RL
Ralph Lauren·NYSE
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RL fundamentals
Ralph Lauren (RL) released its earnings on Feb 5, 2026: revenue was 2.41B (YoY +12.25%), beat estimates; EPS was 6.22 (YoY +29.05%), beat estimates.
Revenue / YoY
2.41B
+12.25%
EPS / YoY
6.22
+29.05%
Report date
Feb 5, 2026
RL Earnings Call Summary for Q3,2026
- Revenue Growth: Q3 +10% (Asia +22%, North America +8%), beating mid-single guidance. Full-year outlook raised to +high single to low double digits.
- Margin Expansion: Gross margin +140bps to 69.8%, operating margin +200bps to 20.7%. Full-year operating margin to expand 100-140bps.
- AUR Momentum: +18% Q3, driven by full-price selling and reduced promotions. Q4 AUR expected +high single to low double digits.
- Brand Strength: 2.1M new DTC customers, 68M social followers. China sales +30%, Europe +4% on tough compares.
- Risks: Q4 gross margin contraction (80-120bps) due to tariffs, but long-term mitigation strategies in place.
EPS
Actual | -0.68 | -1.82 | 1.44 | 1.67 | 0.38 | 2.29 | 2.62 | 2.94 | 0.49 | 1.88 | 2.23 | 3.35 | 0.9 | 2.34 | 2.1 | 4.17 | 1.71 | 2.7 | 2.54 | 4.82 | 2.27 | 3.77 | 3.79 | 6.22 | ||||||||||||||||
Forecast | -0.2583 | -1.7488 | 0.85 | 1.6259 | -0.7206 | 0.8801 | 1.996 | 2.1807 | 0.3606 | 1.7068 | 2.0772 | 2.9191 | 0.6026 | 2.1369 | 1.9254 | 3.5656 | 1.6692 | 2.4794 | 2.4161 | 4.5297 | 2.0416 | 3.5114 | 3.4499 | 5.8166 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -163.26% | -4.07% | +69.41% | +2.71% | +152.73% | +160.20% | +31.26% | +34.82% | +35.88% | +10.15% | +7.36% | +14.76% | +49.35% | +9.50% | +9.07% | +16.95% | +2.44% | +8.90% | +5.13% | +6.41% | +11.19% | +7.36% | +9.86% | +6.94% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.27B | 487.50M | 1.19B | 1.43B | 1.29B | 1.38B | 1.50B | 1.82B | 1.52B | 1.49B | 1.58B | 1.83B | 1.54B | 1.50B | 1.63B | 1.93B | 1.57B | 1.51B | 1.73B | 2.14B | 1.70B | 1.72B | 2.01B | 2.41B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.26B | 599.71M | 1.20B | 1.47B | 1.21B | 1.22B | 1.47B | 1.65B | 1.46B | 1.40B | 1.56B | 1.76B | 1.47B | 1.48B | 1.61B | 1.87B | 1.57B | 1.49B | 1.68B | 2.01B | 1.65B | 1.66B | 1.89B | 2.31B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.06% | -18.71% | -0.60% | -2.68% | +6.60% | +13.01% | +2.45% | +10.35% | +4.08% | +6.59% | +1.22% | +3.97% | +4.57% | +0.89% | +1.70% | +3.48% | +0.11% | +1.40% | +2.67% | +6.43% | +2.95% | +3.64% | +6.32% | +4.11% |
Earnings Call
You can ask Aime
What does Ralph Lauren do and what are its main business segments?What is the revenue and EPS growth rate for Ralph Lauren year over year?What is the market's earnings forecast for Ralph Lauren next quarter?What were the key takeaways from Ralph Lauren’s earnings call?What guidance did Ralph Lauren's management provide for the next earnings period?Did Ralph Lauren beat or miss consensus estimates last quarter?What factors drove the changes in Ralph Lauren's revenue and profit?What were the key takeaways from Ralph Lauren's earnings call?
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