Revenue Growth
RL's revenue increased by 12.2% year-over-year, reaching $2.41 billion, driven by strong sales across key markets.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
RL reported strong financial performance in Q3 FY2026, with significant growth in revenue, net income, and EPS, driven by improved operational efficiency and robust sales.
Revenue
$2.41B
+12.25% YoY
EPS (Diluted)
$5.82
+24.89% YoY
Gross Margin
69.9%
+1.5 pts YoY
Operating Income
$471.3M
+20.94% YoY
Source: SEC XBRL
Ralph Lauren (RL) reported Q3 FY2026 revenue of $2.41B, up 12.2% year over year. Operating margin was 19.6%, up 1.4 points from 18.2% a year earlier. RL's fiscal Q3 FY2026 corresponds to calendar Q4 2025.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 4.59 | 4.45 | Beat +3.1% |
| Mar 2026 | 2.80 | 2.63 | Beat +6.6% |
| Dec 2025This filing | 6.22 | 5.98 | Beat +3.9% |
| Sep 2025 | 3.79 | 3.54 | Beat +7.0% |
Adjusted (non-GAAP) EPS of $6.22 versus the $5.98 analyst consensus — a +3.9% beat for Dec 2025. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $5.82.
Compiled by AI from this SEC filing
RL's revenue increased by 12.2% year-over-year, reaching $2.41 billion, driven by strong sales across key markets.
Source: 10-Q Income Statement
Operating income rose by 20.9% to $471.3 million, reflecting improved operational efficiencies and cost management.
Source: 10-Q Income Statement
Gross margin improved to 69.9%, up from 68.4% in the prior year, indicating better cost control and pricing strategies.
Source: 10-Q Key Ratios
Compiled by AI from this SEC filing · 0 high, 2 medium, 1 low
RL's long-term debt increased by 66.8% to $1.24 billion, which could impact future cash flows and financial flexibility.
Source: 10-Q Balance Sheet
Operating cash flow decreased by 9.3% year-over-year, which may affect the company's ability to fund operations and growth initiatives.
Source: 10-Q Cash Flow
SG&A expenses rose by 10.7%, potentially pressuring profit margins if revenue growth does not keep pace.
Source: 10-Q Income Statement
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 2.41 $B | 2.14 $B | +12.25% |
Cost of Revenue $M | 724.30 $M | 677.40 $M | +6.92% |
Gross Profit $B | 1.68 $B | 1.47 $B | +14.71% |
Operating Income $M | 471.30 $M | 389.70 $M | +20.94% |
Net Income $M | 361.60 $M | 297.40 $M | +21.59% |
EPS (Basic) $ | 5.91 $ | 4.76 $ | +24.16% |
EPS (Diluted) $ | 5.82 $ | 4.66 $ | +24.89% |
SG&A Expense $B | 1.18 $B | 1.06 $B | +10.75% |
Answers draw on this SEC filing and the data on this page
Ralph Lauren reported double-digit revenue and profit growth in Q1 FY2027, driven by brand elevation and a 12% increase in comparable store sales, despite ongoing global trade uncertainty.
Ralph Lauren Corporation delivered strong FY2026 results with net revenues up 14.6% to $8.115 billion, operating margin expanding 130 basis points to 14.5%, and diluted EPS growing 30.1% to $15.11, driven by broad-based growth across all reportable segments and AUR-led gross margin expansion.
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