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Side-by-side financial comparison of Ralph Lauren Corporation (RL) and SIRIUS XM HOLDINGS INC. (SIRI). Click either name above to swap in a different company.
Ralph Lauren Corporation is the larger business by last-quarter revenue ($2.4B vs $2.2B, roughly 1.1× SIRIUS XM HOLDINGS INC.). Ralph Lauren Corporation runs the higher net margin — 15.0% vs 4.5%, a 10.5% gap on every dollar of revenue. On growth, Ralph Lauren Corporation posted the faster year-over-year revenue change (12.2% vs 0.2%). Ralph Lauren Corporation produced more free cash flow last quarter ($704.0M vs $536.0M). Over the past eight quarters, Ralph Lauren Corporation's revenue compounded faster (23.9% CAGR vs 0.7%).
Ralph Lauren is an American fashion designer, philanthropist, and billionaire businessman, best known for founding the brand Ralph Lauren, a global multibillion-dollar enterprise. He stepped down as CEO of the company in September 2015 but remains executive chairman and chief creative officer. As of May 2025, his net worth is estimated at US$11.9 billion.
XM Satellite Radio Holdings Inc. (XM) was one of the three satellite radio (SDARS) and online radio services in the United States and Canada, operated by Sirius XM Holdings. It provided pay-for-service radio, analogous to subscription cable television. Its service included 73 different music channels, 39 news, sports, talk and entertainment channels, 21 regional traffic and weather channels, and 23 play-by-play sports channels. XM channels were identified by Arbitron with the label "XM".
RL vs SIRI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $2.4B | $2.2B |
| Net Profit | $361.6M | $99.0M |
| Gross Margin | 69.9% | 53.1% |
| Operating Margin | 19.6% | 10.3% |
| Net Margin | 15.0% | 4.5% |
| Revenue YoY | 12.2% | 0.2% |
| Net Profit YoY | 21.6% | -55.4% |
| EPS (diluted) | $5.82 | $0.23 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $1.7B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.6B | $2.2B |
| Q4 25 | $361.6M | $99.0M | ||
| Q3 25 | $207.5M | $297.0M | ||
| Q2 25 | $220.4M | $205.0M | ||
| Q1 25 | $129.0M | $204.0M | ||
| Q4 24 | $297.4M | $222.0M | ||
| Q3 24 | $147.9M | $-2.5B | ||
| Q2 24 | $168.6M | $304.0M | ||
| Q1 24 | $90.7M | $265.0M |
| Q4 25 | 69.9% | 53.1% | ||
| Q3 25 | 68.0% | 52.2% | ||
| Q2 25 | 72.3% | 52.4% | ||
| Q1 25 | 68.7% | 52.0% | ||
| Q4 24 | 68.4% | 52.9% | ||
| Q3 24 | 67.0% | 53.2% | ||
| Q2 24 | 70.5% | 53.5% | ||
| Q1 24 | 66.6% | 52.5% |
| Q4 25 | 19.6% | 10.3% | ||
| Q3 25 | 12.2% | 22.8% | ||
| Q2 25 | 15.9% | 17.1% | ||
| Q1 25 | 9.1% | 18.7% | ||
| Q4 24 | 18.2% | 20.2% | ||
| Q3 24 | 10.4% | -133.6% | ||
| Q2 24 | 13.8% | 23.2% | ||
| Q1 24 | 6.9% | 20.2% |
| Q4 25 | 15.0% | 4.5% | ||
| Q3 25 | 10.3% | 13.8% | ||
| Q2 25 | 12.8% | 9.6% | ||
| Q1 25 | 7.6% | 9.9% | ||
| Q4 24 | 13.9% | 10.1% | ||
| Q3 24 | 8.6% | -113.1% | ||
| Q2 24 | 11.1% | 14.0% | ||
| Q1 24 | 5.8% | 12.3% |
| Q4 25 | $5.82 | $0.23 | ||
| Q3 25 | $3.32 | $0.84 | ||
| Q2 25 | $3.52 | $0.57 | ||
| Q1 25 | $2.03 | $0.59 | ||
| Q4 24 | $4.66 | $2.45 | ||
