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Side-by-side financial comparison of agilon health, inc. (AGL) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Tapestry, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.4× agilon health, inc.). Tapestry, Inc. runs the higher net margin — 17.9% vs 0.0%, a 17.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (21.0% vs -3.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (9.9% CAGR vs -2.1%).
agilon health, inc. is a U.S.-based healthcare company partnering with primary care providers to deliver value-based care solutions mainly for senior Medicare beneficiaries. It offers administrative support, clinical tools and risk management frameworks to help physicians improve patient outcomes and cut care costs, operating across over 20 U.S. states.
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.
AGL vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.9B |
| Net Profit | $49.0K | $343.8M |
| Gross Margin | — | 76.9% |
| Operating Margin | — | 22.3% |
| Net Margin | 0.0% | 17.9% |
| Revenue YoY | -3.0% | 21.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $1.65 |
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 | $1.4B | $1.9B | ||
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.6B |
| Q1 26 | $49.0K | $343.8M | ||
| Q4 25 | $-188.9M | $561.3M | ||
| Q3 25 | $-110.2M | $274.8M | ||
| Q2 25 | $-104.4M | $-517.1M | ||
| Q1 25 | $12.1M | $203.3M | ||
| Q4 24 | $-105.8M | $310.4M | ||
| Q3 24 | $-117.6M | $186.6M | ||
| Q2 24 | $-30.7M | $159.3M |
| Q1 26 | — | 76.9% | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
| Q1 26 | — | 22.3% | ||
| Q4 25 | -12.3% | 28.6% | ||
| Q3 25 | -9.1% | 19.3% | ||
| Q2 25 | -8.3% | -33.9% | ||
| Q1 25 | -1.4% | 16.0% | ||
| Q4 24 | -7.1% | 22.4% | ||
| Q3 24 | -9.2% | 16.7% | ||
| Q2 24 | -2.9% | 14.8% |
| Q1 26 | 0.0% | 17.9% | ||
| Q4 25 | -12.0% | 22.4% | ||
| Q3 25 | -7.7% | 16.1% | ||
| Q2 25 | -7.5% | -30.0% | ||
| Q1 25 | 0.8% | 12.8% | ||
| Q4 24 | -6.9% | 14.1% | ||
| Q3 24 | -8.1% | 12.4% | ||
| Q2 24 | -2.1% | 10.0% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | — | $1.28 | ||
| Q2 25 | — | $-2.30 | ||
| Q1 25 | — | $0.95 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | — | $0.79 | ||
| Q2 24 | — | $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 | $140.0M | $1.1B |
| Total DebtLower is stronger | $15.3M | $2.4B |
| Stockholders' EquityBook value | — | $682.4M |
| Total Assets | $1.5B | $6.5B |
| Debt / EquityLower = less leverage | — | 3.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.0M | $1.1B | ||
| Q4 25 | $173.7M | $1.1B | ||
| Q3 25 | $171.7M | $743.2M | ||
| Q2 25 | $171.4M | $1.1B | ||
| Q1 25 | $136.9M | $1.1B | ||
| Q4 24 | $188.2M | $1.0B | ||
| Q3 24 | $148.2M | $7.3B | ||
| Q2 24 | $109.5M | $7.2B |
| Q1 26 | $15.3M | $2.4B | ||
| Q4 25 | $35.0M | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
| Q1 26 | — | $682.4M | ||
| Q4 25 | $126.7M | $551.2M | ||
| Q3 25 | $306.1M | $399.5M | ||
| Q2 25 | $408.9M | $857.8M | ||
| Q1 25 | $500.3M | $1.5B | ||
| Q4 24 | $471.0M | $1.3B | ||
| Q3 24 | $574.9M | $3.0B | ||
| Q2 24 | $676.6M | $2.9B |
| Q1 26 | $1.5B | $6.5B | ||
| Q4 25 | $1.3B | $6.5B | ||
| Q3 25 | $1.6B | $6.4B | ||
| Q2 25 | $1.7B | $6.6B | ||
| Q1 25 | $1.9B | $7.3B | ||
| Q4 24 | $1.7B | $7.3B | ||
| Q3 24 | $2.1B | $13.7B | ||
| Q2 24 | $2.2B | $13.4B |
| Q1 26 | — | 3.48× | ||
| Q4 25 | 0.28× | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
