ESTEE LAUDER COMPANIES INC (EL) Form 8-K — Nov 2, 2026
Estée Lauder delivered strong fiscal 2027 first quarter results, with net sales up 7% to $3.715 billion and organic sales up 6%, with growth across nearly all product categories and every geographic region. Profitability improved dramatically: reported diluted EPS rose to $0.64 from $0.13, adjusted EPS doubled to $0.72 from $0.32, gross margin expanded 230bps to 75.7%, and adjusted operating margin expanded 480bps to 12.1%, driven by PRGP cost savings and operating leverage. The company raised its fiscal 2027 full-year outlook across all key metrics: organic net sales growth now 4.0%-5.5% (from 3%-5%), adjusted operating margin 12.9%-13.7%, and adjusted EPS $3.20-$3.45 (from $3.10-$3.35).
Key figures
- Revenue
- 3715
- Guidance
- Fiscal 2027 organic net sales growth 4.0%-5.5% (raised from 3%-5%); adjusted operating margin 12.9%-13.7% (raised from 12.7%-13.5%); adjusted diluted EPS $3.20-$3.45 (raised from $3.10-$3.35)
- Net Income
- 233
- Revenue Yoy
- 7%
- Cash Position
- 3198
- Shares Outstanding
- 366.1
- Capex
- 69
- Gross margin
- 75.7%
- Total assets
- 19963
- Dividends paid
- 126
- Eps prior year
- 0.13
- Operating income
- 408
- Gross margin prior year
- 73.4%
- Organic net sales growth
- 6%
- Adjusted operating income
- 449
- Adjusted operating margin
- 12.1%
- Fragrance net sales growth
- 19%
- Adjusted effective tax rate
- 31.9%
- Mainland china organic growth
- 9%
- Mainland china net sales growth
- 15%
- Adjusted operating income prior year
- 255
- Adjusted operating margin prior year
- 7.3%
- Asia pacific operating income growth
- 73%
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