Ralph Lauren Corporation

NYSE:RL 주식 리포트

시가총액: US$19.9b

Ralph Lauren 과거 순이익 실적

과거 기준 점검 6/6

Ralph Lauren은 연평균 23.2%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 5.4% 증가했습니다. 매출은 연평균 7.4%의 비율로 증가했습니다. Ralph Lauren의 자기자본이익률은 31.8%이고 순이익률은 11.7%입니다.

핵심 정보

23.20%

순이익 성장률

26.93%

주당순이익(EPS) 성장률

Luxury 산업 성장률12.25%
매출 성장률7.37%
자기자본이익률31.80%
순이익률11.73%
최근 순이익 업데이트28 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha 9h

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 Jul 18

Does Ralph Lauren (NYSE:RL) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jul 06

Ralph Lauren (NYSE:RL) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 Jun 24

Ralph Lauren (NYSE:RL) Is Increasing Its Dividend To $0.9125

Ralph Lauren Corporation's ( NYSE:RL ) dividend will be increasing from last year's payment of the same period to...
분석 기사 May 30

We Like The Quality Of Ralph Lauren's (NYSE:RL) Earnings

Shareholders appeared to be happy with Ralph Lauren Corporation's ( NYSE:RL ) solid earnings report last week. Looking...
분석 기사 May 25

Ralph Lauren Corporation (NYSE:RL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$300

Last week saw the newest full-year earnings release from Ralph Lauren Corporation ( NYSE:RL ), an important milestone...
분석 기사 May 22

Ralph Lauren Corporation's (NYSE:RL) 34% Price Boost Is Out Of Tune With Earnings

Ralph Lauren Corporation ( NYSE:RL ) shareholders are no doubt pleased to see that the share price has bounced 34% in...
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
Seeking Alpha Feb 25

Ralph Lauren Continues Executing, But Already Seems Pricey At 24x Forward Earnings

Summary Ralph Lauren posted strong Q4 results with 11% revenue growth, driven by a robust holiday season and impressive global comparable sales up 12%. Despite strong performance, RL's stock is rated Hold due to a high valuation at 24x FY25E earnings, which appears stretched for an apparel brand. The brand's strategic execution has elevated its market position, with high same-store productivity, increased AURs, and reduced discounting boosting gross margins. Risks include sustaining high growth rates and potential margin contraction if store productivity declines, making the current valuation offer little margin for error. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

Ralph Lauren: Signals Point To Strong Holiday Season Sales

Summary Ralph Lauren has continued showing strong growth momentum as the company has continued to successfully elevate its brand. Signals point towards strong fiscal Q3 sales across markets. The shift away from the outlet channel, and correspondingly better full-price sales, have continued to expand Ralph Lauren's gross margin level. RL stock remains valued fairly, with my fair value estimate standing at $238.8. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Ralph Lauren가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:RL 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
27 Dec 257,8339194,2410
27 Sep 257,5718544,0840
28 Jun 257,2867953,9590
29 Mar 257,0797433,8600
28 Dec 246,9507053,5920
28 Sep 246,7406843,6600
29 Jun 246,6476833,5980
30 Mar 246,6316463,5780
30 Dec 236,6045883,6990
30 Sep 236,5035283,5810
01 Jul 236,4505313,3970
01 Apr 236,4445233,3740
31 Dec 226,4265153,4080
01 Oct 226,4095163,4160
02 Jul 226,3335593,3540
02 Apr 226,2196003,4250
25 Dec 215,9835023,1320
25 Sep 215,6004042,9670
26 Jun 215,2901712,9030
27 Mar 214,401-1212,6390
26 Dec 204,388-2962,6830
26 Sep 204,706-822,7720
27 Jun 205,2191402,9190
28 Mar 206,1603843,1400
28 Dec 196,3916652,9880
28 Sep 196,3674513,1590
29 Jun 196,3514393,1540
30 Mar 196,3134313,1450
29 Dec 186,3374413,0940
29 Sep 186,2532392,8550
30 Jun 186,2262122,8300
31 Mar 186,1821633,0720
30 Dec 176,219-822,5390
30 Sep 176,291812,5980
01 Jul 176,448-172,6960
01 Apr 176,653-992,8640
31 Dec 166,9591463,2860
01 Oct 167,1901963,3470
02 Jul 167,3393103,3820
02 Apr 167,4053963,1030
26 Dec 157,4194793,3340
26 Sep 157,5065633,3380
27 Jun 157,5306043,3350

양질의 수익: RL는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: RL의 현재 순 이익률 (11.7%)은 지난해 (10.1%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: RL는 지난 5년 동안 흑자전환하며 연평균 23.2%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 RL 의 수익 증가율(30.4%)은 연간 평균(23.2%)을 초과합니다.

수익 대 산업: RL의 지난 1년 수익 증가율(30.4%)은 Luxury 업계의 17.2%를 상회했습니다.


자기자본이익률

높은 ROE: RL의 자본 수익률(31.8%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 01:28
종가2026/05/21 00:00
수익2026/03/28
연간 수익2026/03/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Ralph Lauren Corporation는 38명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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