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丹麦皇冠（CCK）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
丹麦皇冠的季度营收约是泰佩思琦的1.3倍（$3.3B vs $2.5B），泰佩思琦净利率更高（22.4% vs 6.3%，领先16.1%），泰佩思琦同比增速更快（14.0% vs 12.9%），泰佩思琦自由现金流更多（$1.0B vs $-129.0M），过去两年泰佩思琦的营收复合增速更高（29.9% vs 3.5%）
丹麦皇冠是来自丹麦的国际化食品企业，核心业务涵盖生猪、肉牛的屠宰加工及销售，旗下拥有多家子公司，业务覆盖食品行业多品类产品领域，首席执行官为尼尔斯·迪达尔，总部位于兰讷斯。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
CCK vs TPR — 直观对比
营收规模更大
CCK
是对方的1.3倍
$2.5B
营收增速更快
TPR
高出1.1%
12.9%
净利率更高
TPR
高出16.1%
6.3%
自由现金流更多
TPR
多$1.2B
$-129.0M
两年增速更快
TPR
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.5B |
| 净利润 | $206.0M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | 11.2% | 28.6% |
| 净利率 | 6.3% | 22.4% |
| 营收同比 | 12.9% | 14.0% |
| 净利润同比 | -9.3% | 80.8% |
| 每股收益（稀释后） | $175.00 | $2.68 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CCKTPR
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.1B | $2.5B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.1B | $1.7B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $2.9B | $2.2B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $3.0B | $1.6B |
净利润CCKTPR
| Q1 26 | $206.0M | — | ||
| Q4 25 | $150.0M | $561.3M | ||
| Q3 25 | $214.0M | $274.8M | ||
| Q2 25 | $181.0M | $-517.1M | ||
| Q1 25 | $193.0M | $203.3M | ||
| Q4 24 | $358.0M | $310.4M | ||
| Q3 24 | $-175.0M | $186.6M | ||
| Q2 24 | $174.0M | $159.3M |
毛利率CCKTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
营业利润率CCKTPR
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.0% | 28.6% | ||
| Q3 25 | 13.2% | 19.3% | ||
| Q2 25 | 12.4% | -33.9% | ||
| Q1 25 | 12.6% | 16.0% | ||
| Q4 24 | 12.1% | 22.4% | ||
| Q3 24 | 14.4% | 16.7% | ||
| Q2 24 | 12.5% | 14.8% |
净利率CCKTPR
| Q1 26 | 6.3% | — | ||
| Q4 25 | 4.8% | 22.4% | ||
| Q3 25 | 6.7% | 16.1% | ||
| Q2 25 | 5.7% | -30.0% | ||
| Q1 25 | 6.7% | 12.8% | ||
| Q4 24 | 12.3% | 14.1% | ||
| Q3 24 | -5.7% | 12.4% | ||
| Q2 24 | 5.7% | 10.0% |
每股收益（稀释后）CCKTPR
| Q1 26 | $175.00 | — | ||
| Q4 25 | $1.32 | $2.68 | ||
| Q3 25 | $1.85 | $1.28 | ||
| Q2 25 | $1.56 | $-2.30 | ||
| Q1 25 | $1.65 | $0.95 | ||
| Q4 24 | $3.01 | $1.38 | ||
| Q3 24 | $-1.47 | $0.79 | ||
| Q2 24 | $1.45 | $0.67 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $584.0M | $1.1B |
| 总债务越低越好 | $53.0M | $2.4B |
| 股东权益账面价值 | $3.4B | $551.2M |
| 总资产 | $14.3B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.02× | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资CCKTPR
| Q1 26 | $584.0M | — | ||
| Q4 25 | $764.0M | $1.1B | ||
| Q3 25 | $1.2B | $743.2M | ||
| Q2 25 | $936.0M | $1.1B | ||
| Q1 25 | $779.0M | $1.1B | ||
| Q4 24 | $918.0M | $1.0B | ||
| Q3 24 | $1.7B | $7.3B | ||
| Q2 24 | $1.4B | $7.2B |
