauder.
Declares $0.35 dividend, payable Dec 15; tariff headwinds expected ~$100M impact.

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