The Estée Lauder Companies — Fiscal 2027 Q1 Earnings Summary

The Estée Lauder Companies reported a 7% increase in net sales to $3.715 billion for the first quarter of fiscal 2027, driven by growth across nearly all product categories and geographic regions. The company raised its full-year fiscal 2027 outlook, projecting organic net sales growth between 4.0% and 5.5% and adjusted diluted earnings per share between $3.20 and $3.45. Operating income surged to $408 million, reflecting a 610 basis point expansion in operating margin to 11.0% compared to the prior year. Key performance drivers included double-digit growth in the Fragrance category, led by brands such as Le Labo and TOM FORD, alongside a 4% increase in Skin Care sales.