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Screener / SEC EDGAR /CIK 0001037038 /10-K filed May 21, 2026, compared with May 22, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
WSMTPRRLYUMGRMNNVR
NYSE Consumer discretionary · Apparel

Ralph Lauren Corporation RL

RL quote by TradingView

Founded in 1967 by Mr. Ralph Lauren, we are a global leader in the design, marketing, and distribution of luxury lifestyle products, including apparel, handbags, footwear & accessories, fragrances, home, and hospitality. 10-K, Item 1

Employees
23,600
Headquarters
New York, NY
CEO
Patrice Louvet
Next results
around Feb 4, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $8.1B through the costs to a net profit of $941.1M · income statement of the 10-K

15% operating margin
Revenue to Gross profit: $5.7BRevenue to Cost of revenue: $2.4BGross profit to Operating profit: $1.2BGross profit to Operating expenses: $4.5BOperating profit to Net profit: $941.1MOperating profit to Tax: $238.1M Revenue: $8.1B REVENUE $8.1B +15% Y/Y Gross profit: $5.7B · 70% margin GROSS PROFIT $5.7B 70% margin · +17% Y/Y Cost of revenue: $2.4B · 30% of revenue COST OF REVENUE $2.4B 30% of revenue Operating profit: $1.2B · 15% margin OPERATING PROFIT $1.2B 15% margin · +27% Y/Y Operating expenses: $4.5B · 55% of revenue OPERATING EXPENSES $4.5B 55% of revenue Net profit: $941.1M · 12% margin NET PROFIT $941.1M 12% margin · +27% Y/Y Tax: $238.1M · 3% of revenue TAX $238.1M 3% of revenue
Gross profit $5.7B 70% margin · +17% Y/Y
Operating profit $1.2B 15% margin · +27% Y/Y
Net profit $941.1M 12% margin · +27% Y/Y
The full income statement, year by year

RL among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 14.6%, above 91% of 46 peers (their median 5.2%) REVENUE GROWTH 14.6% · above 91% Gross margin: 71.8%, above 90% of 30 peers (their median 40.7%) GROSS MARGIN 71.8% · above 90% Operating margin: 16.0%, above 54% of 39 peers (their median 15.8%) OPERATING MARGIN 16.0% · above 54% Net margin: 12.6%, above 63% of 46 peers (their median 10.8%) NET MARGIN 12.6% · above 63% Return on capital: 23.7%, above 62% of 24 peers (their median 22.1%) RETURN ON CAPITAL 23.7% · above 62%
RL Peer median Below the median

What changed

10 new risk paragraphs. 10-K filed May 21, 2026 against May 22, 2025.

Risk factors
10 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Accounting checks
11 other checks clear
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 11 checks found nothing to note

  • Receivables +7.0% vs revenue +14.6% (-7.6 pts)
  • Cash from operations $1.2B vs net income $941.1M (FY ending Mar 28, 2026)
  • Inventory +6.8% vs revenue +14.6% (-7.8 pts)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: End-of-season Markdowns; F-53; Estimated Net Realizable Value of Inventory
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

10 paragraphs in Risk Factors that were not in the 10-K filed May 22, 2025. Quoted as filed.

All 10 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    Our use and integration of artificial intelligence across our business presents risks and challenges that could adversely affect our business. We are increasingly evaluating and deploying AI technologies, including generative AI and machine learning, across various aspects of our business. AI presents evolving risks that may be…
  2. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    Executive actions at the U.S. federal level and legislation in multiple U.S. states have sought to restrict or penalize corporate consideration of ESG factors, while jurisdictions in Europe and certain U.S. states have simultaneously expanded ESG-related mandates and disclosure requirements. This increasingly divergent regulatory…
  3. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    We are involved in certain legal proceedings and regulatory matters and are subject from time to time to various claims involving alleged breach of contract claims, intellectual property and other related claims, escheatment and unclaimed property,

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$6.4B$6.6B$7.1B$8.1B
Net income$522.7M$646.3M$742.9M$941.1M
Operating cash flow$411.0M$1.1B$1.2B$1.2B
Free cash flow$193.5M$904.9M$1.0B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$8.1B ▲ 14.6% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Ralph Lauren Corporation, New York, NY · from the 10-K filed May 21, 2026

Founded in 1967 by Mr. Ralph Lauren, we are a global leader in the design, marketing, and distribution of luxury lifestyle products, including apparel, handbags, footwear & accessories, fragrances, home, and hospitality. For nearly 60 years, Ralph Lauren has sought to inspire the dream of a better life through authenticity and timeless style. Our long-standing reputation and distinctive image have been developed across a wide range of products, brands, distribution channels, and international markets. We believe that our global reach, breadth of lifestyle product offerings, and multi-channel distribution network are unique among luxury and apparel companies.

Headquarters
New York, NY
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
March 28
Last results
Nov 5, 2026
Incorporated in
DE

Employees, at the top of the page: "As of March 28, 2026, we had approximately 23,600 employees, comprised of approximately 15,600 full-time and 8,000 part-time employees" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed May 21, 2026 (open at SEC), compared with the 10-K filed May 22, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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