earnings
confidence high
sentiment positive
materiality 0.90
Ralph Lauren Reports Q4 and Full Year Fiscal 2026 Results Ahead of Expectations; Provides Fiscal 2027 Outlook
RALPH LAUREN CORP
- Q4 revenue up 17% reported (12% constant currency) to $2.0B; full year revenue up 15% reported (12% constant currency) to $8.1B, exceeding $8B for first time.
- Adjusted Q4 EPS $2.80 vs $2.27 a year ago; full year adjusted EPS $16.59 vs $12.33; Board approves 10% dividend increase to $1.00 quarterly.
- Global direct-to-consumer comps up 17% in Q4, 13% full year; Asia revenue up 31% reported (28% constant currency) led by strong China Lunar New Year sales.
- Introduced preliminary Fiscal 2027 outlook: constant currency revenue growth mid-single digits (~4-5%) and operating margin expansion of 40-60 bps.
- Returned over $700M to shareholders in Fiscal 2026 through dividends and share repurchases; $1.4B remaining on repurchase plan.
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Selected #5 for 2026-05-21.
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