The Estée Lauder Companies Inc. reported fiscal 2026 full-year net sales of $15.0 billion, a 5% increase, with organic growth of 3%. Adjusted diluted EPS rose to $2.51 from $1.51, driven by operating margin expansion and the Profit Recovery and Growth Plan. The company affirmed its fiscal 2027 organic net sales growth outlook of 3% to 5% and raised adjusted operating margin guidance to 12.7%–13.5%. Additionally, Estée Lauder announced a quarterly cash dividend of $0.35 per share, payable September 15, 2026, to shareholders of record on August 31, 2026. The company operates in the global prestige beauty industry, manufacturing and marketing skin care, makeup, fragrance, and hair care products.

Jennifer Hyman, a member of the Board of Directors and member of the Audit and Nominating and ESG Committees, notified the company of her retirement effective November 16, 2026. Her departure is to focus on new endeavors and was not due to any disagreements regarding company operations, policies, or practices. The company operates in the cosmetics and fragrance industry, producing and marketing prestige beauty products.

The Estée Lauder Companies Inc. provided updated details regarding its Profit Recovery and Growth Plan (PRGP) restructuring program. 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 the program's inception. Recent approvals between May 29, 2026, and June 30, 2026, totaled $197 million, focusing on go-to-market model acceleration, digital organization transformation, and corporate function reorganization. These initiatives involve workforce reductions, asset-related costs, and office lease exits. The company expects these approved initiatives to be substantially completed by the end of fiscal 2027. The Estée Lauder Companies Inc. is a prestige beauty company that develops and markets high-end skincare, makeup, fragrance, and hair care products.

The Estée Lauder Companies Inc. issued a press release announcing its financial results for the fiscal quarter ended March 31, 2026. The announcement also includes the company's financial metric estimates for the full fiscal years 2026 and 2027.