Ralph Lauren said net revenues for the 3 months ended September 27, 2025 increased to $2.011 billion, an increase of $284.7 million (16.5%), reflecting growth across all reportable segments, with foreign currency effects of $43.1 million. On a constant currency basis, net revenues increased 14.0%.

1. 01

   Ralph Lauren said net revenues for the 3 months ended September 27, 2025 increased to $2.011 billion, an increase of $284.7 million (16.5%), reflecting growth across all reportable segments, with foreign currency effects of $43.1 million. On a constant currency basis, net revenues increased 14.0%.

2. 02

   The company said gross profit for the 3 months increased to $1.366 billion, an increase of $210.7 million (18.2%), and gross profit as a percentage of net revenues increased to 68.0% from 67.0%, a 100 basis points increase. The company cited AUR growth, product mix, and lower cotton costs as factors, apart from foreign currency effects of approximately 30 basis points.

3. 03

   Ralph Lauren said operating income for the 3 months was $245.7 million, an increase of 37.3%, net income was $207.5 million, and diluted net income per share was $3.32. The company said restructuring-related and other charges of $37.3 million reduced net income by $29.3 million on an after-tax basis.

4. 04

   The company said cash flows from operating activities for the 6 months ended September 27, 2025 were $229.3 million, a decrease from $374.5 million in the prior-year period. Capital expenditures for the same period were $281.1 million, and Ralph Lauren said it expects to spend approximately 4% to 5% of net revenues on capital expenditures during fiscal 2026.

Key figures

Quarter ended September 27, 2025

Revenue

$2.0B

Operating income

$246M

Net income

$208M

EPS

$3.32

Gross profit

$1.4B

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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