The company said that for fiscal 2026 full year, ended June 30, as reported net sales rose 5% to $15,049 million and organic net sales rose 3%. As-reported gross margin was 75.5%, up 150 basis points from 74.0% in the prior year.

1. 01

   The company said that for fiscal 2026 full year, ended June 30, as reported net sales rose 5% to $15,049 million and organic net sales rose 3%. As-reported gross margin was 75.5%, up 150 basis points from 74.0% in the prior year.

2. 02

   Estée Lauder said that for fiscal 2026 full year, as-reported operating income was $780 million, with an operating margin of 5.2%. Adjusted operating income was $1,687 million, with an adjusted operating margin of 11.2%, up from $1,146 million (8.0%) in the prior year.

3. 03

   The company said that for fiscal 2026 full year, net cash provided by operating activities was $1.77 billion (prior year: $1.27 billion), capital expenditures were $457 million, and free cash flow was $1.32 billion (prior year: $0.67 billion).

4. 04

   The company said it maintained its fiscal 2027 organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin outlook to 12.7% to 13.5% from the 12.5% to 13.0% preliminary outlook it gave in May.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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