EL: Financial results

Item 2.02 Results of Operations and Financial Condition On August 19, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal 2026 full year and fourth quarter. The release includes the Company’s estimates related to its fiscal 2027 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press Release, dated August 19, 2026, of The Estée Lauder Companies Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). 2 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. THE ESTÉE LAUDER COMPANIES INC. Date: August 19, 2026 By: /s/ Akhil Shrivastava Akhil Shrivastava Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer) 3