earnings
confidence high
sentiment positive
materiality 0.85
Tapestry Q1 FY2026: Record revenue $1.70B (+13% YoY), EPS $1.28 (+61%), raises full-year outlook
TAPESTRY, INC.
2026-Q1 EPS reported
$1.28
revenue$1,704,600,000
- Revenue $1.70B, up 13% YoY (+12% constant currency); pro forma revenue up 16% led by Coach +22%.
- GAAP diluted EPS $1.28 (up 61% YoY); non-GAAP diluted EPS $1.38 (up 35% YoY).
- Operating margin expanded 260 bps GAAP to 19.3%, 200 bps non-GAAP to 20.9%.
- Coach brand pro forma revenue $1.43B (+22%); Kate Spade $260M (-8%).
- Expects to return $1.3B to shareholders in FY2026; raised full-year revenue and earnings outlook.