Tapestry stock leaps sharply after raising full-year outlook, beat in fiscal Q3

Published 08/05/2025, 12:02
© Reuters

Investing.com -- Tapestry (NYSE:TPR) shares surged more than 11% in premarket trading Thursday after the owner of fashion brands like Coach and Kate Spade raised its annual outlook following a beat in the fiscal third quarter. 

The company reported Q3 earnings per share (EPS) of $1.03, surpassing analyst expectations of $0.88. Revenue for the three-month period reached $1.6 billion, also topping the consensus estimate of $1.53 billion.

Gross margin came in at 76.1%, slightly above the projected 75.7%.

“Our third quarter outperformance reinforces our position of strength. We accelerated top and bottom-line growth and raised our outlook for the fiscal year, demonstrating the power of brand building and our connections with consumers around the world," said Joanne Crevoiserat, CEO of Tapestry.

"Importantly, while the external backdrop is complex, our vision remains clear. We maintain a bias for action and will harness our competitive advantages, including our global scale, compelling value, and strong fundamentals, to adapt and win in any environment."

The company raised its full-year outlook for fiscal 2025. It now expects diluted EPS of approximately $5.00, reflecting high-teens percentage growth from the previous year. This is above both the prior guidance of $4.85 to $4.90 and the $4.92 analyst consensus.

It forecasts full-year revenue of $6.95 billion, up 4% year-over-year on a reported basis, which includes an anticipated 50 basis point currency headwind. This compares to earlier guidance of around 3% growth and is above the $6.87 billion consensus.

Adjusted free cash flow is expected to be about $1.3 billion, ahead of the previous $1.2 billion forecast.

The company continues to project operating margin expansion of roughly 100 basis points and remains on track to return over $2 billion to shareholders in fiscal 2025.

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