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泰佩思琦（TPR）与Veralto（VLTO）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Veralto的1.4倍（$1.9B vs $1.4B），泰佩思琦净利率更高（17.9% vs 17.0%，领先0.9%），泰佩思琦同比增速更快（21.0% vs 4.4%），过去两年泰佩思琦的营收复合增速更高（9.9% vs 5.8%）
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
TPR vs VLTO — 直观对比
营收规模更大
TPR
是对方的1.4倍
$1.4B
营收增速更快
TPR
高出16.6%
4.4%
净利率更高
TPR
高出0.9%
17.0%
两年增速更快
TPR
近两年复合增速
5.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $343.8M | $239.0M |
| 毛利率 | 76.9% | 60.1% |
| 营业利润率 | 22.3% | 23.2% |
| 净利率 | 17.9% | 17.0% |
| 营收同比 | 21.0% | 4.4% |
| 净利润同比 | — | 5.3% |
| 每股收益（稀释后） | $1.65 | $0.95 |
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TPRVLTO
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
净利润TPRVLTO
| Q1 26 | $343.8M | — | ||
| Q4 25 | $561.3M | $239.0M | ||
| Q3 25 | $274.8M | $222.0M | ||
| Q2 25 | $-517.1M | $225.0M | ||
| Q1 25 | $203.3M | — | ||
| Q4 24 | $310.4M | $227.0M | ||
| Q3 24 | $186.6M | $219.0M | ||
| Q2 24 | $159.3M | $203.0M |
毛利率TPRVLTO
| Q1 26 | 76.9% | — | ||
| Q4 25 | 75.5% | 60.1% | ||
| Q3 25 | 76.3% | 60.0% | ||
| Q2 25 | 76.3% | 60.4% | ||
| Q1 25 | 76.1% | — | ||
| Q4 24 | 74.4% | 59.6% | ||
| Q3 24 | 75.3% | 59.6% | ||
| Q2 24 | 74.9% | 60.1% |
营业利润率TPRVLTO
| Q1 26 | 22.3% | — | ||
| Q4 25 | 28.6% | 23.2% | ||
| Q3 25 | 19.3% | 22.8% | ||
| Q2 25 | -33.9% | 24.2% | ||
| Q1 25 | 16.0% | — | ||
| Q4 24 | 22.4% | 22.9% | ||
| Q3 24 | 16.7% | 23.4% | ||
| Q2 24 | 14.8% | 23.2% |
净利率TPRVLTO
| Q1 26 | 17.9% | — | ||
| Q4 25 | 22.4% | 17.0% | ||
| Q3 25 | 16.1% | 16.2% | ||
| Q2 25 | -30.0% | 16.9% | ||
| Q1 25 | 12.8% | — | ||
| Q4 24 | 14.1% | 16.9% | ||
| Q3 24 | 12.4% | 16.7% | ||
| Q2 24 | 10.0% | 15.8% |
每股收益（稀释后）TPRVLTO
| Q1 26 | $1.65 | — | ||
| Q4 25 | $2.68 | $0.95 | ||
| Q3 25 | $1.28 | $0.89 | ||
| Q2 25 | $-2.30 | $0.90 | ||
| Q1 25 | $0.95 | — | ||
| Q4 24 | $1.38 | $0.91 | ||
| Q3 24 | $0.79 | $0.88 | ||
| Q2 24 | $0.67 | $0.81 |
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 | $1.8B |
| 总债务越低越好 | $2.4B | $2.7B |
| 股东权益账面价值 | $682.4M | $2.8B |
| 总资产 | $6.5B | $7.4B |
| 负债/权益比越低杠杆越低 | 3.48× | 0.94× |
8季度趋势，按日历期对齐
现金及短期投资TPRVLTO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $743.2M | $1.6B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $7.3B | $1.3B | ||
| Q2 24 | $7.2B | $1.0B |
总债务TPRVLTO
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.7B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | $2.6B | ||
| Q3 24 | $7.0B | $2.6B | ||
| Q2 24 | $6.9B | $2.6B |
股东权益TPRVLTO
| Q1 26 | $682.4M | — | ||
| Q4 25 | $551.2M | $2.8B | ||
| Q3 25 | $399.5M | $2.7B | ||
| Q2 25 | $857.8M | $2.3B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $3.0B | $2.0B | ||
| Q2 24 | $2.9B | $1.7B |
总资产TPRVLTO
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.5B | $7.4B | ||
| Q3 25 | $6.4B | $7.2B | ||
| Q2 25 | $6.6B | $6.6B | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.3B | $6.4B | ||
| Q3 24 | $13.7B | $6.3B | ||
| Q2 24 | $13.4B | $5.9B |
负债/权益比TPRVLTO
| Q1 26 | 3.48× | — | ||
| Q4 25 | 4.32× | 0.94× | ||
| Q3 25 | 5.95× | 1.01× | ||
| Q2 25 | 2.77× | 1.14× | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 1.78× | 1.28× | ||
| Q3 24 | 2.35× | 1.35× | ||
| Q2 24 | 2.39× | 1.57× |
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 | — | $270.0M |
| 自由现金流经营现金流 - 资本支出 | — | $258.0M |
| 自由现金流率自由现金流/营收 | — | 18.4% |
| 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 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $986.0M |
8季度趋势，按日历期对齐
经营现金流TPRVLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $270.0M | ||
| Q3 25 | $112.6M | $339.0M | ||
| Q2 25 | $446.8M | $157.0M | ||
| Q1 25 | $144.3M | — | ||
| Q4 24 | $506.0M | $285.0M | ||
| Q3 24 | $119.5M | $224.0M | ||
| Q2 24 | $256.0M | $251.0M |
自由现金流TPRVLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $258.0M | ||
| Q3 25 | $80.2M | $323.0M | ||
| Q2 25 | $411.5M | $142.0M | ||
| Q1 25 | $113.4M | — | ||
| Q4 24 | $475.1M | $263.0M | ||
| Q3 24 | $93.9M | $215.0M | ||
| Q2 24 | $209.8M | $240.0M |
自由现金流率TPRVLTO
| Q1 26 | — | — | ||
| Q4 25 | 41.5% | 18.4% | ||
| Q3 25 | 4.7% | 23.6% | ||
| Q2 25 | 23.9% | 10.7% | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 21.6% | 19.6% | ||
| Q3 24 | 6.2% | 16.4% | ||
| Q2 24 | 13.2% | 18.6% |
资本支出强度TPRVLTO
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.9% | ||
| Q3 25 | 1.9% | 1.2% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.4% | 1.6% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 2.9% | 0.9% |
现金转化率TPRVLTO
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 1.13× | ||
| Q3 25 | 0.41× | 1.53× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 1.63× | 1.26× | ||
| Q3 24 | 0.64× | 1.02× | ||
| Q2 24 | 1.61× | 1.24× |
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
TPR
暂无分部数据
VLTO
| Product Quality And Innovation Segment | $548.0M | 39% |
| Revenuefrom Contractwith Customer Measurement Recurring | $521.0M | 37% |
| Revenuefrom Contractwith Customer Measurement Nonrecurring | $335.0M | 24% |
