Ralph Lauren Corporation
RL
$368.42 3.21%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Manufacturers
Q2 2025
Published: Nov 7, 2024

Earnings Highlights

  • Revenue of $1.73B up 5.7% year-over-year
  • EPS of $2.31 increased by 5.4% from previous year
  • Gross margin of 67.0%
  • Net income of 147.90M
  • "Patrice Louvet: 'Our brand has been an important backbone to our pricing power. Weรขโ‚ฌโ„ขve put in a lot of work over the last seven plus years to invest in and elevate our brand.'" - Patrice Louvet
RL
Ralph Lauren Corporation

Executive Summary

In Q2 2025, Ralph Lauren Corporation (RL) demonstrated robust performance, recording revenues of $1.726 billion, reflecting a 6% year-over-year increase and a 14% sequential growth from Q1. The company achieved a gross profit of $1.156 billion, with a gross margin of 67.0%, bolstered by improved pricing power and reduced discounting. Executives attributed this success to their diversified growth strategy, enhanced consumer engagement, and continuous strong execution despite a challenging global environment influenced by supply chain dynamics and foreign currency fluctuations. Management is optimistic, raising their full-year revenue guidance to 3%-4% growth in constant currency, highlighting strong performance in direct-to-consumer channels and international markets.

Key Performance Indicators

Revenue
Increasing
1.73B
QoQ: 14.14% | YoY: 5.70%
Gross Profit
Increasing
1.16B
66.96% margin
QoQ: 8.43% | YoY: 8.00%
Operating Income
Increasing
178.90M
QoQ: -14.20% | YoY: 8.75%
Net Income
Increasing
147.90M
QoQ: -12.28% | YoY: 0.68%
EPS
Increasing
2.36
QoQ: -11.61% | YoY: 5.36%

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