earnings
confidence high
sentiment positive
materiality 0.80
Tapestry Q4 revenue up 9% to $1.88B; FY EPS $7.27; dividend raised 16%
TAPESTRY, INC.
2026-FY EPS reported
$7.27
revenue$8,004,200,000
- Q4 revenue $1.88B, up 9% YoY (11% pro forma constant currency); Coach brand grew 15% (+14% cc).
- FY 2026 revenue $8.0B, up 14% YoY; GAAP diluted EPS $7.27, non-GAAP $7.05, beating guidance.
- Board approved 16% dividend increase; returned $1.7B to shareholders in FY 2026 via dividends and buybacks.
- FY 2027 outlook: mid-single-digit revenue growth, operating margin expansion, low-double-digit EPS growth.
- Kate Spade declined 7% in Q4 and 10% for FY; Greater China grew 33% in Q4 and 38% for FY.