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NYSE · Consumer Discretionary

RALPH LAUREN CORP (RL)

As-reported financials and SEC filings for RALPH LAUREN CORP. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About RALPH LAUREN CORP

Ralph Lauren Corporation designs, markets, and distributes luxury lifestyle products including apparel, handbags, footwear, accessories, fragrances, home goods, and hospitality services. The company serves consumers globally through retail stores, shop-within-shops, digital commerce, wholesale channels, and licensing partners. Its products target men, women, and children across various brand lines such as Polo Ralph Lauren and Ralph Lauren Collection.

Snapshot

Revenue
$8.11B
Revenue growth (YoY)
14.6%
Net income
$941.1M
Diluted EPS
$15.11
Gross margin
69.9%
Operating margin
14.5%
Net margin
11.6%
FCF margin
ROE
33.1%
net income / fiscal-year-end equity
P/E
22.3×
trailing when available, otherwise FY EPS
Market cap
$20.67B
Long-term debt / equity
0.44×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended March 28, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Ralph Lauren

  • Revenue grew 14.6% to $8.1B in FY2026, faster than the 6.7% the year before.
  • Operating margin is 14.5% in FY2026, +1.7 pp against 12.8% in FY2022.
  • Most recent quarter Q1 FY2027: revenue $2.0B, up 14.0% from Q1 FY2026.
  • Net income rose 26.7% to $941M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Ralph Lauren’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin69.9%
93rd percentile of 275
Operating margin14.5%
85th percentile of 348
Net margin11.6%
85th percentile of 377
Revenue growth (YoY)+14.6%
85th percentile of 394
ROE33.1%
86th percentile of 343
P/E22.3×
65th percentile of 249
Long-term debt / equity0.44×
48th percentile of 234
Short interest3.87d
50th percentile of 401

Ralph Lauren’s gross margin of 69.9% ranks in the 93rd percentile of the 275 Consumer Discretionary companies reporting it. Ralph Lauren’s return on equity of 33.1% ranks in the 86th percentile of the 343 Consumer Discretionary companies reporting it. Ralph Lauren’s operating margin of 14.5% ranks in the 85th percentile of the 348 Consumer Discretionary companies reporting it.

No reported insider purchases (code P) in the last 90 days; 3 insider sales totaling $6.1M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+7 quant / multi-strat
Initiated / added
7
0 new, 7 added
Reduced / exited
2
2 trimmed, 0 exited
Combined position
$1.28B
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$421.0M1.0MAdded
AQR Capital ManagementquantQ2 2026$309.4M779.8KReduced
D. E. ShawquantQ2 2026$156.4M389.5KAdded
Point72 Asset ManagementquantQ2 2026$112.0M279.0KAdded
Millennium ManagementquantQ2 2026$80.3M200.1KReduced
Gotham Asset ManagementQ2 2026$75.3M187.7KAdded
Renaissance TechnologiesquantQ2 2026$63.8M158.9KAdded
Citadel AdvisorsquantQ2 2026$51.1M127.2KAdded
Bridgewater AssociatesQ2 2026$11.4M28.4KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
3
$6.1M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-18
filed 2026-08-20
Ranftl Robert P.Chief Operating OfficerSell2.9K$377.81$1.1M
2026-08-10
filed 2026-08-14
Alagoz HalideChief Product & Merch. OfficerSell6.6K$402.77$2.6M
2026-06-03
filed 2026-06-05
Ranftl Robert P.Chief Operating OfficerSell6.5K$359.56$2.3M
2026-05-26
filed 2026-05-28
LAUREN RALPHExec. Chair, Chief CreativeSell263.7K$378.25$99.7M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
2.9M
settled 2026-08-14
Change vs prior
-1.7%
vs previous settlement
Days to cover
3.87
at avg daily volume
Avg daily volume
740.7K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-142.9M-1.7%3.87
2026-07-312.9M-10.2%5.93
2026-07-153.2M-1.4%5.31
2026-06-303.3M-3.1%4.38
2026-06-153.4M+2.6%4.72
2026-05-293.3M+2.8%3.15
2026-05-153.2M+7.6%5.42
2026-04-303.0M+1.9%6.11

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$8.11B$7.08B$6.63B$6.44B$6.22B
Gross profit$5.67B$4.85B$4.43B$4.17B$4.15B
Operating income$1.18B$932.1M$756.4M$704.2M$798.4M
Net income$941.1M$742.9M$646.3M$522.7M$600.1M
Diluted EPS$15.11$11.61$9.71$7.58$8.07

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$1.15B$1.24B$1.07B$411.0M$715.9M
Capital expenditure$216.2M$164.8M$217.5M$166.9M
Free cash flow$1.02B$904.9M$193.5M$549.0M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$1.96B14.0%$262.2M$4.28
Q4 FY2026$1.98B16.6%$151.6M$2.45
Q3 FY2026$2.41B12.2%$361.6M$5.82
Q2 FY2026$2.01B16.5%$207.5M$3.32
Q1 FY2026$1.72B13.7%$220.4M$3.52
Q4 FY2025$1.70B8.3%$129.0M$2.03
Q3 FY2025$2.14B10.8%$297.4M$4.66
Q2 FY2025$1.73B5.7%$147.9M$2.31

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryMen's & Boys' Furnishgs, Work Clothg, & Allied Garments
Latest annual periodFY2026 (ended March 28, 2026)
Latest reported quarterQ1 FY2027 (ended June 27, 2026)
Oldest indexed filing2014
SEC CIK1037038

Selected SEC filings

10-K2026-05-21
View on EDGAR →
10-K2025-05-22
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-02-05
View on EDGAR →
10-Q2025-11-06
View on EDGAR →
10-Q2025-08-07
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-08-03
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.