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SEALED AIR CORP（SEE）とTapestry, Inc.（TPR）の財務データ比較。上の社名をクリックして会社を切り替えられます
Tapestry, Inc.の直近四半期売上が大きい（$2.5B vs $1.4B、SEALED AIR CORPの約1.8倍）。Tapestry, Inc.の純利益率が高く（22.4% vs 3.1%、差は19.3%）。Tapestry, Inc.の前年同期比売上増加率が高い（14.0% vs 2.6%）。Tapestry, Inc.の直近四半期フリーキャッシュフローが多い（$1.0B vs $257.7M）。過去8四半期でTapestry, Inc.の売上複合成長率が高い（29.9% vs 2.7%）
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
Tapestry, Inc.はアメリカ発の大手多国籍ラグジュアリーファッション持株会社で、Coach、Kate Spade New York、Stuart Weitzmanの3つの代表的なライフスタイルブランドを保有し、高級ハンドバッグ、アパレル、靴、アクセサリー、香水などを世界中の消費者に提供しています。
SEE vs TPR — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $2.5B |
| 純利益 | $43.8M | $561.3M |
| 粗利率 | 28.6% | 75.5% |
| 営業利益率 | 11.4% | 28.6% |
| 純利益率 | 3.1% | 22.4% |
| 売上前年比 | 2.6% | 14.0% |
| 純利益前年比 | 700.0% | 80.8% |
| EPS（希薄化後） | $0.30 | $2.68 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.5B |
| Q4 25 | $43.8M | $561.3M | ||
| Q3 25 | $255.1M | $274.8M | ||
| Q2 25 | $93.1M | $-517.1M | ||
| Q1 25 | $113.5M | $203.3M | ||
| Q4 24 | $-7.3M | $310.4M | ||
| Q3 24 | $91.7M | $186.6M | ||
| Q2 24 | $98.3M | $159.3M | ||
| Q1 24 | $82.0M | $139.4M |
| Q4 25 | 28.6% | 75.5% | ||
| Q3 25 | 29.8% | 76.3% | ||
| Q2 25 | 30.7% | 76.3% | ||
| Q1 25 | 30.9% | 76.1% | ||
| Q4 24 | 30.0% | 74.4% | ||
| Q3 24 | 30.1% | 75.3% | ||
| Q2 24 | 31.2% | 74.9% | ||
| Q1 24 | 30.3% | 74.7% |
| Q4 25 | 11.4% | 28.6% | ||
| Q3 25 | 13.8% | 19.3% | ||
| Q2 25 | 15.0% | -33.9% | ||
| Q1 25 | 14.5% | 16.0% | ||
| Q4 24 | 11.7% | 22.4% | ||
| Q3 24 | 13.9% | 16.7% | ||
| Q2 24 | 15.4% | 14.8% | ||
| Q1 24 | 14.0% | 13.8% |
| Q4 25 | 3.1% | 22.4% | ||
| Q3 25 | 19.0% | 16.1% | ||
| Q2 25 | 7.0% | -30.0% | ||
| Q1 25 | 9.0% | 12.8% | ||
| Q4 24 | -0.5% | 14.1% | ||
| Q3 24 | 6.9% | 12.4% | ||
| Q2 24 | 7.4% | 10.0% | ||
| Q1 24 | 6.2% | 9.4% |
| Q4 25 | $0.30 | $2.68 | ||
| Q3 25 | $1.73 | $1.28 | ||
| Q2 25 | $0.63 | $-2.30 | ||
| Q1 25 | $0.77 | $0.95 | ||
| Q4 24 | $-0.05 | $1.38 | ||
| Q3 24 | $0.63 | $0.79 | ||
| Q2 24 | $0.67 | $0.67 | ||
| Q1 24 | $0.56 | $0.60 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $344.0M | $1.1B |
| 総負債低いほど良い | $3.3B | $2.4B |
| 株主資本純資産 | $1.2B | $551.2M |
| 総資産 | $7.0B | $6.5B |
| 負債/資本比率低いほどレバレッジが低い | 2.65× | 4.32× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $344.0M | $1.1B | ||
| Q3 25 | $282.5M | $743.2M | ||
| Q2 25 | $354.4M | $1.1B | ||
| Q1 25 | $335.2M | $1.1B | ||
| Q4 24 | $371.8M | $1.0B | ||
| Q3 24 | $386.0M | $7.3B | ||
| Q2 24 | $388.6M | $7.2B | ||
