Ralph Lauren Corporation earnings overview

RL FY2026 Q4 · Calendar Q2 2026

Ralph Lauren Corporation

Ralph Lauren's FY2026 Q4 results demonstrate sustained brand momentum, with full-year revenue surpassing $8 billion for the first time. The company beat EPS estimates by 9.8% and revenue estimates by 7.2%, driven by 16% AUR expansion and a 50%+ surge in China sales. Management maintained its FY2027 outlook for mid-single-digit revenue growth with operating-margin expansion, while acknowledging tariff and macro headwinds. The stock surged 13.9% on the report with 3.4x baseline volume and continued to drift 9.6% higher in the weeks following.