Every 8-K that The Estee Lauder Companies Inc. (EL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow EL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EL filings page.
ESTEE LAUDER COMPANIES INC (EL) announced that its Board of Directors has nominated two new director candidates, Jean-Frédéric Dufour and Matthew E. Rubel, to stand for election as Class III directors at the next annual meeting of stockholders, which is expected to be held on November 17, 2026.
Jean-Frédéric Dufour serves as Chief Executive Officer of Rolex SA, and Matthew E. Rubel is the non-executive Chairman of the Board of Holley Inc.
The Estée Lauder Companies Inc. (EL) reported fiscal 2026 results showing a return to growth and profitability. Net sales rose 5% to $15.0 billion with 3% organic growth, and all regions grew, led by high‑single‑digit organic gains in mainland China and mid‑single‑digit growth in Asia/Pacific.
Gross margin expanded 150 bps to 75.5%, supported by the Profit Recovery and Growth Plan (PRGP) and tariff refunds, while adjusted operating margin improved to 11.2% from 8.0%. GAAP operating income swung to $780 million from a $785 million loss, and diluted EPS moved to $0.50 from a $3.15 loss. Adjusted diluted EPS increased 66% to $2.51.
Free cash flow rose to $1.32 billion from $0.67 billion, and cash and equivalents increased to $3.50 billion. The PRGP restructuring is expected to deliver about $1.2 billion in annual gross benefits with an estimated net reduction of 10,000 positions. For fiscal 2027, the company guides to 3%–5% organic net sales growth and adjusted EPS of $3.10–$3.35, implying 24%–34% growth over 2026.
The Estée Lauder Companies Inc. disclosed that board member Jennifer Hyman has notified the company she will retire from the Board effective November 16, 2026, the day before the 2026 Annual Meeting of Stockholders. She is a Class I director who has served on the Board since 2018 and is a member of the Audit Committee and the Nominating and ESG Committee.
The company states that Ms. Hyman’s decision to retire is to focus on new endeavors and is not due to any disagreements with the company regarding operations, policies, or practices. The company expresses appreciation for her contributions during her Board tenure.
The Estée Lauder Companies Inc. expanded and finalized approvals under its multi‑year Profit Recovery and Growth Plan restructuring program, aimed at rebuilding operating margins and supporting future sales growth.
As of June 30, 2026, the company expects to record cumulative restructuring and other charges of approximately $1,748 million (before tax) for initiatives approved since inception. These charges span sales returns, cost of sales and operating expenses, and are largely tied to employee severance, asset-related costs, contract terminations and other exit costs. Initiatives include reorganizing go‑to‑market models, transforming digital operations, and right‑sizing enabling functions, with approvals concluded by June 30, 2026 and substantial completion targeted by the end of fiscal 2027.
The Estée Lauder Companies Inc. provides an updated snapshot of its multi‑year Profit Recovery and Growth Plan restructuring program. The company now expects total restructuring and other charges between $1,500 million and $1,700 million (before tax), aimed at rebuilding operating margin and supporting future sales growth.
Through May 28, 2026, cumulative initiatives approved under the Restructuring Program are expected to generate about $1,551 million in restructuring and other charges, largely tied to workforce reductions and related costs. New initiatives since April 29, 2026 focus on value chain optimization, corporate function “re‑invention,” go‑to‑market model changes and digital organization transformation across global operations.
Approved charges are concentrated in operating expenses and include employee‑related, asset‑related, contract termination and other exit costs, most of which are expected to lead to future cash expenditures funded from cash provided by operations. The company plans to keep approving initiatives through fiscal 2026 and substantially complete the program by the end of fiscal 2027, with additional disclosures to follow for significant actions.
The Estée Lauder Companies Inc. filed an amendment to report that it has ended discussions with Puig about a potential business combination. Both companies had previously confirmed talks on March 23, 2026, but on May 21, 2026 they announced the discussions were terminated with no deal reached.
Estée Lauder emphasizes its focus on executing its Beauty Reimagined strategic vision and its “One ELC” operating model as a standalone company. Management highlights confidence in its global portfolio of prestige beauty brands, ongoing innovation, and a goal of driving sustainable sales growth, expanding profitability, and achieving a solid double-digit adjusted operating margin over time.
The Estée Lauder Companies Inc. reported fiscal 2026 third-quarter results and raised its full-year outlook. Net sales rose 5% to $3.7 billion, while organic net sales grew 2%. Adjusted operating income increased 38% to $557 million and adjusted operating margin expanded to 15.0% from 11.4%, driven by higher gross margin and PRGP savings.
Adjusted diluted EPS rose 40% to $0.91 even as reported EPS fell to $0.24, reflecting $224 million of restructuring charges and an $84 million securities class action loss contingency. For fiscal 2026, the company now targets about 3% organic net sales growth, adjusted operating margin of 10.7%–11.0% and adjusted EPS of $2.35–$2.45, and outlined a preliminary fiscal 2027 view of 3%–5% net sales growth with adjusted operating margin of 12.5%–13.0%.
