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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Tapestry, Inc. (TPR) is 9/10.
Coach brand growth reached an exceptional 29% on a constant currency basis with Greater China surging 55% on market share gains and Gen Z customer acquisition compounding. Pro forma revenue grew 23% at constant currency while operating margin expanded 490 basis points and gross margin reached 76.9%. Management raised FY2026 EPS guidance to approximately $6.95 from $6.40-$6.45, representing over 35% growth, with tariff headwinds absorbed entirely without consumer price increases.
Scored from Tapestry, Inc.’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.51B | -0.4% | $0.79 | -6.0% | 75.3% | 16.7% | 12.4% | $94M |
| FY2025 Q2 | $2.20B | +5.3% | $1.38 | -0.7% | 74.4% | 22.4% | 14.1% | $475M |
| FY2025 Q3 | $1.58B | +6.9% | $0.95 | +58.3% | 76.1% | 16.0% | 12.8% | $113M |
| FY2025 Q4 | $1.72B | +8.3% | $-2.49 | -466.2% | 76.3% | -33.9% | -30.0% | $412M |
| FY2026 Q1 | $1.70B | +13.1% | $1.28 | +62.0% | 76.3% | 19.3% | 16.1% | $80M |
| FY2026 Q2 | $2.50B | +14.0% | $2.68 | +94.2% | 75.5% | 28.6% | 22.4% | $1.08B |
| FY2026 Q3 | $1.92B | +21.2% | $1.65 | +73.7% | 76.9% | 22.3% | 17.9% | $187M |
| FY2026 Q4 | $1.88B | +8.9% | $1.68 | +167.5% | 83.3% | 23.6% | 18.5% | $469M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $6.66B | -0.4% | $3.88 | +22.8% | 70.8% | 17.6% | 14.1% | $791M |
| FY2024 | $6.67B | +0.2% | $3.51 | -9.5% | 73.3% | 17.1% | 12.2% | $1.15B |
| FY2025 | $7.01B | +5.1% | $0.63 | -82.1% | 75.4% | 5.9% | 2.6% |
| $1.09B |
| FY2026 | $8.00B | +14.2% | $7.29 | +1057.1% | 77.8% | 23.9% | 19.1% | $1.81B |