earnings
confidence high
sentiment positive
materiality 0.80
Ralph Lauren Q1 FY2027 beats: revenue +14% to $2.0B, adj. EPS $4.59 vs $3.77, raises FY outlook
RALPH LAUREN CORP
- Revenue $2.0B, up 14% reported (13% constant currency); Asia +24%, North America +13%, Europe +7%.
- Adjusted EPS $4.59, up 22% YoY; reported EPS $4.28, up 22%.
- Adjusted operating margin 18.7%, +170 bps YoY; gross margin 73.7%, +140 bps.
- Raised FY2027 constant currency revenue growth outlook to ~5-6% and operating margin expansion to 60-80 bps.
- Returned >$300M to shareholders via dividends and $250M in share repurchases in Q1.