Ralph Lauren 過去の業績
過去 基準チェック /66
Ralph Laurenは、平均年間22.7%の収益成長を遂げていますが、 Luxury業界の収益は、年間 減少しています。収益は、平均年間2% 7.6%収益成長率で 成長しています。 Ralph Laurenの自己資本利益率は33.1%であり、純利益率は11.6%です。
主要情報
22.72%
収益成長率
26.34%
EPS成長率
| Luxury 業界の成長 | 12.25% |
| 収益成長率 | 7.60% |
| 株主資本利益率 | 33.12% |
| ネット・マージン | 11.60% |
| 次回の業績アップデート | 06 Aug 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Jul 20
RL: Solid Q4 Execution And Brand Elevation Will Support Premium Multiple Potential
Ralph Lauren's analyst price target is updated from $413.33 to $429.56 as analysts point to recent price target increases across the Street, a positive tone from company meetings, and support from a solid Q4 report and revenue performance. Analyst Commentary Recent research updates on Ralph Lauren show a clear tilt toward higher valuation targets, with several bullish analysts lifting their price targets after reviewing the latest results and meeting with management.
ナラティブ更新 • Jul 06
RL: Strong Q4 Execution And Asia Expansion Will Support Higher Long Term Assumptions
Ralph Lauren's analyst price target is updated from $477 to $511 as analysts point to a strong Q4 report, healthier revenue trends across key regions, and what they view as a well-shaped multi-year outlook supported by improved growth and profitability assumptions. Analyst Commentary Recent research on Ralph Lauren points to a cluster of higher price targets following the latest Q4 results, with several bullish analysts highlighting what they see as healthy execution and a clearer multi year framework for revenue growth and profitability.
ナラティブ更新 • Jun 22
RL: Elevated P/E And 2027 Margin Reliance Will Pressure Overvalued Shares
Analysts have raised their Ralph Lauren fair value estimate by about $8 to $316.77, citing a higher blend of Street price targets following recent Q4-driven target increases and updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Ralph Lauren has centered on how the stock’s valuation lines up with its latest Q4 results, revenue outlook and margin assumptions.分析記事 • Jun 16
Ralph Lauren (RL) Stock After Q1 Beat And Softer Oil Prices Is The Valuation Premium Still Justified
Ralph Lauren (RL) has been back in focus after first quarter 2026 results beat Wall Street expectations. In addition, falling oil prices improved the consumer spending backdrop, lifting the stock to a fresh 52 week high. See our latest analysis for Ralph Lauren. The recent first quarter earnings beat and easing energy costs have coincided with strong momentum, with a 30 day share price return of 26.18% and a 1 year total shareholder return of 54.33%. If this kind of consumer strength has your...ナラティブ更新 • Jun 05
RL: 2027 Margin Dependence Will Expose Earnings To Demand Volatility
Analysts have lifted Ralph Lauren's implied fair value to about $309 from roughly $302, reflecting higher Street price targets in the $415 to $511 range and research that highlights a solid Q4, improved regional trends, and a slightly lower assumed discount rate alongside stable profitability expectations. Analyst Commentary Recent research has centered on higher price targets and upbeat reactions to Ralph Lauren's latest quarterly report, with several firms pointing to a solid Q4, healthy regional trends, and a fiscal 2027 outlook that is described as conservative but well framed.分析記事 • May 24
Analysts Are Updating Their Ralph Lauren Corporation (NYSE:RL) Estimates After Its Full-Year Results
It's been a pretty great week for Ralph Lauren Corporation ( NYSE:RL ) shareholders, with its shares surging 16% to...Seeking Alpha • May 21
Ralph Lauren: A Clear Outlier In Retail
Summary Ralph Lauren Corporation stands out in an oversold retail sector, delivering robust growth and margin performance amid a challenging macro environment. RL reported Q4 revenue up 17% y/y to $1.98B, sharply beating expectations, with comp sales surging 16% in North America and 25% in Asia. Gross margin expanded to ~70%, and pro forma EPS of $2.80 exceeded consensus by 10%, highlighting RL’s operational strength and brand momentum. Trading at 20x forward P/E with 35% FY26 EPS growth, RL offers a compelling 'growth at a reasonable price' opportunity despite macro and promotional risks. Read the full article on Seeking Alphaナラティブ更新 • May 10
RL: Durable Brand And Margin Execution Will Support Premium Multiple Potential
