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Side-by-side financial comparison of Dexcom (DXCM) 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 $1.3B, roughly 2.0× Dexcom). Tapestry, Inc. runs the higher net margin — 22.4% vs 21.2%, a 1.2% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 14.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 12.0%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
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.
DXCM vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.5B |
| Net Profit | $267.3M | $561.3M |
| Gross Margin | 62.9% | 75.5% |
| Operating Margin | 25.6% | 28.6% |
| Net Margin | 21.2% | 22.4% |
| Revenue YoY | 21.6% | 14.0% |
| Net Profit YoY | 153.6% | 80.8% |
| EPS (diluted) | $0.67 | $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 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $994.2M | $1.5B | ||
| Q2 24 | $1.0B | $1.6B |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $561.3M | ||
| Q3 25 | $283.8M | $274.8M | ||
| Q2 25 | $179.8M | $-517.1M | ||
| Q1 25 | $105.4M | $203.3M | ||
| Q4 24 | $151.7M | $310.4M | ||
| Q3 24 | $134.6M | $186.6M | ||
| Q2 24 | $143.5M | $159.3M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 75.5% | ||
| Q3 25 | 60.5% | 76.3% | ||
| Q2 25 | 59.5% | 76.3% | ||
| Q1 25 | 56.9% | 76.1% | ||
| Q4 24 | 58.9% | 74.4% | ||
| Q3 24 | 59.7% | 75.3% | ||
| Q2 24 | 62.4% | 74.9% |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 28.6% | ||
| Q3 25 | 20.1% | 19.3% | ||
| Q2 25 | 18.4% | -33.9% | ||
| Q1 25 | 12.9% | 16.0% | ||
| Q4 24 | 17.0% | 22.4% | ||
| Q3 24 | 15.3% | 16.7% | ||
| Q2 24 | 15.7% | 14.8% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 22.4% | ||
| Q3 25 | 23.5% | 16.1% | ||
| Q2 25 | 15.5% | -30.0% | ||
| Q1 25 | 10.2% | 12.8% | ||
| Q4 24 | 13.6% | 14.1% | ||
| Q3 24 | 13.5% | 12.4% | ||
| Q2 24 | 14.3% | 10.0% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $2.68 | ||
| Q3 25 | $0.70 | $1.28 | ||
| Q2 25 | $0.45 | $-2.30 | ||
| Q1 25 | $0.27 | $0.95 | ||
| Q4 24 | $0.37 | $1.38 | ||
| Q3 24 | $0.34 | $0.79 | ||
| Q2 24 | $0.35 | $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 | $917.7M | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $2.7B | $551.2M |
| Total Assets | $6.3B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $1.1B | ||
| Q3 25 | $1.8B | $743.2M | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $904.9M | $1.1B | ||
| Q4 24 | $606.1M | $1.0B | ||
| Q3 24 | $621.2M | $7.3B | ||
| Q2 24 | $939.2M | $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 | $2.7B | — | ||
| Q4 25 | $2.7B | $551.2M | ||
| Q3 25 | $2.7B | $399.5M | ||
| Q2 25 | $2.6B | $857.8M | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $2.4B | $2.9B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $6.5B | ||
| Q3 25 | $7.5B | $6.4B | ||
| Q2 25 | $7.3B | $6.6B | ||
| Q1 25 | $6.8B | $7.3B | ||
| Q4 24 | $6.5B | $7.3B | ||
| Q3 24 | $6.4B | $13.7B | ||
| Q2 24 | $6.8B | $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 | $294.0M | $1.1B | ||
| Q3 25 | $659.9M | $112.6M | ||
| Q2 25 | $303.0M | $446.8M | ||
| Q1 25 | $183.8M | $144.3M | ||
| Q4 24 | $301.4M | $506.0M | ||
| Q3 24 | $199.5M | $119.5M | ||
| Q2 24 | $279.4M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $1.0B | ||
| Q3 25 | $579.4M | $80.2M | ||
| Q2 25 | $208.9M | $411.5M | ||
| Q1 25 | $96.8M | $113.4M | ||
| Q4 24 | $176.8M | $475.1M | ||
| Q3 24 | $88.3M | $93.9M | ||
| Q2 24 | $213.3M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 41.5% | ||
| Q3 25 | 47.9% | 4.7% | ||
| Q2 25 | 18.1% | 23.9% | ||
| Q1 25 | 9.3% | 7.2% | ||
| Q4 24 | 15.9% | 21.6% | ||
| Q3 24 | 8.9% | 6.2% | ||
| Q2 24 | 21.2% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 1.7% | ||
| Q3 25 | 6.7% | 1.9% | ||
| Q2 25 | 8.1% | 2.0% | ||
| Q1 25 | 8.4% | 2.0% | ||
| Q4 24 | 11.2% | 1.4% | ||
| Q3 24 | 11.2% | 1.7% | ||
| Q2 24 | 6.6% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.93× | ||
| Q3 25 | 2.33× | 0.41× | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.74× | 0.71× | ||
| Q4 24 | 1.99× | 1.63× | ||
| Q3 24 | 1.48× | 0.64× | ||
| Q2 24 | 1.95× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
