Ralph Lauren Q3 revenue rises 12%, EPS $5.82, and raises fiscal 2026 outlook
Ralph Lauren reported fiscal third-quarter 2026 revenue of $2.4 billion, up 12% on a reported basis and 10% in constant currency, with reported diluted EPS of $5.82 versus $4.66 a year earlier. The company raised its full-year fiscal 2026 constant-currency revenue growth outlook and operating margin expansion outlook, but expects fourth-quarter operating margin to contract.
Key points
- Q3 revenue $2.4 billion, up 12% reported and 10% constant currency; net income $362 million
- Diluted EPS $5.82 reported, up 25% from $4.66; adjusted diluted EPS $6.22 versus $4.82
- Fiscal 2026 revenue growth outlook raised to high-single to low-double digits in constant currency, up from 5% to 7%
- Fourth-quarter operating margin expected to contract 80 to 120 basis points in constant currency, reflecting higher U.S. tariffs and marketing spend
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.