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Side-by-side financial comparison of TopBuild Corp (BLD) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Tapestry, Inc. is the larger business by last-quarter revenue ($2.5B vs $1.5B, roughly 1.7× TopBuild Corp). Tapestry, Inc. runs the higher net margin — 22.4% vs 7.0%, a 15.4% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 13.2%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $159.4M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 7.8%).
HashiCorp, Inc. is an American software company with a freemium business model based in San Francisco, California. HashiCorp provides tools and products that enable developers, operators and security professionals to provision, secure, run and connect cloud-computing infrastructure. It was founded in 2012 by Mitchell Hashimoto and Armon Dadgar. The company name HashiCorp is a portmanteau of co-founder last name Hashimoto and Corporation.
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.
BLD vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.5B |
| Net Profit | $104.5M | $561.3M |
| Gross Margin | 27.2% | 75.5% |
| Operating Margin | 12.1% | 28.6% |
| Net Margin | 7.0% | 22.4% |
| Revenue YoY | 13.2% | 14.0% |
| Net Profit YoY | -30.6% | 80.8% |
| EPS (diluted) | $3.69 | $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.
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.3B | $1.5B |
| Q4 25 | $104.5M | $561.3M | ||
| Q3 25 | $142.2M | $274.8M | ||
| Q2 25 | $151.6M | $-517.1M | ||
| Q1 25 | $123.4M | $203.3M | ||
| Q4 24 | $150.5M | $310.4M | ||
| Q3 24 | $169.0M | $186.6M | ||
| Q2 24 | $150.7M | $159.3M | ||
| Q1 24 | $152.4M | $139.4M |
| Q4 25 | 27.2% | 75.5% | ||
| Q3 25 | 30.1% | 76.3% | ||
| Q2 25 | 30.4% | 76.3% | ||
| Q1 25 | 28.5% | 76.1% | ||
| Q4 24 | 29.9% | 74.4% | ||
| Q3 24 | 30.7% | 75.3% | ||
| Q2 24 | 31.0% | 74.9% | ||
| Q1 24 | 30.3% | 74.7% |
| Q4 25 | 12.1% | 28.6% | ||
| Q3 25 | 15.4% | 19.3% | ||
| Q2 25 | 16.9% | -33.9% | ||
| Q1 25 | 14.4% | 16.0% | ||
| Q4 24 | 16.6% | 22.4% | ||
| Q3 24 | 17.8% | 16.7% | ||
| Q2 24 | 15.4% | 14.8% | ||
| Q1 24 | 16.8% | 13.8% |
| Q4 25 | 7.0% | 22.4% | ||
| Q3 25 | 10.2% | 16.1% | ||
| Q2 25 | 11.7% | -30.0% | ||
| Q1 25 | 10.0% | 12.8% | ||
| Q4 24 | 11.5% | 14.1% | ||
| Q3 24 | 12.3% | 12.4% | ||
| Q2 24 | 11.0% | 10.0% | ||
| Q1 24 | 11.9% | 9.4% |
| Q4 25 | $3.69 | $2.68 | ||
| Q3 25 | $5.04 | $1.28 | ||
| Q2 25 | $5.32 | $-2.30 | ||
| Q1 25 | $4.23 | $0.95 | ||
| Q4 24 | $5.07 | $1.38 | ||
| Q3 24 | $5.65 | $0.79 | ||
| Q2 24 | $4.78 | $0.67 | ||
| Q1 24 | $4.79 | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $184.7M | $1.1B |
| Total DebtLower is stronger | $2.8B | $2.4B |
| Stockholders' EquityBook value | $2.3B | $551.2M |
| Total Assets | $6.6B | $6.5B |
| Debt / EquityLower = less leverage | 1.23× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $184.7M | $1.1B | ||
