The Estée Lauder Companies's results for fiscal Q1 2027 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-02. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $3,715 million (+6.7% vs a year earlier) |
| Diluted EPS (GAAP) | $0.64 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.72 |
| Full-year guidance | Raised |
Guidance
Estée Lauder raised its fiscal 2027 outlook: organic sales growth 4.0%–5.5%, adjusted operating margin 12.9%–13.7%, adjusted EPS $3.20–$3.45.
Why this label: 'The Company is raising its fiscal 2027 full-year outlook'; organic sales, margin, adjusted and GAAP EPS all above previously communicated ranges.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| organic net sales growth | fiscal 2027 | 4.0% to 5.5% | 3% to 5% |
| reported net sales growth | fiscal 2027 | 5.0% to 6.5% | 3% to 5% |
| adjusted operating margin | fiscal 2027 | 12.9% to 13.7% | 12.7% to 13.5% |
| adjusted diluted EPS | fiscal 2027 | $3.20 to $3.45 | $3.10 to $3.35 |
| GAAP diluted EPS | fiscal 2027 | $2.85 to $3.18 | $2.52 to $2.85 |
| operating cash flow | fiscal 2027 | $1.4 billion to $1.5 billion | $1.3 billion to $1.4 billion |
From the release
Revenue: "Net Sales · $ · 3,715 · $ · 3,481 · 7 · %"
Earnings per share: "As Reported Diluted net earnings per common share increased to $.64 from $.13 in the prior year and Adjusted Diluted net earnings per common share increased to $.72, compared with $.32."
organic net sales growth: "Organic net sales growth of 4.0% to 5.5%, ranging from the mid-point to above the high-end of the previously communicated range of 3% to 5%"
reported net sales growth: "As Reported - GAAP · 5.0% - 6.5% · 3% - 5%"
adjusted operating margin: "Adjusted operating margin to range between 12.9% to 13.7%, an increase from the previously communicated range of 12.7% to 13.5%"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Raised fiscal 2027 adjusted EPS outlook to $3.20–$3.45 from $3.10–$3.35
Source
The Estée Lauder Companies earnings release (SEC filing), accession 0001001250-26-000057, filed 2026-11-02.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.