{"schema_version":"secwatch.filing_event.v1","accession":"0001001250-26-000004","form_type":"8-K","ticker":"EL","cik":"0001001250","company_name":"ESTEE LAUDER COMPANIES INC","filed_at":"2026-02-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.367357+00:00","generated_at":"2026-05-16T04:14:21.731256+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Estée Lauder raises FY2026 outlook after Q2 beat; adj. EPS $0.89 vs $0.62 YoY","bullets":["Q2 net sales $4,229M (+6% reported, +4% organic); adj. operating margin expanded 290bps to 14.4%.","Adj. diluted EPS $0.89 vs $0.62 YoY (+43%); GAAP EPS $0.44 vs $(1.64) last year.","Raises FY2026 outlook: expects organic net sales growth 1-3%, adj. EPS improvement vs prior forecast.","Mainland China net sales +13% organic; second consecutive quarter of double-digit retail growth.","Quarterly dividend $0.35/share payable March 16, 2026, unchanged from prior quarter."],"urls":{"canonical":"https://secwatch.observer/filing/0001001250-26-000004","json":"https://secwatch.observer/filing/0001001250-26-000004.json","markdown":"https://secwatch.observer/filing/0001001250-26-000004.md","text":"https://secwatch.observer/filing/0001001250-26-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000004/0001001250-26-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000004/el-20260205.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T04:14:21.731256+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"}