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Research Alert: Ralph Lauren Fy 26 Beats Estimates With Strength Across Segments

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

RL delivered strong Q4 FY 26 (Mar.) results with adjusted EPS of $2.80 vs. $2.27 prior year (+23%) and $0.26 above consensus, while revenue increased 17% to $1.98B, $130M above estimates. Adjusted operating margin expanded 70 bps to 11.0% in Q4 and 200 bps to 16.0% for the full year, led by mid-teens AUR growth and favorable mix. We believe the company continues to deserve an above-peer multiple given its consistent execution and momentum across regions. Management expects mid-single digit constant currency revenue growth and ~50 bps operating margin expansion for FY 27. Regional performance was led by Asia (+31% to $564M), North America (+8% to $763M), and Europe (+18% to $620M), with global comparable store sales up 17%. The company maintains a fortress balance sheet with $2.1B in cash, returned over $700M to shareholders in FY 26, and increased its dividend 10% to $1.00 quarterly. Shares rallied 10% and trade at 20x consensus FY 27 EPS estimates.

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