EL · 8-K · 20261102PR000057

FX / Currency Impact

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 25 · Surprise 32

The company’s fiscal 2027 reported net sales growth outlook is 5.0%–6.5%, compared with organic growth of 4.0%–5.5%. The forecast attributes a one-percentage-point benefit to foreign currency translation, using spot rates as of September 30, 2026. For adjusted diluted EPS, the company estimates a $0.04 negative foreign-currency translation impact, resulting in constant-currency EPS guidance of $3.16–$3.41 versus reported adjusted EPS guidance of $3.20–$3.45.