Capri Holdings beats by $0.10, reports revs in-line; guides Q1 EPS above consensus, revs below consensus; sees FY27 EPS and revs above consensus

[출처/시간] Briefing.com - 6:49 AM ET, 05/27/2026

Reports Q4 (Mar) earnings of $0.22 per share, excluding non-recurring items, $0.10 better than the FactSet Consensus of $0.12; revenues fell 23.1% year/year to $796 mln vs the $803.04 mln FactSet Consensus. Co issues guidance for Q1, sees EPS of $0.40, excluding non-recurring items, vs. $0.32 FactSet Consensus; sees Q1 revs of $750 mln vs. $788.20 mln FactSet Consensus. Co issues upside guidance for FY27, sees EPS of $2.15, excluding non-recurring items, vs. $1.86 FactSet Consensus; sees FY27 revs of $3.525 bln vs. $3.53 bln FactSet Consensus.Following the U.S. Supreme Court's February 2026 decision which held that tariffs imposed under the International Emergency Economic Powers Act were unlawful, the Company is entitled to a refund of approximately $65 million in IEEPA tariffs previously paid to U.S. Customs and Border Protection. As of March 28, 2026, the Company intended to recover all the IEEPA Tariffs previously paid and has recorded an IEEPA Tariff refund receivable of $65 million. The Company has begun filing refund claims with CBP and expects to recover the full amount, though actual timing and amounts are subject to completion of CBP's refund process. The IEEPA Tariff refund receivable is included within prepaid expenses and other current assets on the consolidated balance sheets. Of this total amount, $40 million was recorded as a reduction to Fiscal 2026 cost of goods sold and $25 million was recorded as a reduction to inventory as of March 28, 2026.