Forensic Analysis · Durable Goods, Textiles & Apparel · as of Aug 8, 2026

Ralph Lauren Corp (RL)

A forensic read on Ralph Lauren Corp built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

A · High-quality compounder

Forensic grade

Safe

Financial health

11.3

Distress distance

Clean

Earnings quality

Forensic signals

25.2

P / E (ttm)

33.1%

ROE

$23.6B

Market cap

1.01%

Dividend yield

14.6%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Ralph Lauren Corp earns an A (High-quality compounder) forensic quality grade, and its balance-sheet distress test reads 11.3, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by accruals ratio (% of noa).

What the filings flag

+14.5%

FY2025→FY2026

Accruals ratio (% of NOA). Net operating assets grew +14.5% relative to their own average in FY2026 — scaled by NOA itself, not total assets (see the Forensic Screens card's differently-scaled Sloan Accrual Ratio for that read). Accruals are building faster than is comfortable — part of profit is sitting in the balance sheet rather than turning to cash. The cash-flow cross-check is more mixed: reported earnings ran behind operating cash by 11% of net operating assets, diverging from the balance-sheet accrual read.

73% of OCF

FY2026

Shareholder returns. Returned $840M to shareholders (buybacks + dividends) in FY2026 — 73% of operating cash flow. Capex isn't disclosed for FY2026, so this is the ceiling on coverage, not the free-cash-flow payout — actual free-cash coverage is tighter than this reads.

Key fundamentals

Latest Revenue$8.11B

Revenue Growth YoY+14.6%

Revenue CAGR (3yr)+8.0%

Net Margin11.6%

Return on Equity33.1%

Debt / Equity0.44x

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Data from SEC EDGAR public filings · metrics as of Aug 8, 2026. Forensic signals flag probability, not certainty.