Tapestry, Inc.

NYSE:TPR 주식 리포트

시가총액: US$28.6b

Tapestry 과거 순이익 실적

과거 기준 점검 1/6

Tapestry은 연평균 2.6%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 6.5% 증가했습니다. 매출은 연평균 5.4%의 비율로 증가했습니다. Tapestry의 자기자본이익률은 94.8%이고 순이익률은 7%입니다.

핵심 정보

2.59%

순이익 성장률

6.83%

주당순이익(EPS) 성장률

Luxury 산업 성장률12.25%
매출 성장률5.41%
자기자본이익률94.76%
순이익률6.95%
다음 순이익 업데이트07 May 2026

최근 과거 실적 업데이트

분석 기사 Nov 13

Some May Be Optimistic About Tapestry's (NYSE:TPR) Earnings

The market for Tapestry, Inc.'s ( NYSE:TPR ) shares didn't move much after it posted weak earnings recently. Our...

Recent updates

내러티브 업데이트 Apr 30

TPR: Share Repurchases And Rising Street Confidence Will Support Richer Future P E Multiple

Narrative Update on Tapestry The analyst price target on Tapestry has moved higher by a few dollars across multiple firms, with analysts broadly pointing to their updated assumptions on revenue growth, margins and P/E multiples to support the new price levels. Analyst Commentary Recent Street research on Tapestry has been consistently constructive, with a series of firms adjusting their price targets higher and introducing fresh coverage with a positive tone.
내러티브 업데이트 Apr 16

TPR: Richer P/E Will Face Earnings Delivery And Margin Execution Risk

The analyst price target for Tapestry has been raised by $10 to $180, as analysts incorporate updated assumptions for revenue growth, profit margins, and P/E multiples, reflecting a recent series of upward target revisions across major firms. Analyst Commentary Recent research updates on Tapestry have largely centered on revisions to price targets, with several firms adjusting their models for revenue, margins, and P/E assumptions.
내러티브 업데이트 Apr 01

TPR: Higher Handbag Demand And Buybacks Will Support Richer Future P E Multiple

Analyst price targets for Tapestry have moved higher into the $150 to $180 range, with firms pointing to updated views on revenue growth, profit margins and sector positioning as key drivers of their revised valuations. Analyst Commentary Recent Street research on Tapestry has skewed clearly bullish, with a cluster of firms lifting price targets into the mid to high $100s and highlighting updated assumptions on revenue, margins and sector positioning.
Seeking Alpha Mar 30

Tapestry: Coach Skyrockets In A Tough Consumer Economy (Upgrade)

Summary Tapestry has defied a tough retail landscape, delivering accelerating sales growth and robust margins, especially in its flagship Coach brand. TPR’s FY26 revenue guidance was raised to 14% growth and pro forma EPS to $6.40–$6.45, well above prior expectations. Gross margins remain exceptional at 75.5%, reflecting premium brand strength and scale, even amid tariff headwinds and higher marketing spend. I'm upgrading TPR to 'Neutral,' as recent outperformance appears priced in and risks remain around Kate Spade and a more promotional retail environment. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 18

TPR: Higher Handbag Demand And Buybacks Will Support Richer Future P E Multiple

The analyst fair value estimate for Tapestry has been updated from $155.00 to $190.00, reflecting a series of recent price target increases and supportive research from multiple firms that highlight adjusted expectations for growth, margins, and valuation. Analyst Commentary Recent research shows a cluster of bullish analysts lifting price targets on Tapestry, with some major firms also reaffirming positive ratings.
내러티브 업데이트 Mar 04

TPR: Higher Street Views And Buybacks Will Shape Balanced Long Term Outlook

Tapestry's analyst price target has been raised from $131.50 to $160.21 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside a broad series of recent target hikes across the Street. Analyst Commentary Recent research updates on Tapestry have clustered around higher price targets and supportive ratings, pointing to a constructive stance from many firms.
내러티브 업데이트 Feb 18

TPR: Richer P/E Expectations Will Confront Ongoing Demand And Margin Execution Risk

Our updated Tapestry narrative reflects a higher analyst price target, moving our fair value estimate from $88.18 to $111.50. Analysts point to a richer future P/E, a modestly stronger margin outlook, and a series of recent target hikes across major firms as key supports for the change.
분석 기사 Feb 08

Tapestry, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Tapestry, Inc. ( NYSE:TPR ) defied analyst predictions to release its quarterly results, which were ahead of market...
내러티브 업데이트 Feb 03

TPR: Higher Handbag Sales Trends Will Support Richer Future P E Multiple

Analysts have raised their fair value estimate for Tapestry to $155 from $139, citing higher assumed revenue growth, a slightly stronger profit margin profile, and a richer future P/E multiple that is in line with recent Street price target increases across several firms. Analyst Commentary Recent research updates on Tapestry have leaned positive, with several bullish analysts lifting their price targets and pointing to specific drivers that they believe support a higher valuation.
내러티브 업데이트 Jan 20