Ralph Lauren's analyst price target has been nudged higher to about $413 from roughly $405, as analysts factor in slightly lower discount rates, modestly higher revenue growth assumptions, and a marginally higher future P/E informed by recent upbeat research and management meetings. Analyst Commentary Recent Street research points to a generally constructive tone on Ralph Lauren, with multiple firms lifting price targets and, in one case, upgrading the stock following a selloff.ナラティブ更新 • Apr 23
RL: Durable Brand Strength And Earnings Resilience Will Support Higher Long Term Assumptions
Analysts have lifted their average price target for Ralph Lauren by $50, citing increased confidence in the brand's long term growth profile and earnings resilience after recent management meetings and stock volatility. Analyst Commentary Recent research has tilted clearly positive, with several bullish analysts adjusting their models after meetings with management and reviewing the stock's recent volatility.ナラティブ更新 • Apr 08
RL: 2026 Margin Reliance Will Expose Earnings To Volatile Demand
Analysts have raised the Ralph Lauren price target by about $5 to roughly $302, citing recent upgrades and target increases across several firms that highlight confidence in the brand and its growth outlook. Analyst Commentary Recent research has centered on higher price targets and supportive ratings, reflecting confidence in Ralph Lauren's brand position and growth plans.ナラティブ更新 • Mar 25
RL: Raised Fair Value Will Reflect Durable Margins And Sector Support Through 2026
The analyst price target for Ralph Lauren has increased to $477 from $473, with analysts pointing to recent upgrades and price target raises across firms that cite confidence in the brand's growth durability and sector setup. Analyst Commentary Recent Street research on Ralph Lauren has reflected a cluster of bullish calls, with several firms lifting price targets and issuing positive views on the brand and its position within specialty retail.ナラティブ更新 • Mar 09
RL: 2026 Margin Reliance Will Magnify Risk If Demand Weakens
Ralph Lauren's analyst price target has increased by $25.52, supported by higher assumed fair value, slightly higher discount rates, and modestly stronger expectations for revenue growth, profit margins, and future P/E as analysts grow more confident following recent research updates and management meetings. Analyst Commentary Recent research has generally pointed to higher assumed fair value for Ralph Lauren, with several firms lifting price targets and reaffirming positive views after meeting with management and updating their models.ナラティブ更新 • Feb 22
RL: Margin And Brand Gains Will Face Volatile Demand And Macro Risks
Analysts have nudged their price targets on Ralph Lauren higher, reflected in a modest fair value move from about $403.58 to $404.76. They are factoring in slightly stronger revenue growth, a higher profit margin profile and a marginally richer future P/E multiple supported by recent target hikes from several firms across the Street.ナラティブ更新 • Feb 08
RL: Margin Expansion And Brand Elevation Will Support Higher Future Earnings Power
Our fair value estimate for Ralph Lauren has risen by about $34 to roughly $404, as analysts adjust their price targets higher in response to updated sector views, revised discount rates, and refreshed assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for Ralph Lauren, with several firms refreshing their models and assumptions.ナラティブ更新 • Jan 24
RL: Raised Fair Value Reflects Confidence In Margin Resilience Through 2026
Analysts have raised their fair value estimate for Ralph Lauren to $473 from $423, citing recent price target increases, expectations for steadier revenue growth and profit margins, and a slightly higher future P/E assumption supported by generally constructive research on global brands and specialty retail into 2026. Analyst Commentary Recent Street research has tilted clearly positive, with several bullish analysts updating their views on Ralph Lauren and revisiting price targets as they refresh sector outlooks into 2026.ナラティブ更新 • Jan 09
RL: 2026 Margin Hopes Will Heighten Risk If Demand Softens
Narrative Update Analysts have nudged their fair value estimate for Ralph Lauren higher from US$264.39 to US$271.77, citing refreshed price targets that reflect updated views on revenue, margins and sector conditions through 2026. Analyst Commentary Recent research coverage on Ralph Lauren has centered on refreshed price targets through 2026, with several firms updating their models following quarterly results and sector outlook resets.分析記事 • Jan 01
Is It Time To Consider Buying Ralph Lauren Corporation (NYSE:RL)?