| Q3 24 | $2.31 | $-8.74 | ||
| Q2 24 | $2.61 | $0.08 | ||
| Q1 24 | $1.37 | $0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.3B | $94.0M |
| Total DebtLower is stronger | — | $8.6B |
| Stockholders' EquityBook value | $2.9B | $11.6B |
| Total Assets | $7.8B | $27.2B |
| Debt / EquityLower = less leverage | — | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.3B | $94.0M | ||
| Q3 25 | $1.6B | $79.0M | ||
| Q2 25 | $2.3B | $92.0M | ||
| Q1 25 | $2.1B | $127.0M | ||
| Q4 24 | $2.1B | $162.0M | ||
| Q3 24 | $1.7B | $127.0M | ||
| Q2 24 | $1.8B | $100.0M | ||
| Q1 24 | $1.8B | $71.0M |
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $9.0B | ||
| Q2 25 | — | $10.1B | ||
| Q1 25 | — | $10.4B | ||
| Q4 24 | — | $10.3B | ||
| Q3 24 | — | $10.1B | ||
| Q2 24 | — | $9.0B | ||
| Q1 24 | — | $8.7B |
| Q4 25 | $2.9B | $11.6B | ||
| Q3 25 | $2.6B | $11.6B | ||
| Q2 25 | $2.5B | $11.3B | ||
| Q1 25 | $2.6B | $11.2B | ||
| Q4 24 | $2.5B | $11.1B | ||
| Q3 24 | $2.4B | $10.9B | ||
| Q2 24 | $2.4B | $-2.1B | ||
| Q1 24 | $2.5B | $-2.4B |
| Q4 25 | $7.8B | $27.2B | ||
| Q3 25 | $7.3B | $27.4B | ||
| Q2 25 | $7.8B | $27.3B | ||
| Q1 25 | $7.0B | $27.4B | ||
| Q4 24 | $7.1B | $27.5B | ||
| Q3 24 | $6.8B | $27.5B | ||
| Q2 24 | $6.6B | $11.2B | ||
| Q1 24 | $6.6B | $11.2B |
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 0.93× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $779.6M | $680.0M |
| Free Cash FlowOCF − Capex | $704.0M | $536.0M |
| FCF MarginFCF / Revenue | 29.3% | 24.4% |
| Capex IntensityCapex / Revenue | 3.1% | 6.6% |
| Cash ConversionOCF / Net Profit | 2.16× | 6.87× |
| TTM Free Cash FlowTrailing 4 quarters | $694.5M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $779.6M | $680.0M | ||
| Q3 25 | $53.2M | $430.0M | ||
| Q2 25 | $176.1M | $546.0M | ||
| Q1 25 | $122.2M | $242.0M | ||
| Q4 24 | $738.4M | $679.0M | ||
| Q3 24 | $97.2M | $240.0M | ||
| Q2 24 | $277.3M | $514.0M | ||
| Q1 24 | — | $308.0M |
| Q4 25 | $704.0M | $536.0M | ||
| Q3 25 | $-40.6M | $255.0M | ||
| Q2 25 | $-11.2M | $401.0M | ||
| Q1 25 | $42.3M | $53.0M | ||
| Q4 24 | $677.2M | $514.0M | ||
| Q3 24 | $55.5M | $24.0M | ||
| Q2 24 | $243.9M | $341.0M | ||
| Q1 24 | — | $134.0M |
| Q4 25 | 29.3% | 24.4% | ||
| Q3 25 | -2.0% | 11.8% | ||
| Q2 25 | -0.7% | 18.8% | ||
| Q1 25 | 2.5% | 2.6% | ||
| Q4 24 | 31.6% | 23.5% | ||
| Q3 24 | 3.2% | 1.1% | ||
| Q2 24 | 16.1% | 15.7% | ||
| Q1 24 | — | 6.2% |
| Q4 25 | 3.1% | 6.6% | ||
| Q3 25 | 4.7% | 8.1% | ||
| Q2 25 | 10.9% | 6.8% | ||
| Q1 25 | 4.7% | 9.1% | ||
| Q4 24 | 2.9% | 7.5% | ||
| Q3 24 | 2.4% | 9.9% | ||
| Q2 24 | 2.2% | 7.9% | ||
| Q1 24 | — | 8.0% |
| Q4 25 | 2.16× | 6.87× | ||
| Q3 25 | 0.26× | 1.45× | ||
| Q2 25 | 0.80× | 2.66× | ||
| Q1 25 | 0.95× | 1.19× | ||
| Q4 24 | 2.48× | 3.06× | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 1.64× | 1.69× | ||
| Q1 24 | — | 1.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RL
Segment breakdown not available.
SIRI
| Subscription And Circulation | $1.6B | 74% |
| Advertising | $491.0M | 22% |
| Cost Of Sales Equipment Products And Services | $48.0M | 2% |
| Other Revenue | $28.0M | 1% |