TPR: Higher Price Views And Buybacks Will Support Balanced Long Term Outlook

Analysts have lifted their Tapestry fair value estimate by about US$6 to roughly US$131.50. This reflects slightly higher modeled revenue growth, a modestly lower discount rate, and a higher assumed future P/E multiple supported by recent price target increases across major research firms.
내러티브 업데이트 Jan 06

TPR: Elevated Expectations Will Face Demand Uncertainty And Execution Risk

Analysts have lifted their Tapestry price targets into a roughly $135 to $154 range, citing expectations for improving consumer sentiment, inventory discipline, and sector tailwinds from lower rates and gas prices, along with constructive views from recent luxury and retail conferences. Analyst Commentary Recent research has clustered Tapestry price targets in the mid $130s to mid $150s, with several firms pointing to consumer resilience in discretionary categories, inventory discipline, and potential benefits from lower interest rates and gas prices.
분석 기사 Jan 04

What Is Tapestry, Inc.'s (NYSE:TPR) Share Price Doing?

Let's talk about the popular Tapestry, Inc. ( NYSE:TPR ). The company's shares saw a significant share price rise of...
내러티브 업데이트 Dec 21

TPR: Rising Price Views And Buybacks Will Support Measured Long Term Upside

Analysts have modestly raised their price target on Tapestry, reflecting an improved fair value estimate of approximately $125 per share as they factor in stronger revenue growth, slightly higher profit margins, and updated retail insights from recent luxury sector conferences. Analyst Commentary Bullish analysts highlight that the latest round of price target increases, including a move to $148 per share from JPMorgan, signals growing confidence in Tapestry's ability to compound earnings through both revenue growth and disciplined margin management.
내러티브 업데이트 Dec 07

TPR: Extended Buybacks And Fiscal 2028 Plan Will Support Measured Upside

Tapestry's analyst price target has been nudged higher, with our fair value estimate moving modestly to about $121. Analysts cite strengthened long term earnings visibility and brand momentum following recent investor events and upward revisions to Street targets across major firms.
내러티브 업데이트 Nov 22

TPR: Multi-Year Buybacks And Fiscal 2028 Plans Will Drive Long-Term Upside

The analyst consensus price target for Tapestry was modestly reduced by approximately $0.79 to $121.68. Analysts cited more conservative growth and discount rate assumptions as the reason, despite recent upward revisions across the sector following positive industry conferences and updated long-term guidance.
분석 기사 Nov 13

Some May Be Optimistic About Tapestry's (NYSE:TPR) Earnings

The market for Tapestry, Inc.'s ( NYSE:TPR ) shares didn't move much after it posted weak earnings recently. Our...
내러티브 업데이트 Nov 03

TPR: Upcoming Share Buybacks And Dividend Hike Will Drive Long-Term Upside

The consensus analyst price target for Tapestry has increased by approximately $3 to $122.47. This reflects growing confidence in the company’s near-term growth and sustained brand momentum despite tariff challenges.
내러티브 업데이트 Oct 20

Global Markets And Digital Capabilities Will Shape Future Upside

Tapestry's analyst price target increased by approximately $1.16 to $119.16. Analysts cite ongoing brand momentum, strong long-term guidance, and tariff resilience as supporting factors for the upward revision.
내러티브 업데이트 Oct 05

Global Markets And Digital Capabilities Will Shape Future Upside

Tapestry's analyst price target has increased from $116.44 to $118.00. This change reflects analysts' ongoing confidence in brand momentum, resilient earnings prospects, and upwardly revised long-term estimates, despite tariff-related headwinds.
내러티브 업데이트 Sep 12

Global Markets And Digital Capabilities Will Shape Future Upside

Analysts have raised Tapestry’s price target to $116.44, citing ongoing growth momentum for Coach, upwardly revised EPS estimates from enhanced financial targets and buybacks, and confidence in multi-year guidance, despite near-term tariff headwinds and cautious sentiment following a strong share rally. Analyst Commentary Bullish analysts highlight continued strong momentum and secular tailwinds for the Coach brand, expecting ongoing outsized growth and significant gross margin upside driven by robust brand execution and steady full-price selling.
분석 기사 Aug 17

Tapestry (NYSE:TPR) Will Pay A Larger Dividend Than Last Year At $0.40

The board of Tapestry, Inc. ( NYSE:TPR ) has announced that it will be increasing its dividend by 14% on the 22nd of...
내러티브 업데이트 Aug 07

Brand Investments Will Fortify Customer Engagement In Europe And Greater China

With both the analyst price target and revenue growth forecasts for Tapestry remaining unchanged, consensus fair value remains steady at $106.39. What's in the News Tapestry, Inc.
분석 기사 Jul 14

Is There An Opportunity With Tapestry, Inc.'s (NYSE:TPR) 24% Undervaluation?

Key Insights The projected fair value for Tapestry is US$129 based on 2 Stage Free Cash Flow to Equity Tapestry is...
분석 기사 Jun 29

At US$87.11, Is Tapestry, Inc. (NYSE:TPR) Worth Looking At Closely?

