Skip to content
AnalystLens

Ralph LaurenRL

Legal name
Ralph Lauren Corporation
Sector
Other
Industry
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments
Exchange
NYSE

Stock Price $RL

Latest filings

You are here#38 of 42 in Consumer Discretionary by market cap

Filing record · 2016–202610-K1110-Q328-K93

RL filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 93 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jul ’16Jul ’16
  2. Material agreement8-K · Aug ’18Aug ’18
  3. Leadership change8-K · Oct ’20Oct ’20
  4. Material agreement8-K · Jun ’25Jun ’25

01—Key figures

Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  18. $8.11B
YoY changeLargest recent move+41.3%in FY22Latest +14.6%

Latest bar from 10-KFY2026Click a bar to open its SEC filing

View full history →
All RL Financial Metrics57 metrics

Income Statement14

Balance Sheet26

Cash Flow12

Per Share5

02—Overview

Ralph Lauren Financial Overview 2022–2026

Updated Nov 4, 2026

Ralph Lauren swung from a $121.1 million net loss in FY2021 to $941.1 milliona of net income in FY2026, and diluted EPS nearly doubled from $8.07 in FY2022 to $15.11 in FY2026. The thesis is that pricing power and mix, not just a post-COVID bounce, now drive the earnings. Gross margin has climbed every year since the FY2023 dip.

Revenue grew from $6.219 billion in FY2022 to $8.115 billionb in FY2026. The last year was the fastest in the stretch: 14.6% reported growth and 11.8% in constant currency, across all three segments. Gross margin reached 69.9% in FY2026, up from 64.6% in FY2023, and SG&A eased to 53.9% of revenue from 54.6%. That produced a 14.5% operating margin and $1.179 billion of operating income. Restructuring and other charges doubled to $118.1 million, a real drag, but earnings absorbed it.

Cash backs the story. Operating cash flow was $1.154 billionc in FY2026, funding $623.8 million of buybacks and withholdings, $216.5 million of dividends and $408.1 million of capital spending. Net cash and short-term investments slipped to $826.1 million from $940.4 million, and total debt was $1.239 billion. The market paid up for the improvement: shares closed at $215.68 at the end of FY2025, or 18.6x earnings, and at $327.82 at the end of FY2026, or 21.7x.

Recent Developments (Q4 2026 and Q1 2027)

Ralph Lauren opened Q1 2027 with 14% revenue growth to $1.96 billiond, ahead of company expectations. Gross margin hit 73.7%, up 140 basis points, as average unit retail rose 15%. Asia grew 24%, with China up more than 40%. Adjusted operating margin reached 18.7%, up 170 basis points. Management raised its Fiscal 2027 outlook to 5% to 6% constant currency growth, from 4% to 5% in May. The Q4 2026 quarter had set the pace, with revenue up 17% and Asia comparable sales up 25%. Chief Operating Officer Bob Ranftl will retire, and Halide Alagoz takes the expanded Chief Operating & Product Officer role on November 29, 2026.

Bulls point to pricing, Asia momentum and a raised outlook. Bears point to a valuation of 25.6x earnings as of the Q1 2027 report date (August 5, 2026), with inventories up to $1.164 billione and tariff refund uncertainty.

What to watch: inventory growth against sales; Asia comparable sales after the 23% gain