Ralph Lauren Corporation ( NYSE:RL ) saw a decent share price growth of 17% on the NYSE over the last few months. The...ナラティブ更新 • Dec 25
RL: Elevated Earnings Hopes Will Leave Little Room For Execution Missteps
Analysts have raised their fair value estimate for Ralph Lauren to approximately $264 from about $244 per share, citing robust global brand momentum, continued margin expansion potential, and higher outer-year EPS forecasts as key drivers supporting higher price targets across the Street. Analyst Commentary Recent Street research highlights a constructive outlook on Ralph Lauren, with several firms lifting price targets to reflect stronger than expected earnings power and sustained brand heat across regions.ナラティブ更新 • Dec 11
RL: Brand Elevation And Margin Expansion Will Support Durable Earnings Strength
We are nudging our fair value estimate for Ralph Lauren modestly higher to approximately $369.46 from about $366.75 per share, reflecting analysts' incremental price target increases into the mid to high $300s and low $400s range as they cite sustained brand momentum, conservative multi year growth guidance, and improving margin and EPS outlooks. Analyst Commentary Recent Street research on Ralph Lauren has tilted decisively positive, with a series of upward price target revisions clustered in the mid to high $300s and one notable target in the low $400s.ナラティブ更新 • Nov 27
RL: Future Brand Momentum And Margin Expansion Will Offset Retail Market Challenges
Analysts have increased their price target for Ralph Lauren by nearly $1 to $366.75, citing robust brand momentum, improved sales growth, and expanding profit margins as key drivers supporting the positive outlook. Analyst Commentary Recent coverage from Wall Street has highlighted both the strengths and potential headwinds facing Ralph Lauren as price targets are updated across the sector.ナラティブ更新 • Nov 13
RL: Future Margin Improvements And Brand Strength Will Balance Macro Risks
Ralph Lauren’s analyst price target was increased from approximately $354 to nearly $366 per share. Analysts point to sustained brand momentum and improving margin forecasts as key drivers of the upward revision.ナラティブ更新 • Oct 30
RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation
Ralph Lauren's analyst price target has been raised modestly, reflecting a $2.18 increase to $354.11. Analysts cite ongoing demand momentum, brand strength, and positive growth outlooks for the company.ナラティブ更新 • Oct 16
Asia And Greater China Expansion Will Create Future Market Opportunities
Ralph Lauren’s analyst price target has increased modestly, rising from $345.74 to $351.94. Analysts cite ongoing operating momentum, robust demand trends, and improved growth visibility as supporting stronger expectations for the company.ナラティブ更新 • Sep 19
Asia And Greater China Expansion Will Create Future Market Opportunities
Analysts raised their price target for Ralph Lauren to $345.74, citing strong operating momentum, impressive execution of brand-elevation strategies, continued topline growth, and robust management performance, while acknowledging that conservative guidance may offer further upside potential. Analyst Commentary Bullish analysts cite continued operating momentum and strong visibility into topline growth potential, supported by recent upside in EPS, revenue, and gross margin performance.分析記事 • Sep 08
Investor Optimism Abounds Ralph Lauren Corporation (NYSE:RL) But Growth Is Lacking
Ralph Lauren Corporation's ( NYSE:RL ) price-to-earnings (or "P/E") ratio of 23.8x might make it look like a sell right...ナラティブ更新 • Sep 04
Asia And Greater China Expansion Will Create Future Market Opportunities
