vs

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

Bigger by revenue
CINF
CINF
1.1× larger
CINF
$2.8B
$2.5B
TPR
Growing faster (revenue YoY)
TPR
TPR
+15.7% gap
TPR
14.0%
-1.7%
CINF
Higher net margin
TPR
TPR
12.9% more per $
TPR
22.4%
9.6%
CINF
Faster 2-yr revenue CAGR
TPR
TPR
Annualised
TPR
29.9%
5.2%
CINF

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
CINF
CINF
TPR
TPR
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.

Revenue
CINF
CINF
TPR
TPR
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
Net Profit
CINF
CINF
TPR
TPR
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
Gross Margin
CINF
CINF
TPR
TPR
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%
Operating Margin
CINF
CINF
TPR
TPR
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%
Net Margin
CINF
CINF
TPR
TPR
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%
EPS (diluted)
CINF
CINF
TPR
TPR
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
CINF
CINF
TPR
TPR
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.

Cash + ST Investments
CINF
CINF
TPR
TPR
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
Total Debt
CINF
CINF
TPR
TPR
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
Stockholders' Equity
CINF
CINF
TPR
TPR
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
Total Assets
CINF
CINF
TPR
TPR
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
Debt / Equity
CINF
CINF
TPR
TPR
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
CINF
CINF
TPR
TPR
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.

Operating Cash Flow
CINF
CINF
TPR
TPR
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
Free Cash Flow
CINF
CINF
TPR
TPR
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
FCF Margin
CINF
CINF
TPR
TPR
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%
Capex Intensity
CINF
CINF
TPR
TPR
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%
Cash Conversion
CINF
CINF
TPR
TPR
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
CINF

Segment breakdown not available.

TPR
TPR

Coach$1.4B57%
Other$787.0M31%
Kate Spade Company$290.0M12%

Related Comparisons