TORVANTA
Consumer Discretionary · S&P 500 · data as of 2026-10-05

TPR stock analysis: Tapestry

Tapestry (TPR) is an S&P 500 company in Apparel, Accessories & Luxury Goods. It grades strongest on profitability and growth and weakest on momentum.

The model's view of TPR · subscribers

Where TPR ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with TPR · updated 2026-10-05 · from prices and SEC filings

TPR price performance

TPR against the S&P 500, one year
+0%+20%+40%S&P 500 +18%TPR +6%2025-09-292026-10-05
Year to date-7.6%S&P 500 +14.5% · behind by 22.1 pts
1 year+3.1%S&P 500 +17.0% · behind by 14.0 pts
3 years+352.9%S&P 500 +89.3% · ahead by 263.6 pts
5 years+245.5%S&P 500 +91.3% · ahead by 154.2 pts

Total returns with dividends reinvested.

TPR factor grades

Each grade compares TPR with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B+ValueP/E 16.0x (sector 18.9x)FCF yield 7.8% (sector 5.3%)
AGrowthRevenue growth +14% (sector +6%)EPS growth +790% (sector +5%)
AProfitabilityOperating margin 23.9% (sector 15.4%)ROIC 74.4% (sector 29.5%)
C-Momentum12-month change +3%From 52-wk high -29%

TPR in plain numbers

TPR key statistics

SectorConsumer Discretionary
IndustryApparel, Accessories & Luxury Goods
IndexS&P 500
Market value$23.3B
Revenue growth (y/y)+14%
Free-cash-flow yield7.8%
Dividend yield1.4%
Next earnings (expected)2026-11-05
Valuation measures
Market value$23.3B
Enterprise value$24.7B
P/E (trailing)16.0x
Forward P/E (Torvanta estimate)10.7x
PEG (Torvanta estimate)0.21
Price / sales2.9x
Price / book33.7x
EV / revenue3.1x
EV / EBITDA11.9x
Financial highlights
Revenue, last 12 months$8.0B
Net income, last 12 months$1.5B
EPS, last 12 months (GAAP)$7.30
Gross margin77.8%
Operating margin23.9%
Net margin19.1%
Return on equity197.1%
Return on invested capital74.4%
Cash$1.0B
Total debt$2.4B
Debt / equity3.46x
Free cash flow, last 12 months$1.8B
Interest cover16.0x
Current ratio1.75x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

TPR earnings trends

Revenue vs earnings
-$517.1M$237.8M$1.0B$1.7B$2.5BSep 2024 Revenue: $1.5BDec 2024 Revenue: $2.2BMar 2025 Revenue: $1.6BJun 2025 Revenue: $1.7BSep 2025 Revenue: $1.7BDec 2025 Revenue: $2.5BMar 2026 Revenue: $1.9BJun 2026 Revenue: $1.9BSep 2024 Net income: $186.6MDec 2024 Net income: $310.4MMar 2025 Net income: $203.3MJun 2025 Net income: -$517.1MSep 2025 Net income: $274.8MDec 2025 Net income: $561.3MMar 2026 Net income: $343.8MJun 2026 Net income: $347.8MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 12.4%Net margin: 14.1%Net margin: 12.8%Net margin: -30.0%Net margin: 16.1%Net margin: 22.4%Net margin: 17.9%Net margin: 18.5%-30%-4%22%■ Revenue ■ Net income ━ Net margin
Earnings per share$-2.3$-1.1$0.2$1.4$2.7Sep 2024 EPS (GAAP, diluted): $0.8Dec 2024 EPS (GAAP, diluted): $1.4Mar 2025 EPS (GAAP, diluted): $1.0Jun 2025 EPS (GAAP, diluted): $-2.3Sep 2025 EPS (GAAP, diluted): $1.3Dec 2025 EPS (GAAP, diluted): $2.7Mar 2026 EPS (GAAP, diluted): $1.7Jun 2026 EPS (GAAP, diluted): $1.7Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +62% · Dec 2025 +94% · Mar 2026 +74%

From the company's 10-Q and 10-K filings with the SEC.

Tapestry financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$6.7B$6.7B$6.7B$7.0B$8.0B
Net income$856.3M$936.0M$816.0M$183.2M$1.5B
EPS (GAAP)$3.16$3.88$3.51$0.82$7.30
Free cash flow$759.3M$791.0M$1.1B$1.1B$1.8B

TPR earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-13$1.69n/a+9%-16.6%
2026-05-07$1.65+74%+21%-10.8%
2026-02-05$2.68+94%+14%+16.4%
2025-11-06$1.28+62%+13%-4.2%
2025-08-14$-2.30-438%+8%-11.1%
2025-05-08$0.95+58%+7%+3.8%

About Tapestry

HeadquartersNew York, NY
Industry (SEC code)Leather & Leather Products
Fiscal year endsJune 27
Incorporated inMD
Listed onNYSE
FormerlyCOACH INC

From the company's SEC registration record.

Companies similar to TPR

CompanyMarket valueP/ERevenue growthOperating margin12-month change
TPR Tapestry$23.3B16.0x+14%23.9%+3%
RL Ralph Lauren$22.4B23.0x+15%14.9%+15%compare
NKE Nike$50.3B16.2x+0%n/a-51%compare
LULU Lululemon$9.8B7.7x+2%17.8%-47%compare

All Consumer Discretionary stock ratings

Frequently asked questions

Is TPR stock a buy?

Torvanta does not tell individuals what to buy. Its grades for TPR are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is TPR's P/E ratio?

TPR trades at about 16.0 times its last 12 months of GAAP earnings reported to the SEC, and about 10.7 times Torvanta's own estimate of the next 12 months.

When does TPR report earnings next?

Based on its filing history, Torvanta expects Tapestry to report around 2026-11-05.

Does TPR pay a dividend?

Yes. Its dividend yield is about 1.4%, and it has raised its dividend 5 years in a row.

How has TPR performed against the S&P 500?

Over the past year TPR returned +3.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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