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Side-by-side financial comparison of ARKO Corp. (ARKO) 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 $1.8B, roughly 1.1× ARKO Corp.). Tapestry, Inc. runs the higher net margin — 17.9% vs 0.1%, a 17.8% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (21.0% vs -9.9%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (9.9% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
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.
ARKO vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.9B |
| Net Profit | $1.9M | $343.8M |
| Gross Margin | — | 76.9% |
| Operating Margin | 1.2% | 22.3% |
| Net Margin | 0.1% | 17.9% |
| Revenue YoY | -9.9% | 21.0% |
| Net Profit YoY | 180.9% | — |
| EPS (diluted) | $0.01 | $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 | — | $1.9B | ||
| Q4 25 | $1.8B | $2.5B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B |
| Q1 26 | — | $343.8M | ||
| Q4 25 | $1.9M | $561.3M | ||
| Q3 25 | $13.5M | $274.8M | ||
| Q2 25 | $20.1M | $-517.1M | ||
| Q1 25 | $-12.7M | $203.3M | ||
| Q4 24 | $-2.3M | $310.4M | ||
| Q3 24 | $9.7M | $186.6M | ||
| Q2 24 | $14.1M | $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 | 1.2% | 28.6% | ||
| Q3 25 | 1.8% | 19.3% | ||
| Q2 25 | 2.8% | -33.9% | ||
| Q1 25 | -0.6% | 16.0% | ||
| Q4 24 | 0.7% | 22.4% | ||
| Q3 24 | 1.8% | 16.7% | ||
| Q2 24 | 1.8% | 14.8% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 0.1% | 22.4% | ||
| Q3 25 | 0.7% | 16.1% | ||
| Q2 25 | 1.0% | -30.0% | ||
| Q1 25 | -0.7% | 12.8% | ||
| Q4 24 | -0.1% | 14.1% | ||
| Q3 24 | 0.4% | 12.4% | ||
| Q2 24 | 0.6% | 10.0% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | $0.01 | $2.68 | ||
| Q3 25 | $0.10 | $1.28 | ||
| Q2 25 | $0.16 | $-2.30 | ||
| Q1 25 | $-0.12 | $0.95 | ||
| Q4 24 | $-0.03 | $1.38 | ||
| Q3 24 | $0.07 | $0.79 | ||
| Q2 24 | $0.11 | $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 | $311.5M | $1.1B |
| Total DebtLower is stronger | $912.1M | $2.4B |
| Stockholders' EquityBook value | $267.2M | $682.4M |
| Total Assets | $3.5B | $6.5B |
| Debt / EquityLower = less leverage | 3.41× | 3.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | $311.5M | $1.1B | ||
| Q3 25 | $313.2M | $743.2M | ||
| Q2 25 | $299.7M | $1.1B | ||
| Q1 25 | $271.1M | $1.1B | ||
| Q4 24 | $267.1M | $1.0B | ||
| Q3 24 | $296.8M | $7.3B | ||
| Q2 24 | $236.5M | $7.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $912.1M | $2.4B | ||
| Q3 25 | $911.6M | $2.4B | ||
| Q2 25 | $916.4M | $2.4B | ||
| Q1 25 | $880.1M | $2.4B | ||
| Q4 24 | $881.0M | $2.4B | ||
| Q3 24 | $884.7M | $7.0B | ||
| Q2 24 | $889.9M | $6.9B |
| Q1 26 | — | $682.4M | ||
| Q4 25 | $267.2M | $551.2M | ||
| Q3 25 | $273.1M | $399.5M | ||
| Q2 25 | $264.8M | $857.8M | ||
| Q1 25 | $255.2M | $1.5B | ||
| Q4 24 | $276.9M | $1.3B | ||
| Q3 24 | $280.0M | $3.0B | ||
| Q2 24 | $273.1M | $2.9B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $3.5B | $6.5B | ||
| Q3 25 | $3.6B | $6.4B | ||
| Q2 25 | $3.6B | $6.6B | ||
| Q1 25 | $3.6B | $7.3B | ||
| Q4 24 | $3.6B | $7.3B | ||
| Q3 24 | $3.7B | $13.7B | ||
| Q2 24 | $3.7B | $13.4B |
| Q1 26 | — | 3.48× | ||
| Q4 25 | 3.41× | 4.32× | ||
| Q3 25 | 3.34× | 5.95× | ||
| Q2 25 | 3.46× | 2.77× | ||
| Q1 25 | 3.45× | 1.59× | ||
| Q4 24 | 3.18× | 1.78× | ||
| Q3 24 | 3.16× | 2.35× | ||
| Q2 24 | 3.26× | 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 | $44.6M | — |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $1.1B | ||
| Q3 25 | $49.4M | $112.6M | ||
| Q2 25 | $55.2M | $446.8M | ||
| Q1 25 | $43.4M | $144.3M | ||
| Q4 24 | $22.7M | $506.0M | ||
| Q3 24 | $109.2M | $119.5M | ||
| Q2 24 | $77.2M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | $1.0B | ||
| Q3 25 | $24.5M | $80.2M | ||
| Q2 25 | $9.8M | $411.5M | ||
| Q1 25 | $16.0M | $113.4M | ||
| Q4 24 | $-13.4M | $475.1M | ||
| Q3 24 | $79.9M | $93.9M | ||
| Q2 24 | $57.9M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 41.5% | ||
| Q3 25 | 1.2% | 4.7% | ||
| Q2 25 | 0.5% | 23.9% | ||
| Q1 25 | 0.9% | 7.2% | ||
| Q4 24 | -0.7% | 21.6% | ||
| Q3 24 | 3.5% | 6.2% | ||
| Q2 24 | 2.4% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 1.7% | ||
| Q3 25 | 1.2% | 1.9% | ||
| Q2 25 | 2.3% | 2.0% | ||
| Q1 25 | 1.5% | 2.0% | ||
| Q4 24 | 1.8% | 1.4% | ||
| Q3 24 | 1.3% | 1.7% | ||
| Q2 24 | 0.8% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | 1.93× | ||
| Q3 25 | 3.67× | 0.41× | ||
| Q2 25 | 2.75× | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 11.28× | 0.64× | ||
| Q2 24 | 5.49× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
TPR
Segment breakdown not available.
