Estée Lauder (NYSE: EL) issues Q2 2026 outlook and results

Rhea-AI Filing Summary

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.

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)

February 5, 2026

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 February 5, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended December 31, 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 February 5, 2026, 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:			February 5, 2026			By:			/s/ Akhil Shrivastava
									Akhil Shrivastava
									Executive Vice President and Chief Financial Officer
									(Principal Financial and Accounting Officer)

3

FAQ

What did Estée Lauder (EL) disclose in its latest 8-K filing?

Estée Lauder disclosed that it issued a press release announcing financial results for its fiscal quarter ended December 31, 2025, and provided estimates for its fiscal 2026 full-year net sales and diluted earnings per share in that release.

Which period’s results did Estée Lauder (EL) report on February 5, 2026?

On February 5, 2026, Estée Lauder reported financial results for its fiscal quarter ended December 31, 2025. These results were described in a press release attached as an exhibit and incorporated by reference into the current report.

Does Estée Lauder’s 8-K include guidance for fiscal 2026?

Yes. The company’s press release, referenced in the 8-K, includes estimates for Estée Lauder’s fiscal 2026 full-year net sales and diluted net earnings per common share, giving readers an indication of management’s expectations for the upcoming fiscal year.

Where can investors find the detailed numbers from Estée Lauder’s latest results?

The detailed financial figures are contained in Estée Lauder’s press release dated February 5, 2026, which is attached to the report as Exhibit 99.1 and incorporated by reference as the primary source of quantitative information.

What exhibits did Estée Lauder (EL) attach to this 8-K filing?

Estée Lauder attached two exhibits: a press release dated February 5, 2026, as Exhibit 99.1, and a cover page interactive data file embedded within the Inline XBRL document, identified as Exhibit 104 in the exhibit index.

Who signed Estée Lauder’s February 5, 2026 8-K report?

The report was signed on behalf of Estée Lauder by Akhil Shrivastava, who serves as Executive Vice President and Chief Financial Officer, identified as the principal financial and accounting officer for the company in the signature block.