TPR · Q2 FY26 · Sep 28 – Dec 27, 2025
Tapestry Q2 FY26: where the revenue came from and where it went
Tapestry Q2 FY26: revenue $2.5B (+14% year over year). Net profit $0.6B. Largest cohort Coach $2.1B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Sep 28 – Dec 27, 2025
- Reported
- Feb 5, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.5B
+14% year over year
Gross profit$1.9B
75% margin
Operating profit$0.7B
29% margin
Net profit$0.6B
22% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.5 | 100% | +14% |
| Coach | 2.1 | 84% | +25% |
| Kate Spade Company | 0.4 | 16% | −14% |
| Cost of revenue | −0.6 | 24% | |
| Gross profit | 1.9 | 75% margin | +1pp |
| SG&A | −1.2 | 47% | −5pp |
| Operating profit | 0.7 | 29% margin | +6pp |
| Tax | −0.1 | ||
| Net profit | 0.6 | 22% | +8pp |
Older quarters
-
Q3 FY26 3/2026Revenue $1.9B Net margin 18%
-
Q1 FY26 9/2025Revenue $1.7B Net margin 16%
-
Q3 FY25 3/2025Revenue $1.6B Net margin 13%
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