Ralph Lauren Corporation (RL) Stock Price & Analysis
Ralph Lauren Corporation (RL) closed at USD 381.95 on Thursday, October 22, 2026, up 0.34% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 381.95; the Oct 22, 2026 session ranged USD 375.45–383.99 on volume of 405,185 shares. Market capitalization is —, with a 52-week range of USD 306.55–421.6 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:03 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RL.md
Key facts (RL)
- Last four reported quarters (through Jun 27, 2026): revenue $8.36B, net income $983M (11.8% margin) (SEC filings).
- Total return with dividends: 1Y +14.8% vs S&P 500 +14.9%; 5Y +241.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 4.22, revenue estimate $2.12B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RL)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $6.22B | $6.44B | $6.63B | $7.08B | $8.11B | $8.36B |
| Gross profit | $4.15B | $4.17B | $4.43B | $4.85B | $5.67B | — |
| Operating income | $798M | $704M | $756M | $932M | $1.18B | $1.25B |
| Net income | $600M | $523M | $646M | $743M | $941M | $983M |
| EPS (diluted) | $8.07 | $7.58 | $9.71 | $11.61 | $15.11 | — |
| Free cash flow | $549M | $194M | $905M | $1.02B | — | — |
| Gross margin | 66.7% | 64.7% | 66.8% | 68.6% | 69.9% | — |
| Operating margin | 12.8% | 10.9% | 11.4% | 13.2% | 14.5% | 14.9% |
| Net margin | 9.7% | 8.1% | 9.7% | 10.5% | 11.6% | 11.8% |
| Revenue growth | +41.3% | +3.6% | +2.9% | +6.7% | +14.6% | — |
| Cash + short-term investments | $2.60B | $1.57B | $1.78B | $2.08B | $2.06B | — |
| Total debt | $1.64B | $1.14B | $1.14B | $1.14B | $1.24B | — |
Fiscal years end Mar. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (RL)
P/E at fiscal year-ends: Mar 2026 22.8x, Mar 2025 19.0x, Mar 2024 19.3x.
Analysts (RL)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-07 | UBS | Target raised | Buy | $511 → $520 |
| 2026-08-07 | Telsey Advisory Group | Target raised | Outperform | $460 → $470 |
| 2026-08-07 | Citigroup | Target raised | Buy | $400 → $455 |
| 2026-08-07 | Barclays | Target raised | Overweight | $439 → $463 |
| 2026-08-07 | Evercore ISI Group | Target raised | Outperform | $440 → $460 |
| 2026-08-07 | BTIG | Target raised | Buy | $450 → $460 |
| 2026-08-06 | Needham | Target raised | Buy | $405 → $450 |
| 2026-08-04 | JP Morgan | Target raised | Overweight | $434 → $452 |
| 2026-07-21 | Raymond James | Upgrade | Market Perform → Outperform | $410 |
| 2026-07-21 | Wells Fargo | Target raised | Overweight | $415 → $425 |
Total return (dividends reinvested) (RL)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +14.8% | +241.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +14.8% | +27.8% |
| Volatility (annualized) | 34.5% | 33.4% |
| Max drawdown | -19.4% (Jun 2026→Sep 2026) | -35.4% (Feb 2022→Sep 2022) |
RL revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $740.3M | 37.8% | +12.8% |
| Europe | $594.4M | 30.3% | +7.2% |
| Asia | $589.3M | 30.1% | +24.3% |
| Other Non-Reportable Segment-Related | $35.8M | 1.8% | +4.1% |
| Other non-reportable segments | $35.8M | 1.8% | +4.1% |
| Total revenue | $1.96B | 100% | — |
RL revenue by region (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $784.2M | 40.0% | +12.5% |
| U.S. | $740.7M | 37.8% | +12.6% |
| Asia | $589.3M | 30.1% | +24.3% |
| Europe | $586.3M | 29.9% | +7.0% |
| Total revenue | $1.96B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
RL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $4.22 | $4.04 | +4.5% | $2.12B | 15 |
| Next quarter (ends Dec 2026) | $6.86 | $6.91 | -0.8% | $2.51B | 15 |
| Current fiscal year (ends Mar 2027) | $18.86 | $18.45 | +2.2% | $8.68B | 17 |
| Next fiscal year (ends Mar 2028) | $20.83 | $20.45 | +1.8% | $9.13B | 17 |
RL options: expected move
Options price a move of about ±9.9% (±$37.90) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±5.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 44.1% | ±9.9% |
| Dec 18, 2026 | 56 | 37.6% | ±11.9% |
| Jan 15, 2027 | 84 | 35.4% | ±13.6% |
| Apr 16, 2027 | 175 | 35.4% | ±19.5% |
| Jun 17, 2027 | 237 | 35.9% | ±23.0% |
