---
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"
generated_at: "2026-05-17T01:11:51.915621+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-25-000107
- JSON: https://secwatch.observer/filing/0001001250-25-000107.json
- Plain text: https://secwatch.observer/filing/0001001250-25-000107.txt

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