Ralph Lauren (RL) reported $2.01 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 16.5%. EPS of $3.79 for the same period compares to $2.54 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.9 billion, representing a surprise of +6.04%. The company delivered an EPS surprise of +9.86%, with the consensus EPS estimate being $3.45.
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: $832.4 million versus $778.58 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.6% change.
- Geographic Net revenues- Other- Licensing: $44.4 million versus the three-analyst average estimate of $40.27 million. The reported number represents a year-over-year change of +9.9%.
- Geographic Net revenues- Asia: $445.6 million versus the three-analyst average estimate of $436.3 million. The reported number represents a year-over-year change of +17.2%.
- Geographic Net revenues- Europe: $688.3 million compared to the $640.76 million average estimate based on three analysts. The reported number represents a change of +21.6% year over year.
- Net revenues- Retail: $1.26 billion compared to the $1.22 billion average estimate based on two analysts. The reported number represents a change of +15.3% year over year.
- Net revenues- Wholesale: $701.8 million versus $633.44 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +19.1% change.
View all Key Company Metrics for Ralph Lauren here>>>
Shares of Ralph Lauren have returned -3.7% over the past month versus the Zacks S&P 500 composite's +1.3% 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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Ralph Lauren Corporation (RL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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