RALPH LAUREN CORP(RL)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
RALPH LAUREN CORP (RL) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RL at 66.3/100 on a 32-signal composite quality model, placing it at rank #427 of 2,960 stocks — the top 25% of the AI-ranked universe. RL scores in the top quartile across balance sheet strength (90.0), revenue scale (84.4). Shareholder dilution risk is elevated at 48.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), RALPH LAUREN CORP reports quarterly revenue of $2.0B, net income of $262.2M, an operating margin of 17.5%. Top institutional holders of RL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RL trades on the NYSE exchange and files with the SEC under CIK 1037038. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RALPH LAUREN CORP directly from SEC EDGAR.
AI Quality Score
66.3/100
AI Rank
#427
Revenue
$2.0B
Net Income
$262.2M
Free Cash Flow
$285.9M
Operating Margin
17.5%
RL key financials by period
RALPH LAUREN CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$8.1B
$941.1M
14.5%
FY 2025
10-K
$7.1B
$742.9M
13.2%
FY 2024
10-K
$6.6B
$646.3M
11.4%
FY 2023
10-K
$6.4B
$522.7M
10.9%
FY 2022
10-K
$6.2B
$600.1M
12.8%
FY 2021
10-K
$4.4B
$-121.1M
-1.0%
Institutions holding RL
Institutional investors reporting a position in RALPH LAUREN CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q1 FY2027 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenues rose 14.0% to $1.960B with gross margin up 140 bps to 73.7%, lifting operating income 25.2% to $342.4M and diluted EPS to $4.28.
Biggest Revenue Drivers
North America$740.3M+12.8% YoY
Retail comps up 9% on high-teens AUR growth and higher traffic; wholesale aided by replenishment and resumed shipments to a luxury account
Europe$594.4M+7.2% YoY
Wholesale up $30.8M on positive selling trends and favorable timing shift of inventory shipments, plus favorable foreign currency effects
Biggest Revenue Drivers
Total revenue: $1.960B+14.0% YoY
North America$740.3M+12.8% YoY
Retail comps up 9% on high-teens AUR growth and higher traffic; wholesale aided by replenishment and resumed shipments to a luxury account
Europe$594.4M+7.2% YoY
Wholesale up $30.8M on positive selling trends and favorable timing shift of inventory shipments, plus favorable foreign currency effects
Asia$589.3M+24.3% YoY
Retail comps up 23% reflecting mid-teens AUR growth and higher traffic, plus $33.5M of non-comparable store sales
Within Asia
Asia retail$571.2M+25.3% YoY constant currency
Digital commerce comps +32% and brick-and-mortar comps +22%
Other non-reportable segments$35.8M+3.9% YoY
Ralph Lauren and Chaps branded royalty revenues from global licensing alliances
Largest Expense Items
Selling, general, and administrative expenses$1,077.0M+13.4% YoY
Driven by compensation-related expenses of $48.1M, marketing and advertising of $33.0M, and rent and occupancy of $24.3M
Cost of goods sold$515.6M+8.2% YoY
Grew slower than revenue; AUR growth and channel/geographic mix more than offset tariffs and other product costs
Restructuring and other charges, net$24.8M+28.7% YoY
Includes $20.8M of Next Generation Transformation project charges and $3.0M of severance and benefit costs
Income tax provision$80.0M+39.0% YoY
Higher pretax income plus a 270 bps rise in the effective tax rate to 23.4% from earnings in higher taxed jurisdictions
Margins: Gross margin rose 140 bps to 73.7%, primarily on mid-teens AUR growth and favorable channel and geographic mix, more than offsetting tariff and product cost pressure. SG&A fell 20 bps to 55.0% on operating leverage.
Watch Items from the Filing
Three key wholesale customers were roughly 11% of Fiscal 2026 net revenues and approximately 23% of total gross accounts receivable at June 27, 2026.
Supreme Court invalidated IEEPA tariffs; refund claims submitted but amount, timing, and approval remain uncertain, while newly announced tariffs under other authorities pressure product costs.
Inventories rose to $1.164B from $1.014B at fiscal year-end; supplier finance program obligations grew to $268.4M from $172.1M.
Next Generation Transformation project charges nearly doubled to $20.8M from $11.0M, with the multi-year rollout spanning several more years.
Capital returns continued: $325.1M of share repurchases and $54.8M of dividends, with quarterly dividend raised to $1.00 from $0.9125 and $1.102B repurchase authorization remaining.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
