ELEstée Lauder Companies

Consumer staples · Cosmetics · NYSE

The Estée Lauder Companies Inc., founded in 1946 by Estée and Joseph Lauder, is one of the world’s leading manufacturers, marketers and sellers of quality skin care, makeup, fragrance and hair care products. 10-K, Item 1

Headquarters: New York, NY
CEO: la Faverie Stephane de
Next results: around Feb 4, 2027

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Key numbers

Latest fiscal year, with ten years behind each

RevenueFY2017–26 $15.0B+5.0% FY2025: $14.3B 10-K FY2026 · XBRL Net incomeFY2017–26 $182.0M FY2025: −$1.1B 10-K FY2026 · XBRL Free cash flowFY2017–26 $1.3B+96.4% FY2025: $670.0M 10-K FY2026 · XBRL Operating marginFY2017–26 5.2%+10.7 pts 14.4% in FY2017 10-K FY2026 · XBRL

What changed

latest 10-K

Area	What changed	Source
Risk factors	No new paragraphs, or fewer than two 10-Ks to compare	10-K Item 1A
Accounting checks	11 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	3 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

No new paragraphs in Risk Factors, or fewer than two 10-Ks to compare.

Accounting checks

latest 10-K

11 of 11 clear 0 worth a look. Checks, not verdicts.

✓
Receivables -0.8% vs revenue +5.0% (-5.8 pts)
✓
Cash from operations $1.8B vs net income $182.0M (FY ending 2026-06-30)
✓
Inventory -3.6% vs revenue +5.0% (-8.7 pts)
✓
Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
No longer listed: F-4. Same as last year: Other Indefinite-Lived Intangible Asset Impairment Assessments - Certain Trademarks
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 4, 20268-K Regulation FD disclosure 8-K item 7.01
Nov 2, 20268-K Quarterly results 8-K item 2.02
Nov 2, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026

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