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Side-by-side financial comparison of NICE Ltd. (NICE) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Tapestry, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.5× NICE Ltd.). Tapestry, Inc. runs the higher net margin — 17.9% vs 16.8%, a 1.1% gap on every dollar of revenue.
NiCE is an American technology company specializing in customer relations management software, artificial intelligence, and digital and workforce engagement management.
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.
NICE vs TPR — Head-to-Head
Income Statement — Q2 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.9B |
| Net Profit | $222.2M | $343.8M |
| Gross Margin | 66.2% | 76.9% |
| Operating Margin | 18.9% | 22.3% |
| Net Margin | 16.8% | 17.9% |
| Revenue YoY | — | 21.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $1.65 |
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 | — | $2.5B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.2B | $1.6B |
| Q1 26 | — | $343.8M | ||
| Q4 25 | — | $561.3M | ||
| Q3 25 | — | $274.8M | ||
| Q2 25 | $222.2M | $-517.1M | ||
| Q1 25 | — | $203.3M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | — | $186.6M | ||
| Q2 24 | $164.3M | $159.3M |
| Q1 26 | — | 76.9% | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | 66.2% | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | 67.4% | 74.9% |
| Q1 26 | — | 22.3% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 18.9% | -33.9% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | 17.3% | 14.8% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | — | 22.4% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | 16.8% | -30.0% | ||
| Q1 25 | — | 12.8% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | 14.2% | 10.0% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | — | $1.28 | ||
| Q2 25 | — | $-2.30 | ||
| Q1 25 | — | $0.95 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | — | $0.79 | ||
| Q2 24 | — | $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 | $481.7M | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $3.6B | $682.4M |
| Total Assets | $5.3B | $6.5B |
| Debt / EquityLower = less leverage | — | 3.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $743.2M | ||
| Q2 25 | $481.7M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | $511.8M | $7.2B |
| Q1 26 | — | $2.4B | ||
| 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 26 | — | $682.4M | ||
| Q4 25 | — | $551.2M | ||
| Q3 25 | — | $399.5M | ||
| Q2 25 | $3.6B | $857.8M | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $3.4B | $2.9B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | $5.3B | $6.6B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.3B | ||
| Q3 24 | — | $13.7B | ||
| Q2 24 | $5.1B | $13.4B |
| Q1 26 | — | 3.48× | ||
| 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× |
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 | $424.2M | — |
| Free Cash FlowOCF − Capex | $407.2M | — |
| FCF MarginFCF / Revenue | 30.8% | — |
| Capex IntensityCapex / Revenue | 1.3% | — |
| Cash ConversionOCF / Net Profit | 1.91× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $112.6M | ||
| Q2 25 | $424.2M | $446.8M | ||
| Q1 25 | — | $144.3M | ||
| Q4 24 | — | $506.0M | ||
| Q3 24 | — | $119.5M | ||
| Q2 24 | $260.3M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $80.2M | ||
| Q2 25 | $407.2M | $411.5M | ||
| Q1 25 | — | $113.4M | ||
| Q4 24 | — | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | $242.7M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | 30.8% | 23.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | 21.1% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 1.3% | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | 1.5% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | 1.58× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NICE
| Cloud | $950.1M | 72% |
| Services | $296.5M | 22% |
| Product | $77.1M | 6% |
TPR
Segment breakdown not available.