总债务CCKTPR
| Q1 26 | $53.0M | — | ||
| Q4 25 | $5.9B | $2.4B | ||
| Q3 25 | $6.2B | $2.4B | ||
| Q2 25 | $6.3B | $2.4B | ||
| Q1 25 | $6.2B | $2.4B | ||
| Q4 24 | $6.1B | $2.4B | ||
| Q3 24 | $7.4B | $7.0B | ||
| Q2 24 | $7.3B | $6.9B |
股东权益CCKTPR
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.0B | $551.2M | ||
| Q3 25 | $3.0B | $399.5M | ||
| Q2 25 | $2.9B | $857.8M | ||
| Q1 25 | $2.7B | $1.5B | ||
| Q4 24 | $2.8B | $1.3B | ||
| Q3 24 | $2.5B | $3.0B | ||
| Q2 24 | $2.5B | $2.9B |
总资产CCKTPR
| Q1 26 | $14.3B | — | ||
| Q4 25 | $14.3B | $6.5B | ||
| Q3 25 | $14.6B | $6.4B | ||
| Q2 25 | $14.5B | $6.6B | ||
| Q1 25 | $13.8B | $7.3B | ||
| Q4 24 | $13.8B | $7.3B | ||
| Q3 24 | $15.1B | $13.7B | ||
| Q2 24 | $14.9B | $13.4B |
负债/权益比CCKTPR
| Q1 26 | 0.02× | — | ||
| Q4 25 | 1.96× | 4.32× | ||
| Q3 25 | 2.07× | 5.95× | ||
| Q2 25 | 2.18× | 2.77× | ||
| Q1 25 | 2.31× | 1.59× | ||
| Q4 24 | 2.23× | 1.78× | ||
| Q3 24 | 2.93× | 2.35× | ||
| Q2 24 | 2.92× | 2.39× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $-129.0M | $1.0B |
| 自由现金流率自由现金流/营收 | -4.0% | 41.5% |
| 资本支出强度资本支出/营收 | 2.7% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $1.6B |
8季度趋势，按日历期对齐
经营现金流CCKTPR
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $1.1B | ||
| Q3 25 | $580.0M | $112.6M | ||
| Q2 25 | $449.0M | $446.8M | ||
| Q1 25 | $14.0M | $144.3M | ||
| Q4 24 | $295.0M | $506.0M | ||
| Q3 24 | $554.0M | $119.5M | ||
| Q2 24 | $445.0M | $256.0M |
自由现金流CCKTPR
| Q1 26 | $-129.0M | — | ||
| Q4 25 | $255.0M | $1.0B | ||
| Q3 25 | $488.0M | $80.2M | ||
| Q2 25 | $393.0M | $411.5M | ||
| Q1 25 | $-19.0M | $113.4M | ||
| Q4 24 | $146.0M | $475.1M | ||
| Q3 24 | $478.0M | $93.9M | ||
| Q2 24 | $361.0M | $209.8M |
自由现金流率CCKTPR
| Q1 26 | -4.0% | — | ||
| Q4 25 | 8.2% | 41.5% | ||
| Q3 25 | 15.2% | 4.7% | ||
| Q2 25 | 12.5% | 23.9% | ||
| Q1 25 | -0.7% | 7.2% | ||
| Q4 24 | 5.0% | 21.6% | ||
| Q3 24 | 15.5% | 6.2% | ||
| Q2 24 | 11.9% | 13.2% |
资本支出强度CCKTPR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 7.4% | 1.7% | ||
| Q3 25 | 2.9% | 1.9% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 5.1% | 1.4% | ||
| Q3 24 | 2.5% | 1.7% | ||
| Q2 24 | 2.8% | 2.9% |
现金转化率CCKTPR
| Q1 26 | — | — | ||
| Q4 25 | 3.25× | 1.93× | ||
| Q3 25 | 2.71× | 0.41× | ||
| Q2 25 | 2.48× | — | ||
| Q1 25 | 0.07× | 0.71× | ||
| Q4 24 | 0.82× | 1.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | 2.56× | 1.61× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CCK
| Americas Beverage | $1.5B | 47% |
| European Beverage | $588.0M | 18% |
| Transit Packaging | $496.0M | 15% |
| Other | $342.0M | 10% |
| Asia Pacific | $303.0M | 9% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
