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Side-by-side financial comparison of AECOM (ACM) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $2.5B, roughly 1.5× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 1.9%, a 20.5% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 1.6%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $41.9M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
ACM vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.5B |
| Net Profit | $74.5M | $561.3M |
| Gross Margin | 7.3% | 75.5% |
| Operating Margin | 5.8% | 28.6% |
| Net Margin | 1.9% | 22.4% |
| Revenue YoY | 1.6% | 14.0% |
| Net Profit YoY | -48.0% | 80.8% |
| EPS (diluted) | $0.56 | $2.68 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | $4.2B | $1.7B | ||
| Q2 25 | $4.2B | $1.7B | ||
| Q1 25 | $3.8B | $1.6B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.1B | $1.5B | ||
| Q2 24 | $4.2B | $1.6B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $561.3M | ||
| Q3 25 | $120.4M | $274.8M | ||
| Q2 25 | $131.0M | $-517.1M | ||
| Q1 25 | $143.4M | $203.3M | ||
| Q4 24 | $167.0M | $310.4M | ||
| Q3 24 | $172.5M | $186.6M | ||
| Q2 24 | $134.3M | $159.3M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | 7.9% | 76.3% | ||
| Q2 25 | 7.8% | 76.3% | ||
| Q1 25 | 7.7% | 76.1% | ||
| Q4 24 | 6.7% | 74.4% | ||
| Q3 24 | 7.2% | 75.3% | ||
| Q2 24 | 6.9% | 74.9% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 5.7% | 19.3% | ||
| Q2 25 | 7.0% | -33.9% | ||
| Q1 25 | 6.8% | 16.0% | ||
| Q4 24 | 5.9% | 22.4% | ||
| Q3 24 | 5.8% | 16.7% | ||
| Q2 24 | 5.5% | 14.8% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 22.4% | ||
| Q3 25 | 2.9% | 16.1% | ||
| Q2 25 | 3.1% | -30.0% | ||
| Q1 25 | 3.8% | 12.8% | ||
| Q4 24 | 4.2% | 14.1% | ||
| Q3 24 | 4.2% | 12.4% | ||
| Q2 24 | 3.2% | 10.0% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | $0.90 | $1.28 | ||
| Q2 25 | $0.98 | $-2.30 | ||
| Q1 25 | $1.08 | $0.95 | ||
| Q4 24 | $1.25 | $1.38 | ||
| Q3 24 | $1.27 | $0.79 | ||
| Q2 24 | $0.98 | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $1.1B |
| Total DebtLower is stronger | $2.6B | $2.4B |
| Stockholders' EquityBook value | $2.2B | $551.2M |
| Total Assets | $11.9B | $6.5B |
| Debt / EquityLower = less leverage | 1.18× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $1.6B | $743.2M | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.6B | $7.3B | ||
| Q2 24 | $1.6B | $7.2B |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | $2.5B | $2.4B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.5B | $7.0B | ||
| Q2 24 | $2.5B | $6.9B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $551.2M | ||
| Q3 25 | $2.5B | $399.5M | ||
| Q2 25 | $2.5B | $857.8M | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.3B | $2.9B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | $12.2B | $6.4B | ||
| Q2 25 | $12.3B | $6.6B | ||
| Q1 25 | $11.8B | $7.3B | ||
| Q4 24 | $11.8B | $7.3B | ||
| Q3 24 | $12.1B | $13.7B | ||
| Q2 24 | $12.0B | $13.4B |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | 1.06× | 5.95× | ||
| Q2 25 | 0.99× | 2.77× | ||
| Q1 25 | 1.07× | 1.59× | ||
| Q4 24 | 1.11× | 1.78× | ||
| Q3 24 | 1.12× | 2.35× | ||
| Q2 24 | 1.07× | 2.39× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $70.2M | $1.1B |
| Free Cash FlowOCF − Capex | $41.9M | $1.0B |
| FCF MarginFCF / Revenue | 1.1% | 41.5% |
| Capex IntensityCapex / Revenue | 0.7% | 1.7% |
| Cash ConversionOCF / Net Profit | 0.94× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $196.1M | $112.6M | ||
| Q2 25 | $283.7M | $446.8M | ||
| Q1 25 | $190.7M | $144.3M | ||
| Q4 24 | $151.1M | $506.0M | ||
| Q3 24 | $298.8M | $119.5M | ||
| Q2 24 | $291.3M | $256.0M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $134.1M | $80.2M | ||
| Q2 25 | $261.7M | $411.5M | ||
| Q1 25 | $178.3M | $113.4M | ||
| Q4 24 | $110.9M | $475.1M | ||
| Q3 24 | $274.5M | $93.9M | ||
| Q2 24 | $272.8M | $209.8M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | 3.2% | 4.7% | ||
| Q2 25 | 6.3% | 23.9% | ||
| Q1 25 | 4.7% | 7.2% | ||
| Q4 24 | 2.8% | 21.6% | ||
| Q3 24 | 6.7% | 6.2% | ||
| Q2 24 | 6.6% | 13.2% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | 1.5% | 1.9% | ||
| Q2 25 | 0.5% | 2.0% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 1.0% | 1.4% | ||
| Q3 24 | 0.6% | 1.7% | ||
| Q2 24 | 0.4% | 2.9% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 1.63× | 0.41× | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 1.33× | 0.71× | ||
| Q4 24 | 0.90× | 1.63× | ||
| Q3 24 | 1.73× | 0.64× | ||
| Q2 24 | 2.17× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
