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Taylor Morrison Home Corp（TMHC）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、Taylor Morrison Home Corpの約1.8倍）。Tapestry, Inc.の純利益率が高く（22.4% vs 7.1%、差は15.3%）。Tapestry, Inc.の前年同期比売上増加率が高い（14.0% vs -26.8%）。過去8四半期でTapestry, Inc.の売上複合成長率が高い（29.9% vs -16.5%）
テイラー・モリソン・ホーム社は米国最大級の住宅建設会社で、本社はアリゾナ州スコッツデールに所在します。2007年7月にテイラー・ウッドローとモリソン・ホームズが合併して設立され、アリゾナ、カリフォルニア、テキサスなど10以上の州で事業を展開し、初回購入向け、中間層向け、中高級層向けの多様な住宅を提供しています。
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。
TMHC vs TPR — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $2.5B |
| 純利益 | $98.6M | $561.3M |
| 粗利率 | 21.0% | 75.5% |
| 営業利益率 | — | 28.6% |
| 純利益率 | 7.1% | 22.4% |
| 売上前年比 | -26.8% | 14.0% |
| 純利益前年比 | -53.8% | 80.8% |
| EPS（希薄化後） | $1.12 | $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
| Q1 26 | $1.4B | — | ||
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.4B | $2.2B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.0B | $1.6B |
| Q1 26 | $98.6M | — | ||
| Q4 25 | $174.0M | $561.3M | ||
| Q3 25 | $201.4M | $274.8M | ||
| Q2 25 | $193.6M | $-517.1M | ||
| Q1 25 | $213.5M | $203.3M | ||
| Q4 24 | $242.5M | $310.4M | ||
| Q3 24 | $251.1M | $186.6M | ||
| Q2 24 | $199.5M | $159.3M |
| Q1 26 | 21.0% | — | ||
| Q4 25 | 22.0% | 75.5% | ||
| Q3 25 | 22.7% | 76.3% | ||
| Q2 25 | 23.0% | 76.3% | ||
| Q1 25 | 24.4% | 76.1% | ||
| Q4 24 | 23.9% | 74.4% | ||
| Q3 24 | 25.0% | 75.3% | ||
| Q2 24 | 23.7% | 74.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | -33.9% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 14.8% |
| Q1 26 | 7.1% | — | ||
| Q4 25 | 8.3% | 22.4% | ||
| Q3 25 | 9.6% | 16.1% | ||
| Q2 25 | 9.5% | -30.0% | ||
| Q1 25 | 11.3% | 12.8% | ||
| Q4 24 | 10.3% | 14.1% | ||
| Q3 24 | 11.8% | 12.4% | ||
| Q2 24 | 10.0% | 10.0% |
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.77 | $2.68 | ||
| Q3 25 | $2.01 | $1.28 | ||
| Q2 25 | $1.92 | $-2.30 | ||
| Q1 25 | $2.07 | $0.95 | ||
| Q4 24 | $2.29 | $1.38 | ||
| Q3 24 | $2.37 | $0.79 | ||
| Q2 24 | $1.86 | $0.67 |
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 | $652.9M | $1.1B |
| 総負債低いほど良い | — | $2.4B |
| 株主資本純資産 | $6.2B | $551.2M |
| 総資産 | $9.8B | $6.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 4.32× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $652.9M | — | ||
| Q4 25 | $850.0M | $1.1B | ||
| Q3 25 | $370.6M | $743.2M | ||
| Q2 25 | $130.2M | $1.1B | ||
| Q1 25 | $377.8M | $1.1B | ||
| Q4 24 | $487.2M | $1.0B | ||
| Q3 24 | $256.4M | $7.3B | ||
| Q2 24 | $246.8M | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $2.2B | $2.4B | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $2.1B | $7.0B | ||
| Q2 24 | $2.2B | $6.9B |
| Q1 26 | $6.2B | — | ||
| Q4 25 | $6.3B | $551.2M | ||
| Q3 25 | $6.2B | $399.5M | ||
| Q2 25 | $6.1B | $857.8M | ||
| Q1 25 | $6.0B | $1.5B | ||
| Q4 24 | $5.9B | $1.3B | ||
| Q3 24 | $5.7B | $3.0B | ||
| Q2 24 | $5.5B | $2.9B |
| Q1 26 | $9.8B | — | ||
| Q4 25 | $9.8B | $6.5B | ||
| Q3 25 | $9.6B | $6.4B | ||
| Q2 25 | $9.5B | $6.6B | ||
| Q1 25 | $9.4B | $7.3B | ||
| Q4 24 | $9.3B | $7.3B | ||
| Q3 24 | $9.3B | $13.7B | ||
| Q2 24 | $9.1B | $13.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.36× | 4.32× | ||
| Q3 25 | 0.35× | 5.95× | ||
| Q2 25 | 0.35× | 2.77× | ||
| Q1 25 | 0.35× | 1.59× | ||
| Q4 24 | 0.36× | 1.78× | ||
| Q3 24 | 0.37× | 2.35× | ||
| Q2 24 | 0.39× | 2.39× |
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 | — | $1.1B |
| フリーキャッシュフロー営業CF - 設備投資 | — | $1.0B |
| FCFマージンFCF / 売上 | — | 41.5% |
| 設備投資強度設備投資 / 売上 | — | 1.7% |
| キャッシュ転換率営業CF / 純利益 | — | 1.93× |
| 直近12ヶ月FCF直近4四半期 | — | $1.6B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $646.4M | $1.1B | ||
| Q3 25 | $219.6M | $112.6M | ||
| Q2 25 | $-126.0M | $446.8M | ||
| Q1 25 | $77.2M | $144.3M | ||
| Q4 24 | $438.2M | $506.0M | ||
| Q3 24 | $135.9M | $119.5M | ||
| Q2 24 | $-233.3M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $635.3M | $1.0B | ||
| Q3 25 | $206.6M | $80.2M | ||
| Q2 25 | $-133.6M | $411.5M | ||
| Q1 25 | $68.7M | $113.4M | ||
| Q4 24 | $428.2M | $475.1M | ||
| Q3 24 | $127.1M | $93.9M | ||
| Q2 24 | $-241.7M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 30.3% | 41.5% | ||
| Q3 25 | 9.9% | 4.7% | ||
| Q2 25 | -6.6% | 23.9% | ||
| Q1 25 | 3.6% | 7.2% | ||
| Q4 24 | 18.2% | 21.6% | ||
| Q3 24 | 6.0% | 6.2% | ||
| Q2 24 | -12.1% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.7% | ||
| Q3 25 | 0.6% | 1.9% | ||
| Q2 25 | 0.4% | 2.0% | ||
| Q1 25 | 0.4% | 2.0% | ||
| Q4 24 | 0.4% | 1.4% | ||
| Q3 24 | 0.4% | 1.7% | ||
| Q2 24 | 0.4% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.71× | 1.93× | ||
| Q3 25 | 1.09× | 0.41× | ||
| Q2 25 | -0.65× | — | ||
| Q1 25 | 0.36× | 0.71× | ||
| Q4 24 | 1.81× | 1.63× | ||
| Q3 24 | 0.54× | 0.64× | ||
| Q2 24 | -1.17× | 1.61× |
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
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