| Q3 25 | $1.1B | $743.2M | ||
| Q2 25 | $842.5M | $1.1B | ||
| Q1 25 | $308.8M | $1.1B | ||
| Q4 24 | $400.3M | $1.0B | ||
| Q3 24 | $257.3M | $7.3B | ||
| Q2 24 | $463.2M | $7.2B | ||
| Q1 24 | $968.8M | $7.4B |
| Q4 25 | $2.8B | $2.4B | ||
| Q3 25 | $2.9B | $2.4B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $7.0B | ||
| Q2 24 | $1.4B | $6.9B | ||
| Q1 24 | $1.4B | $7.7B |
| Q4 25 | $2.3B | $551.2M | ||
| Q3 25 | $2.2B | $399.5M | ||
| Q2 25 | $2.1B | $857.8M | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.1B | $3.0B | ||
| Q2 24 | $2.4B | $2.9B | ||
| Q1 24 | $2.7B | $2.8B |
| Q4 25 | $6.6B | $6.5B | ||
| Q3 25 | $6.4B | $6.4B | ||
| Q2 25 | $5.1B | $6.6B | ||
| Q1 25 | $4.6B | $7.3B | ||
| Q4 24 | $4.7B | $7.3B | ||
| Q3 24 | $4.7B | $13.7B | ||
| Q2 24 | $4.9B | $13.4B | ||
| Q1 24 | $5.3B | $13.7B |
| Q4 25 | 1.23× | 4.32× | ||
| Q3 25 | 1.29× | 5.95× | ||
| Q2 25 | 0.88× | 2.77× | ||
| Q1 25 | 0.65× | 1.59× | ||
| Q4 24 | 0.62× | 1.78× | ||
| Q3 24 | 0.66× | 2.35× | ||
| Q2 24 | 0.59× | 2.39× | ||
| Q1 24 | 0.52× | 2.77× |
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 | $176.7M | $1.1B |
| Free Cash FlowOCF − Capex | $159.4M | $1.0B |
| FCF MarginFCF / Revenue | 10.7% | 41.5% |
| Capex IntensityCapex / Revenue | 1.2% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.69× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $696.9M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $176.7M | $1.1B | ||
| Q3 25 | $233.3M | $112.6M | ||
| Q2 25 | $193.7M | $446.8M | ||
| Q1 25 | $152.6M | $144.3M | ||
| Q4 24 | $266.2M | $506.0M | ||
| Q3 24 | $240.7M | $119.5M | ||
| Q2 24 | $90.4M | $256.0M | ||
| Q1 24 | $178.8M | $97.8M |
| Q4 25 | $159.4M | $1.0B | ||
| Q3 25 | $216.2M | $80.2M | ||
| Q2 25 | $182.2M | $411.5M | ||
| Q1 25 | $139.2M | $113.4M | ||
| Q4 24 | $253.7M | $475.1M | ||
| Q3 24 | $219.8M | $93.9M | ||
| Q2 24 | $74.3M | $209.8M | ||
| Q1 24 | $158.9M | $78.8M |
| Q4 25 | 10.7% | 41.5% | ||
| Q3 25 | 15.5% | 4.7% | ||
| Q2 25 | 14.0% | 23.9% | ||
| Q1 25 | 11.3% | 7.2% | ||
| Q4 24 | 19.3% | 21.6% | ||
| Q3 24 | 16.0% | 6.2% | ||
| Q2 24 | 5.4% | 13.2% | ||
| Q1 24 | 12.4% | 5.3% |
| Q4 25 | 1.2% | 1.7% | ||
| Q3 25 | 1.2% | 1.9% | ||
| Q2 25 | 0.9% | 2.0% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 1.0% | 1.4% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.2% | 2.9% | ||
| Q1 24 | 1.6% | 1.3% |
| Q4 25 | 1.69× | 1.93× | ||
| Q3 25 | 1.64× | 0.41× | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.24× | 0.71× | ||
| Q4 24 | 1.77× | 1.63× | ||
| Q3 24 | 1.42× | 0.64× | ||
| Q2 24 | 0.60× | 1.61× | ||
| Q1 24 | 1.17× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BLD
| Distribution Segment | $755.4M | 51% |
| Residential | $557.9M | 38% |
| All Other Products | $91.9M | 6% |
| Glass And Windows | $51.5M | 3% |
| Rain Gutters | $27.1M | 2% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
