Company facts
- Headquarters
- New York, New York
- Most recent report
- 10-Q, filed Nov 5, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1037038
- Fiscal year ends
- March
- Filer status
- Large accelerated filer
Financials 8 of 47
News 8 of 104
Prospectuses and Registrations 8 of 19
- 424B5 Prospectus supplement for an offering Jun 4, 2025
- FWP Free writing prospectus Jun 2, 2025
- 424B5 Prospectus supplement for an offering Jun 2, 2025
- S-3ASR Automatic shelf registration May 29, 2025
- 424B5 Prospectus supplement for an offering Jun 2, 2020
- FWP Free writing prospectus Jun 1, 2020
- 424B5 Prospectus supplement for an offering Jun 1, 2020
- S-8 POS Post-effective amendment to an employee plan registration Aug 1, 2019
Proxies 8 of 24
- DEFA14A Extra proxy material Jun 18, 2026
- DEF 14A Proxy statement for a shareholder vote Jun 18, 2026
- DEFA14A Extra proxy material Jun 20, 2025
- DEF 14A Proxy statement for a shareholder vote Jun 20, 2025
- DEFA14A Extra proxy material Jun 21, 2024
- DEF 14A Proxy statement for a shareholder vote Jun 21, 2024
- DEFA14A Extra proxy material Jun 22, 2023
- DEF 14A Proxy statement for a shareholder vote Jun 22, 2023
Ownership 8 of 787
- SCHEDULE 13G/A Large holder reported a passive stake, amended Nov 5, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 30, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 14, 2026
Other 8 of 19
- SD Conflict minerals disclosure May 29, 2026
- SD Conflict minerals disclosure May 30, 2025
- UPLOAD Comment letter from SEC staff Mar 4, 2025
- CORRESP Reply to SEC staff Feb 28, 2025
- UPLOAD Comment letter from SEC staff Feb 14, 2025
- SD Conflict minerals disclosure May 31, 2024
- SD Conflict minerals disclosure May 31, 2023
- SD Conflict minerals disclosure May 31, 2022
What to read: Sep 2026 10-Q
SECSift found 3 of 15 sections worth reading, with 3 positive, 12 notable, and 0 negative flags.
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS
Segment results, buyback expansion, tariff refund, and debt details are all company-specific and material.Notable- Three wholesale customers accounted for ~27% of gross receivables as of Sep 26, 2026, up from ~11% of revenue in FY2026.
- Supplier finance program obligations rose to $243.2M as of Sep 26, 2026, from $172.1M at Mar 28, 2026.
- Recognized $82.3M IEEPA tariff refund benefit in Q2 2027 cost of goods sold.
- Recorded $33.2M charitable donation expense from a portion of the IEEPA tariff refunds in Q2 2027.
- Unrecognized tax benefits fell to $128.7M as of Sep 26, 2026, from $168.7M at Mar 28, 2026.
- Issued $500M 5.000% Senior Notes due 2032 in June 2025; proceeds used for general corporate purposes.
- Short-term investments (time deposits) jumped to $395.7M as of Sep 26, 2026, from $77.0M at Mar 28, 2026.
- Board expanded buyback by $1.5B on May 15, 2025; $852M remained as of Sep 26, 2026.
- Quarterly dividend raised from $0.9125 to $1.00 per share, approved May 14, 2026.
Item 2
MD&A with detailed segment results, tariff refunds, buyback pace, and margin drivers.PositiveUnregistered Sales and Repurchases (Item 2)
Buyback pace accelerated sharply; $852M remaining under a $1.5B expansion approved May 2025.
What changed: Sep 2026 vs. Jun 2026
About 14% of RL's Sep 2026 10-Q is new information. 63 paragraphs were added, 196 changed, and 30 removed. Below are the most important lines SECSift identified.
Changed
- Asia segment operating income rose to $156.6M from $111.2M in the three-month period.
- Corporate expenses, net fell to $155.4M from $230.4M in the three-month period.
- Net cash provided by operating activities rose to $618.2 million from $229.3 million for the six months ended September 26, 2026.
- Net income rose to $296.6 million from $207.5 million for the three months ended September 26, 2026.
- Net revenues rose to $2.193 billion from $2.011 billion for the three months ended September 26, 2026.
- Restructuring and other charges, net rose to $63.2M from $37.3M in the three-month period.
- Gross profit margin rose to 74.2% from 68.0% for the three months ended September 26, 2026.
- Exhibit 10.1 changed from Patrice Louvet's Amendment No. 6 (Aug 3, 2026) to Justin Picicci's Amendment No. 2 (Nov 2, 2026).
- Exhibit 10.2 changed from Justin Picicci's Amendment No. 1 (Aug 3, 2026) to Halide Alagoz's Amendment No. 3 (Nov 2, 2026).
- Shares withheld for taxes in the latest period were 1,374, down from 204,994 in the prior period.
Everything here comes from Ralph Lauren Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 5, 2026, from the 10-Q for Sep 2026.