{"schema_version":"secwatch.filing_event.v1","accession":"0001001250-25-000107","form_type":"8-K","ticker":"EL","cik":"0001001250","company_name":"ESTEE LAUDER COMPANIES INC","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.450473+00:00","generated_at":"2026-05-17T01:11:51.915621+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Estée Lauder Q1 EPS beats estimates; organic sales +3%, margins expand","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001001250-25-000107","json":"https://secwatch.observer/filing/0001001250-25-000107.json","markdown":"https://secwatch.observer/filing/0001001250-25-000107.md","text":"https://secwatch.observer/filing/0001001250-25-000107.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1001250/000100125025000107/0001001250-25-000107-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1001250/000100125025000107/el-20251030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:11:51.915621+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}