Welcome to our dedicated page for Estee Lauder Companies SEC filings (Ticker: EL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Estée Lauder Companies Inc. filings document quarterly operating results, financial outlook disclosures, restructuring actions, governance votes and capital-structure matters for a global prestige beauty company. Recent 8-K reports include earnings releases and estimates, while amended 8-K filings describe costs associated with exit or disposal activities under the Profit Recovery and Growth Plan and its restructuring program.
Other filings record annual meeting results, director elections, auditor ratification, executive-compensation votes, and amendments submitted to stockholders. Capital-structure disclosures include the company’s Class A Common Stock and Class B Common Stock, including conversions from Class B shares into Class A shares and related voting-rights mechanics.
The Estée Lauder Companies Inc. reported improved results for the quarter ended December 31, 2025, with net sales of $4,229 million and net earnings of $162 million, versus a loss of $590 million a year earlier. Sales rose across regions, led by Europe, the U.K. and Ireland and Emerging Markets at $1,183 million and Asia/Pacific at $900 million, while mainland China reached $928 million. Operating income swung to a $401 million profit from a $580 million loss as prior-year goodwill and trademark impairments did not recur. For the six-month period, net sales were $7,710 million and net earnings were $209 million, compared with a $746 million loss in the prior-year period.
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.
Estee Lauder Companies Inc. director Paul J. Fribourg reported acquiring additional derivative stock units tied to Class A Common Stock. On 12/15/2025, he acquired 49.79 "Stock Units (Share Payout)" at a price of $101.03 per unit, bringing his beneficial holdings of this type to 14,422.03 units held directly.
On the same date, he also acquired 140.16 "Stock Units (Cash Payout)" at $101.03 per unit, increasing his holdings of that type to 40,599.04 units held directly. The filing explains that these acquisitions represent reinvestment of dividend equivalents on outstanding stock units, and that the stock units will be paid out on the first business day of the calendar year following the last date of his service as a director.
Estee Lauder Companies director Charlene Barshefsky reported an acquisition of 81.1 stock units linked to Class A Common Stock on 12/15/2025. These derivative securities were credited through the reinvestment of dividend equivalents on outstanding stock units at a price of $101.03 per unit. Following this transaction, she beneficially owns 23,490.91 stock units, held directly. According to the terms described, the stock units will be paid out in shares of Class A Common Stock on the first business day of the calendar year after her service as a director ends.
Estee Lauder Companies director Barry S. Sternlicht reported acquiring additional derivative stock units tied to the company’s Class A common stock. On 12/15/2025, he acquired 64.11 stock units (share payout) and 161.03 stock units (cash payout), both reflecting reinvestment of dividend equivalents on his outstanding stock units at an underlying share price of $101.03.
Following these transactions, Sternlicht beneficially owned 18,570.12 stock units (share payout) and 46,645.16 stock units (cash payout), all held directly. The stock units are scheduled to be paid out on the first business day of the calendar year after he ceases serving as a director.
The Estee Lauder Companies Inc. director Dana Strong reported acquiring 2.71 stock units linked to Class A Common Stock on December 15, 2025. The transaction is coded as an acquisition of derivative securities and reflects reinvestment of dividend equivalents on outstanding stock units at an underlying stock price of $101.03 per share.
Following this dividend-equivalent reinvestment, Strong beneficially owns 785.99 stock units, held directly. These stock units are designed to be paid in shares on the first business day of the calendar year following the last date of Strong’s service as a director of the company, aligning payout timing with the end of board service.
Estee Lauder Companies director Jennifer Hyman reported a routine update to her deferred stock-based compensation. On December 15, 2025, 15.11 stock units were credited to her account through the reinvestment of dividend equivalents on her outstanding stock units at a price of $101.03 per unit.
After this transaction, she beneficially owns 4,376.19 stock units, each linked to shares of Class A Common Stock. These stock units will be paid out on the first business day of the calendar year following the last date of her service as a director.
Estee Lauder Companies director and 10% owner Gary M. Lauder reported acquiring 15.17 stock units on 12/15/2025. The acquisition reflects reinvestment of dividend equivalents on his outstanding stock units. These derivative securities are stock units with share payout tied to Estee Lauder Class A Common Stock. Following the transaction, he directly owns 4,393.97 stock units. The stock units will be paid in shares of Class A Common Stock on the first business day of the calendar year following the last date of his service as a director.
Estee Lauder Companies director Jennifer Tejada reported an acquisition of additional stock-based units. On 12/15/2025 she received 15.11 stock units through reinvestment of dividend equivalents on her outstanding stock units.
The stock units are derivative securities linked to Estee Lauder Class A Common Stock and carried a reported transaction price of $101.03 per unit. They will be paid out on the first business day of the calendar year following the last date of her service as a director. After this transaction she directly holds 4,376.19 stock units.
Estee Lauder Companies Inc. director Arturo Nunez reported a small insider transaction involving deferred stock units. On 12/15/2025, he acquired 14.66 stock units tied to Class A common stock at $101.03 per share, recorded as reinvestment of dividend equivalents on outstanding stock units.
After this transaction, Nunez beneficially owns 4,246.94 stock units. These units are scheduled to be paid out in shares on the first business day of the calendar year following the last date of his service as a director.