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Side-by-side financial comparison of COTY INC. (COTY) and ICON PLC (ICLR). Click either name above to swap in a different company.
ICON PLC is the larger business by last-quarter revenue ($2.0B vs $1.3B, roughly 1.6× COTY INC.). ICON PLC runs the higher net margin — 0.1% vs -31.2%, a 31.3% gap on every dollar of revenue. On growth, ICON PLC posted the faster year-over-year revenue change (0.6% vs -71.8%). ICON PLC produced more free cash flow last quarter ($333.9M vs $-248.7M). Over the past eight quarters, ICON PLC's revenue compounded faster (0.6% CAGR vs -2.4%).
Coty Inc. is a multinational beauty company founded in Paris in 1904 by François Coty. Today, the company is incorporated in Delaware, United States, with its global headquarters in Amsterdam, Netherlands. With its subsidiaries, it develops, manufactures, markets, and distributes fragrances, cosmetics, skin care, nail care, and both professional and retail hair care products. Coty owns around 40 brands as of 2024.
ICON plc is an Irish headquartered multinational healthcare intelligence and clinical research organisation. As of February 2025 had approximately 41,900 employees in 55 countries.
COTY vs ICLR — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.0B |
| Net Profit | $-405.7M | $2.4M |
| Gross Margin | 61.0% | — |
| Operating Margin | -28.6% | 4.2% |
| Net Margin | -31.2% | 0.1% |
| Revenue YoY | -71.8% | 0.6% |
| Net Profit YoY | -44.4% | -98.8% |
| EPS (diluted) | — | $0.03 |
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 | $1.3B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.4B | $2.1B |
| Q1 26 | $-405.7M | — | ||
| Q4 25 | $-123.6M | — | ||
| Q3 25 | $67.9M | $2.4M | ||
| Q2 25 | $-68.8M | $183.0M | ||
| Q1 25 | $-405.7M | $154.2M | ||
| Q4 24 | $23.7M | — | ||
| Q3 24 | $82.9M | $197.1M | ||
| Q2 24 | $-96.9M | $146.9M |
| Q1 26 | 61.0% | — | ||
| Q4 25 | 63.8% | — | ||
| Q3 25 | 64.5% | — | ||
| Q2 25 | 62.3% | — | ||
| Q1 25 | 64.1% | — | ||
| Q4 24 | 66.7% | — | ||
| Q3 24 | 65.5% | — | ||
| Q2 24 | 64.2% | — |
| Q1 26 | -28.6% | — | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 11.7% | 4.2% | ||
| Q2 25 | 1.2% | 10.4% | ||
| Q1 25 | -21.6% | 11.0% | ||
| Q4 24 | 16.1% | — | ||
| Q3 24 | 14.2% | 14.1% | ||
| Q2 24 | 2.5% | 10.8% |
| Q1 26 | -31.2% | — | ||
| Q4 25 | -7.4% | — | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | -5.5% | 9.1% | ||
| Q1 25 | -31.2% | 7.7% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 5.0% | 9.7% | ||
| Q2 24 | -7.1% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.14 | — | ||
| Q3 25 | $0.07 | $0.03 | ||
| Q2 25 | $-0.08 | $2.30 | ||
| Q1 25 | $-0.47 | $1.90 | ||
| Q4 24 | $0.02 | — | ||
| Q3 24 | $0.09 | $2.36 | ||
| Q2 24 | $-0.11 | $1.76 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $257.1M | $468.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.3B | $9.3B |
| Total Assets | $10.2B | $16.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $257.1M | — | ||
| Q4 25 | $436.7M | — | ||
| Q3 25 | $264.6M | $468.9M | ||
| Q2 25 | $257.1M | $390.4M | ||
| Q1 25 | $243.5M | $526.7M | ||
| Q4 24 | $249.6M | — | ||
| Q3 24 | $283.6M | $695.5M | ||
| Q2 24 | $300.8M | $506.6M |
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | — |
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.6B | $9.3B | ||
| Q2 25 | $3.5B | $9.6B | ||
| Q1 25 | $3.5B | $9.5B | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $4.0B | $9.8B | ||
| Q2 24 | $3.8B | $9.6B |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $11.1B | — | ||
| Q3 25 | $12.1B | $16.5B | ||
| Q2 25 | $11.9B | $16.6B | ||
| Q1 25 | $11.5B | $16.7B | ||
| Q4 24 | $11.7B | — | ||
| Q3 24 | $12.5B | $17.2B | ||
| Q2 24 | $12.1B | $17.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.09× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.97× | — | ||
| Q2 24 | 1.00× | — |
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 | $-203.1M | $387.6M |
| Free Cash FlowOCF − Capex | $-248.7M | $333.9M |
| FCF MarginFCF / Revenue | -19.1% | 16.3% |
| Capex IntensityCapex / Revenue | 3.5% | 2.6% |
| Cash ConversionOCF / Net Profit | — | 164.59× |
| TTM Free Cash FlowTrailing 4 quarters | $310.5M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-203.1M | — | ||
| Q4 25 | $559.7M | — | ||
| Q3 25 | $65.2M | $387.6M | ||
| Q2 25 | $83.2M | $146.2M | ||
| Q1 25 | $-122.5M | $268.2M | ||
| Q4 24 | $464.5M | — | ||
| Q3 24 | $67.4M | $402.7M | ||
| Q2 24 | $176.5M | $218.6M |
| Q1 26 | $-248.7M | — | ||
| Q4 25 | $513.1M | — | ||
| Q3 25 | $11.2M | $333.9M | ||
| Q2 25 | $34.9M | $113.9M | ||
| Q1 25 | $-168.4M | $239.3M | ||
| Q4 24 | $419.0M | — | ||
| Q3 24 | $-7.9M | $359.3M | ||
| Q2 24 | $116.7M | $182.3M |
| Q1 26 | -19.1% | — | ||
| Q4 25 | 30.6% | — | ||
| Q3 25 | 0.7% | 16.3% | ||
| Q2 25 | 2.8% | 5.6% | ||
| Q1 25 | -13.0% | 12.0% | ||
| Q4 24 | 25.1% | — | ||
| Q3 24 | -0.5% | 17.7% | ||
| Q2 24 | 8.6% | 8.6% |
| Q1 26 | 3.5% | — | ||
| Q4 25 | 2.8% | — | ||
| Q3 25 | 3.4% | 2.6% | ||
| Q2 25 | 3.9% | 1.6% | ||
| Q1 25 | 3.5% | 1.4% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 4.5% | 2.1% | ||
| Q2 24 | 4.4% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.96× | 164.59× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | 19.60× | — | ||
| Q3 24 | 0.81× | 2.04× | ||
| Q2 24 | — | 1.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COTY
| Prestige net | $830.9M | 64% |
| Consumer Beauty net | $450.7M | 35% |
ICLR
| Other Customers | $681.3M | 33% |
| Clients1125 | $549.4M | 27% |
| Clients15 | $503.3M | 25% |
| Clients610 | $308.8M | 15% |
