RL · 10-Q · 2026Q3 · Full report
Net Income and EPS Performance
RALPH LAUREN CORP · 2026-11-05 · Importance 45 · Surprise 38 · From source text
Net income increased $89.1 million, or 43.0%, to $296.6 million for the three months ended September 26, 2026. Diluted EPS rose 46.7% to $4.87 from $3.32, reflecting higher net income and fewer weighted-average diluted shares. The $118.0 million increase in operating income was partly offset by a $37.3 million increase in income tax provision. Net income also benefited from $19.1 million of net restructuring-related and other benefits, which increased after-tax income by $13.9 million, or $0.23 per diluted share.
Key facts
- Three-month net revenues were $2.193 billion, net income was $296.6 million, and diluted EPS was $4.87, compared with $2.011 billion, $207.5 million, and $3.32 in the prior-year quarter. source
- Six-month net revenues were $4.153 billion, net income was $558.8 million, and diluted EPS was $9.15, compared with $3.730 billion, $427.9 million, and $6.85 in the prior-year period. source
- Six-month net income increased $130.9 million to $558.8 million, primarily from a $186.8 million increase in operating income, partly offset by a $59.7 million increase in income tax provision. source
- Quarterly net income increased $89.1 million to $296.6 million, primarily from a $118.0 million increase in operating income, partly offset by a $37.3 million increase in income tax provision. source
- Quarterly diluted EPS increased $1.55 to $4.87, driven primarily by higher net income and lower weighted-average diluted shares outstanding. source
- Six-month diluted EPS increased $2.30 to $9.15, driven by higher net income and lower weighted-average diluted shares outstanding. source
- Six-month diluted EPS increased to $9.15 from $6.85, a $2.30 increase, primarily due to higher net income and lower weighted-average diluted shares resulting from share repurchases during the last twelve months. source
- Net income for the three months ended September 26, 2026 was $296.6 million, compared with $207.5 million for the three months ended September 27, 2025, an increase of $89.1 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +8.3% | Three-month net revenues were $2.193 billion, net income was $296.6 million, and diluted EPS was $4.87, compared with $2.011 billion,… |
| net_income | positive | realized | +6.0% | Six-month net revenues were $4.153 billion, net income was $558.8 million, and diluted EPS was $9.15, compared with $3.730 billion, $427.9… |
| net_income | positive | realized | +4.1% | Three-month net revenues were $2.193 billion, net income was $296.6 million, and diluted EPS was $4.87, compared with $2.011 billion,… |
| net_income | negative | realized | -1.7% | Quarterly net income increased $89.1 million to $296.6 million, primarily from a $118.0 million increase in operating income, partly… |