{"schema_version":"secwatch.filing_event.v1","accession":"0001001250-26-000017","form_type":"8-K","ticker":"EL","cik":"0001001250","company_name":"ESTEE LAUDER COMPANIES INC","filed_at":"2026-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.767484+00:00","generated_at":"2026-05-15T00:11:51.837747+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 Q3 adj EPS $0.91 +40% YoY; organic sales +2%; raises FY2026 outlook","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001001250-26-000017","json":"https://secwatch.observer/filing/0001001250-26-000017.json","markdown":"https://secwatch.observer/filing/0001001250-26-000017.md","text":"https://secwatch.observer/filing/0001001250-26-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000017/0001001250-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000017/el-20260501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:11:51.837747+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":[{"claim_id":"4f854c7496bebe28de9d7879198fdd174722cf42","claim":"ESTEE LAUDER COMPANIES INC reported third quarter ended March 31, 2026 results: revenue $ 3,712, net income $ 249, EPS $ .24. Guidance raised.","evidence_excerpt":"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,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000017/0001001250-26-000017-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended March 31, 2026"},{"label":"Revenue","value":"$ 3,712"},{"label":"Net income","value":"$ 249"},{"label":"EPS","value":"$ .24"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}