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Side-by-side financial comparison of ON Semiconductor (ON) 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 $1.6B, roughly 1.6× ON Semiconductor). Tapestry, Inc. runs the higher net margin — 22.4% vs 16.4%, a 6.0% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs -10.0%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $372.4M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -12.3%).
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
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.
ON vs TPR — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.5B |
| Net Profit | $255.0M | $561.3M |
| Gross Margin | 37.9% | 75.5% |
| Operating Margin | 17.0% | 28.6% |
| Net Margin | 16.4% | 22.4% |
| Revenue YoY | -10.0% | 14.0% |
| Net Profit YoY | -32.9% | 80.8% |
| EPS (diluted) | $0.63 | $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 | $1.6B | $2.5B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.7B | $2.2B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.9B | $1.5B |
| Q4 25 | $255.0M | $561.3M | ||
| Q3 25 | $170.3M | $274.8M | ||
| Q2 25 | $-486.1M | $-517.1M | ||
| Q1 25 | — | $203.3M | ||
| Q4 24 | $379.9M | $310.4M | ||
| Q3 24 | $401.7M | $186.6M | ||
| Q2 24 | $338.2M | $159.3M | ||
| Q1 24 | $453.0M | $139.4M |
| Q4 25 | 37.9% | 75.5% | ||
| Q3 25 | 37.6% | 76.3% | ||
| Q2 25 | 20.3% | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | 45.2% | 74.4% | ||
| Q3 24 | 45.4% | 75.3% | ||
| Q2 24 | 45.2% | 74.9% | ||
| Q1 24 | 45.8% | 74.7% |
| Q4 25 | 17.0% | 28.6% | ||
| Q3 25 | 13.2% | 19.3% | ||
| Q2 25 | -39.7% | -33.9% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | 23.7% | 22.4% | ||
| Q3 24 | 25.3% | 16.7% | ||
| Q2 24 | 22.4% | 14.8% | ||
| Q1 24 | 28.2% | 13.8% |
| Q4 25 | 16.4% | 22.4% | ||
| Q3 25 | 11.6% | 16.1% | ||
| Q2 25 | -33.6% | -30.0% | ||
| Q1 25 | — | 12.8% | ||
| Q4 24 | 22.1% | 14.1% | ||
| Q3 24 | 22.8% | 12.4% | ||
| Q2 24 | 19.5% | 10.0% | ||
| Q1 24 | 24.3% | 9.4% |
| Q4 25 | $0.63 | $2.68 | ||
| Q3 25 | $0.41 | $1.28 | ||
| Q2 25 | $-1.15 | $-2.30 | ||
| Q1 25 | — | $0.95 | ||
| Q4 24 | $0.88 | $1.38 | ||
| Q3 24 | $0.93 | $0.79 | ||
| Q2 24 | $0.78 | $0.67 | ||
| Q1 24 | $1.04 | $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 | $2.9B | $1.1B |
| Total DebtLower is stronger | $3.4B | $2.4B |
| Stockholders' EquityBook value | $7.9B | $551.2M |
| Total Assets | $13.0B | $6.5B |
| Debt / EquityLower = less leverage | 0.43× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $1.1B | ||
| Q3 25 | $2.8B | $743.2M | ||
| Q2 25 | $3.0B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $3.0B | $1.0B | ||
| Q3 24 | $2.8B | $7.3B | ||
| Q2 24 | $2.7B | $7.2B | ||
| Q1 24 | $2.6B | $7.4B |
| Q4 25 | $3.4B | $2.4B | ||
| Q3 25 | $3.4B | $2.4B | ||
| Q2 25 | $3.4B | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $3.4B | $2.4B | ||
| Q3 24 | $3.4B | $7.0B | ||
| Q2 24 | $3.4B | $6.9B | ||
| Q1 24 | $3.4B | $7.7B |
| Q4 25 | $7.9B | $551.2M | ||
| Q3 25 | $7.9B | $399.5M | ||
| Q2 25 | $8.0B | $857.8M | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $8.6B | $3.0B | ||
| Q2 24 | $8.3B | $2.9B | ||
| Q1 24 | $8.1B | $2.8B |
| Q4 25 | $13.0B | $6.5B | ||
| Q3 25 | $13.1B | $6.4B | ||
| Q2 25 | $13.3B | $6.6B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | $14.1B | $7.3B | ||
| Q3 24 | $13.9B | $13.7B | ||
| Q2 24 | $13.7B | $13.4B | ||
| Q1 24 | $13.5B | $13.7B |
| Q4 25 | 0.43× | 4.32× | ||
| Q3 25 | 0.43× | 5.95× | ||
| Q2 25 | 0.42× | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 0.38× | 1.78× | ||
| Q3 24 | 0.39× | 2.35× | ||
| Q2 24 | 0.41× | 2.39× | ||
| Q1 24 | 0.42× | 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 | $418.7M | $1.1B |
| Free Cash FlowOCF − Capex | $372.4M | $1.0B |
| FCF MarginFCF / Revenue | 24.0% | 41.5% |
| Capex IntensityCapex / Revenue | 3.0% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.64× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $1.1B | ||
| Q3 25 | $184.3M | $112.6M | ||
| Q2 25 | $602.3M | $446.8M | ||
| Q1 25 | — | $144.3M | ||
| Q4 24 | $579.7M | $506.0M | ||
| Q3 24 | $465.8M | $119.5M | ||
| Q2 24 | $362.2M | $256.0M | ||
| Q1 24 | $498.7M | $97.8M |
| Q4 25 | $372.4M | $1.0B | ||
| Q3 25 | $106.1M | $80.2M | ||
| Q2 25 | $454.7M | $411.5M | ||
| Q1 25 | — | $113.4M | ||
| Q4 24 | $434.8M | $475.1M | ||
| Q3 24 | $293.6M | $93.9M | ||
| Q2 24 | $207.7M | $209.8M | ||
| Q1 24 | $276.3M | $78.8M |
| Q4 25 | 24.0% | 41.5% | ||
| Q3 25 | 7.2% | 4.7% | ||
| Q2 25 | 31.5% | 23.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 25.2% | 21.6% | ||
| Q3 24 | 16.7% | 6.2% | ||
| Q2 24 | 12.0% | 13.2% | ||
| Q1 24 | 14.8% | 5.3% |
| Q4 25 | 3.0% | 1.7% | ||
| Q3 25 | 5.3% | 1.9% | ||
| Q2 25 | 10.2% | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | 8.4% | 1.4% | ||
| Q3 24 | 9.8% | 1.7% | ||
| Q2 24 | 8.9% | 2.9% | ||
| Q1 24 | 11.9% | 1.3% |
| Q4 25 | 1.64× | 1.93× | ||
| Q3 25 | 1.08× | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 1.53× | 1.63× | ||
| Q3 24 | 1.16× | 0.64× | ||
| Q2 24 | 1.07× | 1.61× | ||
| Q1 24 | 1.10× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
