异动解读|Tapestry Inc.盘前下跌5.52%,Q4业绩增长动能放缓,2027财年盈利指引不及预期

行情直击
Aug 13

8月13日,Tapestry Inc.盘前下跌5.36%,报145.5美元/股,成交额304.73万美元。

消息面上,公司发布第四财季业绩:调整后每股收益1.32美元,同比增长26.92%,仅小幅超出市场预期的1.28美元(超幅3.13%);营收18.76亿美元,基本符合预期。相比上季度EPS超预期27.69%、营收超预期7.7%的强劲表现,本季度业绩增长动能明显放缓,市场对此反应消极。预计2027财年调整后每股收益为7.80至7.90美元,市场预期7.87美元。

此外,公司宣布预计2027财年向股东返还约17亿美元(含13.5亿美元回购),2026财年调整后自由现金流接近17亿美元。尽管回购计划体现管理层信心,但市场更关注核心品牌增速边际趋弱的信号,尤其是Kate Spade持续承压的背景下,整体增长可持续性存疑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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