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The Estée Lauder Companies Reports Fiscal 2027 First Quarter Results

Business Wire•02/11/2026•06:00 ET
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Key Highlights

  • ➤Net sales $3.715 billion, up 7%; organic net sales increased 6%
  • ➤Adjusted operating income $449 million, up 76%; margin expanded to 12.1%
  • ➤Adjusted diluted EPS rose 100% to $.72 from $.32
  • ➤Fiscal 2027 full-year outlook raised on sales, margin and EPS
  • ➤Fragrance net sales increased 20%, led by Luxury Brands growth

Expert Statements

Stéphane de La Faverie, President and CEO of The Estée Lauder Companies Inc.

“Our first quarter of fiscal 2027 marks another powerful step forward for The Estée Lauder Companies. Growth is accelerating, profitability is strengthening significantly, and the impact of Beauty Reimagined is becoming increasingly evident across our business. We are bringing more breakthrough innovation to consumers, amplifying the desirability of our brands with bold, high impact campaigns, and building a faster, more agile organization that is converting momentum into stronger financial performance. We have moved beyond restoring growth. We are building diverse drivers for sustained profitable growth. The energy and determination of our teams, combined with the strength of our brands and the progress of our transformation, give me greater confidence than ever in the opportunities that lie ahead. We are raising our fiscal 2027 outlook, reflecting both our strong start and our conviction in the future we are creating.”

The Estée Lauder Companies Reports Fiscal 2027 First Quarter Results

Delivered Strong First Quarter Results across Sales, Margins and EPS

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