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Side-by-side financial comparison of Knight-Swift Transportation Holdings Inc. (KNX) 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 $1.9B, roughly 1.4× Knight-Swift Transportation Holdings Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 0.0%, a 22.4% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 1.4%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $56.9M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 0.1%).
Swift Transportation is an American truckload motor shipping carrier based in Phoenix, Arizona. In 2017, Swift merged with Knight Transportation, also of Phoenix, forming Knight-Swift.
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.
KNX vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.5B |
| Net Profit | $96.0K | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 1.5% | 28.6% |
| Net Margin | 0.0% | 22.4% |
| Revenue YoY | 1.4% | 14.0% |
| Net Profit YoY | -76.6% | 80.8% |
| EPS (diluted) | $-0.01 | $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 | $1.9B | — | ||
| Q4 25 | $1.9B | $2.5B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.9B | $1.5B | ||
| Q2 24 | $1.8B | $1.6B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $561.3M | ||
| Q3 25 | $7.9M | $274.8M | ||
| Q2 25 | $34.2M | $-517.1M | ||
| Q1 25 | $30.6M | $203.3M | ||
| Q4 24 | $69.5M | $310.4M | ||
| Q3 24 | $30.5M | $186.6M | ||
| Q2 24 | $20.3M | $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 | 1.5% | — | ||
| Q4 25 | 1.4% | 28.6% | ||
| Q3 25 | 2.6% | 19.3% | ||
| Q2 25 | 3.9% | -33.9% | ||
| Q1 25 | 3.7% | 16.0% | ||
| Q4 24 | 4.2% | 22.4% | ||
| Q3 24 | 4.3% | 16.7% | ||
| Q2 24 | 3.4% | 14.8% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 22.4% | ||
| Q3 25 | 0.4% | 16.1% | ||
| Q2 25 | 1.8% | -30.0% | ||
| Q1 25 | 1.7% | 12.8% | ||
| Q4 24 | 3.7% | 14.1% | ||
| Q3 24 | 1.6% | 12.4% | ||
| Q2 24 | 1.1% | 10.0% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $2.68 | ||
| Q3 25 | $0.05 | $1.28 | ||
| Q2 25 | $0.21 | $-2.30 | ||
| Q1 25 | $0.19 | $0.95 | ||
| Q4 24 | $0.43 | $1.38 | ||
| Q3 24 | $0.19 | $0.79 | ||
| Q2 24 | $0.13 | $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 | $222.8M | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $7.1B | $551.2M |
| Total Assets | $11.9B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $1.1B | ||
| Q3 25 | $192.7M | $743.2M | ||
| Q2 25 | $216.3M | $1.1B | ||
| Q1 25 | $209.5M | $1.1B | ||
| Q4 24 | $218.3M | $1.0B | ||
| Q3 24 | $166.3M | $7.3B | ||
| Q2 24 | $186.5M | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.9B | $2.4B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.8B | $2.4B | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.9B | $7.0B | ||
| Q2 24 | $1.6B | $6.9B |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $551.2M | ||
| Q3 25 | $7.1B | $399.5M | ||
| Q2 25 | $7.1B | $857.8M | ||
| Q1 25 | $7.1B | $1.5B | ||
| Q4 24 | $7.1B | $1.3B | ||
| Q3 24 | $7.1B | $3.0B | ||
| Q2 24 | $7.1B | $2.9B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $6.5B | ||
| Q3 25 | $12.6B | $6.4B | ||
| Q2 25 | $12.5B | $6.6B | ||
| Q1 25 | $12.6B | $7.3B | ||
| Q4 24 | $12.7B | $7.3B | ||
| Q3 24 | $12.8B | $13.7B | ||
| Q2 24 | $12.6B | $13.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 4.32× | ||
| Q3 25 | 0.26× | 5.95× | ||
| Q2 25 | 0.26× | 2.77× | ||
| Q1 25 | 0.26× | 1.59× | ||
| Q4 24 | 0.26× | 1.78× | ||
| Q3 24 | 0.26× | 2.35× | ||
| Q2 24 | 0.23× | 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 | $142.5M | $1.1B |
| Free Cash FlowOCF − Capex | $56.9M | $1.0B |
| FCF MarginFCF / Revenue | 3.1% | 41.5% |
| Capex IntensityCapex / Revenue | 4.6% | 1.7% |
| Cash ConversionOCF / Net Profit | 1484.79× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $1.1B | ||
| Q3 25 | $217.5M | $112.6M | ||
| Q2 25 | $216.5M | $446.8M | ||
| Q1 25 | $109.4M | $144.3M | ||
| Q4 24 | $274.3M | $506.0M | ||
| Q3 24 | $214.0M | $119.5M | ||
| Q2 24 | $273.4M | $256.0M |
| Q1 26 | $56.9M | — | ||
| 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 26 | 3.1% | — | ||
| 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 26 | 4.6% | — | ||
| 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 26 | 1484.79× | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 27.67× | 0.41× | ||
| Q2 25 | 6.32× | — | ||
| Q1 25 | 3.57× | 0.71× | ||
| Q4 24 | 3.95× | 1.63× | ||
| Q3 24 | 7.03× | 0.64× | ||
| Q2 24 | 13.47× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KNX
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
