雅诗兰黛Estee Lauder（EL）2026财年第二季度业绩报告「NYSE」（英文版）（21页）.pdf

1、767 Fifth AvenueNew York,NY 10153 NewsContact:Investors:Rainey MMedia:Brendan RTHE ESTE LAUDER COMPANIES REPORTS FISCAL 2026 SECOND QUARTER RESULTS Delivered Strong Fiscal 2026 Second Quarter and First Half Results across Sales,Margins and EPSRaising Fiscal 2026 Full-Year OutlookNew York,February5,2

2、026-The Este Lauder Companies Inc.(NYSE:EL)today reported its financial results for the second quarter ended December31,2025.“We delivered excellent second quarter results to solidify a strong first half of fiscal 2026,”said Stphane de La Faverie,President and CEO.“In this pivotal year,Beauty Reimag

3、ined has invigorated our business as we execute the biggest operational,leadership,and cultural transformation in our history.On its one-year anniversary,we raise our fiscal 2026 outlook confident in the strength of our turnaround,even as our second half reflects previously-expected headwinds and no

4、w-greater consumer-facing investments,as we expect to restore organic sales growth and expand our operating margin for the first time in four years.”FISCAL 2026 SECOND QUARTER SELECT FINANCIAL RESULTS(unaudited)1,2,3Three Months EndedDecember31PercentageChange($in millions,except per share data)2025

5、2024Net Sales$4,229$4,004 6%Organic Net Sales,Non-GAAP1,2$4,155$4,004 4%Other Financial Results:Gross Profit$3,235$3,047 6%Gross Margin 76.5%76.1%Adjusted Gross Profit,Non-GAAP1,3$3,235$3,047 6%Adjusted Gross Margin,Non-GAAP1,3 76.5%76.1%Operating Income(Loss)$401$(580)100+%Operating Margin 9.5%(14.

6、5)%Adjusted Operating Income,Non-GAAP1,3$608$462 32%Adjusted Operating Margin,Non-GAAP1,3 14.4%11.5%Diluted Net Earnings(Loss)Per Common Share$.44$(1.64)100+%Adjusted Diluted Net Earnings Per Common Share,Non-GAAP1,3$.89$.62 43%Page 1 of 211See pages 18 and 19 for reconciliation between GAAP and Adj