金吾财讯 | Tapestry（TPR）披露第四季度经营财报，公司非美国通用会计准则（Non-GAAP）每股收益录得1.32美元，较市场预期高出0.04美元。当期营收18.8亿美元，同比增长9.3％，超出市场预期1000万美元。按备考固定汇率口径统计，季度营收规模达到19亿美元，同比增幅9％，固定汇率下增长11％，业绩增长主要由Coach品牌拉动，该品牌本季度固定汇率口径增长14％，报告口径增长15％。公司董事会同步批准股息上调16％，向股东释放回报提升信号。同时对外发布2027财年经营展望，预期营收将实现中位数水平增长，营业利润率有望继续扩张，每股收益达成低双位数增长，上述指引和公司此前对外给出的长期经营承诺保持一致。尽管多项核心财务数据跑赢预期，但盘前交易阶段公司股价出现走弱。消息公布后，Tapestry盘前股价下跌3.6％。市场一方面认可品牌业务的增长动能与分红政策优化，另一方面也会持续跟踪新财年营收、利润率的兑现进度，观察消费环境变化对旗下奢侈配饰品牌终端销售带来的实际影响。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.