earnings
confidence high
sentiment positive
materiality 0.85
Estée Lauder FY2026 sales up 5% to $15.05B; raises FY2027 margin outlook to 12.7-13.5%
ESTEE LAUDER COMPANIES INC
- FY2026 net sales $15.05B, +5% reported, +3% organic; adjusted EPS $2.51 vs $1.51 prior year.
- Q4 net sales +6% reported, +5% organic; growth across all geographic regions.
- FY2026 adjusted operating margin 11.2%, up 320 bps; FY2027 outlook raised to 12.7-13.5%.
- PRGP delivered $1.2B gross benefits, ~10,000 positions cut; charges slightly above $1.7B.
- Recorded $84M securities class action settlement charge; $38M tariff refund benefit in Q4.