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J.M. Smucker Company (The)（SJM）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 $2.3B、J.M. Smucker Company (The)の約1.1倍）。Tapestry, Inc.の純利益率が高く（22.4% vs 10.4%、差は12.1%）。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 $280.2M）。過去8四半期でTapestry, Inc.の売上複合成長率が高い（29.9% vs 2.2%）
J.M.スマッカー社はアメリカの食品・飲料メーカーで、本社はオハイオ州オービルに所在します。1897年にアップルバター製造業として創業し、現在は一般食品、ペットフード、コーヒーの3事業を主力に展開し、主力ブランド「Smucker's」はジャム、ピーナッツバター、シロップなどを販売しています。
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。
SJM vs TPR — 直接比較
損益計算書 — Q2 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.3B | $2.5B |
| 純利益 | $241.3M | $561.3M |
| 粗利率 | 37.3% | 75.5% |
| 営業利益率 | 18.0% | 28.6% |
| 純利益率 | 10.4% | 22.4% |
| 売上前年比 | 2.6% | 14.0% |
| 純利益前年比 | 1084.9% | 80.8% |
| EPS（希薄化後） | $2.26 | $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 | $2.3B | $2.5B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.2B | $1.6B | ||
| Q1 24 | $2.2B | $1.5B |
| Q4 25 | $241.3M | $561.3M | ||
| Q3 25 | $-43.9M | $274.8M | ||
| Q2 25 | $-729.0M | $-517.1M | ||
| Q1 25 | $-662.3M | $203.3M | ||
| Q4 24 | $-24.5M | $310.4M | ||
| Q3 24 | $185.0M | $186.6M | ||
| Q2 24 | $245.1M | $159.3M | ||
| Q1 24 | $120.4M | $139.4M |
| Q4 25 | 37.3% | 75.5% | ||
| Q3 25 | 22.5% | 76.3% | ||
| Q2 25 | 38.4% | 76.3% | ||
| Q1 25 | 40.2% | 76.1% | ||
| Q4 24 | 39.0% | 74.4% | ||
| Q3 24 | 37.5% | 75.3% | ||
| Q2 24 | 41.4% | 74.9% | ||
| Q1 24 | 36.9% | 74.7% |
| Q4 25 | 18.0% | 28.6% | ||
| Q3 25 | 2.2% | 19.3% | ||
| Q2 25 | -27.9% | -33.9% | ||
| Q1 25 | -27.2% | 16.0% | ||
| Q4 24 | 7.5% | 22.4% | ||
| Q3 24 | 16.4% | 16.7% | ||
| Q2 24 | 18.4% | 14.8% | ||
| Q1 24 | 13.3% | 13.8% |
| Q4 25 | 10.4% | 22.4% | ||
| Q3 25 | -2.1% | 16.1% | ||
| Q2 25 | -34.0% | -30.0% | ||
| Q1 25 | -30.3% | 12.8% | ||
| Q4 24 | -1.1% | 14.1% | ||
| Q3 24 | 8.7% | 12.4% | ||
| Q2 24 | 11.1% | 10.0% | ||
| Q1 24 | 5.4% | 9.4% |
| Q4 25 | $2.26 | $2.68 | ||
| Q3 25 | $-0.41 | $1.28 | ||
| Q2 25 | $-6.86 | $-2.30 | ||
| Q1 25 | $-6.22 | $0.95 | ||
| Q4 24 | $-0.23 | $1.38 | ||
| Q3 24 | $1.74 | $0.79 | ||
| Q2 24 | $2.31 | $0.67 | ||
| Q1 24 | $1.13 | $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 | — | $1.1B |
| 総負債低いほど良い | $7.0B | $2.4B |
| 株主資本純資産 | $6.1B | $551.2M |
| 総資産 | $17.6B | $6.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.16× | 4.32× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $743.2M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | — | $7.4B |
