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Side-by-side financial comparison of JETBLUE AIRWAYS CORP (JBLU) 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 $2.2B, roughly 1.1× JETBLUE AIRWAYS CORP). Tapestry, Inc. runs the higher net margin — 22.4% vs -14.2%, a 36.7% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 4.7%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -3.9%).
JetBlue Airways Corporation, stylized as jetBlue, is an American low-cost airline headquartered in Long Island City, in Queens, New York City. Primarily a point-to-point carrier, JetBlue's network features six focus cities including its main hub at New York City's John F. Kennedy International Airport, with destinations across the Americas and Europe. Although not a member of any global airline alliances, JetBlue has codeshare agreements with airlines from Oneworld, SkyTeam, and Star Alliance.
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.
JBLU vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.5B |
| Net Profit | $-319.0M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | — | 28.6% |
| Net Margin | -14.2% | 22.4% |
| Revenue YoY | 4.7% | 14.0% |
| Net Profit YoY | -53.4% | 80.8% |
| EPS (diluted) | $-0.86 | $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 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.5B | ||
| Q3 25 | $2.3B | $1.7B | ||
| Q2 25 | $2.4B | $1.7B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B |
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $561.3M | ||
| Q3 25 | $-143.0M | $274.8M | ||
| Q2 25 | $-74.0M | $-517.1M | ||
| Q1 25 | $-208.0M | $203.3M | ||
| Q4 24 | $-44.0M | $310.4M | ||
| Q3 24 | $-60.0M | $186.6M | ||
| Q2 24 | $25.0M | $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 | — | — | ||
| Q4 25 | -4.5% | 28.6% | ||
| Q3 25 | -4.3% | 19.3% | ||
| Q2 25 | 0.3% | -33.9% | ||
| Q1 25 | -8.1% | 16.0% | ||
| Q4 24 | 0.7% | 22.4% | ||
| Q3 24 | -1.6% | 16.7% | ||
| Q2 24 | 2.3% | 14.8% |
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 22.4% | ||
| Q3 25 | -6.2% | 16.1% | ||
| Q2 25 | -3.1% | -30.0% | ||
| Q1 25 | -9.7% | 12.8% | ||
| Q4 24 | -1.9% | 14.1% | ||
| Q3 24 | -2.5% | 12.4% | ||
| Q2 24 | 1.0% | 10.0% |
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $2.68 | ||
| Q3 25 | $-0.39 | $1.28 | ||
| Q2 25 | $-0.21 | $-2.30 | ||
| Q1 25 | $-0.59 | $0.95 | ||
| Q4 24 | $-0.09 | $1.38 | ||
| Q3 24 | $-0.17 | $0.79 | ||
| Q2 24 | $0.07 | $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 | $1.9B | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $1.8B | $551.2M |
| Total Assets | $16.6B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.6B | $743.2M | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $3.5B | $1.1B | ||
| Q4 24 | $3.6B | $1.0B | ||
| Q3 24 | $4.0B | $7.3B | ||
| Q2 24 | $1.5B | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $2.4B | ||
| Q3 25 | $7.8B | $2.4B | ||
| Q2 25 | $7.7B | $2.4B | ||
| Q1 25 | $8.1B | $2.4B | ||
| Q4 24 | $8.1B | $2.4B | ||
| Q3 24 | $7.9B | $7.0B | ||
| Q2 24 | $5.0B | $6.9B |
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $551.2M | ||
| Q3 25 | $2.3B | $399.5M | ||
| Q2 25 | $2.4B | $857.8M | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.6B | $3.0B | ||
| Q2 24 | $2.7B | $2.9B |
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $6.5B | ||
| Q3 25 | $16.6B | $6.4B | ||
| Q2 25 | $16.9B | $6.6B | ||
| Q1 25 | $17.1B | $7.3B | ||
| Q4 24 | $16.8B | $7.3B | ||
| Q3 24 | $16.6B | $13.7B | ||
| Q2 24 | $14.0B | $13.4B |
| Q1 26 | — | — | ||
| Q4 25 | 3.65× | 4.32× | ||
| Q3 25 | 3.42× | 5.95× | ||
| Q2 25 | 3.21× | 2.77× | ||
| Q1 25 | 3.31× | 1.59× | ||
| Q4 24 | 3.08× | 1.78× | ||
| Q3 24 | 2.98× | 2.35× | ||
| Q2 24 | 1.86× | 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 | 6.3% | 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 | $49.0M | $1.1B | ||
| Q3 25 | $-142.0M | $112.6M | ||
| Q2 25 | $-115.0M | $446.8M | ||
| Q1 25 | $114.0M | $144.3M | ||
| Q4 24 | $-17.0M | $506.0M | ||
| Q3 24 | $-29.0M | $119.5M | ||
| Q2 24 | $-14.0M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $1.0B | ||
| Q3 25 | $-411.0M | $80.2M | ||
| Q2 25 | $-412.0M | $411.5M | ||
| Q1 25 | $-62.0M | $113.4M | ||
| Q4 24 | $-368.0M | $475.1M | ||
| Q3 24 | $-302.0M | $93.9M | ||
| Q2 24 | $-441.0M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | 41.5% | ||
| Q3 25 | -17.7% | 4.7% | ||
| Q2 25 | -17.5% | 23.9% | ||
| Q1 25 | -2.9% | 7.2% | ||
| Q4 24 | -16.2% | 21.6% | ||
| Q3 24 | -12.8% | 6.2% | ||
| Q2 24 | -18.2% | 13.2% |
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 1.7% | ||
| Q3 25 | 11.6% | 1.9% | ||
| Q2 25 | 12.6% | 2.0% | ||
| Q1 25 | 8.2% | 2.0% | ||
| Q4 24 | 15.4% | 1.4% | ||
| Q3 24 | 11.5% | 1.7% | ||
| Q2 24 | 17.6% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | -0.56× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBLU
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
