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The median of 1 price targets is $424[FMP target], stock is $358, +18.1% vs the analyst consensus median. Q3 FY26 EPS $6.22 vs $5.80 estimate: beat (+7.2%)[FMP earnings]. Stock move on D+1: +1.2%.
B+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerRalph Lauren Corporation (RL) Q4 consensus: revenue $1.8B[FMP est], EPS $2.49[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q3 FY26 EPS $6.22 vs $5.80 estimate: beat (+7.2%)[FMP]. Stock move on D+1: +1.2%[FMP D+1].
Watchlist
Gross Margin Outlook
gross_margin_outlook
Ralph Lauren expects gross margin to expand approximately 10 to 30 basis points for FY26, with growth in AUR, favorable cotton costs, and geographic mix more than offsetting pressure from tariffs.
"We now anticipate constant currency gross margin to expand about 10 to 30 basis points for the full year, with further growth in AUR, favorable cotton costs and geographic mix more than offsetting pressure from tariffs."
- Justin Picicci, Chief Financial Officer - Q2 FY26 Earnings Call - November 6, 2025
Fy26 Revenue Guidance
fy26_revenue_guidance
Ralph Lauren raised its FY26 revenue growth outlook to approximately 5% to 7% due to strong first-half performance.
"For fiscal '26, we now expect constant currency revenues to increase in a range of approximately 5% to 7%, up from low to mid-single digits previously."
- Justin Picicci, Chief Financial Officer - Q2 FY26 Earnings Call - November 6, 2025
Dtc Growth
dtc_growth
Ralph Lauren delivered another strong quarter of comp growth across regions, with global comps increasing 13%, with double-digit growth in both digital sites and physical stores.
"Within DTC, which comprises the majority of our business, we delivered another strong quarter of comp growth across regions. Global comps increased 13%, above our expectations, with double-digit growth in both our digital sites and physical stores."
- Patrice Louvet, President and Chief Executive Officer - Q2 FY26 Earnings Call - November 6, 2025
China Growth
china_growth
Ralph Lauren's sales in China increased by more than 30% this quarter, driven by a strong consumer response.
"China grew more than 30% in the quarter, ahead of our outlook with a strong consumer response to our brand building activities, including our Summer of Sports campaigns and amplification of our New York Fashion Show."
- Justin Picicci, Chief Financial Officer - Q2 FY26 Earnings Call - November 6, 2025
Marketing Expenses
marketing_expenses
Ralph Lauren now expects marketing as a percentage of sales to be approximately 7.5% in fiscal '26, in line with its long-range plan.
"We now expect marketing as a percentage of sales to be approximately 7.5% in fiscal '26, in line with our long-range plan."
- Justin Picicci, Chief Financial Officer - Q2 FY26 Earnings Call - November 6, 2025
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: RL stock page
multi-pillar methodology. Revenue Growth and Gross Margin strong. Operating Leverage weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q3 FY26 (November 6, 2025) EPS $6.22 vs $5.80 estimate: beat (+7.2%)[FMP]. Stock move on D+1: +1.2%[FMP D+1].
Q3 FY26 EPS $6.22 vs $5.80 estimate: beat (+7.2%)[FMP]. Stock move on D+1: +1.2%[FMP].
No RPO/backlog concentration disclosed in Q2 earnings call.
Q2 CapEx $75.6M[FMP cashflow]. Q2 op margin 20.9%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q4 EPS threshold $2.49[FMP], CapEx threshold "below $75.6M". Two anchors, three scenarios.
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Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Ralph Lauren Corporation (RL) Q4 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Ralph Lauren Corporation (RL): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Ralph Lauren Corporation (RL): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Ralph Lauren Corporation (RL): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.