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泰佩思琦（TPR）与W. R. Berkley Corporation（WRB）财务数据对比。点击上方公司名可切换其他公司
W. R. Berkley Corporation的季度营收约是泰佩思琦的1.5倍（$3.7B vs $2.5B），泰佩思琦净利率更高（22.4% vs 14.0%，领先8.5%），泰佩思琦同比增速更快（14.0% vs 4.0%），过去两年泰佩思琦的营收复合增速更高（29.9% vs 5.5%）
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。
W. R. Berkley Corporation由威廉·罗伯特·伯克利创立，他目前担任该公司董事长，同时兼任纽约大学校董会主席，在企业经营管理及高等教育治理领域均具备深厚的经验积累。
TPR vs WRB — 直观对比
营收规模更大
WRB
是对方的1.5倍
$2.5B
营收增速更快
TPR
高出10.0%
4.0%
净利率更高
TPR
高出8.5%
14.0%
两年增速更快
TPR
近两年复合增速
5.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $3.7B |
| 净利润 | $561.3M | $515.2M |
| 毛利率 | 75.5% | — |
| 营业利润率 | 28.6% | — |
| 净利率 | 22.4% | 14.0% |
| 营收同比 | 14.0% | 4.0% |
| 净利润同比 | 80.8% | 23.4% |
| 每股收益（稀释后） | $2.68 | $1.31 |
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TPRWRB
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.5B | $3.7B | ||
| Q3 25 | $1.7B | $3.8B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $2.2B | $3.7B | ||
| Q3 24 | $1.5B | $3.4B | ||
| Q2 24 | $1.6B | $3.3B |
净利润TPRWRB
| Q1 26 | — | $515.2M | ||
| Q4 25 | $561.3M | $449.5M | ||
| Q3 25 | $274.8M | $511.0M | ||
| Q2 25 | $-517.1M | $401.3M | ||
| Q1 25 | $203.3M | $417.6M | ||
| Q4 24 | $310.4M | $576.1M | ||
| Q3 24 | $186.6M | $365.6M | ||
| Q2 24 | $159.3M | $371.9M |
毛利率TPRWRB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | 28.6% | 15.4% | ||
| Q3 25 | 19.3% | 17.2% | ||
| Q2 25 | -33.9% | 14.2% | ||
| Q1 25 | 16.0% | 15.2% | ||
| Q4 24 | 22.4% | 19.9% | ||
| Q3 24 | 16.7% | 14.0% | ||
| Q2 24 | 14.8% | 14.7% |
净利率TPRWRB
| Q1 26 | — | 14.0% | ||
| Q4 25 | 22.4% | 12.1% | ||
| Q3 25 | 16.1% | 13.6% | ||
| Q2 25 | -30.0% | 10.9% | ||
| Q1 25 | 12.8% | 11.8% | ||
| Q4 24 | 14.1% | 15.7% | ||
| Q3 24 | 12.4% | 10.8% | ||
| Q2 24 | 10.0% | 11.2% |
每股收益（稀释后）TPRWRB
| Q1 26 | — | $1.31 | ||
| Q4 25 | $2.68 | $1.13 | ||
| Q3 25 | $1.28 | $1.28 | ||
| Q2 25 | $-2.30 | $1.00 | ||
| Q1 25 | $0.95 | $1.04 | ||
| Q4 24 | $1.38 | $0.89 | ||
| Q3 24 | $0.79 | $0.91 | ||
| Q2 24 | $0.67 | $0.92 |
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 | $2.1B |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $551.2M | — |
| 总资产 | $6.5B | $44.3B |
| 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TPRWRB
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $743.2M | $2.4B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $7.3B | $1.6B | ||
| Q2 24 | $7.2B | $1.6B |
总债务TPRWRB
| Q1 26 | — | — | ||
| 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TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | $551.2M | $9.7B | ||
| Q3 25 | $399.5M | $9.8B | ||
| Q2 25 | $857.8M | $9.3B | ||
| Q1 25 | $1.5B | $8.9B | ||
| Q4 24 | $1.3B | $8.4B | ||
| Q3 24 | $3.0B | $8.4B | ||
| Q2 24 | $2.9B | $7.8B |
总资产TPRWRB
| Q1 26 | — | $44.3B | ||
| Q4 25 | $6.5B | $44.1B | ||
| Q3 25 | $6.4B | $43.7B | ||
| Q2 25 | $6.6B | $42.7B | ||
| Q1 25 | $7.3B | $41.3B | ||
| Q4 24 | $7.3B | $40.6B | ||
| Q3 24 | $13.7B | $40.4B | ||
| Q2 24 | $13.4B | $38.9B |
负债/权益比TPRWRB
| Q1 26 | — | — | ||
| 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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $1.0B | — |
| 自由现金流率自由现金流/营收 | 41.5% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | 1.93× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $995.1M | ||
| Q3 25 | $112.6M | $1.1B | ||
| Q2 25 | $446.8M | $703.8M | ||
| Q1 25 | $144.3M | $743.8M | ||
| Q4 24 | $506.0M | $810.0M | ||
| Q3 24 | $119.5M | $1.2B | ||
| Q2 24 | $256.0M | $881.3M |
自由现金流TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $80.2M | — | ||
| Q2 25 | $411.5M | — | ||
| Q1 25 | $113.4M | — | ||
| Q4 24 | $475.1M | — | ||
| Q3 24 | $93.9M | — | ||
| Q2 24 | $209.8M | — |
自由现金流率TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | 41.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 13.2% | — |
资本支出强度TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.9% | — |
现金转化率TPRWRB
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 2.21× | ||
| Q3 25 | 0.41× | 2.23× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 0.71× | 1.78× | ||
| Q4 24 | 1.63× | 1.41× | ||
| Q3 24 | 0.64× | 3.39× | ||
| Q2 24 | 1.61× | 2.37× |
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
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
WRB
暂无分部数据