Today we're going to take a look at the well-established Tapestry, Inc. ( NYSE:TPR ). The company's stock saw a...
분석 기사 Jun 13

Tapestry, Inc.'s (NYSE:TPR) Subdued P/E Might Signal An Opportunity

It's not a stretch to say that Tapestry, Inc.'s ( NYSE:TPR ) price-to-earnings (or "P/E") ratio of 19.9x right now...
분석 기사 May 29

Tapestry (NYSE:TPR) Is Paying Out A Dividend Of $0.35

Tapestry, Inc.'s ( NYSE:TPR ) investors are due to receive a payment of $0.35 per share on 23rd of June. Based on this...
분석 기사 May 12

Tapestry, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Tapestry, Inc. ( NYSE:TPR ) just released its latest third-quarter results and things are looking bullish. The company...
Seeking Alpha Mar 17

Tapestry: Unleashed Thanks To The Failed Capri Deal

Summary Tapestry, Inc.'s shares doubled after the Capri deal fell through, but recent market turmoil has halved those gains, making me cautious despite reasonable valuations. The company's strategy to acquire luxury brands, including Stuart Weitzman and Kate Spade, aimed to create a luxury powerhouse but did not really come to fruition. The company posted strong fiscal results and hiked guidance, but recent market performance and potential tariffs pose risks to sustaining current operating performance. Despite the failed Capri deal boosting TPR shares, I remain cautious and seek a bigger setback before considering buying Tapestry shares. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Tapestry: Why You Should Tap Into This GARP Stock

Summary Tapestry has shown strong financial performance as of late, led by its flagship Coach brand. The company focuses on digital expansion, Gen-Z engagement, and growth in China, enhancing its long-term prospects and market positioning. TPR's material share buybacks and well-covered dividend support robust total return potential for investors. Despite recent share price gains, TPR remains attractively valued considering its growth potential, making it a compelling GARP stock. Read the full article on Seeking Alpha
Seeking Alpha Dec 25

Tapestry: Coach Rebranding Holds Promise For Future Growth

Summary Tapestry owns accessible luxury brands Coach, Kate Spade and Stuart Weitzman. Coach has received a facelift and this has been reflected in the recent success. The company has kept prices high at Coach and demand hasn't been affected. Kate Spade and Stuart Weitzman have overshadowed Coach's performance, but if the economy recovers, and they catch up, then margins should improve. The trailing 12-month P/E is 18x, so it's hard not to argue that this is fair value for what Coach is representing in recent months. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Tapestry가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:TPR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
27 Dec 257,5155224,0540
27 Sep 257,2082713,9700
28 Jun 257,0111833,8810
29 Mar 256,8798603,8090
28 Dec 246,7767963,7250
28 Sep 246,6668083,6580
29 Jun 246,6718163,6330
30 Mar 246,7008813,6020
30 Dec 236,7279283,6060
30 Sep 236,6689363,5600
01 Jul 236,6619363,5430
01 Apr 236,6669013,5030
31 Dec 226,5948373,4600
01 Oct 226,7108253,4710
02 Jul 226,6858563,4750
02 Apr 226,6758673,4700
01 Jan 226,5118363,3700
02 Oct 216,0558293,1510
03 Jul 215,7468343,0240
27 Mar 214,8463412,6750
26 Dec 204,645-4282,7010
26 Sep 204,776-4402,7820
27 Jun 204,961-6523,2340
28 Mar 205,760-2093,1730
28 Dec 196,0195853,2090
28 Sep 196,0045413,1800
29 Jun 196,0276433,2340
30 Mar 195,9977063,1400
29 Dec 185,9887293,0760
29 Sep 185,9725383,0440
30 Jun 185,8803982,9720
31 Mar 185,5303382,7710
30 Dec 175,2033192,5870
30 Sep 174,7404562,4160
01 Jul 174,4885912,2710
01 Apr 174,5095212,3600
31 Dec 164,5475112,3950
01 Oct 164,4994822,3810
02 Jul 164,4924612,2760
26 Mar 164,3413912,3810
26 Dec 154,2383662,3440
26 Sep 154,1833802,3100
27 Jun 154,1924022,2910

양질의 수익: TPR는 $881.1M 규모의 큰 일회성 손실이 있어 27th December, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: TPR의 현재 순 이익률 (7%)은 지난해 (11.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TPR는 지난 5년 동안 흑자전환하며 연평균 2.6%의 수익 성장을 기록했습니다.

성장 가속화: TPR은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: TPR은 지난 1년 동안 수익이 감소(-34.4%)하여 Luxury 업계 평균(-10%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TPR의 자본 수익률(94.76%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 10:44
종가2026/05/06 00:00
수익2025/12/27
연간 수익2025/06/28

데이터 소스

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패키지데이터기간미국 소스 예시 *
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분석가 소스

Tapestry, Inc.는 46명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Mark AltschwagerBaird
Adrienne Yih-TennantBarclays