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Ralph Lauren (RL) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Ralph Lauren (RL - Free Report) reported revenue of $2.19 billion, up 9.1% over the same period last year. EPS came in at $4.64, compared to $3.79 in the year-ago quarter.

The reported revenue represents a surprise of +2.36% over the Zacks Consensus Estimate of $2.14 billion. With the consensus EPS estimate being $4.27, the EPS surprise was +8.67%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ralph Lauren performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Net revenues- North America: $885.6 million versus $875.7 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change.
  • Geographic Net revenues- Other- Licensing: $40.4 million versus the three-analyst average estimate of $44.27 million. The reported number represents a year-over-year change of -9%.
  • Geographic Net revenues- Asia: $571.3 million versus $513.42 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.2% change.
  • Geographic Net revenues- Europe: $696 million versus the three-analyst average estimate of $695.74 million. The reported number represents a year-over-year change of +1.1%.
  • Net revenues- Retail: $1.41 billion versus the two-analyst average estimate of $1.37 billion. The reported number represents a year-over-year change of +11.8%.
  • Net revenues- Wholesale: $739.4 million versus the two-analyst average estimate of $713.18 million. The reported number represents a year-over-year change of +5.4%.

View all Key Company Metrics for Ralph Lauren here>>>

Shares of Ralph Lauren have returned +14.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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