vs
GoDaddy（GDDY）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
泰佩思琦的季度营收约是GoDaddy的2.0倍（$2.5B vs $1.3B），泰佩思琦净利率更高（22.4% vs 19.2%，领先3.2%），泰佩思琦同比增速更快（14.0% vs 6.8%），泰佩思琦自由现金流更多（$1.0B vs $363.7M），过去两年泰佩思琦的营收复合增速更高（29.9% vs 7.2%）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
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。
GDDY vs TPR — 直观对比
营收规模更大
TPR
是对方的2.0倍
$1.3B
营收增速更快
TPR
高出7.2%
6.8%
净利率更高
TPR
高出3.2%
19.2%
自由现金流更多
TPR
多$673.8M
$363.7M
两年增速更快
TPR
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.5B |
| 净利润 | $245.1M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | 24.9% | 28.6% |
| 净利率 | 19.2% | 22.4% |
| 营收同比 | 6.8% | 14.0% |
| 净利润同比 | 23.4% | 80.8% |
| 每股收益（稀释后） | — | $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GDDYTPR
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.1B | $1.5B |
净利润GDDYTPR
| Q4 25 | $245.1M | $561.3M | ||
| Q3 25 | $210.5M | $274.8M | ||
| Q2 25 | $199.9M | $-517.1M | ||
| Q1 25 | $219.5M | $203.3M | ||
| Q4 24 | $198.6M | $310.4M | ||
| Q3 24 | $190.5M | $186.6M | ||
| Q2 24 | $146.3M | $159.3M | ||
| Q1 24 | $401.5M | $139.4M |
毛利率GDDYTPR
| 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% | ||
| Q1 24 | — | 74.7% |
营业利润率GDDYTPR
| Q4 25 | 24.9% | 28.6% | ||
| Q3 25 | 23.4% | 19.3% | ||
| Q2 25 | 21.9% | -33.9% | ||
| Q1 25 | 20.7% | 16.0% | ||
| Q4 24 | 21.4% | 22.4% | ||
| Q3 24 | 22.1% | 16.7% | ||
| Q2 24 | 18.5% | 14.8% | ||
| Q1 24 | 15.9% | 13.8% |
净利率GDDYTPR
| Q4 25 | 19.2% | 22.4% | ||
| Q3 25 | 16.6% | 16.1% | ||
| Q2 25 | 16.4% | -30.0% | ||
| Q1 25 | 18.4% | 12.8% | ||
| Q4 24 | 16.7% | 14.1% | ||
| Q3 24 | 16.6% | 12.4% | ||
| Q2 24 | 13.0% | 10.0% | ||
| Q1 24 | 36.2% | 9.4% |
每股收益（稀释后）GDDYTPR
| Q4 25 | — | $2.68 | ||
| Q3 25 | $1.51 | $1.28 | ||
| Q2 25 | $1.41 | $-2.30 | ||
| Q1 25 | — | $0.95 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | $1.32 | $0.79 | ||
| Q2 24 | $1.01 | $0.67 | ||
| Q1 24 | — | $0.60 |
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 | — | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $215.1M | $551.2M |
| 总资产 | $8.0B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资GDDYTPR
| 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 |
总债务GDDYTPR
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $7.7B |
股东权益GDDYTPR
| Q4 25 | $215.1M | $551.2M | ||
| Q3 25 | $91.8M | $399.5M | ||
| Q2 25 | $404.4M | $857.8M | ||
| Q1 25 | $199.7M | $1.5B | ||
| Q4 24 | $692.1M | $1.3B | ||
| Q3 24 | $356.7M | $3.0B | ||
| Q2 24 | $157.0M | $2.9B | ||
| Q1 24 | $414.8M | $2.8B |
总资产GDDYTPR
| Q4 25 | $8.0B | $6.5B | ||
| Q3 25 | $8.0B | $6.4B | ||
| Q2 25 | $8.3B | $6.6B | ||
| Q1 25 | $7.8B | $7.3B | ||
| Q4 24 | $8.2B | $7.3B | ||
| Q3 24 | $8.0B | $13.7B | ||
| Q2 24 | $7.7B | $13.4B | ||
| Q1 24 | $8.0B | $13.7B |
负债/权益比GDDYTPR
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× | ||
| Q1 24 | — | 2.77× |
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 | $370.6M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $1.0B |
| 自由现金流率自由现金流/营收 | 28.6% | 41.5% |
| 资本支出强度资本支出/营收 | 0.5% | 1.7% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $1.6B |
8季度趋势，按日历期对齐
经营现金流GDDYTPR
| Q4 25 | $370.6M | $1.1B | ||
| Q3 25 | $444.2M | $112.6M | ||
| Q2 25 | $379.9M | $446.8M | ||
| Q1 25 | $404.7M | $144.3M | ||
| Q4 24 | $340.5M | $506.0M | ||
| Q3 24 | $355.2M | $119.5M | ||
| Q2 24 | $294.8M | $256.0M | ||
| Q1 24 | $297.2M | $97.8M |
自由现金流GDDYTPR
| Q4 25 | $363.7M | $1.0B | ||
| Q3 25 | $434.9M | $80.2M | ||
| Q2 25 | $375.8M | $411.5M | ||
| Q1 25 | $401.1M | $113.4M | ||
| Q4 24 | $326.1M | $475.1M | ||
| Q3 24 | $350.2M | $93.9M | ||
| Q2 24 | $292.0M | $209.8M | ||
| Q1 24 | $292.8M | $78.8M |
自由现金流率GDDYTPR
| Q4 25 | 28.6% | 41.5% | ||
| Q3 25 | 34.4% | 4.7% | ||
| Q2 25 | 30.9% | 23.9% | ||
| Q1 25 | 33.6% | 7.2% | ||
| Q4 24 | 27.3% | 21.6% | ||
| Q3 24 | 30.5% | 6.2% | ||
| Q2 24 | 26.0% | 13.2% | ||
| Q1 24 | 26.4% | 5.3% |
资本支出强度GDDYTPR
| Q4 25 | 0.5% | 1.7% | ||
| Q3 25 | 0.7% | 1.9% | ||
| Q2 25 | 0.3% | 2.0% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 1.2% | 1.4% | ||
| Q3 24 | 0.4% | 1.7% | ||
| Q2 24 | 0.2% | 2.9% | ||
| Q1 24 | 0.4% | 1.3% |
现金转化率GDDYTPR
| Q4 25 | 1.51× | 1.93× | ||
| Q3 25 | 2.11× | 0.41× | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 1.84× | 0.71× | ||
| Q4 24 | 1.71× | 1.63× | ||
| Q3 24 | 1.86× | 0.64× | ||
| Q2 24 | 2.02× | 1.61× | ||
| Q1 24 | 0.74× | 0.70× |
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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
