8-K current report · filed Aug 19, 2026

Estée Lauder Companies (The) (EL) 8-K Current Report: August 19, 2026

Item 2.02Item EX-99.1EL overview

Short answer

Estée Lauder Companies (The) (EL) filed an 8-K current report with the SEC on August 19, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Fiscal 2026 full-year and fourth-quarter results announced on August 19, 2026.

Estée Lauder Companies (The) 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Fiscal 2026 full-year and fourth-quarter results announced on August 19, 2026
  • Fiscal 2027 full-year net sales estimate disclosed in attached Exhibit 99.1
  • Fiscal 2027 diluted earnings-per-share estimate disclosed in attached Exhibit 99.1
  • Investors should review Exhibit 99.1 for results, guidance, and management outlook details

Item EX-99.1 · Exhibit EX-99.1

  • Fiscal 2026 net sales rose 5% to $15.05B, with organic growth of 3% and growth across every geographic region
  • Adjusted operating margin expanded 320 basis points to 11.2%, driven by PRGP efficiencies and gross-margin improvement
  • Free cash flow nearly doubled to $1.32B from $0.67B, while operating cash flow increased 39% to $1.77B
  • PRGP targets $1.2B gross annual benefits and approximately 10,000 fewer positions, but cumulative charges will exceed $1.5B–$1.7B
  • Fiscal 2027 outlook maintains 3%–5% organic sales growth and raises adjusted operating margin guidance to 12.7%–13.5%

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