Ralph Lauren Corporation (RL) AI Stock Analysis

Ralph Lauren Corporation is a global lifestyle brand founded in 1967 and based in New York City. The company designs, markets, and distributes apparel, footwear, accessories, fine jewelry, home furnishings, and fragrances. Its portfolio includes Ralph Lauren Collection, Polo Ralph Lauren, and Lauren Ralph Lauren. Products are sold through department stores, specialty boutiques, and direct-to-consumer channels including digital platforms and retail stores. The company operates 504 retail stores and 684 concession-based shop-within-shops globally across North America, Europe, and Asia. It also operates hospitality establishments including The Polo Bar in New York City and RL Restaurant in Chicago.

Ralph Lauren grew revenue from $6.22B in FY2022 to $8.11B in FY2026, recording a 5-year revenue CAGR of 13.0% from FY2021 to FY2026. Annual revenue growth improved from 3.6% in FY2023 and 2.9% in FY2024 to 6.7% in FY2025 and 14.6% in FY2026. Gross margin rose from 66.7% in FY2022 to 69.9% in FY2026, while operating margin expanded from 12.8% to 14.5%. Net income rose to $941.1M in FY2026, generating diluted EPS of $16.58. In the quarter ended June 30, 2026, quarterly revenue increased 14.0% year-over-year and quarterly earnings grew 21.6%. Over the trailing twelve months, revenue stood at $8.36B with a profit margin of 11.8%.

As of June 30, 2026, Ralph Lauren held $1.94B in cash and short-term investments alongside $3.00B in total debt, leaving net debt at $1.06B. Total assets stood at $7.66B against shareholders' equity of $2.72B. The company recorded a current ratio of 2.04 and a debt-to-equity ratio of 1.10. In FY2026, operating cash flow totaled $1.15B, funding capital expenditures of $408.1M to yield free cash flow of $746.1M. Cash returned to shareholders included $623.8M in share buybacks and $216.5M in dividends paid.

At a market cap of $22.97B and enterprise value of $21.68B, Ralph Lauren trades at a trailing P/E of 24.3x and a forward P/E of 18.4x. These compare to a trailing P/E of 19.7x and forward P/E of 15.6x for the median of its S&P 500 Consumer Cyclical peers. The stock carries an EV to EBITDA multiple of 14.1x versus the peer median of 13.2x, and a price-to-sales ratio of 2.7x versus the peer median of 2.0x. Over the past year, Ralph Lauren gained 20.6% compared to 16.8% for the S&P 500. Over five years, the stock rose 257.7% versus 83.0% for the index.

Ralph Lauren pays a quarterly dividend with an annualized forward payout of $4.00, representing a dividend yield of 1.04% and a payout ratio of 22.0%. The company has paid consecutive dividends for 24 years. Its annualized 5-year dividend growth rate stands at 39.0%, with the most recent ex-dividend date on September 25, 2026.

Wall Street analyst coverage includes 12 Strong Buy, 5 Buy, 1 Hold, and 1 Sell ratings. The mean price target is $446.71, representing 15.9% upside from the last close of $385.50. For the fiscal year ending March 31, 2027, consensus estimates project revenue of $8.69B and EPS of $18.91, reflecting 14.0% EPS growth. For the subsequent fiscal year, 18 analysts forecast revenue of $9.15B and EPS of $20.97. Ralph Lauren beat EPS estimates in each of the last 4 quarters, with the next earnings announcement scheduled for November 5, 2026.

This page is an AI-written research summary of Ralph Lauren Corporation (RL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: RL income statement, RL balance sheet, RL key metrics, RL analyst forecast, RL chart. See the RL stock overview for the latest quote and news.