Operating Margin

Ralph Lauren Corporation reported strong second-quarter fiscal 2026 results, exceeding expectations with a 17% revenue increase (14% in constant currency). Global direct-to-consumer comparable store sales grew 13%. Adjusted gross and operating margins expanded, driven by strong full-price demand. The company maintained a healthy balance sheet with $1.6 billion in cash and returned $420 million to shareholders. Due to the strong first-half performance, the company raised its full-year fiscal 2026 constant currency revenue and adjusted operating margin expansion outlook.

ADTRAN Holdings reported better-than-expected Q3 2025 financial results, demonstrating revenue and operating margin above expectations. CEO Tom Stanton highlighted disciplined execution and broad-based growth. The company anticipates Q4 revenue between $275.0 million and $285.0 million, with a non-GAAP operating margin of 3.5% to 7.5%. ADTRAN is focusing on network disaggregation and open communication networks, positioning itself to capitalize on increasing demand. A conference call to discuss the results was held on November 4, 2025.