Estée Lauder (NYSE: EL) posts Sept. 30, 2025 results and 2026 view

Rhea-AI Filing Summary

The Estée Lauder Companies Inc. filed a current report to share that it has released its financial results for the fiscal quarter ended September 30, 2025. The company issued a press release on October 30, 2025 detailing these quarterly results and also providing its estimates for fiscal 2026 full year net sales and diluted net earnings per common share. The press release is furnished as Exhibit 99.1 to this report, giving investors a single source for both the recent quarterly performance and management’s outlook for the upcoming fiscal year.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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 UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

____________________

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)

October 30, 2025

The Estée Lauder Companies Inc.

(Exact name of registrant as specified in its charter)

Delaware

1-14064

11-2408943

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

767 Fifth Avenue, New York, New York

10153

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code

212-572-4200

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Class A Common Stock, $.01 par value			EL			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On October 30, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended September 30, 2025. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

Exhibit No.						Description
99.1						Press Release, dated October 30, 2025, of The Estée Lauder Companies Inc.
104						Cover Page Interactive Data File (embedded within the Inline XBRL document).

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						THE ESTÉE LAUDER COMPANIES INC.
Date:			October 30, 2025			By:			/s/ Akhil Shrivastava
									Akhil Shrivastava
									Executive Vice President and Chief Financial Officer
									(Principal Financial and Accounting Officer)

3

FAQ

What did The Estée Lauder Companies Inc. (EL) report in this 8-K?

The Estée Lauder Companies Inc. reported that it issued a press release announcing its financial results for the fiscal quarter ended September 30, 2025, and that this release is attached as Exhibit 99.1.

Which period’s results does Estée Lauder (EL) cover in this filing?

The report covers Estée Lauder’s financial results for its fiscal quarter ended September 30, 2025, as described in the attached press release.

Does Estée Lauder (EL) provide guidance or estimates in this 8-K?

Yes. The press release referenced in the report includes the company’s estimates for fiscal 2026 full year net sales and diluted net earnings per common share.

Where can investors find the detailed numbers for Estée Lauder’s quarter?

The detailed financial data and outlook are contained in the press release attached as Exhibit 99.1 to the report.

What exhibit is included with this Estée Lauder (EL) 8-K?

The report includes Exhibit 99.1, which is the press release dated October 30, 2025, and Exhibit 104, the cover page interactive data file embedded in Inline XBRL.

Who signed this Estée Lauder (EL) current report?

The report was signed on behalf of The Estée Lauder Companies Inc. by Akhil Shrivastava, Executive Vice President and Chief Financial Officer, as the principal financial and accounting officer.