| RL |
Report |
Constant-currency revenue growth |
IN-LINE |
pred ~8.7% vs. cons 8.0% |
MEDIUM |
| RL |
Report |
Adjusted gross margin |
IN-LINE |
pred ~73.5% vs. cons 73.25% |
MEDIUM |
| RL |
Report |
Adjusted EPS |
BEAT |
pred ~$4.45 vs. cons $4.29 |
MEDIUM |
| RL |
Guide |
FY27 constant-currency revenue growth |
LOWER |
guide ~4.5% vs. cons 5.2% (FY27) |
HIGH |
| RL |
Guide |
FY27 operating-margin expansion |
LOWER |
guide ~50 bps vs. cons 70 bps (FY27) |
HIGH |
| RL |
Guide |
FY27 Asia constant-currency revenue growth |
LOWER |
guide ~9.0% vs. cons 10.5% (FY27) |
MEDIUM |
| RL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| RL |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
A Q1 EPS beat of ~$4.45 versus $4.29 consensus is likely outweighed by FY27 revenue guidance of ~4.5% versus ~5.2% consensus and operating-margin expansion of ~50 bps versus ~70 bps consensus, pulling out-period estimates lower. |
MEDIUM |