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Ralph Lauren Corporation

Ralph Lauren Corporation

NYSE•RL
CEO: Mr. Ralph Lauren
Sector: Consumer Cyclical
Industry: Apparel - Manufacturers
Listing Date: 1997-06-12
Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company offers apparel, including a range of men's, women's, and children's clothing; footwear and accessories, which comprise casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, fashion and fine jewelry, scarves, hats, gloves, and umbrellas, as well as leather goods, such as handbags, luggage, small leather goods, and belts; home products consisting of bed and bath lines, furniture, fabric and wallcoverings, floor coverings, lighting, tabletop, kitchen linens, floor coverings, dining, decorative accessories, and giftware; and fragrances. It sells apparel and accessories under the Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Golf Ralph Lauren, Ralph Lauren Golf, RLX Ralph Lauren, Polo Ralph Lauren Children, and Chaps brands; women's fragrances under the Ralph Lauren Collection, Woman by Ralph Lauren, Romance Collection, and Ralph Collection brand names; and men's fragrances under the Ralph's Club, Purple Label, Polo Blue, Polo Red, Polo Green, Polo Black, Polo 67, Safari, Polo Sport, and Big Pony Men's brand names. The company's restaurant collection includes The Polo Bar in New York City; RL Restaurant in Chicago; Ralph's in Paris; The Bar at Ralph Lauren located in Milan; Ralph's Bar located in Chengdu, China; and Ralph's Coffee concept. It sells its products to department stores, specialty stores, and golf and pro shops, as well as directly to consumers through its retail stores, concession-based shop-within-shops, and its digital commerce sites. The company directly operates retail stores and concession-based shop-within-shops; and operates Ralph Lauren stores and stores and shops through licensing partners. Ralph Lauren Corporation was founded in 1967 and is headquartered in New York, New York.
Contact Information
650 Madison Avenue, New York, NY, 10022, United States
212-318-7000
www.ralphlauren.com
Market Cap
$20.10B
P/E (TTM)
24.3
23.9
Dividend Yield
1.0%
52W High
$342.99
52W Low
$176.61
52W Range
93%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q2 2026 Data

Revenue

$2.01B+16.50%
4-Quarter Trend

EPS

$3.40+44.07%
4-Quarter Trend

FCF

-$40.60M-173.15%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Six Month Revenue Growth Net revenues reached $3.73B USD, growing 15.2% for six months, driven by growth across all reportable segments.
Net Income Soars Six-month net income was $427.9M USD, a strong 35.2% increase versus prior period, reflecting operating leverage.
Margin Expansion Continues Gross profit margin improved 130 basis points to 69.9% for six months, aided by AUR growth and lower cotton costs.
Diluted EPS Jumps Diluted EPS was $6.85 USD for six months, reflecting 38.9% growth compared to the prior fiscal year period.

Risk Factors

Restructuring Charges Increase Net restructuring and other charges totaled $56.6M USD for six months, significantly higher due to NGT project costs.
Cash Position Reduced Net cash and short-term investments position decreased by $532.6M USD since the March 29, 2025 balance sheet date.
Geopolitical/Macro Headwinds Ongoing global conflicts and inflationary pressures continue to impact consumer confidence and supply chain stability.
Significant Share Repurchases $435.9M USD used for Class A stock repurchases during the six months ended September 27, 2025.

Outlook

DTC Transformation Project Executing large-scale Next Generation Transformation project to pivot towards a global direct-to-consumer-oriented model.
Capital Return Expansion Board approved additional $1.500B USD for Class A common stock repurchase program availability as of May 2025.
Dividend Policy Maintained Company intends to continue regular dividends, recently increasing quarterly payout to $0.9125 per share.
Evaluating New Tax Law Evaluating impact of new OBBBA tax legislation, effective Fiscal 2026, though no material current impact expected.

Peer Comparison

Revenue (TTM)

Genuine Parts CompanyGPC
$24.06B
+3.3%
Aptiv PLCAPTV
$20.15B
+2.2%
Amcor plcAMCR
$17.40B
+28.4%

Gross Margin (Latest Quarter)

Ralph Lauren CorporationRL
68.0%
+1.0 pp
Lululemon Athletica Inc.LULU
58.5%
-1.1 pp
Burlington Stores, Inc.BURL
43.8%
+0.9 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
XPEV$23.79B-40.1-13.8%33.2%
IHG$20.15B27.0-30.3%83.1%
RL$20.10B24.333.4%38.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.1%
Flat Growth
4Q Net Income CAGR
-11.3%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years
  • Form 10-Q - Q2 2026

    Period End: Sep 27, 2025|Filed: Nov 6, 2025|
    Revenue: $2.01B+16.5%
    |
    EPS: $3.40+44.1%
    Meet
  • Form 10-Q - Q1 2026

    Period End: Jun 28, 2025|Filed: Aug 7, 2025|
    Revenue: $1.72B+13.7%
    |
    EPS: $3.61+35.3%
    Meet
  • Form 10-K - FY 2025

    Period End: Mar 29, 2025|Filed: May 22, 2025|
    Revenue: $7.08B+6.8%
    |
    EPS: $11.86+19.7%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Dec 28, 2024|Filed: Feb 6, 2025|
    Revenue: $2.14B+10.8%
    |
    EPS: $4.76+12.0%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Sep 28, 2024|Filed: Nov 7, 2024|
    Revenue: $1.73B+5.7%
    |
    EPS: $2.36+5.4%
    Meet
  • Form 10-Q - Q1 2025

    Period End: Jun 29, 2024|Filed: Aug 7, 2024|
    Revenue: $1.51B+1.0%
    |
    EPS: $2.67+32.8%
    Beat
  • Form 10-K - FY 2024

    Period End: Mar 30, 2024|Filed: May 23, 2024|
    Revenue: $6.63B+2.9%
    |
    EPS: $9.91+28.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Dec 30, 2023|Filed: Feb 8, 2024|
    Revenue: $1.93B+5.5%
    |
    EPS: $4.25+30.4%
    Beat