The Estee Lauder Companies Reports Fiscal 2026 Third Quarter Results

Published: 2026-05-04 11:30:23 ET EL

Published on 05/04/2026 at 11:30 am EDT

NEW YORK- The Estee Lauder Companies Inc. (NYSE: EL) today reported its financial results for the third quarter ended March 31, 2026.

* Raises Full-Year Fiscal 2026 Outlook on Organic Net Sales and Adjusted Profitability, Reflecting Strong Year-to-Date Results:

* Double-Digit Net Sales Growth in Fragrance

* Net Sales Growth in Three of Four Geographic Regions, Led by Mainland China

* Beauty Reimagined Execution on Track, PRGP Ahead of Expectations

* Shares Preliminary View on Fiscal 2027:

* Net Sales Growth of 3% to 5%; Adjusted Operating Margin of 12.5% to 13.0%

'Our third quarter results extend strong year-to-date performance, driven by Beauty Reimagined,' said Stephane de La Faverie, President and CEO. 'In the first nine months of fiscal 2026, organic sales for Fragrance rose double-digits, while three of four regions grew, led by high single-digit growth in Mainland China where we outperformed prestige beauty to gain share. With momentum across all five action plan priorities of Beauty Reimagined, today we raised our fiscal 2026 outlook, now expecting organic sales growth at the high-end of the prior range and adjusted operating margin expansion to approach 300 basis points, bolstered in part by adjusted gross margin expansion.'

de La Faverie emphasized, 'Fiscal 2026 is promising to be the pivotal year we intended, one in which we restore organic sales growth and expand our adjusted operating margin for the first time in four years. Looking ahead to fiscal 2027, we are confident in our improving trajectory and realizing the benefits of One ELC, especially its One Operating Ecosystem which will be fully deployed. Our preliminary view is to accelerate organic sales growth and for adjusted operating margin to approach 13%, albeit in an uncertain geopolitical and macroeconomic environment.'

FISCAL 2026 THIRD QUARTER SELECT FINANCIAL RESULTS (unaudited)1,2,3

https://www.elcompanies.com/en/news-and-media/newsroom/press-releases/2026/05-01-2026-110042145