| Q4 25 | $7.0B | $2.4B | ||
| Q3 25 | $7.0B | $2.4B | ||
| Q2 25 | $7.0B | $2.4B | ||
| Q1 25 | $7.4B | $2.4B | ||
| Q4 24 | $7.8B | $2.4B | ||
| Q3 24 | $7.8B | $7.0B | ||
| Q2 24 | $7.8B | $6.9B | ||
| Q1 24 | $8.1B | $7.7B |
| Q4 25 | $6.1B | $551.2M | ||
| Q3 25 | $5.9B | $399.5M | ||
| Q2 25 | $6.1B | $857.8M | ||
| Q1 25 | $6.9B | $1.5B | ||
| Q4 24 | $7.6B | $1.3B | ||
| Q3 24 | $7.8B | $3.0B | ||
| Q2 24 | $7.7B | $2.9B | ||
| Q1 24 | $7.6B | $2.8B |
| Q4 25 | $17.6B | $6.5B | ||
| Q3 25 | $17.7B | $6.4B | ||
| Q2 25 | $17.6B | $6.6B | ||
| Q1 25 | $18.4B | $7.3B | ||
| Q4 24 | $20.0B | $7.3B | ||
| Q3 24 | $20.3B | $13.7B | ||
| Q2 24 | $20.3B | $13.4B | ||
| Q1 24 | $20.2B | $13.7B |
| Q4 25 | 1.16× | 4.32× | ||
| Q3 25 | 1.19× | 5.95× | ||
| Q2 25 | 1.16× | 2.77× | ||
| Q1 25 | 1.07× | 1.59× | ||
| Q4 24 | 1.02× | 1.78× | ||
| Q3 24 | 1.00× | 2.35× | ||
| Q2 24 | 1.01× | 2.39× | ||
| Q1 24 | 1.07× | 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 | $346.5M | $1.1B |
| フリーキャッシュフロー営業CF - 設備投資 | $280.2M | $1.0B |
| FCFマージンFCF / 売上 | 12.0% | 41.5% |
| 設備投資強度設備投資 / 売上 | 2.8% | 1.7% |
| キャッシュ転換率営業CF / 純利益 | 1.44× | 1.93× |
| 直近12ヶ月FCF直近4四半期 | $635.5M | $1.6B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $346.5M | $1.1B | ||
| Q3 25 | $-10.6M | $112.6M | ||
| Q2 25 | $393.9M | $446.8M | ||
| Q1 25 | $239.4M | $144.3M | ||
| Q4 24 | $404.2M | $506.0M | ||
| Q3 24 | $172.9M | $119.5M | ||
| Q2 24 | $428.1M | $256.0M | ||
| Q1 24 | $406.5M | $97.8M |
| Q4 25 | $280.2M | $1.0B | ||
| Q3 25 | $-94.9M | $80.2M | ||
| Q2 25 | $298.9M | $411.5M | ||
| Q1 25 | $151.3M | $113.4M | ||
| Q4 24 | $317.2M | $475.1M | ||
| Q3 24 | $49.2M | $93.9M | ||
| Q2 24 | $297.5M | $209.8M | ||
| Q1 24 | $249.6M | $78.8M |
| Q4 25 | 12.0% | 41.5% | ||
| Q3 25 | -4.5% | 4.7% | ||
| Q2 25 | 13.9% | 23.9% | ||
| Q1 25 | 6.9% | 7.2% | ||
| Q4 24 | 14.0% | 21.6% | ||
| Q3 24 | 2.3% | 6.2% | ||
| Q2 24 | 13.5% | 13.2% | ||
| Q1 24 | 11.2% | 5.3% |
| Q4 25 | 2.8% | 1.7% | ||
| Q3 25 | 4.0% | 1.9% | ||
| Q2 25 | 4.4% | 2.0% | ||
| Q1 25 | 4.0% | 2.0% | ||
| Q4 24 | 3.8% | 1.4% | ||
| Q3 24 | 5.8% | 1.7% | ||
| Q2 24 | 5.9% | 2.9% | ||
| Q1 24 | 7.0% | 1.3% |
| Q4 25 | 1.44× | 1.93× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 0.93× | 0.64× | ||
| Q2 24 | 1.75× | 1.61× | ||
| Q1 24 | 3.38× | 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
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
