{"schema_version":"secwatch.filing_event.v1","accession":"0001001250-26-000038","form_type":"8-K","ticker":"EL","cik":"0001001250","company_name":"ESTEE LAUDER COMPANIES INC","filed_at":"2026-08-19T12:02:43+00:00","discovered_at":"2026-08-19T12:05:18.527060+00:00","generated_at":"2026-08-19T12:05:24.900403+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Estée Lauder FY2026 sales up 5% to $15.05B; raises FY2027 margin outlook to 12.7-13.5%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001001250-26-000038","json":"https://secwatch.observer/filing/0001001250-26-000038.json","markdown":"https://secwatch.observer/filing/0001001250-26-000038.md","text":"https://secwatch.observer/filing/0001001250-26-000038.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000038/0001001250-26-000038-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1001250/000100125026000038/el-20260819.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-19T12:05:24.900403+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}