RL · NYSE · Apparel - Manufacturers

Ralph Lauren

Designs Polo-led apparel, accessories and home collections across global retail and wholesale channels.

$354.11
After-hours close+0.08 (+0.02%)
At close$354.03(+0.61%)
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Profile

Ralph Lauren CorporationRLConsumer Discretionary

Designs and sells apparel, handbags, footwear, accessories, home goods and hospitality experiences through owned retail and digital channels, wholesale partners and licensing. Polo Ralph Lauren anchors a multi-label portfolio spanning North America, Europe and Asia, with all production outsourced and most revenue generated outside the United States.

Designs and distributes apparel, handbags, footwear and accessories through Polo Ralph Lauren, Ralph Lauren Collection, Purple Label, Double RL and Lauren Ralph Lauren. Home, fragrance and hospitality extend the portfolio. Sales span North America, Europe and Asia, with most revenue generated outside the United States.

Sells through owned stores and digital commerce, department stores, specialty retailers and online partners. Controlled assortments, shop-within-shops and coordinated presentation connect direct and wholesale channels; licensees make fragrance, eyewear, selected apparel and home products under brand oversight.

All production is contracted to independent suppliers, mostly abroad, making imports subject to tariffs, safety rules and labeling requirements. Ralph Lauren directs design, while the Lauren family controls most voting power.

Company facts

CEOPatrice Louvet
ListedJun 12, 1997
ExchangeNYSE
HeadquartersNew York City, NY
CountryUnited States
Employees23,600
CIK0001037038
ISINUS7512121010

Key statistics

Market cap$21.60B
EPS (ttm)$15.86
P/E (ttm)22.32
ROE35.6%
P/B7.82
P/S2.58
Dividend yield1.06%
Beta1.27vs XLY 0.65

Year to date −2.3% · Average volume (30d) 578.6K

Analysts

Price target, next 12 months$460.00+29.9%Median of 48 analysts · vs the Aug 28 close
ConsensusBuy32 of 48 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 7, 2026Telsey AdvisoryReiterateOutperform$460$470
Aug 7, 2026Raymond JamesReiterateOutperform$410$425
Aug 7, 2026Evercore ISIReiterateOutperform$420$460
Aug 7, 2026BTIGReiterateBuy$435$460
Aug 7, 2026BarclaysReiterateOverweight$439$463

Earnings

EPS

Estimate$4.21
ReportedDue Nov 5, 2026

Revenue

Estimate$2.12B
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q1 FY27$4.32$4.59+6.2%$1.87B$1.96B+5.0%+3.95%
May 21, 2026Q4 FY26$2.55$2.80+9.8%$1.85B$1.98B+7.2%+0.77%
Feb 5, 2026Q3 FY26$5.80$6.22+7.2%$2.31B$2.41B+4.1%+1.25%
Nov 6, 2025Q2 FY26$3.45$3.79+9.9%$1.89B$2.01B+6.3%+3.06%
View details

Financial highlights

12 quartersQ4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$1.70B$1.72B$2.01B$2.41B$1.98B$1.96B
Gross profit$1.17B$1.24B$1.37B$1.68B$1.38B$1.44B
Operating income$155.0M$273.6M$245.7M$503.1M$156.8M$342.4M
Net income$129.0M$220.4M$207.5M$361.6M$151.6M$262.2M
Diluted EPS$2.03$3.53$3.32$5.81$2.45$4.28
Gross margin68.7%72.3%68.0%69.9%69.7%73.7%
Operating margin9.1%15.9%12.2%20.9%7.9%17.5%

Fiscal years (4-quarter sums)FY22 $6.22B · FY23 $6.44B · FY24 $6.63B · FY25 $7.08B · FY26 $8.11B

Revenue by product · Q1 FY27

North America Segment$740.3M · 38%
Europe Segment$594.4M · 30%
Asia Segment$589.3M · 30%
Other Segments$35.8M · 2%

Revenue by geography · Q1 FY27

Americas$784.2M · 40%
Asia$589.3M · 30%
Europe$586.3M · 30%

Balance sheet, Jun 27, 2026Cash & short-term investments $1.94B · Total debt $3.00B · Total assets $7.66B · Shareholders' equity $2.72B

Dividends

Next ex-date
Sep 26, 2026
estimated · in 28 days
Annual dividend
$3.74
per share
Dividend yield
1.06%
Schedule
Quarterly
4 payments a year

Raised for 21 straight years — most recently to $1.00 from $0.9125 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 26, 2026Jun 26Jul 10$1.00raised from $0.9125
Mar 27, 2026Mar 27Apr 10$0.9125
Dec 26, 2025Dec 26Jan 9$0.9125
Sep 26, 2025Sep 26Oct 10$0.9125
Jun 27, 2025Jun 27Jul 11$0.9125raised from $0.825
Mar 28, 2025Mar 28Apr 11$0.825
Dec 27, 2024Dec 27Jan 10$0.825
Sep 27, 2024Sep 27Oct 11$0.825
View details

Ownership

Institutions 93.62%Insiders 8.66%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 61.00M · Float

Float — provider float is below the insider stake.

The provider's float is smaller than the insider stake it should exclude, so it is not shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Ralph Lauren · director, 10 percent owner, officer: Exec. Chair, Chief Creative3.42M5.61%Form 4Jul 14, 2026
BlackRock, Inc.3.02M4.96%13FAug 7, 2026
Vanguard Capital Management LLC2.43M3.98%13FAug 13, 2026
Vanguard Portfolio Management LLC1.94M3.18%13FAug 13, 2026
FMR LLC1.87M3.06%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 18, 2026Robert P. Ranftlofficer: Chief Operating Officer−2,901$377.81
Aug 10, 2026Halide Alagozofficer: Chief Product & Merch. Officer−6,559$402.77
Jun 3, 2026Robert P. Ranftlofficer: Chief Operating Officer−6,500$359.56
May 26, 2026Ralph Laurendirector, 10 percent owner, officer: Exec. Chair, Chief Creative−263,654$378.25
Mar 4, 2026Halide Alagozofficer: Chief Product & Merch. Officer−1,120$362.00
View details

Peers

  • PVH

    Direct premium apparel rival through Tommy Hilfiger and Calvin Klein

  • Tapestry

    Accessible-luxury accessories and lifestyle retail overlap

  • Capri

    Luxury accessories and footwear rival through Michael Kors and Jimmy Choo

  • VF

    Casual apparel, outerwear, and footwear portfolio overlap

  • Ermenegildo Zegna

    High-end menswear and luxury tailoring competitor

  • Levi's

    Denim-led casualwear rival across DTC and wholesale

CompareAfter-hours close

CompanyPriceChange
Ralph Lauren$354.11+0.02%$21.60B22.318.12.6+14.0%
PVH$75.79+0.04%$3.49B22.96.20.4+2.1%
Tapestry$123.63−1.48%$25.35B17.315.83.2+8.9%
Capri$13.56+0.37%$1.55B10.47.20.4−3.5%
VF$13.77+0.68%$5.37B19.812.10.6−5.2%
Ermenegildo Zegna$13.73−0.04%$3.68B32.017.01.7
Levi's$21.290.00%$8.33B13.113.31.3+8.0%
Median18.512.70.9+2.1%