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Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for Ralph Lauren Corporation (RL) is 8/10.
Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6%. AUR increased 16% in Q4, reflecting continued brand elevation and full price selling momentum, while accelerator categories including women's apparel, outerwear, and handbags grew more than 20%. Operating margin contracted 60 basis points in Q4 to 9.7% as marketing investments rose to 8.1% of sales to support Winter Olympics and fashion presentations, though full year operating margin expanded 140 basis points to 15.4%. Management introduced FY2027 guidance of mid single digit revenue growth centered around 4-5% with 40-60 basis points of operating margin expansion, aligned with their three-year Next Great Chapter drive plan targets.
Scored from Ralph Lauren Corporation’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $1.73B | +5.7% | $2.31 | +5.5% | 67.0% | 10.4% | 8.6% | $56M |
| FY2025 Q3 | $2.14B | +10.8% | $4.66 | +11.2% | 68.4% | 18.2% | 13.9% | $677M |
| FY2025 Q4 | $1.70B | +8.3% | $2.03 | +47.1% | 68.7% | 9.1% | 7.6% | $42M |
| FY2026 Q1 | $1.72B | +13.7% | $3.53 | +35.2% | 72.3% | 15.9% | 12.8% | $-11M |
| FY2026 Q2 | $2.01B | +16.5% | $3.32 | +43.7% | 68.0% | 12.2% | 10.3% | $-41M |
| FY2026 Q3 | $2.41B | +12.2% | $5.81 | +24.7% | 69.9% | 20.9% | 15.0% | $704M |
| FY2026 Q4 | $1.98B | +16.6% | $2.45 | +20.7% | 69.7% | 7.9% | 7.7% | $94M |
| FY2027 Q1 | $1.96B | +14.0% | $4.28 | +21.2% | 73.7% | 17.5% | 13.4% | $286M |