NYSE$RL
Ralph Lauren Corp · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Ralph Lauren reported fourth quarter fiscal 2026 revenue of $2.0 billion, up 17% year-over-year, with adjusted EPS of $2.80.
Ralph Lauren Corporation delivered strong Q4 and full year fiscal 2026 results ahead of expectations, with revenue reaching a record $8.1 billion for the year. Global direct-to-consumer comparable store sales rose 17% in the quarter, supported by mid-teens AUR growth and balanced performance across regions. The company provided initial fiscal 2027 guidance for mid-single digit constant currency revenue growth and continued operating margin expansion.
- Q4 revenue grew 17% reported and 12% in constant currency to $1.98 billion, exceeding expectations.
- Adjusted gross margin expanded 110 basis points to 69.7% and adjusted operating margin rose 70 basis points to 11.0%.
- Full year revenue surpassed $8 billion for the first time, up 15% reported and 12% in constant currency.
- Company returned over $700 million to shareholders via dividends and share repurchases in fiscal 2026.
Headline financials
Revenue & EPS history
Ralph Lauren · Revenue · Quarterly
$1.7B
Revenue by segment
Ralph Lauren · $1.98B total across 4 segments · Q4 2025
- North America$763M—38.5%
- Europe$620M—31.3%
- Asia$564M—28.5%
- Other$32.8M—1.7%
Forward guidance
Fiscal 2027 constant currency revenue expected to increase mid-single digits (centered around 4-5%), with operating margin expansion of 40-60 basis points.
Tailwinds
- Continued operating margin expansion expected
- Gross margin expansion anticipated in first half
- 53rd week expected to add 1 point to revenue growth
Headwinds
- Outlook subject to change due to macroeconomic volatility and tariffs
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+1.3%
Avg return
Earnings day
+2.2%
Avg return
5 days after
+2.6%
Avg return
30 days after
52%
36 / 69 earnings
Positive
+20.8%
Q2 2016
Best reaction
-24.5%
Q3 2016
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +12.6% | +14.2% | +25.2% | |
| Q3 2026 | -4.5% | +0.4% | -4.6% | |
| Q2 2026 | -0.6% | +5.3% | +16.3% | |
| Q1 2026 | -6.4% | -1.1% | +3.0% | |
| Q4 2025 | +1.1% | +4.5% | -3.5% | |
| Q3 2025 | +9.7% | +9.3% | -6.6% | |
| Q2 2025 | +7.0% | +0.7% | +10.9% | |
| Q1 2025 | -2.0% | -3.6% | +4.8% | |
| Q4 2024 | +5.6% | +10.4% | +11.2% | |
| Q3 2024 | +18.9% | +19.2% | +19.6% | |
| Q2 2024 | +3.3% | +2.2% | +16.7% | |
| Q1 2024 | -5.5% | -6.9% | -9.0% | |
| Q4 2023 | +4.2% | +1.0% | +10.5% | |
| Q3 2023 | +1.0% | +4.3% | -3.2% | |
| Q2 2023 | +15.7% | +15.1% | +19.1% | |
| Q1 2023 | -5.6% | -2.3% | -6.9% | |
| Q4 2022 | +3.0% | +8.7% | +2.6% | |
| Q3 2022 | +4.4% | +9.7% | +2.1% | |
| Q2 2022 | -5.2% | -1.7% | -8.2% | |
| Q1 2022 | +4.4% | +4.4% | -0.4% | |
| Q4 2021 | -7.6% | -7.2% | -13.4% | |
| Q3 2021 | +3.1% | +4.9% | +16.2% | |
| Q2 2021 | -10.0% | -7.0% | +18.4% | |
| Q1 2021 | -1.7% | -5.4% | +6.4% | |
| Q4 2020 | -1.7% | -5.7% | -16.8% | |
| Q3 2020 | +8.2% | +6.4% | -4.5% | |
| Q2 2020 | +12.8% | +10.4% | +10.7% | |
| Q1 2020 | -6.3% | -11.1% | -20.9% | |
| Q4 2019 | -2.2% | -4.9% | -4.8% | |
| Q3 2019 | +10.1% | +9.1% | +7.7% | |
| Q2 2019 | -6.9% | -9.4% | -20.4% | |
| Q1 2019 | -5.2% | -4.1% | -3.0% | |
| Q4 2018 | +15.6% | +17.7% | +11.7% | |
| Q3 2018 | -3.9% | -6.6% | -6.9% | |
| Q2 2018 | +1.4% | -5.0% | +6.9% | |
| Q1 2018 | +11.4% | +7.2% | +13.6% | |
| Q4 2017 | -4.8% | -6.9% | -0.9% | |
| Q3 2017 | -12.8% | -13.0% | -8.7% | |
| Q2 2017 | +4.8% | +10.8% | +6.7% | |
| Q1 2017 | +14.3% | +14.8% | +6.0% | |
| Q4 2016 | +1.2% | — | — | |
| Q3 2016 | -24.5% | — | — | |
| Q2 2016 | +20.8% | — | — | |
| Q1 2016 | -2.5% | — | — | |
| Q4 2015 | -1.1% | — | — | |
| Q3 2015 | -17.0% | — | — | |
| Q2 2015 | +3.2% | — | — | |
| Q1 2015 | +1.0% | — | — | |
| Q4 2014 | -3.1% | — | — | |
| Q3 2014 | -1.3% | — | — | |
| Q2 2014 | +0.9% | — | — | |
| Q1 2014 | -6.2% | — | — | |
| Q4 2013 | -3.8% | — | — | |
| Q3 2013 | +8.0% | — | — | |
| Q2 2013 | +1.4% | — | — | |
| Q1 2013 | -3.0% | — | — | |
| Q4 2009 | -0.0% | — | — | |
| Q4 2012 | +2.5% | — | — | |
| Q3 2012 | +9.8% | — | — | |
| Q2 2012 | -4.9% | — | — | |
| Q1 2012 | +8.9% | — | — | |
| Q4 2011 | +10.2% | — | — | |
| Q2 2011 | +10.2% | — | — | |
| Q3 2010 | +9.7% | — | — | |
| Q3 2011 | +9.7% | — | — | |
| Q2 2010 | -5.5% | — | — | |
| Q1 2011 | -5.5% | — | — | |
| Q4 2010 | -5.5% | — | — | |
| Q1 2010 | -5.5% | — | — |
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