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Side-by-side financial comparison of Ecolab (ECL) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Ecolab is the larger business by last-quarter revenue ($4.1B vs $2.5B, roughly 1.6× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 10.6%, a 11.8% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 10.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 1.0%).
Ecolab Inc., headquartered in Saint Paul, Minnesota, provides products related to water treatment, sanitation, and hygiene, primarily to commercial and industrial customers.
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.
ECL vs TPR — Head-to-Head
Income Statement — Q2 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.1B | $2.5B |
| Net Profit | $432.6M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 15.3% | 28.6% |
| Net Margin | 10.6% | 22.4% |
| Revenue YoY | 10.0% | 14.0% |
| Net Profit YoY | 1.3% | 80.8% |
| EPS (diluted) | $1.52 | $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.
| Q2 26 | $4.1B | — | ||
| Q4 25 | $4.2B | $2.5B | ||
| Q3 25 | $4.2B | $1.7B | ||
| Q2 25 | $4.0B | $1.7B | ||
| Q1 25 | $3.7B | $1.6B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.0B | $1.5B | ||
| Q2 24 | $4.0B | $1.6B |
| Q2 26 | $432.6M | — | ||
| Q4 25 | $563.9M | $561.3M | ||
| Q3 25 | $585.0M | $274.8M | ||
| Q2 25 | $524.2M | $-517.1M | ||
| Q1 25 | $402.5M | $203.3M | ||
| Q4 24 | $472.9M | $310.4M | ||
| Q3 24 | $736.5M | $186.6M | ||
| Q2 24 | $490.9M | $159.3M |
| Q2 26 | — | — | ||
| Q4 25 | 44.0% | 75.5% | ||
| Q3 25 | 44.8% | 76.3% | ||
| Q2 25 | 44.8% | 76.3% | ||
| Q1 25 | 44.2% | 76.1% | ||
| Q4 24 | 43.3% | 74.4% | ||
| Q3 24 | 43.4% | 75.3% | ||
| Q2 24 | 43.8% | 74.9% |
| Q2 26 | 15.3% | — | ||
| Q4 25 | 17.0% | 28.6% | ||
| Q3 25 | 18.3% | 19.3% | ||
| Q2 25 | 17.6% | -33.9% | ||
| Q1 25 | 15.0% | 16.0% | ||
| Q4 24 | 14.6% | 22.4% | ||
| Q3 24 | 26.1% | 16.7% | ||
| Q2 24 | 16.5% | 14.8% |
| Q2 26 | 10.6% | — | ||
| Q4 25 | 13.4% | 22.4% | ||
| Q3 25 | 14.0% | 16.1% | ||
| Q2 25 | 13.0% | -30.0% | ||
| Q1 25 | 10.9% | 12.8% | ||
| Q4 24 | 11.8% | 14.1% | ||
| Q3 24 | 18.4% | 12.4% | ||
| Q2 24 | 12.3% | 10.0% |
| Q2 26 | $1.52 | — | ||
| Q4 25 | $1.98 | $2.68 | ||
| Q3 25 | $2.05 | $1.28 | ||
| Q2 25 | $1.84 | $-2.30 | ||
| Q1 25 | $1.41 | $0.95 | ||
| Q4 24 | $1.65 | $1.38 | ||
| Q3 24 | $2.58 | $0.79 | ||
| Q2 24 | $1.71 | $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 | $519.8K | $1.1B |
| Total DebtLower is stronger | $8.5M | $2.4B |
| Stockholders' EquityBook value | $10.0M | $551.2M |
| Total Assets | $25.0M | $6.5B |
| Debt / EquityLower = less leverage | 0.85× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $519.8K | — | ||
| Q4 25 | $646.2M | $1.1B | ||
| Q3 25 | $2.0B | $743.2M | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $7.3B | ||
| Q2 24 | $384.0M | $7.2B |
| Q2 26 | $8.5M | — | ||
| Q4 25 | $7.4B | $2.4B | ||
| Q3 25 | $8.1B | $2.4B | ||
| Q2 25 | $7.5B | $2.4B | ||
| Q1 25 | $7.0B | $2.4B | ||
| Q4 24 | $6.9B | $2.4B | ||
| Q3 24 | $7.0B | $7.0B | ||
| Q2 24 | $7.5B | $6.9B |
| Q2 26 | $10.0M | — | ||
| Q4 25 | $9.8B | $551.2M | ||
| Q3 25 | $9.7B | $399.5M | ||
| Q2 25 | $9.3B | $857.8M | ||
| Q1 25 | $8.9B | $1.5B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $8.5B | $3.0B | ||
| Q2 24 | $8.3B | $2.9B |
| Q2 26 | $25.0M | — | ||
| Q4 25 | $24.7B | $6.5B | ||
| Q3 25 | $23.9B | $6.4B | ||
| Q2 25 | $23.7B | $6.6B | ||
| Q1 25 | $22.4B | $7.3B | ||
| Q4 24 | $22.4B | $7.3B | ||
| Q3 24 | $22.1B | $13.7B | ||
| Q2 24 | $21.5B | $13.4B |
| Q2 26 | 0.85× | — | ||
| Q4 25 | 0.75× | 4.32× | ||
| Q3 25 | 0.83× | 5.95× | ||
| Q2 25 | 0.81× | 2.77× | ||
| Q1 25 | 0.79× | 1.59× | ||
| Q4 24 | 0.79× | 1.78× | ||
| Q3 24 | 0.82× | 2.35× | ||
| Q2 24 | 0.91× | 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.
| Q2 26 | — | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $791.3M | $112.6M | ||
| Q2 25 | $701.8M | $446.8M | ||
| Q1 25 | $369.4M | $144.3M | ||
| Q4 24 | $766.7M | $506.0M | ||
| Q3 24 | $786.7M | $119.5M | ||
| Q2 24 | $611.1M | $256.0M |
| Q2 26 | — | — | ||
| Q4 25 | $758.0M | $1.0B | ||
| Q3 25 | $529.7M | $80.2M | ||
| Q2 25 | $485.1M | $411.5M | ||
| Q1 25 | $131.5M | $113.4M | ||
| Q4 24 | $407.0M | $475.1M | ||
| Q3 24 | $550.3M | $93.9M | ||
| Q2 24 | $414.2M | $209.8M |
| Q2 26 | — | — | ||
| Q4 25 | 18.1% | 41.5% | ||
| Q3 25 | 12.7% | 4.7% | ||
| Q2 25 | 12.1% | 23.9% | ||
| Q1 25 | 3.6% | 7.2% | ||
| Q4 24 | 10.2% | 21.6% | ||
| Q3 24 | 13.8% | 6.2% | ||
| Q2 24 | 10.4% | 13.2% |
| Q2 26 | — | — | ||
| Q4 25 | 7.9% | 1.7% | ||
| Q3 25 | 6.3% | 1.9% | ||
| Q2 25 | 5.4% | 2.0% | ||
| Q1 25 | 6.4% | 2.0% | ||
| Q4 24 | 9.0% | 1.4% | ||
| Q3 24 | 5.9% | 1.7% | ||
| Q2 24 | 4.9% | 2.9% |
| Q2 26 | — | — | ||
| Q4 25 | 1.93× | 1.93× | ||
| Q3 25 | 1.35× | 0.41× | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 0.92× | 0.71× | ||
| Q4 24 | 1.62× | 1.63× | ||
| Q3 24 | 1.07× | 0.64× | ||
| Q2 24 | 1.24× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
