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孩之宝（HAS）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孩之宝的1.3倍（$1.9B vs $1.4B），泰佩思琦净利率更高（17.9% vs 13.9%，领先4.0%），孩之宝同比增速更快（31.3% vs 21.0%），过去两年孩之宝的营收复合增速更高（38.2% vs 9.9%）
孩之宝是1923年12月6日成立的美国跨国玩具制造与娱乐控股企业，总部位于罗德岛州波塔基特。旗下拥有Kenner、米尔顿·布拉德利、派克兄弟、威世智等知名品牌，持有大量热门IP商标权，业务覆盖玩具生产、游戏开发、娱乐内容出品等多个领域。
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。
HAS vs TPR — 直观对比
营收规模更大
TPR
是对方的1.3倍
$1.4B
营收增速更快
HAS
高出10.3%
21.0%
净利率更高
TPR
高出4.0%
13.9%
两年增速更快
HAS
近两年复合增速
9.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $201.6M | $343.8M |
| 毛利率 | 68.7% | 76.9% |
| 营业利润率 | 20.6% | 22.3% |
| 净利率 | 13.9% | 17.9% |
| 营收同比 | 31.3% | 21.0% |
| 净利润同比 | 687.8% | — |
| 每股收益（稀释后） | $1.46 | $1.65 |
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HASTPR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $980.8M | $1.7B | ||
| Q1 25 | $887.1M | $1.6B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $995.3M | $1.6B |
净利润HASTPR
| Q1 26 | — | $343.8M | ||
| Q4 25 | $201.6M | $561.3M | ||
| Q3 25 | $233.2M | $274.8M | ||
| Q2 25 | $-855.8M | $-517.1M | ||
| Q1 25 | $98.6M | $203.3M | ||
| Q4 24 | $-34.3M | $310.4M | ||
| Q3 24 | $223.2M | $186.6M | ||
| Q2 24 | $138.5M | $159.3M |
毛利率HASTPR
| Q1 26 | — | 76.9% | ||
| Q4 25 | 68.7% | 75.5% | ||
| Q3 25 | 70.1% | 76.3% | ||
| Q2 25 | 77.0% | 76.3% | ||
| Q1 25 | 76.9% | 76.1% | ||
| Q4 24 | 67.4% | 74.4% | ||
| Q3 24 | 70.4% | 75.3% | ||
| Q2 24 | 76.1% | 74.9% |
营业利润率HASTPR
| Q1 26 | — | 22.3% | ||
| Q4 25 | 20.6% | 28.6% | ||
| Q3 25 | 24.6% | 19.3% | ||
| Q2 25 | -81.4% | -33.9% | ||
| Q1 25 | 19.2% | 16.0% | ||
| Q4 24 | 5.4% | 22.4% | ||
| Q3 24 | 23.6% | 16.7% | ||
| Q2 24 | 21.3% | 14.8% |
净利率HASTPR
| Q1 26 | — | 17.9% | ||
| Q4 25 | 13.9% | 22.4% | ||
| Q3 25 | 16.8% | 16.1% | ||
| Q2 25 | -87.3% | -30.0% | ||
| Q1 25 | 11.1% | 12.8% | ||
| Q4 24 | -3.1% | 14.1% | ||
| Q3 24 | 17.4% | 12.4% | ||
| Q2 24 | 13.9% | 10.0% |
每股收益（稀释后）HASTPR
| Q1 26 | — | $1.65 | ||
| Q4 25 | $1.46 | $2.68 | ||
| Q3 25 | $1.64 | $1.28 | ||
| Q2 25 | $-6.10 | $-2.30 | ||
| Q1 25 | $0.70 | $0.95 | ||
| Q4 24 | $-0.25 | $1.38 | ||
| Q3 24 | $1.59 | $0.79 | ||
| Q2 24 | $0.99 | $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 | — | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $565.5M | $682.4M |
| 总资产 | $5.6B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 3.48× |
8季度趋势，按日历期对齐
现金及短期投资HASTPR
| Q1 26 | — | $1.1B | ||
| 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 |
总债务HASTPR
| Q1 26 | — | $2.4B | ||
| 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 |
股东权益HASTPR
| Q1 26 | — | $682.4M | ||
| Q4 25 | $565.5M | $551.2M | ||
| Q3 25 | $433.8M | $399.5M | ||
| Q2 25 | $269.7M | $857.8M | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.3B | $3.0B | ||
| Q2 24 | $1.2B | $2.9B |
总资产HASTPR
| Q1 26 | — | $6.5B | ||
| Q4 25 | $5.6B | $6.5B | ||
| Q3 25 | $5.5B | $6.4B | ||
| Q2 25 | $5.2B | $6.6B | ||
| Q1 25 | $6.0B | $7.3B | ||
| Q4 24 | $6.3B | $7.3B | ||
| Q3 24 | $7.2B | $13.7B | ||
| Q2 24 | $6.9B | $13.4B |
负债/权益比HASTPR
| Q1 26 | — | 3.48× | ||
| 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× |
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 | $403.2M | — |
| 自由现金流经营现金流 - 资本支出 | $389.5M | — |
| 自由现金流率自由现金流/营收 | 26.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 2.00× | — |
| 过去12个月自由现金流最近4个季度 | $829.9M | — |
8季度趋势，按日历期对齐
经营现金流HASTPR
| Q1 26 | — | — | ||
| Q4 25 | $403.2M | $1.1B | ||
| Q3 25 | $280.6M | $112.6M | ||
| Q2 25 | $71.3M | $446.8M | ||
| Q1 25 | $138.1M | $144.3M | ||
| Q4 24 | $259.8M | $506.0M | ||
| Q3 24 | $222.5M | $119.5M | ||
| Q2 24 | $187.3M | $256.0M |
自由现金流HASTPR
| Q1 26 | — | — | ||
| Q4 25 | $389.5M | $1.0B | ||
| Q3 25 | $260.9M | $80.2M | ||
| Q2 25 | $55.2M | $411.5M | ||
| Q1 25 | $124.3M | $113.4M | ||
| Q4 24 | $200.8M | $475.1M | ||
| Q3 24 | $174.0M | $93.9M | ||
| Q2 24 | $135.4M | $209.8M |
自由现金流率HASTPR
| Q1 26 | — | — | ||
| Q4 25 | 26.9% | 41.5% | ||
| Q3 25 | 18.8% | 4.7% | ||
| Q2 25 | 5.6% | 23.9% | ||
| Q1 25 | 14.0% | 7.2% | ||
| Q4 24 | 18.2% | 21.6% | ||
| Q3 24 | 13.6% | 6.2% | ||
| Q2 24 | 13.6% | 13.2% |
资本支出强度HASTPR
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.7% | ||
| Q3 25 | 1.4% | 1.9% | ||
| Q2 25 | 1.6% | 2.0% | ||
| Q1 25 | 1.6% | 2.0% | ||
| Q4 24 | 5.4% | 1.4% | ||
| Q3 24 | 3.8% | 1.7% | ||
| Q2 24 | 5.2% | 2.9% |
现金转化率HASTPR
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | 1.93× | ||
| Q3 25 | 1.20× | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.40× | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 1.00× | 0.64× | ||
| Q2 24 | 1.35× | 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
HAS
| Grow Brands | $1.1B | 75% |
| Optimize Brands | $188.7M | 13% |
| Digital And Licensing Gaming | $135.7M | 9% |
| Class Of Principal Product Family Brands | $13.1M | 1% |
| Filmand TV | $2.4M | 0% |
TPR
暂无分部数据
