EL Estée Lauder Companies (The)

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Global beauty products company focused on skincare, makeup, fragrance, and hair care brands
• • No new products, services, or segments introduced or emphasized in 2025 filing text provided
• • No strategic shifts or changes in competitive positioning detailed in this section
• • Equity compensation plans: 14.2M shares issuable on outstanding options/rights, 15.3M shares available for future issuance as of June 30, 2025
• • Total shares outstanding could increase 8% to ~389.3M if all convertible securities exercised

Risk Factors

• • Cybersecurity risk managed by CISO with 20+ years experience and multiple certifications, reporting to Audit Committee at least semi-annually
• • Potential operational disruption from evolving cyber threat landscape requiring ongoing prevention, detection, and remediation efforts

Management Discussion & Analysis

• • Revenue $14.33B, down 8% YoY ($1.28B decline) led by Skin Care ($946M down, -12%) and Makeup ($265M down, -6%)
• • Operating margin (loss) -5.5% vs 6.2% in prior year; operating loss $785M vs income $970M; adjusted operating income fell 28% YoY
• • Best performing segment Skin Care operating income $574M (-22%); worst Makeup operating loss $441M vs prior income $93M (100+% decline)
• • Cash and equivalents $2.92B down from $3.40B; total debt 65% of capitalization up from 59%; ongoing buybacks, dividends, capex supported by cash flow
• • Outlook: Inflationary pressures expected to persist; management plans pricing increases and efficiency gains to offset cost pressures; credit rated A-/A3 with negative outlook

What are the latest EL SEC filings in 2026?

Estée Lauder Companies (The) (EL) has filed a 10-K annual report on August 20, 2025, a 10-Q quarterly report on May 1, 2026, an 8-K current report on July 24, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did EL file its most recent 10-K annual report?

Estée Lauder Companies (The) (EL) filed its most recent 10-K annual report on August 20, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view EL 10-Q quarterly reports?

Estée Lauder Companies (The) (EL)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every EL 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has EL filed recently?

Estée Lauder Companies (The) (EL)'s most recent 8-K was filed on July 24, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find EL insider trading activity (Form 4)?

SignalX aggregates every EL Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does EL file with the SEC?

Estée Lauder Companies (The) (EL) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new EL filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Estée Lauder Companies (The) (EL).

What is EL's SEC CIK number?

Estée Lauder Companies (The) (EL)'s SEC CIK (Central Index Key) number is 1001250. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1001250 to look up all EL filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find EL return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Estée Lauder Companies (The) (EL) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.