雅诗兰黛Estee Lauder （EL）2025财年第三季度业绩报告「NYSE」（英文版）（20页）.pdf

1、Investors:Rainey MMedia:Jill MTHE ESTE LAUDER COMPANIES REPORTS FISCAL 2025 THIRD QUARTER RESULTS New York,May1,2025-The Este Lauder Companies Inc.(NYSE:EL)today reported its financial results for the third quarter ended March31,2025.Stphane de La Faverie,President and Chief Executive Officer,said,“

2、In the third quarter of fiscal 2025,we delivered our organic sales outlook and exceeded profitability expectations.We are moving decisively and building momentum as we bring our“Beauty Reimagined”strategic vision to life across its five key priorities.This is evidenced by our prestige beauty share g

3、ains in strategic markets like the U.S.,China,and Japan and our mid single-digit organic net sales growth online.“Our global business organic sales trends,excluding travel retail,showed sequential improvement.With the strategic reset of our travel retail business well underway to better reflect rece

4、nt industry trends and market conditions,and provided there is meaningful resolution of the recently enacted tariffs to mitigate potential related negative impacts,we are confident in our ability to return to sales growth in fiscal 2026.”FISCAL 2025 THIRD QUARTER SELECT FINANCIAL RESULTS(unaudited)1

5、,2Three Months EndedMarch31PercentageChange($in millions,except per share data)20252024Net Sales$3,550$3,940 (10)%Organic Net Sales,Non-GAAP1$3,605$3,940 (9)%Other Financial Results:Gross Profit$2,661$2,833 (6)%Gross Margin 75.0%71.9%Adjusted Gross Profit,Non-GAAP1,2$2,661$2,833 (6)%Adjusted Gross M

6、argin,Non-GAAP1,2 75.0%71.9%Operating Income$306$531 (42)%Operating Margin 8.6%13.5%Adjusted Operating Income,Non-GAAP1,2$403$554 (27)%Adjusted Operating Margin,Non-GAAP1,2 11.4%14.1%Diluted Net Earnings Per Common Share$.44$.91 (52)%Adjusted Diluted Net Earnings Per Common Share,Non-GAAP1,2$.65$.97