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Pure Storage, Inc.(PSTG)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Pure Storage, Inc.的2.0倍($1.9B vs $964.5M),泰佩思琦净利率更高(17.9% vs 5.7%,领先12.2%),泰佩思琦同比增速更快(21.0% vs 16.0%),过去两年Pure Storage, Inc.的营收复合增速更高(10.5% vs 9.9%)
Pure Storage是美国上市科技企业,总部位于加利福尼亚州圣克拉拉,成立于2009年,2011年正式推出自研全闪存数据存储软硬件产品,2015年上市前累计获得超4.7亿美元风险投资,营收长期保持高速增长态势。
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。
PSTG vs TPR — 直观对比
营收规模更大
TPR
是对方的2.0倍
$964.5M
营收增速更快
TPR
高出5.0%
16.0%
净利率更高
TPR
高出12.2%
5.7%
两年增速更快
PSTG
近两年复合增速
9.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $964.5M | $1.9B |
| 净利润 | $54.8M | $343.8M |
| 毛利率 | 72.3% | 76.9% |
| 营业利润率 | 5.6% | 22.3% |
| 净利率 | 5.7% | 17.9% |
| 营收同比 | 16.0% | 21.0% |
| 净利润同比 | -13.9% | — |
| 每股收益(稀释后) | $0.16 | $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
PSTG
TPR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $964.5M | $2.5B | ||
| Q3 25 | $861.0M | $1.7B | ||
| Q2 25 | $778.5M | $1.7B | ||
| Q1 25 | $879.8M | $1.6B | ||
| Q4 24 | $831.1M | $2.2B | ||
| Q3 24 | $763.8M | $1.5B | ||
| Q2 24 | $693.5M | $1.6B |
净利润
PSTG
TPR
| Q1 26 | — | $343.8M | ||
| Q4 25 | $54.8M | $561.3M | ||
| Q3 25 | $47.1M | $274.8M | ||
| Q2 25 | $-14.0M | $-517.1M | ||
| Q1 25 | $42.4M | $203.3M | ||
| Q4 24 | $63.6M | $310.4M | ||
| Q3 24 | $35.7M | $186.6M | ||
| Q2 24 | $-35.0M | $159.3M |
毛利率
PSTG
TPR
| Q1 26 | — | 76.9% | ||
| Q4 25 | 72.3% | 75.5% | ||
| Q3 25 | 70.2% | 76.3% | ||
| Q2 25 | 68.9% | 76.3% | ||
| Q1 25 | 67.5% | 76.1% | ||
| Q4 24 | 70.1% | 74.4% | ||
| Q3 24 | 70.7% | 75.3% | ||
| Q2 24 | 71.5% | 74.9% |
营业利润率
PSTG
TPR
| Q1 26 | — | 22.3% | ||
| Q4 25 | 5.6% | 28.6% | ||
| Q3 25 | 0.6% | 19.3% | ||
| Q2 25 | -4.0% | -33.9% | ||
| Q1 25 | 4.8% | 16.0% | ||
| Q4 24 | 7.2% | 22.4% | ||
| Q3 24 | 3.3% | 16.7% | ||
| Q2 24 | -6.0% | 14.8% |
净利率
PSTG
TPR
| Q1 26 | — | 17.9% | ||
| Q4 25 | 5.7% | 22.4% | ||
| Q3 25 | 5.5% | 16.1% | ||
| Q2 25 | -1.8% | -30.0% | ||
| Q1 25 | 4.8% | 12.8% | ||
| Q4 24 | 7.7% | 14.1% | ||
| Q3 24 | 4.7% | 12.4% | ||
| Q2 24 | -5.0% | 10.0% |
每股收益(稀释后)
PSTG
TPR
| Q1 26 | — | $1.65 | ||
| Q4 25 | $0.16 | $2.68 | ||
| Q3 25 | $0.14 | $1.28 | ||
| Q2 25 | $-0.04 | $-2.30 | ||
| Q1 25 | $0.13 | $0.95 | ||
| Q4 24 | $0.19 | $1.38 | ||
| Q3 24 | $0.10 | $0.79 | ||
| Q2 24 | $-0.11 | $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 | $852.8M | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $1.4B | $682.4M |
