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Ralph Lauren (RL) investor relations material
Ralph Lauren Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Nov, 2025
Executive summary
Q2 revenue reached $2.011 billion, up 17% year-over-year, with double-digit growth across all regions and strong direct-to-consumer sales.
Net income increased 40.3% to $207.5 million, and diluted EPS rose to $3.32, with adjusted EPS up 49% to $3.79.
Achieved highest Q2 revenues in over eight years, driven by strong brand momentum and execution of strategic initiatives.
Raised full-year guidance for revenue and margin expansion, while maintaining caution for the second half amid macroeconomic and geopolitical uncertainty.
Continued investment in brand elevation, digital innovation, and global expansion, including new AI-powered tools and store openings.
Financial highlights
Q2 net revenues: $2.011 billion (+17% YoY); net income: $207.5 million (+40.3% YoY); adjusted EPS: $3.79 (+49% YoY).
Gross margin improved 100 bps to 68.0%, driven by AUR growth, favorable mix, and lower cotton costs.
Adjusted operating margin rose to 14.1% (up 270 bps YoY); reported operating margin at 12.2%.
Ended Q2 with $1.6B in cash and short-term investments, $1.2B in total debt, and returned $420M to shareholders via dividends and buybacks.
Inventories increased 12% to $1.3 billion, in line with revenue growth.
Outlook and guidance
Fiscal 2026 constant currency revenue growth expected at 5–7%, with foreign currency to benefit revenue by 200–250 bps.
Operating margin projected to expand 60–80 bps for the year; gross margin to expand 10–30 bps.
North America revenues expected to be up slightly; Asia outlook raised to high single to low double digits.
Q4 anticipated to be the weakest quarter due to tariff headwinds, strong prior-year comps, and planned off-price reductions.
Full-year tax rate expected at 19–21%.
What drove the 12% AUR increase in DTC
What caused the Q2 effective tax rate decline
Detail Next Gen Transformation project goals
North America wholesale: long-term vision?
Tariff mitigation actions beyond FY26?
Key drivers of new customer acquisition?
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Next Ralph Lauren earnings date
Q3 20265 Feb, 2026
Next Ralph Lauren earnings date
Q3 20265 Feb, 2026
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Frequently asked questions
Founded in 1967, Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company operates in four segments: Fashion and Retail Licensing; Retail; Wholesale and Licensing; and Corporate. The Fashion and Retail Licensing segment licenses the Ralph Lauren name to other manufacturers for use on a wide range of products, such as clothing, accessories, fragrances, home furnishings, and decorative items. The Retail segment sells the Company's own brands worldwide through its retail stores under the Polo Ralph Lauren (Ralph Lauren lifestyle collections), Polo brand (Ralph Lauren apparel), and RRL brand (workwear) names. The Wholesale and Licensing segment consists of wholesale operations licensed to sell the Company's brands through department stores or specialty stores worldwide or direct-to-consumer, including through websites. Ralph Lauren Corporation is based in New York, New York.
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