CoverageForm 410-K10-Q8-K13D13G13F

TPR · Tapestry, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · TPR

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q3 '23
Revenue$1.92B$2.50B$1.70B$2.20B$1.58B$1.51B$2.08B$1.48B$1.51B$1.51B
Cost of Revenue$444.10M$614.00M$404.10M$562.30M$378.80M$372.60M$591.30M$375.00M$415.50M$411.20M
Gross Profit$1.48B$1.89B$1.30B$1.63B$1.21B$1.13B$1.49B$1.11B$1.10B$1.10B
R&D----------
SG&A$1.05B$1.17B$972.30M$1.14B$952.10M$882.90M$1.05B$903.10M$844.50M$872.00M
Total Operating Expenses----------
D&A$41.50M$40.90M$37.20M$40.90M$40.00M$40.90M$41.50M$40.00M$44.30M$41.90M
Operating Income$427.50M$716.40M$328.20M$492.80M$253.70M$252.00M$447.60M$204.30M$253.20M$226.30M
Interest Expense$29.30M$30.90M$30.10M$85.80M$32.80M$123.20M$88.60M$130.10M$22.30M$19.00M
Income Tax$72.20M$135.80M$43.90M$34.90M$35.80M$39.10M$80.80M$30.10M$43.50M$36.50M
Net Income$343.80M$561.30M$274.80M$310.40M$203.30M$186.60M$322.30M$139.40M$195.00M$186.70M
EPS - Basic$1.70$2.75$1.32$1.41$0.98$0.81$1.41$0.61$0.85$0.80
EPS - Diluted$1.65$2.68$1.28$1.38$0.95$0.79$1.39$0.60$0.84$0.78

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q3 '23
Cash & Equivalents$1.05B$1.05B$719.50M$1.10B$1.04B$6.46B$6.14B$6.98B$622.10M$726.10M
Accounts Receivable$305.00M$338.00M$289.50M$239.30M$255.80M$279.00M$228.20M$276.70M$264.80M$211.50M
Inventory$843.90M$896.40M$1.02B$860.70M$873.50M$1.03B$824.80M$824.10M$942.50M$919.50M
Accounts Payable$499.70M$564.60M$495.50M$456.10M$393.30M$544.00M$452.20M$373.10M$386.50M$416.90M
Current Assets$2.72B$2.79B$2.62B$2.91B$2.86B$9.15B$8.80B$9.00B$2.41B$2.36B
Total Assets$6.47B$6.53B$6.36B$6.58B$7.31B$13.73B$13.40B$13.73B$7.14B$7.12B
Current Liabilities$1.48B$1.72B$1.72B$1.56B$1.63B$1.85B$1.71B$1.37B$1.19B$1.29B
Long-term Debt$2.40B$2.40B$2.40B$2.40B$2.40B$7.07B$7.00B$7.74B$1.64B$1.64B
Total Liabilities$5.78B$5.98B$5.96B$5.72B$5.81B$10.75B$10.50B$10.95B$4.73B$4.84B
Stockholders' Equity$682.40M$551.20M$399.50M$857.80M$1.49B$2.98B$2.90B$2.78B$2.42B$2.28B
Retained Earnings($3.17B)($3.29B)($3.36B)($2.56B)($1.91B)($617.00M)($722.20M)($801.00M)($1.10B)($1.22B)