03—Filings

Recent SEC Filings

  1. 8-KRalph Lauren 8-K Report, Executive Changes (Sep 3, 2026)Ralph Lauren Corporation (NYSE: RL) announced on September 3, 2026 a set of enterprise leadership changes under its Next Great Chapter: Drive strategy. Halide Alagoz, currently Chief Product & Merchandising Officer, will become Chief Operating & Product Officer effective November 29, 2026, following the retirement of Robert (Bob) Ranftl from his position as Chief Operating Officer. Ranftl notified the Company of his retirement on August 31, 2026. In the new role, Alagoz will assume leadership of the Company's AI strategy and its architecture & design organization, building on her current responsibilities across global sourcing, integrated business planning, and product & merchandising. The filing also describes expanded roles for other executives. Justin Picicci, Chief Financial Officer, will take on additional global responsibility for real estate and logistics. Iris Langlois-Meurinne, Chief Marketing Officer, will lead the company's licensing business in addition to global marketing and consumer data & analytics. Katie Ioanilli, Chief Global Impact & Communications Officer, will add Design with Intent, an initiative to expand cultural collaboration, to her corporate communications, public affairs, citizenship and sustainability leadership. Alagoz, age 54, has served as Chief Product & Merchandising Officer since March 2020 and previously was Chief Supply Chain and Sustainability Officer and Corporate SVP Sourcing & Manufacturing. Before joining Ralph Lauren she spent 18 years at H&M, most recently as Head of Purchasing. The filing states there are no reportable related-party transactions or family relationships involving her. The press release is furnished under Item 7.01 and is not deemed filed for Exchange Act purposes.
  2. 8-KRalph Lauren 8-K Report, Financial Results (Aug 6, 2026)Ralph Lauren Corporation reported results for the fiscal first quarter ended June 27, 2026 (Fiscal 2027), exceeding its expectations and raising its full-year Fiscal 2027 outlook. Net revenues rose 14% on a reported basis to $1.96 billion (13% in constant currency), led by Asia (up 24% to $589.3 million) and North America (up 13% to $740.3 million), with Europe up 7% to $594.4 million. Gross margin reached 73.7%, up 140 basis points, and reported operating income was $342.4 million (17.5% margin). Adjusted operating income was $365.9 million, an 18.7% margin, 170 basis points above the prior year. Reported diluted EPS was $4.28 (up 22%), and adjusted diluted EPS was $4.59 (up 22%). Adjusted figures exclude restructuring-related and other net charges, including Next Generation Transformation project charges. The company now expects Fiscal 2027 constant currency revenue growth centered around 5% to 6%, up from its prior mid-single-digit outlook, and operating margin expansion of approximately 60 to 80 basis points in constant currency. Foreign currency is expected to reduce revenue growth by roughly 50 to 100 basis points. Fiscal 2027 is a 53-week year. For the second quarter, the company guided to constant currency revenue growth centered around 5% to 6% and operating margin expansion of approximately 80 to 100 basis points. Balance sheet and capital returns remained healthy. The company ended the quarter with $1.9 billion in cash and short-term investments and $1.2 billion in total debt, compared with $2.3 billion and $1.6 billion a year earlier. Inventories were $1.2 billion, down 5% year over year per the release. The company repurchased approximately $250 million of Class A common stock and returned more than $300 million to shareholders through dividends and repurchases in the quarter. The filing furnishes the results under Item 2.02 and is not deemed filed for Exchange Act Section 18 purposes.
  3. 8-KRalph Lauren 8-K Report, Shareholder Vote Results (Aug 3, 2026)Ralph Lauren Corporation filed this Form 8-K under Item 5.07 to report the results of its Annual Meeting of Stockholders, held on July 30, 2026. The filing is signed by Chief Financial Officer Justin M. Picicci and dated July 31, 2026. No financial results, guidance, or transaction information are disclosed in this report. Stockholders elected all nominees for director to serve until the 2027 Annual Meeting. Class A directors Angela Ahrendts (29,487,839 votes for; 859,613 withheld) and Linda Findley (29,226,445 for; 1,121,007 withheld) were elected, while Darren Walker received notably more withheld votes, at 10,438,404 against 19,909,048 for. All nine Class B directors, including Ralph Lauren, Patrice Louvet, and David Lauren, each received 218,812,760 votes for, with no votes withheld. Stockholders also ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending April 3, 2027, with 250,956,322 votes for, 522,890 against, and 19,063 abstentions. In a non-binding advisory vote, stockholders approved the compensation of the named executive officers and the company's compensation philosophy, policies and practices, with 247,311,631 votes for, 1,827,343 against, 21,238 abstentions, and 2,338,063 non-votes.
  4. 8-KRalph Lauren 8-K Report, Financial Results (May 21, 2026)Ralph Lauren Corporation reported fourth quarter and full year fiscal 2026 results (fiscal year ended March 28, 2026) in a press release furnished as Exhibit 99.1 under Item 2.02. For the fourth quarter, net revenues rose 17% to $2.0 billion on a reported basis and 12% in constant currency. Reported diluted EPS was $2.45 versus $2.03 a year earlier, and adjusted diluted EPS (excluding restructuring-related and other net charges) was $2.80 versus $2.27. Global direct-to-consumer comparable store sales increased 17% in the quarter and 13% for the full year. Asia led growth with fourth-quarter revenue up 31% on a reported basis, while Europe rose 18% reported (6% constant currency) and North America rose 8%. For full fiscal 2026, revenue increased 15% to $8.1 billion on a reported basis (12% in constant currency), reported operating margin was 14.5% and adjusted operating margin was 16.0%. Reported diluted EPS was $15.11 and adjusted diluted EPS was $16.59. The company ended the year with $2.1 billion in cash and short-term investments and $1.2 billion in total debt, and returned more than $700 million to shareholders through dividends and repurchases. The Board approved a 10% increase in the quarterly dividend to $1.00 per share. For fiscal 2027, the company provided a preliminary outlook calling for constant currency revenue growth of approximately mid-single digits (centered around 4% to 5%) and constant currency operating margin expansion of approximately 40 to 60 basis points. The outlook is described as preliminary and subject to change given the volatile operating environment, and it excludes potential future restructuring-related charges. Fiscal 2027 is a 53-week year.
  5. 8-KRalph Lauren 8-K Report, Financial Results (Feb 5, 2026)Ralph Lauren Corporation furnished an 8-K under Item 2.02 reporting results for its fiscal third quarter ended December 27, 2025, with the full press release attached as Exhibit 99.1. Revenue rose 12% on a reported basis to $2.4 billion ($2,406.0 million) and 10% in constant currency. Diluted EPS was $5.82 on a reported basis, up 25%, and $6.22 on an adjusted basis, up 29%, compared with $4.66 and $4.82 a year earlier. Gross margin was 69.9%, 150 basis points above the prior year, and adjusted operating margin was 20.9%, 220 basis points higher. Asia revenue grew 22% to $620 million, with China up more than 30%. Europe grew 12% reported and 4% in constant currency, and North America grew 8%. The company raised its fiscal 2026 outlook. Constant-currency revenue growth is now expected to be high-single to low-double digits, up from 5% to 7%. Operating margin expansion is now expected at 100 to 140 basis points in constant currency, up from 60 to 80 basis points. For the fourth quarter, management expects operating margin to contract 80 to 120 basis points in constant currency, reflecting higher U.S. tariffs and marketing spend on a seasonally smaller revenue base. The balance sheet remained strong, with $2.3 billion in cash and short-term investments and $1.2 billion in total debt at quarter-end. Inventory was $1.1 billion, up 15% year over year. The company repurchased $350 million of Class A stock fiscal year-to-date and paid dividends of $0.9125 per share in the quarter. Capital expenditures for fiscal 2026 are expected at 4% to 5% of revenue.
View all 8-K filings →
View all filings (10-K, 10-Q, 8-K, proxy & more) →

04—See also

Related Companies

Annual revenue over each company’s last eight fiscal years, each strip on its own scale from zero.