American luxury group Ralph Lauren has released its fourth quarter and full-year financial results for the period ending March 28, 2026. Driven by strong performance in the Asian market, the company's results exceeded market expectations across the board, with annual revenue surpassing the $8 billion mark for the first time, setting a new historical record.
The financial report shows that the company's net revenue for the fourth quarter reached $1.98 billion, a 17% increase year-over-year, surpassing the market expectation of $1.85 billion. Adjusted earnings per share were $2.80, significantly exceeding the analysts' consensus estimate of $2.54. The quarter's performance was primarily driven by the Asian market, where revenue grew by 30.6% on a reported basis to $563.6 million, while Europe and North America also recorded steady growth. The company's global direct-to-consumer comparable store sales increased by 17% year-over-year, with strong full-price sales trends.
For the full year, net revenue for fiscal 2026 increased by 14.6% to $8.11 billion, with net profit reaching $941.1 million, showing significant improvement compared to the previous fiscal year.
Looking ahead to fiscal 2027, the company expects revenue to achieve mid-single-digit growth on a constant currency basis, with an increase of approximately 4% to 5%. The operating margin is projected to expand by 40 to 60 basis points. For the first fiscal quarter, the company anticipates revenue growth in the mid-to-high single digits.
CEO Patrice Louvet stated that the company has exceeded its financial commitments in a dynamic global environment and will continue to focus on driving multiple growth engines. Following the release of the results and optimistic outlook, Ralph Lauren's stock price rose nearly 10% in pre-market trading.