Ralph Lauren Corporation filed its Form 10-Q for the quarterly period ended September 26, 2026 with the U.S. Securities and Exchange Commission on November 5, 2026, reporting second-quarter and first-half financial results for fiscal year 2027.

Key Highlights

  • Quarterly net revenues: $2,193.3 million for the three months ended September 26, 2026, compared to $2,010.7 million in the same period a year earlier.
  • Quarterly net income: $296.6 million, or $4.87 per diluted share, versus $207.5 million, or $3.32 per diluted share, in the prior-year quarter.
  • Six-month net revenues: $4,153.1 million for the first half of fiscal 2027, up from $3,729.8 million in the comparable prior-year period.
  • Restructuring and other charges: $63.2 million in the second quarter and $88.0 million for the first six months of fiscal 2027, according to the filing.
  • Share repurchases: The company reported repurchases of common stock, including shares surrendered for tax withholdings, totaling $626.6 million for the six months ended September 26, 2026.
  • Dividends declared: $1.00 per share in the second quarter and $2.00 per share for the six-month period, the filing stated.
  • Shares outstanding: At October 30, 2026, 37,220,433 shares of Class A common stock and 21,881,276 shares of Class B common stock were outstanding.

Ralph Lauren Reports Higher Revenue and Income for Second Quarter of Fiscal 2027

According to the filing, Ralph Lauren Corporation (NYSE:RL) reported net revenues of $2,193.3 million for the three months ended September 26, 2026, compared to $2,010.7 million for the three months ended September 27, 2025. Gross profit for the quarter was $1,627.9 million, up from $1,366.4 million in the prior-year quarter. Operating income was $363.7 million versus $245.7 million a year earlier. The company disclosed selling, general, and administrative expenses of $1,201.0 million for the second quarter, alongside restructuring and other charges, net, of $63.2 million.

For the six months ended September 26, 2026, the company reported net revenues of $4,153.1 million and net income of $558.8 million, or $9.15 per diluted share. This compares to net revenues of $3,729.8 million and net income of $427.9 million, or $6.85 per diluted share, in the first half of the prior fiscal year. Net cash provided by operating activities was $618.2 million for the first half of fiscal 2027, compared to $229.3 million in the same period a year earlier, according to the filing.

The consolidated balance sheet as of September 26, 2026 showed total assets of $7,711.6 million and total equity of $2,729.8 million. Cash and cash equivalents stood at $1,426.1 million, down from $1,988.0 million at March 28, 2026. The company disclosed long-term debt of $1,240.0 million and treasury stock of $8,991.9 million at cost, reflecting 77.1 million shares repurchased. The filing noted that capital expenditures for the six-month period were $114.2 million, compared to $281.1 million in the comparable prior-year period.

What Was Disclosed

Ralph Lauren filed a quarterly report covering the three and six months ended September 26, 2026, disclosing income statements, balance sheet data, cash flows, and equity activity, including share repurchases totaling $626.6 million and dividends declared of $2.00 per share for the first half of fiscal 2027.