---
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"
generated_at: "2026-05-15T00:11:51.837747+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1001250/000100125026000017/0001001250-26-000017-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1001250/000100125026000017/el-20260501.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-26-000017
- JSON: https://secwatch.observer/filing/0001001250-26-000017.json
- Plain text: https://secwatch.observer/filing/0001001250-26-000017.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1001250/000100125026000017/0001001250-26-000017-index.htm

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