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q3 '23
Operating Cash Flow--$112.60M--$119.50M--$75.30M-
Investing Cash Flow--$69.30M--$190.10M--($22.80M)-
Financing Cash Flow--($550.80M)--($74.50M)--($149.40M)-
CapEx--$32.40M--$25.60M--$20.90M-
Free Cash Flow--$80.20M--$93.90M--$54.40M-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q3 '23
Profitability
Gross margin76.9%75.5%76.3%74.4%76.1%75.3%71.6%74.7%72.5%72.8%
Operating margin22.3%28.6%19.3%22.4%16.0%16.7%21.5%13.8%16.7%15.0%
EBITDA margin24.4%30.3%21.4%24.3%18.5%19.4%23.5%16.5%19.7%17.8%
Net margin17.9%22.4%16.1%14.1%12.8%12.4%15.5%9.4%12.9%12.4%
Free cash flow margin--4.7%--6.2%--3.6%-
FCF / Net income--0.29--0.50--0.28-
R&D / Revenue----------
SG&A / Revenue54.6%46.8%57.0%51.9%60.1%58.6%50.2%60.9%55.8%57.8%
Effective tax rate17.4%19.5%13.8%10.1%15.0%17.3%20.0%17.8%18.2%16.4%
Return on assets5.3%8.6%4.3%4.7%2.8%1.4%2.4%1.0%2.7%2.6%
Return on equity50.4%101.8%68.8%36.2%13.6%6.3%11.1%5.0%8.1%8.2%
Return on invested capital11.5%19.6%10.1%13.6%5.5%2.1%3.6%1.6%5.1%4.8%
Liquidity
Current ratio1.841.631.521.871.764.935.146.592.021.84
Quick ratio1.271.100.931.311.224.384.665.981.231.12
Cash ratio0.710.610.420.710.643.493.595.110.520.56
Leverage
Debt / Equity3.514.356.002.791.602.372.422.790.680.72
Debt / Assets0.370.370.380.360.330.520.520.560.230.23
Debt / EBITDA5.113.166.564.498.1624.1414.3231.705.506.13
Interest coverage14.6x23.2x10.9x5.7x7.7x2.0x5.1x1.6x11.4x11.9x
Equity multiplier9.4811.8515.937.674.894.604.624.952.963.12
Liabilities / Assets0.890.920.940.870.800.780.780.800.660.68
Efficiency
Asset turnover0.300.380.270.330.220.110.160.110.210.21
Inventory turnover0.530.680.400.650.430.360.720.460.440.45
Days sales outstanding58d49d62d40d59d68d40d68d64d51d
Days inventory outstanding694d533d920d559d842d1010d509d802d828d816d
Days payable outstanding411d336d448d296d379d533d279d363d340d370d
Cash conversion cycle341d247d534d302d522d544d270d507d552d497d
Valuation
P / E84.1x49.0x85.2x63.1x73.9x60.7x30.8x79.1x34.2x54.9x
P / B42.4x50.0x58.8x22.8x10.1x3.8x3.4x4.0x2.8x4.5x
P / S15.1x11.0x13.8x8.9x9.5x7.5x4.8x7.5x4.4x6.8x
EV / EBITDA64.5x38.1x68.9x39.1x55.8x40.7x22.0x48.7x25.9x41.7x
Growth
Revenue growth (YoY)21.2%14.0%13.1%5.3%6.9%-0.4%2.9%-1.8%0.4%5.0%
Revenue CAGR (3y)8.4%7.3%4.2%0.8%3.3%0.6%7.3%5.2%8.9%12.1%
Revenue CAGR (5y)8.6%8.2%7.8%3.9%8.1%2.1%3.0%2.3%1.8%2.7%
Gross profit growth (YoY)22.4%15.6%14.6%9.4%8.9%3.4%7.5%0.8%4.1%9.3%
Operating income growth (YoY)68.5%45.4%30.2%10.1%24.2%-0.5%7.0%-9.7%-0.4%33.5%
Net income growth (YoY)69.1%80.8%47.3%-3.7%45.8%-4.3%-2.3%-25.3%-0.2%52.2%
EPS growth (YoY)73.7%94.2%62.0%-0.7%58.3%-6.0%2.2%-23.1%6.3%69.6%
EPS CAGR (3y)28.4%25.4%17.5%6.3%27.3%-0.4%7.8%23.3%0.4%-
EPS CAGR (5y)38.8%19.3%9.1%5.0%-62.4%9.6%8.4%14.9%10.2%
FCF growth (YoY)---14.6%--72.6%----
FCF CAGR (5y)--4.6%-------
Book value growth (YoY)-54.3%-35.7%-86.6%-70.4%-46.2%23.4%25.2%21.8%7.1%-0.3%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-06-28.

Business segments

$7.01B total
Coach$5.60B · 79.9%
Kate Spade Company$1.20B · 17.1%
Stuart Weitzman Segment$215.10M · 3.1%

Product / service

$5.60B total
Handbags$3.22B · 57.6%
Accessories$1.54B · 27.5%
Other$493.20M · 8.8%
Footwear$342.50M · 6.1%

Geographic

$12.61B total
US$4.21B · 33.4%
North America$3.43B · 27.2%
Other Countries$1.23B · 9.7%
CN$1.06B · 8.4%
Greater China$970.20M · 7.7%
Other Asia$769.60M · 6.1%
JP$514.80M · 4.1%
Non Us$429.10M · 3.4%

Peer comparison

Same SIC group: Leather & Leather Products

CompanyRevenue (last FY)Net marginROE
VRA$269.65M-17.7%-36.3%
CPRI$3.47B3.9%171.3%
TLFA$76.32M11.9%17.3%

Comparing TAPESTRY against the 3 most active filers in the same SIC group.

Dividends

$1.55/share trailing 12 months · +10.7% YoY

Ex-datePer share
Mar 6, 2026$0.4000
Dec 5, 2025$0.4000
Sep 5, 2025$0.4000
Jun 6, 2025$0.3500
Mar 6, 2025$0.3500
Dec 6, 2024$0.3500
Sep 6, 2024$0.3500
Jun 7, 2024$0.3500
Mar 7, 2024$0.3500
Dec 7, 2023$0.3500
Sep 7, 2023$0.3500
Jun 8, 2023$0.3000
Mar 9, 2023$0.3000
Dec 8, 2022$0.3000
Sep 8, 2022$0.3000
Jun 2, 2022$0.2500
Mar 3, 2022$0.2500
Dec 2, 2021$0.2500
Sep 3, 2021$0.2500
Mar 5, 2020$0.3380
Dec 5, 2019$0.3380
Sep 5, 2019$0.3380
Jun 6, 2019$0.3380
Mar 7, 2019$0.3380