{"id":957028,"date":"2026-05-01T06:03:33","date_gmt":"2026-05-01T10:03:33","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/the-estee-lauder-companies-reports-fiscal-2026-third-quarter-results\/"},"modified":"2026-05-01T06:03:33","modified_gmt":"2026-05-01T10:03:33","slug":"the-estee-lauder-companies-reports-fiscal-2026-third-quarter-results","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/the-estee-lauder-companies-reports-fiscal-2026-third-quarter-results\/","title":{"rendered":"The Est\u00e9e Lauder Companies Reports Fiscal 2026 Third Quarter Results"},"content":{"rendered":"

<\/p>\n

The Est\u00e9e Lauder Companies Reports Fiscal 2026 Third Quarter Results<\/b><\/p>\n

Raises Full-Year Fiscal 2026 Outlook on Organic Net Sales and Adjusted Profitability, Reflecting Strong Year-to-Date Results:<\/b><\/p>\n

\u2013 Double-Digit Net Sales Growth in Fragrance<\/b><\/p>\n

\u2013 Net Sales Growth in Three of Four Geographic Regions, Led by Mainland China<\/b><\/p>\n

\u2013 Beauty Reimagined Execution on Track, PRGP Ahead of Expectations<\/b><\/p>\n

Shares Preliminary View on Fiscal 2027:<\/b><\/p>\n

\u2013 Net Sales Growth of 3% to 5%; Adjusted Operating Margin of 12.5% to 13.0%<\/b><\/p>\n

NEW YORK–(BUSINESS WIRE<\/a>)–The Est\u00e9e Lauder Companies Inc.<\/a> (NYSE: EL) today reported its financial results for the third quarter ended March 31, 2026.<\/p>\n

\n\u201cOur third quarter results extend strong year-to-date performance, driven by Beauty Reimagined,\u201d said St\u00e9phane de La Faverie, President and CEO. \u201cIn 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.\u201d<\/p>\n

\nde La Faverie emphasized, \u201cFiscal 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.\u201d<\/p>\n

FISCAL 2026 THIRD QUARTER SELECT FINANCIAL RESULTS<\/span><\/b> (unaudited)<\/span>1,2,3<\/sup><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

\n\u00a0<\/p>\n<\/td>\n

\n

Three Months Ended<\/b><\/p>\n

M<\/b>arch 31<\/b><\/p>\n<\/td>\n

\n

Percentage<\/b><\/p>\n

Change<\/b><\/p>\n<\/td>\n<\/tr>\n

\n

($ in millions, except per share data)<\/i><\/p>\n<\/td>\n

\n

2026<\/b><\/p>\n<\/td>\n

\n

2025<\/b><\/p>\n<\/td>\n<\/tr>\n

\n

\nNet Sales<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n3,712<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n3,550<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n5<\/p>\n<\/td>\n

\n

\n%<\/p>\n<\/td>\n<\/tr>\n

\n

\nOrganic Net Sales, Non-GAAP1,2<\/sup><\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n3,611<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n3,550<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n2<\/p>\n<\/td>\n

\n

\n%<\/p>\n<\/td>\n<\/tr>\n

\n

\nOther Financial Results:<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\u00a0<\/td>\n<\/tr>\n
\n

\nGross Profit<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n2,836<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n2,661<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n7<\/p>\n<\/td>\n

\n

\n%<\/p>\n<\/td>\n<\/tr>\n

\n

Gross Margin<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

76.4<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

75.0<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted Gross Profit, Non-GAAP1,3<\/sup><\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n2,836<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n2,661<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n7<\/p>\n<\/td>\n

\n

\n%<\/p>\n<\/td>\n<\/tr>\n

\n

Adjusted Gross Margin, Non-GAAP<\/i>1,3<\/sup><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

76.4<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

75.0<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\n\n\n\n\u00a0<\/td>\n<\/tr>\n
\n

\nOperating Income<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n249<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n306<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n(19<\/p>\n<\/td>\n

\n

\n)%<\/p>\n<\/td>\n<\/tr>\n

\n

Operating Margin<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

6.7<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

8.6<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted Operating Income, Non-GAAP1,3<\/sup><\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n557<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n403<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n38<\/p>\n<\/td>\n

\n

\n%<\/p>\n<\/td>\n<\/tr>\n

\n

Adjusted Operating Margin, Non-GAAP<\/i>1,3<\/sup><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

15.0<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

11.4<\/i><\/p>\n<\/td>\n

\n

%<\/i><\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\n\n\n\n\u00a0<\/td>\n<\/tr>\n
\n

\nDiluted Net Earnings Per Common Share<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n.24<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n.44<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n(45<\/p>\n<\/td>\n

\n

\n)%<\/p>\n<\/td>\n<\/tr>\n

\n

\nAdjusted Diluted Net Earnings Per Common Share, Non-GAAP1,3<\/sup><\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n.91<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n$<\/p>\n<\/td>\n

\n

\n.65<\/p>\n<\/td>\n

\n

\n\u00a0<\/p>\n<\/td>\n

\n

\n40<\/p>\n<\/td>\n

\n

\n%<\/p>\n<\/td>\n<\/tr>\n<\/table>\n\n\n\n\n\n
\n\u00a0<\/td>\n<\/tr>\n
1<\/sup>See pages 20 – 22 for reconciliation between GAAP and Adjusted Non-GAAP measures.<\/i><\/td>\n<\/tr>\n
2<\/sup>Organic net sales represents net sales excluding returns associated with restructuring and other activities; non-comparable impacts of acquisitions, divestitures and brand closures; as well as the impact from foreign currency translation. The Company believes that the Non-GAAP measure of organic net sales growth provides year-over-year sales comparisons on a consistent basis.<\/i><\/td>\n<\/tr>\n
3<\/sup>Adjusted Non-GAAP measures are calculated based on Net Sales adjusted only for Returns associated with restructuring and other activities.<\/i><\/td>\n<\/tr>\n<\/table>\n