| Q1 24 | $352.8M | $7.4B |
| Q4 25 | $3.3B | $2.4B | ||
| Q3 25 | $4.0B | $2.4B | ||
| Q2 25 | $4.0B | $2.4B | ||
| Q1 25 | $4.2B | $2.4B | ||
| Q4 24 | $4.2B | $2.4B | ||
| Q3 24 | $4.3B | $7.0B | ||
| Q2 24 | $4.4B | $6.9B | ||
| Q1 24 | $4.5B | $7.7B |
| Q4 25 | $1.2B | $551.2M | ||
| Q3 25 | $1.2B | $399.5M | ||
| Q2 25 | $953.1M | $857.8M | ||
| Q1 25 | $797.9M | $1.5B | ||
| Q4 24 | $624.5M | $1.3B | ||
| Q3 24 | $771.2M | $3.0B | ||
| Q2 24 | $650.1M | $2.9B | ||
| Q1 24 | $598.3M | $2.8B |
| Q4 25 | $7.0B | $6.5B | ||
| Q3 25 | $7.1B | $6.4B | ||
| Q2 25 | $7.2B | $6.6B | ||
| Q1 25 | $7.0B | $7.3B | ||
| Q4 24 | $7.0B | $7.3B | ||
| Q3 24 | $7.3B | $13.7B | ||
| Q2 24 | $7.3B | $13.4B | ||
| Q1 24 | $7.2B | $13.7B |
| Q4 25 | 2.65× | 4.32× | ||
| Q3 25 | 3.34× | 5.95× | ||
| Q2 25 | 4.18× | 2.77× | ||
| Q1 25 | 5.26× | 1.59× | ||
| Q4 24 | 6.72× | 1.78× | ||
| Q3 24 | 5.62× | 2.35× | ||
| Q2 24 | 6.81× | 2.39× | ||
| Q1 24 | 7.49× | 2.77× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $293.6M | $1.1B |
| フリーキャッシュフロー営業CF - 設備投資 | $257.7M | $1.0B |
| FCFマージンFCF / 売上 | 18.5% | 41.5% |
| 設備投資強度設備投資 / 売上 | 2.6% | 1.7% |
| キャッシュ転換率営業CF / 純利益 | 6.70× | 1.93× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $1.6B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $293.6M | $1.1B | ||
| Q3 25 | $165.9M | $112.6M | ||
| Q2 25 | $136.6M | $446.8M | ||
| Q1 25 | $31.9M | $144.3M | ||
| Q4 24 | $244.2M | $506.0M | ||
| Q3 24 | $170.5M | $119.5M | ||
| Q2 24 | $188.2M | $256.0M | ||
| Q1 24 | $125.1M | $97.8M |
| Q4 25 | $257.7M | $1.0B | ||
| Q3 25 | $119.6M | $80.2M | ||
| Q2 25 | $93.2M | $411.5M | ||
| Q1 25 | $-12.0M | $113.4M | ||
| Q4 24 | $185.1M | $475.1M | ||
| Q3 24 | $115.2M | $93.9M | ||
| Q2 24 | $129.5M | $209.8M | ||
| Q1 24 | $78.0M | $78.8M |
| Q4 25 | 18.5% | 41.5% | ||
| Q3 25 | 8.9% | 4.7% | ||
| Q2 25 | 7.0% | 23.9% | ||
| Q1 25 | -0.9% | 7.2% | ||
| Q4 24 | 13.6% | 21.6% | ||
| Q3 24 | 8.6% | 6.2% | ||
| Q2 24 | 9.7% | 13.2% | ||
| Q1 24 | 5.9% | 5.3% |
| Q4 25 | 2.6% | 1.7% | ||
| Q3 25 | 3.4% | 1.9% | ||
| Q2 25 | 3.3% | 2.0% | ||
| Q1 25 | 3.5% | 2.0% | ||
| Q4 24 | 4.4% | 1.4% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 4.4% | 2.9% | ||
| Q1 24 | 3.6% | 1.3% |
| Q4 25 | 6.70× | 1.93× | ||
| Q3 25 | 0.65× | 0.41× | ||
| Q2 25 | 1.47× | — | ||
| Q1 25 | 0.28× | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 1.86× | 0.64× | ||
| Q2 24 | 1.91× | 1.61× | ||
| Q1 24 | 1.53× | 0.70× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
