Tapestry, Inc. provides luxury accessories and branded lifestyle products in the United States, Japan, Greater China, and internationally.
$132.80-1.02%
报价 2026-11-06
市值
$26.35B
EV
$33.68B
PE (TTM)
56.4x
预期 PE (FY2027)
16.7x
52 周区间距高点 -19.4%
$100.76$164.78
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22028-06 | 1.1x | 7.49 → 8.91（1.2x） | 14.9 |
| FY+32029-06 | 1.2x | 7.49 → 10.19（1.4x） | 13.0 |
毛利率 76% · TTM 收入 $8194M · 基数 EPS 7.49（调整后）
电话会信号
辅助标签Q1 20272026-11-05
扩产需求加速上调指引
指引 上调
信心 5
分析师 5
“We are raising our full year revenue, operating margin and EPS outlook, reflecting the strength of our business and our confidence in the future.”
原文引用（3）
- 扩产：This reflects a year-over-year step-up in investment to support future growth, including incremental investment in Coach's store fleet
- 需求加速：we grew 7%, which is an acceleration from Q4 on a 2-year stack basis
- 上调指引：we are raising our full year outlook
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| TPRTapestry, Inc. | $26.35B | -1.0% | +5.9% | 83.3% | 56.4x | 35.9x | 15.6x | |
| WSMWilliams-Sonoma, Inc. | $29.92B | -1.8% | +3.6% | 51.6% | 20.1x | 14.5x | 28.2x | |
| ULTAUlta Beauty, Inc. | $27.57B | -0.8% | +7.3% | 39.1% | 20.1x | 13.5x | 28.0x | |
| QSRRestaurant Brands International Inc. | $27.06B | -1.1% | – | 35.4% | 32.3x | 17.2x | – | |
| DRIDarden Restaurants, Inc. | $25.61B | -1.0% | +3.7% | 69.2% | 21.4x | 14.8x | 23.6x | |
| PHMPulteGroup, Inc. | $25.24B | -2.0% | -3.9% | 26.8% | 10.4x | 7.7x | 14.6x | Cheap |
| RLRalph Lauren Corporation | $22.42B | -1.4% | +5.8% | 73.7% | 24.3x | 20.1x | 30.2x | |
| NVRNVR, Inc. | $16.78B | -1.8% | -5.5% | 22.8% | 13.8x | 9.8x | 15.3x | |
| LILi Auto Inc. | $12.25B | +5.1% | -3.4% | 11% | – | – | – | |
| 同行中位数 | – | – | +3.6% | 37.2% | 20.1x | 14.5x | 25.8x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-27 Q4 2026 | 2026-03-28 Q3 2026 | 2025-12-27 Q2 2026 | 2025-09-27 Q1 2026 | 2025-06-28 Q4 2025 | 2025-03-29 Q3 2025 | 2024-12-28 Q2 2025 | 2024-09-28 Q1 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.88B | $1.92B | $2.5B | $1.7B | $1.72B | $1.58B | $2.2B | $1.51B |
| Gross Margin | 83.3% | 76.9% | 75.5% | 76.3% | 76.3% | 76.1% | 74.4% | 75.3% |
| Operating Margin | 23.6% | 22.3% | 28.6% | 19.3% | -33.9% | 16% | 22.4% | 16.7% |
| Net Income | $347.8M | $343.8M | $561.3M | $274.8M | $-517.1M | $203.3M | $310.4M | $186.6M |
| Diluted EPS | 1.66 | 1.65 | 2.68 | 1.28 | -2.49 | 0.95 | 1.38 | 0.79 |
| Operating Cash Flow | $522.2M | $262.6M | $1.08B | $112.6M | $446.8M | $144.3M | $506M | $119.5M |