| 总资产 | $4.2B | $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
PSTG
TPR
| Q1 26 | — | $1.1B | ||
| Q4 25 | $852.8M | $1.1B | ||
| Q3 25 | $887.8M | $743.2M | ||
| Q2 25 | $739.3M | $1.1B | ||
| Q1 25 | $723.6M | $1.1B | ||
| Q4 24 | $894.6M | $1.0B | ||
| Q3 24 | $965.0M | $7.3B | ||
| Q2 24 | $900.6M | $7.2B |
总债务
PSTG
TPR
| 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
PSTG
TPR
| Q1 26 | — | $682.4M | ||
| Q4 25 | $1.4B | $551.2M | ||
| Q3 25 | $1.3B | $399.5M | ||
| Q2 25 | $1.2B | $857.8M | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.5B | $3.0B | ||
| Q2 24 | $1.4B | $2.9B |
总资产
PSTG
TPR
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.2B | $6.5B | ||
| Q3 25 | $4.0B | $6.4B | ||
| Q2 25 | $3.8B | $6.6B | ||
| Q1 25 | $4.0B | $7.3B | ||
| Q4 24 | $3.9B | $7.3B | ||
| Q3 24 | $3.8B | $13.7B | ||
| Q2 24 | $3.6B | $13.4B |
负债/权益比
PSTG
TPR
| 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 | $116.0M | — |
| 自由现金流经营现金流 - 资本支出 | $52.6M | — |
| 自由现金流率自由现金流/营收 | 5.5% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | 2.12× | — |
| 过去12个月自由现金流最近4个季度 | $566.7M | — |
8季度趋势,按日历期对齐
经营现金流
PSTG
TPR
| Q1 26 | — | — | ||
| Q4 25 | $116.0M | $1.1B | ||
| Q3 25 | $212.2M | $112.6M | ||
| Q2 25 | $283.9M | $446.8M | ||
| Q1 25 | $208.5M | $144.3M | ||
| Q4 24 | $97.0M | $506.0M | ||
| Q3 24 | $226.6M | $119.5M | ||
| Q2 24 | $221.5M | $256.0M |
自由现金流
PSTG
TPR
| Q1 26 | — | — | ||
| Q4 25 | $52.6M | $1.0B | ||
| Q3 25 | $150.1M | $80.2M | ||
| Q2 25 | $211.6M | $411.5M | ||
| Q1 25 | $152.4M | $113.4M | ||
| Q4 24 | $35.2M | $475.1M | ||
| Q3 24 | $166.6M | $93.9M | ||
| Q2 24 | $172.7M | $209.8M |
自由现金流率
PSTG
TPR
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 41.5% | ||
| Q3 25 | 17.4% | 4.7% | ||
| Q2 25 | 27.2% | 23.9% | ||
| Q1 25 | 17.3% | 7.2% | ||
| Q4 24 | 4.2% | 21.6% | ||
| Q3 24 | 21.8% | 6.2% | ||
| Q2 24 | 24.9% | 13.2% |
资本支出强度
PSTG
TPR
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 1.7% | ||
| Q3 25 | 7.2% | 1.9% | ||
| Q2 25 | 9.3% | 2.0% | ||
| Q1 25 | 6.4% | 2.0% | ||
| Q4 24 | 7.4% | 1.4% | ||
| Q3 24 | 7.9% | 1.7% | ||
| Q2 24 | 7.0% | 2.9% |
现金转化率
PSTG
TPR
| Q1 26 | — | — | ||
| Q4 25 | 2.12× | 1.93× | ||
| Q3 25 | 4.50× | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | 4.91× | 0.71× | ||
| Q4 24 | 1.52× | 1.63× | ||
| Q3 24 | 6.35× | 0.64× | ||
| Q2 24 | — | 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
PSTG
| US | $683.2M | 71% |
| Non Us | $281.3M | 29% |
TPR
暂无分部数据