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Side-by-side financial comparison of Old Dominion (ODFL) 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 $1.3B, roughly 1.9× Old Dominion). Tapestry, Inc. runs the higher net margin — 22.4% vs 17.6%, a 4.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs -5.7%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $264.5M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -5.4%).
Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.
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.
ODFL vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.5B |
| Net Profit | $229.5M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 23.3% | 28.6% |
| Net Margin | 17.6% | 22.4% |
| Revenue YoY | -5.7% | 14.0% |
| Net Profit YoY | -12.8% | 80.8% |
| EPS (diluted) | $1.10 | $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 | $1.3B | $2.5B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | $229.5M | $561.3M | ||
| Q3 25 | $270.9M | $274.8M | ||
| Q2 25 | $268.6M | $-517.1M | ||
| Q1 25 | $254.7M | $203.3M | ||
| Q4 24 | $263.1M | $310.4M | ||
| Q3 24 | $308.6M | $186.6M | ||
| Q2 24 | $322.0M | $159.3M | ||
| Q1 24 | $292.3M | $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 | 23.3% | 28.6% | ||
| Q3 25 | 25.7% | 19.3% | ||
| Q2 25 | 25.4% | -33.9% | ||
| Q1 25 | 24.6% | 16.0% | ||
| Q4 24 | 24.1% | 22.4% | ||
| Q3 24 | 27.3% | 16.7% | ||
| Q2 24 | 28.1% | 14.8% | ||
| Q1 24 | 26.5% | 13.8% |
| Q4 25 | 17.6% | 22.4% | ||
| Q3 25 | 19.3% | 16.1% | ||
| Q2 25 | 19.1% | -30.0% | ||
| Q1 25 | 18.5% | 12.8% | ||
| Q4 24 | 19.0% | 14.1% | ||
| Q3 24 | 21.0% | 12.4% | ||
| Q2 24 | 21.5% | 10.0% | ||
| Q1 24 | 20.0% | 9.4% |
| Q4 25 | $1.10 | $2.68 | ||
| Q3 25 | $1.28 | $1.28 | ||
| Q2 25 | $1.27 | $-2.30 | ||
| Q1 25 | $1.19 | $0.95 | ||
| Q4 24 | $1.23 | $1.38 | ||
| Q3 24 | $1.43 | $0.79 | ||
| Q2 24 | $1.48 | $0.67 | ||
| Q1 24 | $1.34 | $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 | $120.1M | $1.1B |
| Total DebtLower is stronger | $20.0M | $2.4B |
| Stockholders' EquityBook value | $4.3B | $551.2M |
| Total Assets | $5.5B | $6.5B |
| Debt / EquityLower = less leverage | 0.00× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.1M | $1.1B | ||
| Q3 25 | $46.6M | $743.2M | ||
| Q2 25 | $24.1M | $1.1B | ||
| Q1 25 | $97.2M | $1.1B | ||
| Q4 24 | $108.7M | $1.0B | ||
| Q3 24 | $74.2M | $7.3B | ||
| Q2 24 | $104.6M | $7.2B | ||
| Q1 24 | $581.0M | $7.4B |
| Q4 25 | $20.0M | $2.4B | ||
| Q3 25 | $65.0M | $2.4B | ||
| Q2 25 | $150.0M | $2.4B | ||
| Q1 25 | $40.0M | $2.4B | ||
| Q4 24 | $40.0M | $2.4B | ||
| Q3 24 | $40.0M | $7.0B | ||
| Q2 24 | $40.0M | $6.9B | ||
| Q1 24 | $60.0M | $7.7B |
| Q4 25 | $4.3B | $551.2M | ||
| Q3 25 | $4.3B | $399.5M | ||
| Q2 25 | $4.2B | $857.8M | ||
| Q1 25 | $4.2B | $1.5B | ||
| Q4 24 | $4.2B | $1.3B | ||
| Q3 24 | $4.2B | $3.0B | ||
| Q2 24 | $4.1B | $2.9B | ||
| Q1 24 | $4.4B | $2.8B |
| Q4 25 | $5.5B | $6.5B | ||
| Q3 25 | $5.5B | $6.4B | ||
| Q2 25 | $5.6B | $6.6B | ||
| Q1 25 | $5.5B | $7.3B | ||
| Q4 24 | $5.5B | $7.3B | ||
| Q3 24 | $5.4B | $13.7B | ||
| Q2 24 | $5.3B | $13.4B | ||
| Q1 24 | $5.7B | $13.7B |
| Q4 25 | 0.00× | 4.32× | ||
| Q3 25 | 0.02× | 5.95× | ||
| Q2 25 | 0.04× | 2.77× | ||
| Q1 25 | 0.01× | 1.59× | ||
| Q4 24 | 0.01× | 1.78× | ||
| Q3 24 | 0.01× | 2.35× | ||
| Q2 24 | 0.01× | 2.39× | ||
| Q1 24 | 0.01× | 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 | $310.3M | $1.1B |
| Free Cash FlowOCF − Capex | $264.5M | $1.0B |
| FCF MarginFCF / Revenue | 20.2% | 41.5% |
| Capex IntensityCapex / Revenue | 3.5% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.35× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $955.1M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $310.3M | $1.1B | ||
| Q3 25 | $437.5M | $112.6M | ||
| Q2 25 | $285.8M | $446.8M | ||
| Q1 25 | $336.5M | $144.3M | ||
| Q4 24 | $401.1M | $506.0M | ||
| Q3 24 | $446.5M | $119.5M | ||
| Q2 24 | $387.9M | $256.0M | ||
| Q1 24 | $423.9M | $97.8M |
| Q4 25 | $264.5M | $1.0B | ||
| Q3 25 | $343.5M | $80.2M | ||
| Q2 25 | $98.7M | $411.5M | ||
| Q1 25 | $248.4M | $113.4M | ||
| Q4 24 | $230.1M | $475.1M | ||
| Q3 24 | $203.7M | $93.9M | ||
| Q2 24 | $149.7M | $209.8M | ||
| Q1 24 | $304.4M | $78.8M |
| Q4 25 | 20.2% | 41.5% | ||
| Q3 25 | 24.4% | 4.7% | ||
| Q2 25 | 7.0% | 23.9% | ||
| Q1 25 | 18.1% | 7.2% | ||
| Q4 24 | 16.6% | 21.6% | ||
| Q3 24 | 13.9% | 6.2% | ||
| Q2 24 | 10.0% | 13.2% | ||
| Q1 24 | 20.8% | 5.3% |
| Q4 25 | 3.5% | 1.7% | ||
| Q3 25 | 6.7% | 1.9% | ||
| Q2 25 | 13.3% | 2.0% | ||
| Q1 25 | 6.4% | 2.0% | ||
| Q4 24 | 12.3% | 1.4% | ||
| Q3 24 | 16.5% | 1.7% | ||
| Q2 24 | 15.9% | 2.9% | ||
| Q1 24 | 8.2% | 1.3% |
| Q4 25 | 1.35× | 1.93× | ||
| Q3 25 | 1.61× | 0.41× | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.32× | 0.71× | ||
| Q4 24 | 1.52× | 1.63× | ||
| Q3 24 | 1.45× | 0.64× | ||
| Q2 24 | 1.20× | 1.61× | ||
| Q1 24 | 1.45× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