30-day implied volatility 42.9% vs 24.6% realized over the last 30 trading days. Put/call ratio (volume) 1.11. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:03 UTC)
| Price | USD 381.95 |
|---|---|
| Change | ▲ 0.34% (up) |
| Previous Close | USD 381.95 |
| Open | USD 381.95 |
| Day Range | USD 375.45 – 383.99 |
| 52-Week Range | USD 306.55 – 421.6 |
| Volume | 405,185 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (RL)
Nexqual's technical model rates RL "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 10:03 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 61.78 (neutral) |
| vs SMA50 | Above (USD 360.04) |
| MACD | 7.47 (positive) |
Earnings (RL)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 4.22 |
| Revenue Estimate | $2.12B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 4.59 vs est 4.32 ▲ beat |
| 2026-03-31 | USD 2.8 vs est 2.54 ▲ beat |
| 2025-12-31 | USD 6.22 vs est 5.81 ▲ beat |
| 2025-09-30 | USD 3.79 vs est 3.45 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:03 UTC.
Financials & Fundamentals (RL)
| Total Revenue | $8.36B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +14.00% |
| Gross Margin | +70.27% |
| Operating Margin | +18.39% |
| Profit Margin | +11.76% |
| ROE | +37.54% |
| Debt / Equity | 1.1 |
| Current Ratio | 2.05 |
| Total Cash | $1.94B |
| Total Debt | $3.00B |
Source: Nexqual, October 23, 2026 at 10:03 UTC.
Ownership (RL)
| Insider Ownership | +2.54% |
|---|---|
| Institutional Ownership | +107.52% |
| Shares Outstanding | 37.70M |
| Float | 37.25M |
| Short % of Float | +7.17% |
Source: Nexqual, October 23, 2026 at 10:03 UTC.
From Ralph Lauren Corporation's Latest SEC 10-K Filing (filed 2026-05-21)
Key Strengths & Strategy (as disclosed to the SEC)
- The NGT project is expected to continue over the next several years, with implementation expected to occur in phases by region and/or capability, and involves the redesigning of certain end-to-end processes and the implementation of a suite of technology systems on a global scale.
- We sell directly to consumers through our integrated retail channel, which includes our retail stores, concession-based shop-within-shops, and digital commerce operations around the world.
- Our approach includes work related to soil health, waste management, circularity, chemical management and biodiversity.
- As part of our integrated biodiversity approach, we are focusing on the most pressing nature issues for the Company — water quality, soil health and biodiversity — and aligning these efforts with our goals related to climate, water stewardship and chemical management.
Partnerships
- In connection with our digital commerce operations, we engage consumers through various digital and social media platforms, which are supported through our collaboration with influencers who have an authentic connection to our brand.
- As part of our involvement with Team USA, we have established a partnership with athletes serving as brand ambassadors and as the faces of our advertising, marketing, and public relations campaigns.
Legal & Regulatory Risks (Item 1A, quoted)
- Our ability to conduct business globally may be affected by a variety of legal, regulatory, political, and economic risks.
- Our business could suffer if we fail to comply with labor laws or if one of our manufacturers fails to use acceptable labor or environmental practices.
- Risks Related to our Common Stock
- The trading prices of our securities periodically may rise or fall based on the accuracy of predictions of our earnings or other financial performance, including our ability to return value to shareholders.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LEVI | Levi Strauss & Co | USD 21.36 | ▲ 2.05% |
| GIL | Gildan Activewear, Inc. | USD 41.03 | ▲ 1.79% |
| VFC | V.F. Corporation | USD 17.48 | ▲ 1.92% |
| KTB | Kontoor Brands, Inc. | USD 77.78 | ▲ 3.61% |
| PVH | PVH Corp. | USD 84.26 | ▲ 0.8% |
| ZGN | Ermenegildo Zegna N.V. | USD 13.85 | ▲ 7.2% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:03 UTC. This page is informational and not investment advice.
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