Ralph Lauren Q4 EPS $2.80, Revenue $1.98B Beat Estimates; Dividend Up 10%
RL•Ralph Lauren delivered Q4 adjusted EPS of $2.80 vs $2.54 estimate and net revenue of $1.98B vs $1.85B consensus, up 17% YoY. The board raised the dividend by 10% to $1.00 per share and projected fiscal 2027 revenue growth of 4-5% with 40-60bp of operating margin expansion.
1. Q4 Earnings Beat Estimates
Ralph Lauren reported adjusted EPS of $2.80 and net revenue of $1.98 billion for the fourth quarter, surpassing consensus estimates of $2.54 EPS and $1.85 billion revenue, marking a 7.23% revenue beat and a significant year-over-year increase.
2. Regional Growth Drivers
The company saw comparable sales rise 17% globally, led by Asia with 31% growth and North America with 16%, reflecting strong demand for premium fashion across key markets.
3. Dividend Hike and Fiscal 2027 Outlook
The board approved a 10% dividend increase to $1.00 per share and forecasted fiscal 2027 revenue growth of 4-5% with 40-60 basis points of operating margin expansion, signaling confidence in long-term profitability.
