---
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"
generated_at: "2026-08-19T12:05:24.900403+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Estée Lauder FY2026 sales up 5% to $15.05B; raises FY2027 margin outlook to 12.7-13.5%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-26-000038
- JSON: https://secwatch.observer/filing/0001001250-26-000038.json
- Plain text: https://secwatch.observer/filing/0001001250-26-000038.txt

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