vs
Tapestry, Inc.（TPR）とゼブラテクノロジーズ（ZBRA）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 $1.5B、ゼブラテクノロジーズの約1.7倍）。Tapestry, Inc.の純利益率が高く（22.4% vs 4.7%、差は17.7%）。Tapestry, Inc.の前年同期比売上増加率が高い（14.0% vs 10.6%）。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 $327.0M）。過去8四半期でTapestry, Inc.の売上複合成長率が高い（29.9% vs 12.0%）
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。
ゼブラテクノロジーズは米国発祥の多国籍テクノロジー企業で、スマートデータキャプチャシステムの開発・提供を主力事業としています。本社はシカゴ郊外のイリノイ州リンカーンシャーに所在し、世界57カ国に計10700人の従業員を擁し事業を展開しています。
TPR vs ZBRA — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.5B | $1.5B |
| 純利益 | $561.3M | $70.0M |
| 粗利率 | 75.5% | 47.3% |
| 営業利益率 | 28.6% | 9.4% |
| 純利益率 | 22.4% | 4.7% |
| 売上前年比 | 14.0% | 10.6% |
| 純利益前年比 | 80.8% | -57.1% |
| EPS（希薄化後） | $2.68 | $1.40 |
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 | $2.5B | $1.5B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
| Q4 25 | $561.3M | $70.0M | ||
| Q3 25 | $274.8M | $101.0M | ||
| Q2 25 | $-517.1M | $112.0M | ||
| Q1 25 | $203.3M | $136.0M | ||
| Q4 24 | $310.4M | $163.0M | ||
| Q3 24 | $186.6M | $137.0M | ||
| Q2 24 | $159.3M | $113.0M | ||
| Q1 24 | $139.4M | $115.0M |
| Q4 25 | 75.5% | 47.3% | ||
| Q3 25 | 76.3% | 48.0% | ||
| Q2 25 | 76.3% | 47.6% | ||
| Q1 25 | 76.1% | 49.3% | ||
| Q4 24 | 74.4% | 48.6% | ||
| Q3 24 | 75.3% | 48.8% | ||
| Q2 24 | 74.9% | 48.4% | ||
| Q1 24 | 74.7% | 47.9% |
| Q4 25 | 28.6% | 9.4% | ||
| Q3 25 | 19.3% | 13.9% | ||
| Q2 25 | -33.9% | 14.2% | ||
| Q1 25 | 16.0% | 14.9% | ||
| Q4 24 | 22.4% | 16.9% | ||
| Q3 24 | 16.7% | 15.2% | ||
| Q2 24 | 14.8% | 13.7% | ||
| Q1 24 | 13.8% | 13.5% |
| Q4 25 | 22.4% | 4.7% | ||
| Q3 25 | 16.1% | 7.7% | ||
| Q2 25 | -30.0% | 8.7% | ||
| Q1 25 | 12.8% | 10.4% | ||
| Q4 24 | 14.1% | 12.2% | ||
| Q3 24 | 12.4% | 10.9% | ||
| Q2 24 | 10.0% | 9.3% | ||
| Q1 24 | 9.4% | 9.8% |
| Q4 25 | $2.68 | $1.40 | ||
| Q3 25 | $1.28 | $1.97 | ||
| Q2 25 | $-2.30 | $2.19 | ||
| Q1 25 | $0.95 | $2.62 | ||
| Q4 24 | $1.38 | $3.14 | ||
| Q3 24 | $0.79 | $2.64 | ||
| Q2 24 | $0.67 | $2.17 | ||
| Q1 24 | $0.60 | $2.23 |
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 | $125.0M |
| 総負債低いほど良い | $2.4B | — |
| 株主資本純資産 | $551.2M | $3.6B |
| 総資産 | $6.5B | $8.5B |
| 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
| Q4 25 | $1.1B | $125.0M | ||
| Q3 25 | $743.2M | $1.1B | ||
| Q2 25 | $1.1B | $872.0M | ||
| Q1 25 | $1.1B | $879.0M | ||
| Q4 24 | $1.0B | $901.0M | ||
| Q3 24 | $7.3B | $676.0M | ||
| Q2 24 | $7.2B | $411.0M | ||
| Q1 24 | $7.4B | $127.0M |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | $2.2B | ||
| Q2 25 | $2.4B | $2.2B | ||
