vs
Side-by-side financial comparison of KB HOME (KBH) 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× KB HOME). Tapestry, Inc. runs the higher net margin — 22.4% vs 6.0%, a 16.4% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs -15.3%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $290.1M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 7.4%).
KB Home is an American homebuilding company founded in 1957 as Kaufman & Broad in Detroit, Michigan. It was the first company to be traded on the New York Stock Exchange as a home builder. Its headquarters are in Los Angeles, California.
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.
KBH vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $2.5B |
| Net Profit | $101.5M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | — | 28.6% |
| Net Margin | 6.0% | 22.4% |
| Revenue YoY | -15.3% | 14.0% |
| Net Profit YoY | -46.7% | 80.8% |
| EPS (diluted) | $1.55 | $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 | $1.6B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | $101.5M | $561.3M | ||
| Q3 25 | $109.8M | $274.8M | ||
| Q2 25 | $107.9M | $-517.1M | ||
| Q1 25 | $109.6M | $203.3M | ||
| Q4 24 | $190.6M | $310.4M | ||
| Q3 24 | $157.3M | $186.6M | ||
| Q2 24 | $168.4M | $159.3M | ||
| Q1 24 | $138.7M | $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 | — | 28.6% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | -33.9% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 14.8% | ||
| Q1 24 | — | 13.8% |
| Q4 25 | 6.0% | 22.4% | ||
| Q3 25 | 6.8% | 16.1% | ||
| Q2 25 | 7.1% | -30.0% | ||
| Q1 25 | 7.9% | 12.8% | ||
| Q4 24 | 9.5% | 14.1% | ||
| Q3 24 | 9.0% | 12.4% | ||
| Q2 24 | 9.9% | 10.0% | ||
| Q1 24 | 9.4% | 9.4% |
| Q4 25 | $1.55 | $2.68 | ||
| Q3 25 | $1.61 | $1.28 | ||
| Q2 25 | $1.50 | $-2.30 | ||
| Q1 25 | $1.49 | $0.95 | ||
| Q4 24 | $2.50 | $1.38 | ||
| Q3 24 | $2.04 | $0.79 | ||
| Q2 24 | $2.15 | $0.67 | ||
| Q1 24 | $1.76 | $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 | — | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $3.9B | $551.2M |
| Total Assets | $6.7B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $743.2M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.2B | ||
| Q1 24 | — | $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 | $3.9B | $551.2M | ||
| Q3 25 | $3.9B | $399.5M | ||
| Q2 25 | $4.0B | $857.8M | ||
| Q1 25 | $4.1B | $1.5B | ||
| Q4 24 | $4.1B | $1.3B | ||
| Q3 24 | $4.0B | $3.0B | ||
| Q2 24 | $4.0B | $2.9B | ||
| Q1 24 | $3.9B | $2.8B |
| Q4 25 | $6.7B | $6.5B | ||
| Q3 25 | $7.0B | $6.4B | ||
| Q2 25 | $7.0B | $6.6B | ||
| Q1 25 | $7.0B | $7.3B | ||
| Q4 24 | $6.9B | $7.3B | ||
| Q3 24 | $6.8B | $13.7B | ||
| Q2 24 | $6.8B | $13.4B | ||
| Q1 24 | $6.7B | $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 | $303.8M | $1.1B |
| Free Cash FlowOCF − Capex | $290.1M | $1.0B |
| FCF MarginFCF / Revenue | 17.1% | 41.5% |
| Capex IntensityCapex / Revenue | 0.8% | 1.7% |
| Cash ConversionOCF / Net Profit | 2.99× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $287.3M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $303.8M | $1.1B | ||
| Q3 25 | $197.7M | $112.6M | ||
| Q2 25 | $168.4M | $446.8M | ||
| Q1 25 | $-334.3M | $144.3M | ||
| Q4 24 | $362.6M | $506.0M | ||
| Q3 24 | $-89.9M | $119.5M | ||
| Q2 24 | $61.5M | $256.0M | ||
| Q1 24 | $28.5M | $97.8M |
| Q4 25 | $290.1M | $1.0B | ||
| Q3 25 | $185.8M | $80.2M | ||
| Q2 25 | $156.9M | $411.5M | ||
| Q1 25 | $-345.5M | $113.4M | ||
| Q4 24 | $352.6M | $475.1M | ||
| Q3 24 | $-99.4M | $93.9M | ||
| Q2 24 | $51.2M | $209.8M | ||
| Q1 24 | $19.1M | $78.8M |
| Q4 25 | 17.1% | 41.5% | ||
| Q3 25 | 11.5% | 4.7% | ||
| Q2 25 | 10.3% | 23.9% | ||
| Q1 25 | -24.8% | 7.2% | ||
| Q4 24 | 17.6% | 21.6% | ||
| Q3 24 | -5.7% | 6.2% | ||
| Q2 24 | 3.0% | 13.2% | ||
| Q1 24 | 1.3% | 5.3% |
| Q4 25 | 0.8% | 1.7% | ||
| Q3 25 | 0.7% | 1.9% | ||
| Q2 25 | 0.8% | 2.0% | ||
| Q1 25 | 0.8% | 2.0% | ||
| Q4 24 | 0.5% | 1.4% | ||
| Q3 24 | 0.5% | 1.7% | ||
| Q2 24 | 0.6% | 2.9% | ||
| Q1 24 | 0.6% | 1.3% |
| Q4 25 | 2.99× | 1.93× | ||
| Q3 25 | 1.80× | 0.41× | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | -3.05× | 0.71× | ||
| Q4 24 | 1.90× | 1.63× | ||
| Q3 24 | -0.57× | 0.64× | ||
| Q2 24 | 0.37× | 1.61× | ||
| Q1 24 | 0.21× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
