Ralph Lauren Q3 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy RL?
Source: seekingalpha
- Strong Earnings Performance: Ralph Lauren reported a Q3 non-GAAP EPS of $6.22, beating expectations by $0.41, demonstrating the company's robust execution and sales performance in a challenging economic environment.
- Significant Revenue Growth: The company achieved $2.4 billion in revenue for Q3, a 12.1% year-over-year increase that exceeded expectations by $90 million, reflecting the brand's sustained appeal and strong consumer demand.
- Optimistic Future Outlook: For Fiscal 2026, revenues are now expected to grow in the high-single to low-double digits, an increase from the previous forecast of 5% to 7%, indicating the company's confidence and proactive strategic adjustments for future market conditions.
- Improved Operating Margin: The operating margin for Fiscal 2026 is projected to expand by 100 to 140 basis points, driven by gross margin improvements and operating expense leverage, highlighting the company's success in cost control and efficiency enhancements.
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Analyst Views on RL
Wall Street analysts forecast RL stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 363.060
Low
305.00
Averages
401.85
High
473.00
Current: 363.060
Low
305.00
Averages
401.85
High
473.00
About RL
Ralph Lauren Corporation is engaged in the design, marketing, and distribution of luxury lifestyle products, including apparel, footwear and accessories, home, fragrances and hospitality. Its segments include North America, Europe, and Asia. Its brands include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Lauren Ralph Lauren, Polo Ralph Lauren Children, and Chaps, among others. Its products include apparel and footwear and accessories for men, women, and children, as well as fragrance and home collections, together with its hospitality portfolio. Its range of footwear and accessories include casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, scarves, hats and others. Its range of home products includes bed and bath lines, lighting, dining, floor coverings, giftware and more. Its hospitality collection is comprised of its restaurants, including The Polo Bar in New York City, RL Restaurant located in Chicago, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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