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Side-by-side financial comparison of Electronic Arts (EA) 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 $1.9B, roughly 1.3× Electronic Arts). Tapestry, Inc. runs the higher net margin — 22.4% vs 4.6%, a 17.8% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 1.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 3.4%).
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".
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.
EA vs TPR — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.5B |
| Net Profit | $88.0M | $561.3M |
| Gross Margin | 73.8% | 75.5% |
| Operating Margin | 6.7% | 28.6% |
| Net Margin | 4.6% | 22.4% |
| Revenue YoY | 1.0% | 14.0% |
| Net Profit YoY | -70.0% | 80.8% |
| EPS (diluted) | $0.35 | $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.
| Q4 25 | $1.9B | $2.5B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $1.7B | $1.7B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.8B | $1.5B |
| Q4 25 | $88.0M | $561.3M | ||
| Q3 25 | $137.0M | $274.8M | ||
| Q2 25 | $201.0M | $-517.1M | ||
| Q1 25 | $254.0M | $203.3M | ||
| Q4 24 | $293.0M | $310.4M | ||
| Q3 24 | $294.0M | $186.6M | ||
| Q2 24 | $280.0M | $159.3M | ||
| Q1 24 | $182.0M | $139.4M |
| Q4 25 | 73.8% | 75.5% | ||
| Q3 25 | 75.9% | 76.3% | ||
| Q2 25 | 83.3% | 76.3% | ||
| Q1 25 | 80.6% | 76.1% | ||
| Q4 24 | 75.8% | 74.4% | ||
| Q3 24 | 77.5% | 75.3% | ||
| Q2 24 | 84.2% | 74.9% | ||
| Q1 24 | 79.9% | 74.7% |
| Q4 25 | 6.7% | 28.6% | ||
| Q3 25 | 10.9% | 19.3% | ||
| Q2 25 | 16.2% | -33.9% | ||
| Q1 25 | 20.8% | 16.0% | ||
| Q4 24 | 20.0% | 22.4% | ||
| Q3 24 | 19.0% | 16.7% | ||
| Q2 24 | 21.9% | 14.8% | ||
| Q1 24 | 13.2% | 13.8% |
| Q4 25 | 4.6% | 22.4% | ||
| Q3 25 | 7.4% | 16.1% | ||
| Q2 25 | 12.0% | -30.0% | ||
| Q1 25 | 13.4% | 12.8% | ||
| Q4 24 | 15.6% | 14.1% | ||
| Q3 24 | 14.5% | 12.4% | ||
| Q2 24 | 16.9% | 10.0% | ||
| Q1 24 | 10.2% | 9.4% |
| Q4 25 | $0.35 | $2.68 | ||
| Q3 25 | $0.54 | $1.28 | ||
| Q2 25 | $0.79 | $-2.30 | ||
| Q1 25 | $0.99 | $0.95 | ||
| Q4 24 | $1.11 | $1.38 | ||
| Q3 24 | $1.11 | $0.79 | ||
| Q2 24 | $1.04 | $0.67 | ||
| Q1 24 | $0.67 | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.8B | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $6.2B | $551.2M |
| Total Assets | $13.3B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $1.1B | ||
| Q3 25 | $1.1B | $743.2M | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.8B | $1.0B | ||
| Q3 24 | $2.2B | $7.3B | ||
| Q2 24 | $2.4B | $7.2B | ||
| Q1 24 | $2.9B | $7.4B |
| 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 24 | — | $7.7B |
| Q4 25 | $6.2B | $551.2M | ||
| Q3 25 | $6.0B | $399.5M | ||
| Q2 25 | $6.1B | $857.8M | ||
| Q1 25 | $6.4B | $1.5B | ||
| Q4 24 | $7.4B | $1.3B | ||
| Q3 24 | $7.4B | $3.0B | ||
| Q2 24 | $7.4B | $2.9B | ||
| Q1 24 | $7.5B | $2.8B |
| Q4 25 | $13.3B | $6.5B | ||
| Q3 25 | $11.9B | $6.4B | ||
| Q2 25 | $11.7B | $6.6B | ||
| Q1 25 | $12.4B | $7.3B | ||
| Q4 24 | $13.5B | $7.3B | ||
| Q3 24 | $13.1B | $13.7B | ||
| Q2 24 | $12.7B | $13.4B | ||
| Q1 24 | $13.4B | $13.7B |
| 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× | ||
| Q1 24 | — | 2.77× |
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 | $1.8B | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | 20.75× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $130.0M | $112.6M | ||
| Q2 25 | $17.0M | $446.8M | ||
| Q1 25 | $549.0M | $144.3M | ||
| Q4 24 | $1.2B | $506.0M | ||
| Q3 24 | $234.0M | $119.5M | ||
| Q2 24 | $120.0M | $256.0M | ||
| Q1 24 | $580.0M | $97.8M |
| 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 24 | — | $78.8M |
| 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 24 | — | 5.3% |
| 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 24 | — | 1.3% |
| Q4 25 | 20.75× | 1.93× | ||
| Q3 25 | 0.95× | 0.41× | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | 0.71× | ||
| Q4 24 | 4.01× | 1.63× | ||
| Q3 24 | 0.80× | 0.64× | ||
| Q2 24 | 0.43× | 1.61× | ||
| Q1 24 | 3.19× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
