---
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"
generated_at: "2026-05-16T04:14:21.731256+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Estée Lauder raises FY2026 outlook after Q2 beat; adj. EPS $0.89 vs $0.62 YoY

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-26-000004
- JSON: https://secwatch.observer/filing/0001001250-26-000004.json
- Plain text: https://secwatch.observer/filing/0001001250-26-000004.txt

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