Despite valuation-driven price target recalibrations, analysts remain bullish on Ralph Lauren due to strong brand momentum, robust financial outperformance, and ongoing global execution, resulting in the consensus analyst price target holding steady at $339.24. Analyst Commentary Bullish analysts cite strong brand momentum, reinforced by high-profile celebrity endorsements and cultural relevance as seen with Taylor Swift and Travis Kelce.分析記事 • Aug 10
Here's What Analysts Are Forecasting For Ralph Lauren Corporation (NYSE:RL) After Its First-Quarter Results
The quarterly results for Ralph Lauren Corporation ( NYSE:RL ) were released last week, making it a good time to...分析記事 • Jul 30
Does Ralph Lauren (NYSE:RL) Deserve A Spot On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Apr 29
Lots Of Upside At Upmarket Apparel Brand Ralph Lauren, Overcoming Tariff Concerns
Summary Upscale apparel brand Ralph Lauren gets a buy rating today, agreeing with the bullish consensus from Wall St. analysts. The firm proved itself with strong holiday sales, solid gross and net profit margins compared to its sector, and new store growth in Asia. Balance sheet risk is modest as corporate debt has declined and the D/E ratio is among the lowest of its peer group. On the heels of positive price targets from UBS and Barclays in February, my own price target forecasts point to 3-year upside potential. Lack of strong dividend growth within its sector, as well as the shadow of trade wars and supply-chain disruptions from tariffs, was considered as a downside risk. Read the full article on Seeking Alpha収支内訳
収支内訳
Ralph Lauren の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 28 Mar 26 | 8,115 | 941 | 4,258 | 0 |
| 27 Dec 25 | 7,833 | 919 | 4,241 | 0 |
| 27 Sep 25 | 7,571 | 854 | 4,084 | 0 |
| 28 Jun 25 | 7,286 | 795 | 3,959 | 0 |
| 29 Mar 25 | 7,079 | 743 | 3,829 | 0 |
| 28 Dec 24 | 6,950 | 705 | 3,592 | 0 |
| 28 Sep 24 | 6,740 | 684 | 3,660 | 0 |
| 29 Jun 24 | 6,647 | 683 | 3,598 | 0 |
| 30 Mar 24 | 6,631 | 646 | 3,566 | 0 |
| 30 Dec 23 | 6,604 | 588 | 3,699 | 0 |
| 30 Sep 23 | 6,503 | 528 | 3,581 | 0 |
| 01 Jul 23 | 6,450 | 531 | 3,397 | 0 |
| 01 Apr 23 | 6,444 | 523 | 3,374 | 0 |
| 31 Dec 22 | 6,426 | 515 | 3,408 | 0 |
| 01 Oct 22 | 6,409 | 516 | 3,416 | 0 |
| 02 Jul 22 | 6,333 | 559 | 3,354 | 0 |
| 02 Apr 22 | 6,219 | 600 | 3,425 | 0 |
| 25 Dec 21 | 5,983 | 502 | 3,132 | 0 |
| 25 Sep 21 | 5,600 | 404 | 2,967 | 0 |
| 26 Jun 21 | 5,290 | 171 | 2,903 | 0 |
| 27 Mar 21 | 4,401 | -121 | 2,639 | 0 |
| 26 Dec 20 | 4,388 | -296 | 2,683 | 0 |
| 26 Sep 20 | 4,706 | -82 | 2,772 | 0 |
| 27 Jun 20 | 5,219 | 140 | 2,919 | 0 |
| 28 Mar 20 | 6,160 | 384 | 3,140 | 0 |
| 28 Dec 19 | 6,391 | 665 | 2,988 | 0 |
| 28 Sep 19 | 6,367 | 451 | 3,159 | 0 |
| 29 Jun 19 | 6,351 | 439 | 3,154 | 0 |
| 30 Mar 19 | 6,313 | 431 | 3,145 | 0 |
| 29 Dec 18 | 6,337 | 441 | 3,094 | 0 |
| 29 Sep 18 | 6,253 | 239 | 2,855 | 0 |
| 30 Jun 18 | 6,226 | 212 | 2,830 | 0 |
| 31 Mar 18 | 6,182 | 163 | 3,072 | 0 |
| 30 Dec 17 | 6,219 | -82 | 2,539 | 0 |
| 30 Sep 17 | 6,291 | 81 | 2,598 | 0 |
| 01 Jul 17 | 6,448 | -17 | 2,696 | 0 |
| 01 Apr 17 | 6,653 | -99 | 2,864 | 0 |
| 31 Dec 16 | 6,959 | 146 | 3,286 | 0 |
| 01 Oct 16 | 7,190 | 196 | 3,347 | 0 |
| 02 Jul 16 | 7,339 | 310 | 3,382 | 0 |
| 02 Apr 16 | 7,405 | 396 | 3,103 | 0 |
| 26 Dec 15 | 7,419 | 479 | 3,334 | 0 |
| 26 Sep 15 | 7,506 | 563 | 3,338 | 0 |
質の高い収益: RLは 高品質の収益 を持っています。
利益率の向上: RLの現在の純利益率 (11.6%)は、昨年(10.5%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: RL過去 5 年間で収益を上げており、収益は年間22.7%増加しています。
成長の加速: RLの過去 1 年間の収益成長率 ( 26.8% ) は、5 年間の平均 ( 年間22.7%を上回っています。
収益対業界: RLの過去 1 年間の収益成長率 ( 26.8% ) はLuxury業界18.9%を上回りました。
株主資本利益率
高いROE: RLの 自己資本利益率 ( 33.1% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/21 22:47 |
| 終値 | 2026/07/21 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2026/03/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ralph Lauren Corporation 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Robert Drbul | Barclays |
| Paul Kearney | Barclays |