Ralph Lauren (RL) reported $2.41 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 12.3%. EPS of $6.22 for the same period compares to $4.82 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.32 billion, representing a surprise of +3.79%. The company delivered an EPS surprise of +7.28%, with the consensus EPS estimate being $5.80.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $1.08 billion compared to the $1.04 billion average estimate based on three analysts. The reported number represents a change of +8.1% year over year.
- Geographic Net revenues- Other- Licensing: $30.9 million versus the three-analyst average estimate of $34.8 million. The reported number represents a year-over-year change of -11%.
- Geographic Net revenues- Asia: $620.3 million compared to the $567.55 million average estimate based on three analysts. The reported number represents a change of +22.4% year over year.
- Geographic Net revenues- Europe: $676.5 million compared to the $669.75 million average estimate based on three analysts. The reported number represents a change of +11.9% year over year.
- Net revenues- Retail: $1.78 billion versus the two-analyst average estimate of $1.72 billion. The reported number represents a year-over-year change of +12.3%.
- Net revenues- Wholesale: $598.1 million versus $548.56 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.5% change.
View all Key Company Metrics for Ralph Lauren here>>>
Shares of Ralph Lauren have returned -1.7% over the past month versus the Zacks S&P 500 composite's +0.5% 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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