Estée Lauder Quarterly Report Q1 2025

The provided sources are excerpts from a quarterly financial report and earnings press release for The Estée Lauder Companies Inc., specifically covering the period ended September 30, 2025. These documents detail the company's financial performance using both GAAP and non-GAAP measures, highlighting a significant improvement in diluted net earnings per common share compared to the prior year. Key operational updates include a 4% increase in reported net sales and an expansion of gross and operating margins, partly attributed to the ongoing Profit Recovery and Growth Plan (PRGP). Furthermore, the reports disclose a reorganization of geographic regions and provide an outlook for fiscal year 2026, including an expected $100 million headwind from enacted tariffs and various global risks.

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