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Side-by-side financial comparison of Jefferies Financial Group Inc. (JEF) 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 $1.7B, roughly 1.5× Jefferies Financial Group Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 12.6%, a 9.8% gap on every dollar of revenue. Jefferies Financial Group Inc. produced more free cash flow last quarter ($1.9B vs $1.0B).
Jefferies Financial Group Inc. is an American financial services company based in New York City. It is listed on the New York Stock Exchange and is a part of the Fortune 1000.
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.
JEF vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $2.5B |
| Net Profit | $211.3M | $561.3M |
| Gross Margin | 95.7% | 75.5% |
| Operating Margin | 15.2% | 28.6% |
| Net Margin | 12.6% | 22.4% |
| Revenue YoY | — | 14.0% |
| Net Profit YoY | — | 80.8% |
| EPS (diluted) | $0.85 | $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 | $1.7B | $2.5B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.0B | $1.6B | ||
| Q1 24 | $971.2M | $1.5B |
| Q4 25 | $211.3M | $561.3M | ||
| Q3 25 | $242.5M | $274.8M | ||
| Q2 25 | $91.4M | $-517.1M | ||
| Q1 25 | $136.8M | $203.3M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | $181.0M | $186.6M | ||
| Q2 24 | $154.7M | $159.3M | ||
| Q1 24 | $156.4M | $139.4M |
| Q4 25 | 95.7% | 75.5% | ||
| Q3 25 | 97.7% | 76.3% | ||
| Q2 25 | 96.5% | 76.3% | ||
| Q1 25 | 96.4% | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | 96.9% | 75.3% | ||
| Q2 24 | 96.4% | 74.9% | ||
| Q1 24 | 96.4% | 74.7% |
| Q4 25 | 15.2% | 28.6% | ||
| Q3 25 | 22.1% | 19.3% | ||
| Q2 25 | 11.0% | -33.9% | ||
| Q1 25 | 13.2% | 16.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | 20.7% | 16.7% | ||
| Q2 24 | 22.0% | 14.8% | ||
| Q1 24 | 22.7% | 13.8% |
| Q4 25 | 12.6% | 22.4% | ||
| Q3 25 | 16.1% | 16.1% | ||
| Q2 25 | 7.4% | -30.0% | ||
| Q1 25 | 12.0% | 12.8% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | 14.8% | 12.4% | ||
| Q2 24 | 14.9% | 10.0% | ||
| Q1 24 | 16.1% | 9.4% |
| Q4 25 | $0.85 | $2.68 | ||
| Q3 25 | $1.01 | $1.28 | ||
| Q2 25 | $0.40 | $-2.30 | ||
| Q1 25 | $0.57 | $0.95 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | $0.75 | $0.79 | ||
| Q2 24 | $0.64 | $0.67 | ||
| Q1 24 | $0.66 | $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 | $14.0B | $1.1B |
| Total DebtLower is stronger | $15.9B | $2.4B |
| Stockholders' EquityBook value | $10.6B | $551.2M |
| Total Assets | $76.0B | $6.5B |
| Debt / EquityLower = less leverage | 1.50× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.0B | $1.1B | ||
| Q3 25 | $11.5B | $743.2M | ||
| Q2 25 | $11.3B | $1.1B | ||
| Q1 25 | $11.2B | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $10.6B | $7.3B | ||
| Q2 24 | $10.8B | $7.2B | ||
| Q1 24 | $7.6B | $7.4B |
| Q4 25 | $15.9B | $2.4B | ||
| Q3 25 | $16.0B | $2.4B | ||
| Q2 25 | $15.4B | $2.4B | ||
| Q1 25 | $14.8B | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $12.9B | $7.0B | ||
| Q2 24 | $12.7B | $6.9B | ||
| Q1 24 | $9.9B | $7.7B |
| Q4 25 | $10.6B | $551.2M | ||
| Q3 25 | $10.4B | $399.5M | ||
| Q2 25 | $10.3B | $857.8M | ||
| Q1 25 | $10.2B | $1.5B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $10.0B | $3.0B | ||
| Q2 24 | $9.9B | $2.9B | ||
| Q1 24 | $9.8B | $2.8B |
| Q4 25 | $76.0B | $6.5B | ||
| Q3 25 | $69.3B | $6.4B | ||
| Q2 25 | $67.3B | $6.6B | ||
| Q1 25 | $70.2B | $7.3B | ||
| Q4 24 | — | $7.3B | ||
| Q3 24 | $63.3B | $13.7B | ||
| Q2 24 | $63.0B | $13.4B | ||
| Q1 24 | $60.9B | $13.7B |
| Q4 25 | 1.50× | 4.32× | ||
| Q3 25 | 1.53× | 5.95× | ||
| Q2 25 | 1.49× | 2.77× | ||
| Q1 25 | 1.45× | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 1.29× | 2.35× | ||
| Q2 24 | 1.28× | 2.39× | ||
| Q1 24 | 1.01× | 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 | $2.0B | $1.1B |
| Free Cash FlowOCF − Capex | $1.9B | $1.0B |
| FCF MarginFCF / Revenue | 114.2% | 41.5% |
| Capex IntensityCapex / Revenue | 3.4% | 1.7% |
| Cash ConversionOCF / Net Profit | 9.30× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.7B | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $184.2M | $112.6M | ||
| Q2 25 | $-978.3M | $446.8M | ||
| Q1 25 | $-2.7B | $144.3M | ||
| Q4 24 | — | $506.0M | ||
| Q3 24 | — | $119.5M | ||
| Q2 24 | — | $256.0M | ||
| Q1 24 | $-1.3B | $97.8M |
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $126.0M | $80.2M | ||
| Q2 25 | $-1.0B | $411.5M | ||
| Q1 25 | $-2.7B | $113.4M | ||
| Q4 24 | — | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | — | $209.8M | ||
| Q1 24 | $-1.4B | $78.8M |
| Q4 25 | 114.2% | 41.5% | ||
| Q3 25 | 8.4% | 4.7% | ||
| Q2 25 | -83.3% | 23.9% | ||
| Q1 25 | -237.2% | 7.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 13.2% | ||
| Q1 24 | -139.4% | 5.3% |
| Q4 25 | 3.4% | 1.7% | ||
| Q3 25 | 3.9% | 1.9% | ||
| Q2 25 | 3.6% | 2.0% | ||
| Q1 25 | 4.3% | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | 9.9% | 1.3% |
| Q4 25 | 9.30× | 1.93× | ||
| Q3 25 | 0.76× | 0.41× | ||
| Q2 25 | -10.70× | — | ||
| Q1 25 | -19.48× | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 1.61× | ||
| Q1 24 | -8.04× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