| Q1 25 | $2.4B | $2.2B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $7.0B | $2.2B | ||
| Q2 24 | $6.9B | $2.2B | ||
| Q1 24 | $7.7B | $2.1B |
| Q4 25 | $551.2M | $3.6B | ||
| Q3 25 | $399.5M | $3.7B | ||
| Q2 25 | $857.8M | $3.6B | ||
| Q1 25 | $1.5B | $3.6B | ||
| Q4 24 | $1.3B | $3.6B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $2.9B | $3.3B | ||
| Q1 24 | $2.8B | $3.2B |
| Q4 25 | $6.5B | $8.5B | ||
| Q3 25 | $6.4B | $8.1B | ||
| Q2 25 | $6.6B | $7.9B | ||
| Q1 25 | $7.3B | $7.9B | ||
| Q4 24 | $7.3B | $8.0B | ||
| Q3 24 | $13.7B | $7.7B | ||
| Q2 24 | $13.4B | $7.5B | ||
| Q1 24 | $13.7B | $7.3B |
| Q4 25 | 4.32× | — | ||
| Q3 25 | 5.95× | 0.58× | ||
| Q2 25 | 2.77× | 0.60× | ||
| Q1 25 | 1.59× | 0.60× | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 2.35× | 0.64× | ||
| Q2 24 | 2.39× | 0.66× | ||
| Q1 24 | 2.77× | 0.66× |
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 | $357.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.0B | $327.0M |
| FCFマージンFCF / 売上 | 41.5% | 22.2% |
| 設備投資強度設備投資 / 売上 | 1.7% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 1.93× | 5.10× |
| 直近12ヶ月FCF直近4四半期 | $1.6B | $831.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.1B | $357.0M | ||
| Q3 25 | $112.6M | $235.0M | ||
| Q2 25 | $446.8M | $147.0M | ||
| Q1 25 | $144.3M | $178.0M | ||
| Q4 24 | $506.0M | $306.0M | ||
| Q3 24 | $119.5M | $294.0M | ||
| Q2 24 | $256.0M | $288.0M | ||
| Q1 24 | $97.8M | $125.0M |
| Q4 25 | $1.0B | $327.0M | ||
| Q3 25 | $80.2M | $216.0M | ||
| Q2 25 | $411.5M | $130.0M | ||
| Q1 25 | $113.4M | $158.0M | ||
| Q4 24 | $475.1M | $288.0M | ||
| Q3 24 | $93.9M | $277.0M | ||
| Q2 24 | $209.8M | $278.0M | ||
| Q1 24 | $78.8M | $111.0M |
| Q4 25 | 41.5% | 22.2% | ||
| Q3 25 | 4.7% | 16.4% | ||
| Q2 25 | 23.9% | 10.1% | ||
| Q1 25 | 7.2% | 12.1% | ||
| Q4 24 | 21.6% | 21.6% | ||
| Q3 24 | 6.2% | 22.1% | ||
| Q2 24 | 13.2% | 22.8% | ||
| Q1 24 | 5.3% | 9.4% |
| Q4 25 | 1.7% | 2.0% | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 2.0% | 1.3% | ||
| Q1 25 | 2.0% | 1.5% | ||
| Q4 24 | 1.4% | 1.3% | ||
| Q3 24 | 1.7% | 1.4% | ||
| Q2 24 | 2.9% | 0.8% | ||
| Q1 24 | 1.3% | 1.2% |
| Q4 25 | 1.93× | 5.10× | ||
| Q3 25 | 0.41× | 2.33× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | 0.71× | 1.31× | ||
| Q4 24 | 1.63× | 1.88× | ||
| Q3 24 | 0.64× | 2.15× | ||
| Q2 24 | 1.61× | 2.55× | ||
| Q1 24 | 0.70× | 1.09× |
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
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
ZBRA
| Tangible Products | $1.2B | 83% |
| Service And Software | $255.0M | 17% |
