Estée Lauder Q3 adj EPS $0.91 +40% YoY; organic sales +2%; raises FY2026 outlook

ESTEE LAUDER COMPANIES INC

2026-Q3 EPS reported $0.82 revenue$11,422,000,000

Q3 net sales $3,712M (+5% reported, +2% organic); adj operating margin 15.0% (+360bps); adj EPS $0.91 (+40%).
Recorded $84M loss contingency for securities class action settlement; GAAP EPS $0.24 (-45%).
Raised FY2026 outlook: organic sales growth ~3% (high end); adj operating margin expansion ~300bps; preliminary FY2027: sales growth 3-5%, adj op margin 12.5-13.0%.
PRGP expanded: total expected restructuring charges $1.5-1.7B, position cuts 9,000-10,000; majority of benefits by FY2027.
Declared quarterly dividend $0.35/share, payable June 15 to May 29 record holders.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

ESTEE LAUDER COMPANIES INC reported third quarter ended March 31, 2026 results: revenue $ 3,712, net income $ 249, EPS $ .24. Guidance raised.

Period: third quarter ended March 31, 2026
Revenue: $ 3,712
Net income: $ 249
EPS: $ .24
Guidance: raised
Result: reported results

Exact text from the filing

24 FISCAL 2026 THIRD QUARTER SELECT FINANCIAL RESULTS (unaudited) 1,2,3 Three Months Ended March 31 Percentage Change ($ in millions, except per share data) 2026 2025 Net Sales $ 3,712 $ 3,550 5 % Organic Net Sales, Non-GAAP 1,2 $ 3,611 $ 3,550 2 % Other Financial Results: Gross Profit $ 2,836 $ 2,661 7 % Gross Margin 76.4 % 75.0 % Adjusted Gross Profit,

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Source: SEC EDGAR

accession 0001001250-26-000017

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