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ServiceNow（NOW）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
ServiceNow的季度营收约是泰佩思琦的2.0倍（$3.8B vs $1.9B），泰佩思琦净利率更高（17.9% vs 12.4%，领先5.5%），泰佩思琦同比增速更快（21.0% vs 2.8%），过去两年ServiceNow的营收复合增速更高（19.8% vs 9.9%）
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
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。
NOW vs TPR — 直观对比
营收规模更大
NOW
是对方的2.0倍
$1.9B
营收增速更快
TPR
高出18.2%
2.8%
净利率更高
TPR
高出5.5%
12.4%
两年增速更快
NOW
近两年复合增速
9.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $1.9B |
| 净利润 | $469.0M | $343.8M |
| 毛利率 | 75.1% | 76.9% |
| 营业利润率 | 13.3% | 22.3% |
| 净利率 | 12.4% | 17.9% |
| 营收同比 | 2.8% | 21.0% |
| 净利润同比 | -53.7% | — |
| 每股收益（稀释后） | $1.04 | $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NOWTPR
| Q1 26 | $3.8B | $1.9B | ||
| Q4 25 | $3.6B | $2.5B | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.0B | $2.2B | ||
| Q3 24 | $2.8B | $1.5B | ||
| Q2 24 | $2.6B | $1.6B |
净利润NOWTPR
| Q1 26 | $469.0M | $343.8M | ||
| Q4 25 | $401.0M | $561.3M | ||
| Q3 25 | $502.0M | $274.8M | ||
| Q2 25 | $385.0M | $-517.1M | ||
| Q1 25 | $460.0M | $203.3M | ||
| Q4 24 | $384.0M | $310.4M | ||
| Q3 24 | $432.0M | $186.6M | ||
| Q2 24 | $262.0M | $159.3M |
毛利率NOWTPR
| Q1 26 | 75.1% | 76.9% | ||
| Q4 25 | 76.6% | 75.5% | ||
| Q3 25 | 77.3% | 76.3% | ||
| Q2 25 | 77.5% | 76.3% | ||
| Q1 25 | 78.9% | 76.1% | ||
| Q4 24 | 78.7% | 74.4% | ||
| Q3 24 | 79.1% | 75.3% | ||
| Q2 24 | 79.0% | 74.9% |
营业利润率NOWTPR
| Q1 26 | 13.3% | 22.3% | ||
| Q4 25 | 12.4% | 28.6% | ||
| Q3 25 | 16.8% | 19.3% | ||
| Q2 25 | 11.1% | -33.9% | ||
| Q1 25 | 14.6% | 16.0% | ||
| Q4 24 | 12.6% | 22.4% | ||
| Q3 24 | 14.9% | 16.7% | ||
| Q2 24 | 9.1% | 14.8% |
净利率NOWTPR
| Q1 26 | 12.4% | 17.9% | ||
| Q4 25 | 11.2% | 22.4% | ||
| Q3 25 | 14.7% | 16.1% | ||
| Q2 25 | 12.0% | -30.0% | ||
| Q1 25 | 14.9% | 12.8% | ||
| Q4 24 | 13.0% | 14.1% | ||
| Q3 24 | 15.4% | 12.4% | ||
| Q2 24 | 10.0% | 10.0% |
每股收益（稀释后）NOWTPR
| Q1 26 | $1.04 | $1.65 | ||
| Q4 25 | $-4.77 | $2.68 | ||
| Q3 25 | $2.40 | $1.28 | ||
| Q2 25 | $1.84 | $-2.30 | ||
| Q1 25 | $2.20 | $0.95 | ||
| Q4 24 | $1.84 | $1.38 | ||
| Q3 24 | $2.07 | $0.79 | ||
| Q2 24 | $1.26 | $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 | $2.7B | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $11.7B | $682.4M |
| 总资产 | $24.4B | $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NOWTPR
| Q1 26 | $2.7B | $1.1B | ||
| Q4 25 | $3.7B | $1.1B | ||
| Q3 25 | $2.7B | $743.2M | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $3.4B | $1.1B | ||
| Q4 24 | $2.3B | $1.0B | ||
| Q3 24 | $1.9B | $7.3B | ||
| Q2 24 | $2.2B | $7.2B |
总债务NOWTPR
| 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NOWTPR
| Q1 26 | $11.7B | $682.4M | ||
| Q4 25 | $13.0B | $551.2M | ||
| Q3 25 | $11.3B | $399.5M | ||
| Q2 25 | $10.9B | $857.8M | ||
| Q1 25 | $10.1B | $1.5B | ||
| Q4 24 | $9.6B | $1.3B | ||
| Q3 24 | $9.3B | $3.0B | ||
| Q2 24 | $8.7B | $2.9B |
总资产NOWTPR
| Q1 26 | $24.4B | $6.5B | ||
| Q4 25 | $26.0B | $6.5B | ||
| Q3 25 | $21.8B | $6.4B | ||
| Q2 25 | $22.1B | $6.6B | ||
| Q1 25 | $21.0B | $7.3B | ||
| Q4 24 | $20.4B | $7.3B | ||
| Q3 24 | $18.4B | $13.7B | ||
| Q2 24 | $18.2B | $13.4B |
负债/权益比NOWTPR
| 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 | $1.7B | — |
| 自由现金流经营现金流 - 资本支出 | $1.7B | — |
| 自由现金流率自由现金流/营收 | 44.2% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.56× | — |
| 过去12个月自由现金流最近4个季度 | $4.8B | — |
8季度趋势，按日历期对齐
经营现金流NOWTPR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $813.0M | $112.6M | ||
| Q2 25 | $716.0M | $446.8M | ||
| Q1 25 | $1.7B | $144.3M | ||
| Q4 24 | $1.6B | $506.0M | ||
| Q3 24 | $671.0M | $119.5M | ||
| Q2 24 | $620.0M | $256.0M |
自由现金流NOWTPR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $578.0M | $80.2M | ||
| Q2 25 | $526.0M | $411.5M | ||
| Q1 25 | $1.5B | $113.4M | ||
| Q4 24 | $1.4B | $475.1M | ||
| Q3 24 | $469.0M | $93.9M | ||
| Q2 24 | $358.0M | $209.8M |
自由现金流率NOWTPR
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 41.5% | ||
| Q3 25 | 17.0% | 4.7% | ||
| Q2 25 | 16.4% | 23.9% | ||
| Q1 25 | 47.7% | 7.2% | ||
| Q4 24 | 46.7% | 21.6% | ||
| Q3 24 | 16.8% | 6.2% | ||
| Q2 24 | 13.6% | 13.2% |
资本支出强度NOWTPR
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 1.7% | ||
| Q3 25 | 6.9% | 1.9% | ||
| Q2 25 | 5.9% | 2.0% | ||
| Q1 25 | 6.6% | 2.0% | ||
| Q4 24 | 8.6% | 1.4% | ||
| Q3 24 | 7.2% | 1.7% | ||
| Q2 24 | 10.0% | 2.9% |
现金转化率NOWTPR
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | 1.93× | ||
| Q3 25 | 1.62× | 0.41× | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 3.65× | 0.71× | ||
| Q4 24 | 4.26× | 1.63× | ||
| Q3 24 | 1.55× | 0.64× | ||
| Q2 24 | 2.37× | 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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $99.0M | 3% |
TPR
暂无分部数据
