Ralph Lauren Corporation
RL
$368.42 3.21%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Manufacturers
Q4 2025
Published: May 22, 2025

Earnings Highlights

  • Revenue of $1.70B up 8.3% year-over-year
  • EPS of $2.03 increased by 46.8% from previous year
  • Gross margin of 68.7%
  • Net income of 129.00M
  • ""We reported fourth quarter results that exceeded our expectations on both the top and bottom line. This strong performance was broad-based, driven by every geography and channel." - Patrice Louvet, CEO" - Patrice Louvet
RL
Ralph Lauren Corporation

Executive Summary

Ralph Lauren Corporation reported impressive fourth-quarter results for fiscal year 2025, exceeding expectations across revenue and profitability metrics. The company achieved a year-over-year revenue increase of 10%, totaling $1.697 billion, while successfully navigating a complex global operating environment. Notable highlights included significant growth in international markets, particularly Europe and Asia, which contributed to record revenue figures. The company's operating income surged by 43.78% year-over-year, reaching $155 million, which emphasizes strong operational execution despite cost challenges. Management emphasized their focus on brand desirability and strategic market positioning as key drivers for continued growth.

Key Performance Indicators

Revenue
Increasing
1.70B
QoQ: -20.82% | YoY: 8.25%
Gross Profit
Increasing
1.17B
68.66% margin
QoQ: -20.52% | YoY: 11.65%
Operating Income
Increasing
155.00M
QoQ: -60.23% | YoY: 43.78%
Net Income
Increasing
129.00M
QoQ: -56.62% | YoY: 42.23%
EPS
Increasing
2.07
QoQ: -56.51% | YoY: 46.81%

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