RLConsumer & retailralphlauren.com
| Metric | Dec 2024 | Mar 2025* | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026* | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.14B | $1.70B | $1.72B | $2.01B | $2.41B | $1.98B | $1.96B | $2.19B | ▲ +9.1% |
| Gross profit | $1.47B | $1.17B | $1.24B | $1.37B | $1.68B | $1.38B | $1.44B | $1.63B | ▲ +19.1% |
| Operating income | $389.70M | $155.00M | $273.60M | $245.70M | $471.30M | $188.60M | $342.40M | $363.70M | ▲ +48.0% |
| Net income | $297.40M | $129.00M | $220.40M | $207.50M | $361.60M | $151.60M | $262.20M | $296.60M | ▲ +42.9% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | 4.66 $ | — | 3.52 $ | 3.32 $ | 5.82 $ | — | 4.28 $ | 4.87 $ | ▲ +46.7% |
| Margins (% of revenue) | |||||||||
| Gross | 68.4 % | 68.7 % | 72.3 % | 68.0 % | 69.9 % | 69.7 % | 73.7 % | 74.2 % | ▲ +6.3 pt |
| Operating | 18.2 % | 9.1 % | 15.9 % | 12.2 % | 19.6 % | 9.5 % | 17.5 % | 16.6 % | ▲ +4.4 pt |
| Net | 13.9 % | 7.6 % | 12.8 % | 10.3 % | 15.0 % | 7.7 % | 13.4 % | 13.5 % | ▲ +3.2 pt |
| Balance sheet | |||||||||
| Assets | $7.08B | $7.05B | $7.75B | $7.35B | $7.81B | $7.74B | $7.66B | $7.71B | ▲ +5.0% |
| Liabilities | $4.54B | $4.46B | $5.24B | $4.77B | $4.93B | $4.90B | $4.94B | $4.98B | ▲ +4.5% |
| Equity | $2.54B | $2.59B | $2.52B | $2.58B | $2.89B | $2.84B | $2.72B | $2.73B | ▲ +5.7% |
| Cash | $1.94B | $1.92B | $2.09B | $1.44B | $2.03B | $1.99B | $1.72B | $1.43B | ▼ -1.2% |
| Capital | |||||||||
| Shares outstandingnever filed | — | — | — | — | — | — | — | — | — |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.