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Side-by-side financial comparison of Consolidated Edison (ED) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $2.5B, roughly 1.6× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 7.5%, a 14.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 8.2%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -3.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc.
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.
ED vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | ||
|---|---|---|
| Revenue | $4.0B | $2.5B |
| Net Profit | $298.0M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 12.3% | 28.6% |
| Net Margin | 7.5% | 22.4% |
| Revenue YoY | 8.2% | 14.0% |
| Net Profit YoY | -3.9% | 80.8% |
| EPS (diluted) | $0.81 | $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 | $4.0B | $2.5B | ||
| Q3 25 | $4.6B | $1.7B | ||
| Q2 25 | $3.6B | $1.7B | ||
| Q1 25 | $4.9B | $1.6B | ||
| Q4 24 | $3.7B | $2.2B | ||
| Q3 24 | $4.2B | $1.5B | ||
| Q2 24 | $3.3B | $1.6B | ||
| Q1 24 | $4.3B | $1.5B |
| Q4 25 | $298.0M | $561.3M | ||
| Q3 25 | $688.0M | $274.8M | ||
| Q2 25 | $246.0M | $-517.1M | ||
| Q1 25 | $791.0M | $203.3M | ||
| Q4 24 | $310.0M | $310.4M | ||
| Q3 24 | $588.0M | $186.6M | ||
| Q2 24 | $202.0M | $159.3M | ||
| Q1 24 | $720.0M | $139.4M |
| 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 24 | — | 74.7% |
| Q4 25 | 12.3% | 28.6% | ||
| Q3 25 | 21.2% | 19.3% | ||
| Q2 25 | 9.8% | -33.9% | ||
| Q1 25 | 23.0% | 16.0% | ||
| Q4 24 | 13.0% | 22.4% | ||
| Q3 24 | 20.4% | 16.7% | ||
| Q2 24 | 9.7% | 14.8% | ||
| Q1 24 | 23.6% | 13.8% |
| Q4 25 | 7.5% | 22.4% | ||
| Q3 25 | 15.1% | 16.1% | ||
| Q2 25 | 6.8% | -30.0% | ||
| Q1 25 | 16.2% | 12.8% | ||
| Q4 24 | 8.5% | 14.1% | ||
| Q3 24 | 13.9% | 12.4% | ||
| Q2 24 | 6.1% | 10.0% | ||
| Q1 24 | 16.8% | 9.4% |
| Q4 25 | $0.81 | $2.68 | ||
| Q3 25 | $1.90 | $1.28 | ||
| Q2 25 | $0.68 | $-2.30 | ||
| Q1 25 | $2.25 | $0.95 | ||
| Q4 24 | $0.89 | $1.38 | ||
| Q3 24 | $1.69 | $0.79 | ||
| Q2 24 | $0.58 | $0.67 | ||
| Q1 24 | $2.08 | $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 | $1.6B | $1.1B |
| Total DebtLower is stronger | $25.8B | $2.4B |
| Stockholders' EquityBook value | $24.2B | $551.2M |
| Total Assets | $74.6B | $6.5B |
| Debt / EquityLower = less leverage | 1.07× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $181.0M | $743.2M | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $360.0M | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $93.0M | $7.3B | ||
| Q2 24 | $1.5B | $7.2B | ||
| Q1 24 | $169.0M | $7.4B |
| Q4 25 | $25.8B | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $24.7B | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $7.7B |
| Q4 25 | $24.2B | $551.2M | ||
| Q3 25 | $24.2B | $399.5M | ||
| Q2 25 | $23.8B | $857.8M | ||
| Q1 25 | $23.8B | $1.5B | ||
| Q4 24 | $22.0B | $1.3B | ||
| Q3 24 | $21.9B | $3.0B | ||
| Q2 24 | $21.6B | $2.9B | ||
| Q1 24 | $21.6B | $2.8B |
| Q4 25 | $74.6B | $6.5B | ||
| Q3 25 | $71.8B | $6.4B | ||
| Q2 25 | $71.5B | $6.6B | ||
| Q1 25 | $70.7B | $7.3B | ||
| Q4 24 | $70.6B | $7.3B | ||
| Q3 24 | $68.6B | $13.7B | ||
| Q2 24 | $67.9B | $13.4B | ||
| Q1 24 | $66.7B | $13.7B |
| Q4 25 | 1.07× | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 1.13× | 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 | $1.5B | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | 4.97× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $504.0M | $112.6M | ||
| Q2 25 | $2.0B | $446.8M | ||
| Q1 25 | $837.0M | $144.3M | ||
| Q4 24 | $1.3B | $506.0M | ||
| Q3 24 | $392.0M | $119.5M | ||
| Q2 24 | $1.3B | $256.0M | ||
| Q1 24 | $573.0M | $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 | 4.97× | 1.93× | ||
| Q3 25 | 0.73× | 0.41× | ||
| Q2 25 | 8.04× | — | ||
| Q1 25 | 1.06× | 0.71× | ||
| Q4 24 | 4.23× | 1.63× | ||
| Q3 24 | 0.67× | 0.64× | ||
| Q2 24 | 6.63× | 1.61× | ||
| Q1 24 | 0.80× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ED
| Electricity | $2.9B | 73% |
| Oil And Gas Purchased | $923.0M | 23% |
| Steam Plant | $189.0M | 5% |
| Con Edison Transmission | $1.0M | 0% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |