Short answer
Estée Lauder Companies (The) (EL) filed its Q1 2026 10-Q quarterly report on May 1, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $3.7B (up 4.6% year over year) with net income of $89M.
Q1 2026 key financials · XBRL
- Revenue
- $3.7B
- +4.6% YoY · −12.2% QoQ
- Net income
- $89M
- −44.0% YoY · −45.1% QoQ
- Operating margin
- 6.7%
- Gross margin
- 76.4%
- EPS (diluted)
- $0.25
- −43.2% YoY · −43.2% QoQ
Source: XBRL data from the Estée Lauder Companies (The) (EL) Q1 2026 10-Q on SEC EDGAR. USD.
Estée Lauder Companies (The) Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $3,712M, up $162M or 5% YoY, including 3% favorable currency impact
- Operating margin 6.7% vs 8.6% YoY; net earnings $89M vs $159M
- Best category fragrance revenue $628M, up 13%; worst hair care revenue $128M, up 2%
- Mainland China operating income $159M vs $76M YoY; Asia/Pacific $261M vs $232M
- Outlook: higher tariffs expected to adversely affect fiscal 2026 profitability and cash flows; restructuring charges $1,500M-$1,700M expected
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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