Ralph Lauren Corporation
RL
$368.42 3.21%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Manufacturers
Q1 2026
Published: Aug 7, 2025

Earnings Highlights

  • Revenue of $1.72B up 13.7% year-over-year
  • EPS of $3.53 increased by 35.3% from previous year
  • Gross margin of 68.8%
  • Net income of 220.40M
  • ""In the midst of a highly dynamic global operating environment, our growing brand desirability, diversified drivers of growth and muscles of organizational agility and executional excellence are standouts..."" - Patrice Louvet
RL
Ralph Lauren Corporation

Executive Summary

Ralph Lauren Corporation reported a strong start to fiscal year 2026, with first quarter revenues of $1.72 billion, up 13.68% year-over-year, reflecting robust demand across all regions. Noteworthy performance was witnessed in Asia, where revenues spiked by 19%, attributed to strategic marketing efforts such as the Shanghai Re-See fashion presentation. North American revenues grew 8%, while Europe reported a 10% increase, showcasing the brand's overarching appeal and strategic focus on high-value, full-price consumer segments. Management remains optimistic, raising full-year guidance based on strong early performance. However, caution surrounds the anticipated market conditions in the second half due to potential tariff-related disruptions.

Key Performance Indicators

Revenue
Increasing
1.72B
QoQ: 1.28% | YoY: 13.68%
Gross Profit
Increasing
1.18B
68.76% margin
QoQ: 1.44% | YoY: 10.91%
Operating Income
Increasing
288.20M
QoQ: 85.94% | YoY: 38.23%
Net Income
Increasing
220.40M
QoQ: 70.85% | YoY: 30.72%
EPS
Increasing
3.61
QoQ: 74.55% | YoY: 35.32%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,719.10 3.53 +13.7% View
Q4 2025 1,697.30 2.03 +8.3% View
Q3 2025 2,143.50 4.66 +10.8% View
Q2 2025 1,726.00 2.31 +5.7% View
Q1 2025 1,512.20 2.61 +1.1% View