Estée Lauder (NYSE: EL) details FY 2025 results and FY 2026 outlook in press release

Rhea-AI Filing Summary

The Estée Lauder Companies Inc. filed a current report describing that it issued a press release on August 20, 2025 covering its fiscal 2025 full year and fourth quarter financial results. The release also provides the company’s estimates for its fiscal 2026 full year net sales and diluted earnings per share.

The press release is furnished as Exhibit 99.1 to this report and is incorporated by reference. The filing is signed on behalf of the company by Executive Vice President and Chief Financial Officer Akhil Shrivastava.

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.

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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)

August 20, 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 August 20, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal 2025 full year and fourth quarter. 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 August 20, 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:			August 20, 2025			By:			/s/ Akhil Shrivastava
									Akhil Shrivastava
									Executive Vice President and Chief Financial Officer
									(Principal Financial and Accounting Officer)

3

FAQ

What does Estée Lauder (EL) disclose in its August 20, 2025 8-K?

Estée Lauder’s 8-K states it issued a press release detailing fiscal 2025 full year and fourth quarter results. The release also includes the company’s estimates for fiscal 2026 full year net sales and diluted earnings per common share, furnished as Exhibit 99.1.

Which financial periods are covered in Estée Lauder (EL)’s August 2025 press release?

The press release covers Estée Lauder’s financial results for its fiscal 2025 full year and fourth quarter. It also provides the company’s estimates for fiscal 2026 full year net sales and diluted net earnings per common share, according to the 8-K description.

How are Estée Lauder (EL)’s fiscal 2026 estimates presented in this 8-K filing?

The 8-K explains that Estée Lauder’s press release includes management’s estimates for fiscal 2026 full year net sales and diluted net earnings per common share. Those forward-looking estimates are contained in Exhibit 99.1, which is incorporated by reference into the report.

What exhibit is attached to Estée Lauder (EL)’s August 20, 2025 8-K?

The filing attaches Exhibit 99.1, a press release dated August 20, 2025 from The Estée Lauder Companies Inc. The report also references Exhibit 104, which is the cover page interactive data file embedded within the Inline XBRL document for the 8-K.

Who signed Estée Lauder (EL)’s August 20, 2025 8-K filing?

The 8-K is signed on behalf of The Estée Lauder Companies Inc. by Akhil Shrivastava. He is identified in the filing as Executive Vice President and Chief Financial Officer, serving as the company’s principal financial and accounting officer for this report.

What is the main purpose of Estée Lauder (EL)’s Item 2.02 disclosure?

Item 2.02 reports that Estée Lauder issued a press release announcing fiscal 2025 full year and fourth quarter results. It also notes that the same release includes management’s estimates for fiscal 2026 net sales and diluted earnings per share, furnished as an exhibit.