The Estée Lauder Companies Inc. filed an amended report giving more detail on its multi-year restructuring under the Profit Recovery and Growth Plan. The overall Restructuring Program is expected to generate total restructuring and other charges of between $1,200 million and $1,600 million (before tax).
Through March 31, 2026, initiatives approved under the program are expected to result in cumulative restructuring and other charges of about $1,367 million (before tax), largely tied to workforce reductions and other cost actions. The plan focuses on reorganizing and rightsizing operations, simplifying processes, outsourcing select services, and evolving its go-to-market and selling models to rebuild operating margins and support future growth.
The Estée Lauder Companies Inc. has confirmed it is in discussions with Puig about a potential business combination in which the two companies would merge their businesses. The company emphasized that no final decision has been made and no agreement has been reached.
The disclosure stresses that there is no assurance any transaction will occur or, if it does, what the timing or terms might be. A press release dated March 23, 2026, reiterates these points and highlights that any forward-looking statements are subject to significant risks and uncertainties.
The Estée Lauder Companies Inc. filed a current report to share that it has released financial results for its fiscal quarter ended December 31, 2025. The company issued a press release detailing quarterly performance and providing estimates for its fiscal 2026 full-year net sales and diluted earnings per share.
The press release, dated February 5, 2026, is attached as an exhibit to the report and is incorporated by reference, making it the primary source for the new financial information and outlook.
The Estée Lauder Companies Inc. is expanding its multi‑year Profit Recovery and Growth Plan and related restructuring program. The company now expects total restructuring and other charges of between $1,200 million and $1,600 million (before tax) as it reorganizes operations, simplifies processes, outsources selected services and adjusts its go‑to‑market footprint through fiscal 2027.
Through November 29, 2025, initiatives approved under the restructuring program are expected to result in cumulative restructuring and other charges of about $1,137 million (before tax). Of this, restructuring charges total $781 million, including $674 million of employee‑related costs, $53 million of asset‑related costs, $26 million of contract terminations and $28 million of other exit costs. Most charges, other than non‑cash items, are expected to result in future cash expenditures funded from cash provided by operations.
The Estée Lauder Companies Inc. reported the results of its November 13, 2025 Annual Meeting of Stockholders. Stockholders elected six directors, including William P. Lauder and Eric L. Zinterhofer, to new terms on the board. PricewaterhouseCoopers LLP was ratified as independent auditor for the fiscal year ending June 30, 2026, with 1,459,584,433 votes in favor and minimal opposition.
Stockholders also approved, on an advisory basis, the compensation of named executive officers, with 1,314,884,277 votes for and 129,353,712 against. In addition, they approved amendments to the Restated Certificate of Incorporation to eliminate the monetary liability of certain officers as permitted by Delaware law and to make miscellaneous changes to Articles IV, V and VI, each proposal receiving more than 1.36 billion votes in favor.
The Estée Lauder Companies Inc. reported two related equity actions. First, the company issued 11,034,685 shares of Class A Common Stock to trusts affiliated with Leonard A. Lauder descendants upon a 1‑for‑1 conversion of an equal number of Class B shares, exempt under Section 3(a)(9).
Separately, the selling stockholders entered an underwriting agreement with J.P. Morgan Securities LLC to sell 11,301,323 Class A shares at $89.70 per share. The company did not receive any proceeds from this sale, which was made under a prospectus supplement to an effective Form S‑3 shelf registration. The underwriting agreement includes customary terms, representations, and indemnities.
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.
The Estée Lauder Companies announced a reorganization of its geographic reporting structure and related methodology changes. The company will report a revised Asia/Pacific region (including Japan, Korea, Hong Kong SAR, Australia and global travel retail) and will report Mainland China as a separate region. Management also changed how it reports certain global and regional activity by (i) excluding intercompany royalty impacts globally, (ii) allocating corporate expenses to all regions instead of primarily to The Americas, and (iii) allocating manufacturing facility impacts to all regions rather than to the facility location. These revisions do not affect consolidated results. The company has recast historical geographic net sales and operating income for fiscal years ended June 30, 2025 and June 30, 2024 and provides those schedules as Exhibit 99.1 for investor comparability.
The company adopted a new form of Stock Option Award Agreement for grants under its Amended and Restated Fiscal 2002 Share Incentive Plan. Under the new form, employees terminated without cause who are not retirement-eligible (including executive officers) will receive pro rata vesting of unvested options only through the last day paid, with remaining unvested options forfeited; retirement-eligible employees retain full vesting on retirement. The agreement expands restrictive covenants—confidentiality, non-competition, non-solicitation, non-disclosure, non-interference, and non-disparagement—and adds a forfeiture and clawback provision for covenant non-compliance. The full form is filed as Exhibit 10.1 and incorporated by reference.
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.