Ralph Lauren Corporation
RL
$368.42 3.21%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Manufacturers
Q3 2025
Published: Feb 6, 2025

Earnings Highlights

  • Revenue of $2.14B up 10.8% year-over-year
  • EPS of $4.66 increased by 12% from previous year
  • Gross margin of 68.4%
  • Net income of 297.40M
  • ""We entered this important holiday quarter with a clear game plan along with strong brand and product momentum... our strong first half brand momentum and strategic investments carried into the fall holiday season, driving better than expected consumer demand in each channel."" - Patrice Louvet
RL
Ralph Lauren Corporation

Executive Summary

Ralph Lauren Corporation (RL) reported robust financial performance for Q3 2025, with revenue increasing by 11% year-over-year to $2.14 billion, significantly outperforming expectations across all geographies. The growth was driven by strong demand in direct-to-consumer (DTC) channels and a strategic focus on core products and brand elevation initiatives. The company demonstrated operational agility, optimizing inventory while achieving a gross profit margin of 68.3%, reflecting a favorable shift towards full-price selling. Management's forward guidance suggests continued momentum, with expectations of 6-7% revenue growth and operating margin expansion for the full fiscal year, bolstered by strong brand equity and strategic marketing initiatives.

Key Performance Indicators

Revenue
Increasing
2.14B
QoQ: 24.19% | YoY: 10.83%
Gross Profit
Increasing
1.47B
68.40% margin
QoQ: 26.86% | YoY: 14.00%
Operating Income
Increasing
389.70M
QoQ: 117.83% | YoY: 22.66%
Net Income
Increasing
297.40M
QoQ: 101.08% | YoY: 7.52%
EPS
Increasing
4.76
QoQ: 101.69% | YoY: 12.00%

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