Short answer
Tapestry, Inc. (TPR) filed its Q4 2025 10-Q quarterly report on Feb 5, 2026 for the quarter ended Dec 27, 2025. Quarterly revenue was $2.5B (up 14.0% year over year) with net income of $561M.
Q4 2025 key financials · XBRL
- Revenue
- $2.5B
- +14.0% YoY · +46.8% QoQ
- Net income
- $561M
- +80.8% YoY · +104.3% QoQ
- Operating margin
- 28.6%
- Gross margin
- 75.5%
- EPS (diluted)
- $2.65
- +92.0% YoY · +107.0% QoQ
Source: XBRL data from the Tapestry, Inc. (TPR) Q4 2025 10-Q on SEC EDGAR. USD.
Tapestry, Inc. Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $2.50B Q2 FY26, up 14.0% YoY from $2.20B; Coach up 25.3% to $2.14B, Kate Spade down 13.6% to $360M
- Operating margin 28.6% Q2 FY26 vs 22.4% Q2 FY25; Coach margin 39.5% vs 36.4%, Kate Spade 4.5% vs 16.4% YoY
- Best segment Coach: Net sales +$433.1M (+25.3%), operating income +$225.6M (+36.3% margin expansion)
- Worst segment Kate Spade: Net sales down $56.4M (-13.6%), operating income down $51.7M (margin 4.5% vs 16.4%)
- Cash from operations $1.19B H1 FY26, up $568M YoY; CapEx $92.2M H1 FY26; stock repurchases $900M H1 FY26 with $2.34B remaining
- Management targets Gen Z growth, fashion innovation, focus on NA, Greater China, Europe; notes tariffs lowered gross margin by ~140-190bps; sustained macro volatility and tax impacts expected
Risk Factors
- No material changes in risk factors reported from the fiscal 2025 10-K filing
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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