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Side-by-side financial comparison of Cincinnati Financial (CINF) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Cincinnati Financial is the larger business by last-quarter revenue ($2.8B vs $2.5B, roughly 1.1× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 9.6%, a 12.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs -1.7%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 5.2%).
Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company, The Cincinnati Indemnity Company and The Cincinnati Casualty Company. The company has 1.01% of the domestic property and casualty insurance premiums, which ranks it as the 20th largest insurance company by market share in the U.S.
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.
CINF vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | ||
|---|---|---|
| Revenue | $2.8B | $2.5B |
| Net Profit | $274.0M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | — | 28.6% |
| Net Margin | 9.6% | 22.4% |
| Revenue YoY | -1.7% | 14.0% |
| Net Profit YoY | — | 80.8% |
| EPS (diluted) | — | $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 | $2.8B | — | ||
| Q4 25 | $3.1B | $2.5B | ||
| Q3 25 | $3.7B | $1.7B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.5B | $2.2B | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $2.5B | $1.6B |
| Q1 26 | $274.0M | — | ||
| Q4 25 | $676.0M | $561.3M | ||
| Q3 25 | $1.1B | $274.8M | ||
| Q2 25 | $685.0M | $-517.1M | ||
| Q1 25 | $-90.0M | $203.3M | ||
| Q4 24 | $405.0M | $310.4M | ||
| Q3 24 | $820.0M | $186.6M | ||
| Q2 24 | $312.0M | $159.3M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 27.2% | 28.6% | ||
| Q3 25 | 37.9% | 19.3% | ||
| Q2 25 | 26.3% | -33.9% | ||
| Q1 25 | -5.0% | 16.0% | ||
| Q4 24 | 18.9% | 22.4% | ||
| Q3 24 | 31.3% | 16.7% | ||
| Q2 24 | 15.2% | 14.8% |
| Q1 26 | 9.6% | — | ||
| Q4 25 | 21.9% | 22.4% | ||
| Q3 25 | 30.1% | 16.1% | ||
| Q2 25 | 21.1% | -30.0% | ||
| Q1 25 | -3.5% | 12.8% | ||
| Q4 24 | 16.0% | 14.1% | ||
| Q3 24 | 24.7% | 12.4% | ||
| Q2 24 | 12.3% | 10.0% |
| Q1 26 | — | — | ||
| Q4 25 | $4.29 | $2.68 | ||
| Q3 25 | $7.11 | $1.28 | ||
| Q2 25 | $4.34 | $-2.30 | ||
| Q1 25 | $-0.57 | $0.95 | ||
| Q4 24 | $2.57 | $1.38 | ||
| Q3 24 | $5.20 | $0.79 | ||
| Q2 24 | $1.98 | $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 | $816.0M | $2.4B |
| Stockholders' EquityBook value | $15.7B | $551.2M |
| Total Assets | $41.2B | $6.5B |
| Debt / EquityLower = less leverage | 0.05× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $148.0M | $1.1B | ||
| Q3 25 | $1.6B | $743.2M | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.8B | $7.3B | ||
| Q2 24 | $771.0M | $7.2B |
| Q1 26 | $816.0M | — | ||
| Q4 25 | $861.0M | $2.4B | ||
| Q3 25 | $858.0M | $2.4B | ||
| Q2 25 | $859.0M | $2.4B | ||
| Q1 25 | $853.0M | $2.4B | ||
| Q4 24 | $850.0M | $2.4B | ||
| Q3 24 | $849.0M | $7.0B | ||
| Q2 24 | $849.0M | $6.9B |
| Q1 26 | $15.7B | — | ||
| Q4 25 | $15.9B | $551.2M | ||
| Q3 25 | $15.4B | $399.5M | ||
| Q2 25 | $14.3B | $857.8M | ||
| Q1 25 | $13.7B | $1.5B | ||
| Q4 24 | $13.9B | $1.3B | ||
| Q3 24 | $13.8B | $3.0B | ||
| Q2 24 | $12.8B | $2.9B |
| Q1 26 | $41.2B | — | ||
| Q4 25 | $41.0B | $6.5B | ||
| Q3 25 | $40.6B | $6.4B | ||
| Q2 25 | $38.8B | $6.6B | ||
| Q1 25 | $37.3B | $7.3B | ||
| Q4 24 | $36.5B | $7.3B | ||
| Q3 24 | $37.0B | $13.7B | ||
| Q2 24 | $34.8B | $13.4B |
| Q1 26 | 0.05× | — | ||
| Q4 25 | 0.05× | 4.32× | ||
| Q3 25 | 0.06× | 5.95× | ||
| Q2 25 | 0.06× | 2.77× | ||
| Q1 25 | 0.06× | 1.59× | ||
| Q4 24 | 0.06× | 1.78× | ||
| Q3 24 | 0.06× | 2.35× | ||
| Q2 24 | 0.07× | 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 | — | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | — | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $947.0M | $1.1B | ||
| Q3 25 | $1.1B | $112.6M | ||
| Q2 25 | $741.0M | $446.8M | ||
| Q1 25 | $310.0M | $144.3M | ||
| Q4 24 | $642.0M | $506.0M | ||
| Q3 24 | $912.0M | $119.5M | ||
| Q2 24 | $742.0M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $939.0M | $1.0B | ||
| Q3 25 | $1.1B | $80.2M | ||
| Q2 25 | $737.0M | $411.5M | ||
| Q1 25 | $307.0M | $113.4M | ||
| Q4 24 | $638.0M | $475.1M | ||
| Q3 24 | $906.0M | $93.9M | ||
| Q2 24 | $737.0M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 30.4% | 41.5% | ||
| Q3 25 | 29.8% | 4.7% | ||
| Q2 25 | 22.7% | 23.9% | ||
| Q1 25 | 12.0% | 7.2% | ||
| Q4 24 | 25.1% | 21.6% | ||
| Q3 24 | 27.3% | 6.2% | ||
| Q2 24 | 29.0% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.7% | ||
| Q3 25 | 0.1% | 1.9% | ||
| Q2 25 | 0.1% | 2.0% | ||
| Q1 25 | 0.1% | 2.0% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.2% | 1.7% | ||
| Q2 24 | 0.2% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.40× | 1.93× | ||
| Q3 25 | 0.99× | 0.41× | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 1.59× | 1.63× | ||
| Q3 24 | 1.11× | 0.64× | ||
| Q2 24 | 2.38× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CINF
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |