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Side-by-side financial comparison of Digital Realty (DLR) 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 $1.6B, roughly 1.5× Digital Realty). Tapestry, Inc. runs the higher net margin — 22.4% vs 6.0%, a 16.4% gap on every dollar of revenue. On growth, Digital Realty posted the faster year-over-year revenue change (16.1% vs 14.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 9.8%).
Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.
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.
DLR vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.5B |
| Net Profit | $98.6M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 6.9% | 28.6% |
| Net Margin | 6.0% | 22.4% |
| Revenue YoY | 16.1% | 14.0% |
| Net Profit YoY | -10.3% | 80.8% |
| EPS (diluted) | $0.22 | $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 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B |
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $561.3M | ||
| Q3 25 | $67.8M | $274.8M | ||
| Q2 25 | $1.0B | $-517.1M | ||
| Q1 25 | $110.0M | $203.3M | ||
| Q4 24 | $189.6M | $310.4M | ||
| Q3 24 | $51.2M | $186.6M | ||
| Q2 24 | $80.2M | $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 | 6.9% | — | ||
| Q4 25 | 6.9% | 28.6% | ||
| Q3 25 | 8.8% | 19.3% | ||
| Q2 25 | 14.2% | -33.9% | ||
| Q1 25 | 13.9% | 16.0% | ||
| Q4 24 | 10.1% | 22.4% | ||
| Q3 24 | 11.8% | 16.7% | ||
| Q2 24 | 0.7% | 14.8% |
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 22.4% | ||
| Q3 25 | 4.3% | 16.1% | ||
| Q2 25 | 69.1% | -30.0% | ||
| Q1 25 | 7.8% | 12.8% | ||
| Q4 24 | 13.2% | 14.1% | ||
| Q3 24 | 3.6% | 12.4% | ||
| Q2 24 | 5.9% | 10.0% |
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $2.68 | ||
| Q3 25 | $0.15 | $1.28 | ||
| Q2 25 | $2.94 | $-2.30 | ||
| Q1 25 | $0.27 | $0.95 | ||
| Q4 24 | $0.50 | $1.38 | ||
| Q3 24 | $0.09 | $0.79 | ||
| Q2 24 | $0.20 | $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 | $3.5B | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $22.9B | $551.2M |
| Total Assets | $49.4B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.1B | ||
| Q3 25 | $3.3B | $743.2M | ||
| Q2 25 | $3.6B | $1.1B | ||
| Q1 25 | $2.3B | $1.1B | ||
| Q4 24 | $3.9B | $1.0B | ||
| Q3 24 | $2.2B | $7.3B | ||
| Q2 24 | $2.3B | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $551.2M | ||
| Q3 25 | $23.0B | $399.5M | ||
| Q2 25 | $22.9B | $857.8M | ||
| Q1 25 | $21.3B | $1.5B | ||
| Q4 24 | $21.3B | $1.3B | ||
| Q3 24 | $21.2B | $3.0B | ||
| Q2 24 | $20.5B | $2.9B |
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $6.5B | ||
| Q3 25 | $48.7B | $6.4B | ||
| Q2 25 | $48.7B | $6.6B | ||
| Q1 25 | $45.1B | $7.3B | ||
| Q4 24 | $45.3B | $7.3B | ||
| Q3 24 | $45.3B | $13.7B | ||
| Q2 24 | $43.6B | $13.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 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 | $719.0M | $1.1B | ||
| Q3 25 | $652.9M | $112.6M | ||
| Q2 25 | $641.2M | $446.8M | ||
| Q1 25 | $399.1M | $144.3M | ||
| Q4 24 | $769.5M | $506.0M | ||
| Q3 24 | $566.5M | $119.5M | ||
| Q2 24 | $573.2M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $80.2M | ||
| Q2 25 | — | $411.5M | ||
| Q1 25 | — | $113.4M | ||
| Q4 24 | — | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | — | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 1.93× | ||
| Q3 25 | 9.63× | 0.41× | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 3.63× | 0.71× | ||
| Q4 24 | 4.06× | 1.63× | ||
| Q3 24 | 11.07× | 0.64× | ||
| Q2 24 | 7.15× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLR
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
