earnings
confidence high
sentiment positive
materiality 0.75
Ralph Lauren Q4 beats; revenue +8%, adj. EPS $2.27; raises dividend 10%, adds $1.5B buyback
RALPH LAUREN CORP
2025-FY EPS
reported $11.61
vs consensus $5.98
▲ beat
(+94.0%)
- Q4 revenue $1.7B (+8% reported, +10% CC); adj. EPS $2.27 vs $1.71 y/y, beating expectations.
- Full-year FY25 revenue $7.1B (+7% reported, +8% CC); adj. EPS $12.33 vs $10.31; operating margin 14.0% (+150bps).
- Board approves 10% dividend increase to $0.9125/qtr; authorizes new $1.5B share repurchase program.
- FY26 outlook: revenue up low-single digits CC, operating margin expand modestly, gross margin flat incl. tariffs.
- Q1 FY26 revenue expected up high-single digits CC; operating margin expand 150-200bps.
item 2.02item 9.01