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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) 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 $1.5B, roughly 1.7× Option Care Health, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 4.0%, a 18.4% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 8.8%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 13.1%).
GE Healthcare Technologies, Inc. is an American health technology company based in Chicago, Illinois. The company, which stylizes its own name as GE HealthCare, operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical ...
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.
OPCH vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.5B |
| Net Profit | $58.5M | $561.3M |
| Gross Margin | 19.3% | 75.5% |
| Operating Margin | 6.2% | 28.6% |
| Net Margin | 4.0% | 22.4% |
| Revenue YoY | 8.8% | 14.0% |
| Net Profit YoY | -2.7% | 80.8% |
| EPS (diluted) | $0.37 | $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 | $1.5B | $2.5B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | $1.1B | $1.5B |
| Q4 25 | $58.5M | $561.3M | ||
| Q3 25 | $51.8M | $274.8M | ||
| Q2 25 | $50.5M | $-517.1M | ||
| Q1 25 | $46.7M | $203.3M | ||
| Q4 24 | $60.1M | $310.4M | ||
| Q3 24 | $53.9M | $186.6M | ||
| Q2 24 | $53.0M | $159.3M | ||
| Q1 24 | $44.8M | $139.4M |
| Q4 25 | 19.3% | 75.5% | ||
| Q3 25 | 19.0% | 76.3% | ||
| Q2 25 | 19.0% | 76.3% | ||
| Q1 25 | 19.7% | 76.1% | ||
| Q4 24 | 21.3% | 74.4% | ||
| Q3 24 | 20.1% | 75.3% | ||
| Q2 24 | 20.3% | 74.9% | ||
| Q1 24 | 20.8% | 74.7% |
| Q4 25 | 6.2% | 28.6% | ||
| Q3 25 | 5.9% | 19.3% | ||
| Q2 25 | 5.8% | -33.9% | ||
| Q1 25 | 5.9% | 16.0% | ||
| Q4 24 | 6.9% | 22.4% | ||
| Q3 24 | 6.7% | 16.7% | ||
| Q2 24 | 6.6% | 14.8% | ||
| Q1 24 | 6.0% | 13.8% |
| Q4 25 | 4.0% | 22.4% | ||
| Q3 25 | 3.6% | 16.1% | ||
| Q2 25 | 3.6% | -30.0% | ||
| Q1 25 | 3.5% | 12.8% | ||
| Q4 24 | 4.8% | 14.1% | ||
| Q3 24 | 4.2% | 12.4% | ||
| Q2 24 | 4.3% | 10.0% | ||
| Q1 24 | 3.9% | 9.4% |
| Q4 25 | $0.37 | $2.68 | ||
| Q3 25 | $0.32 | $1.28 | ||
| Q2 25 | $0.31 | $-2.30 | ||
| Q1 25 | $0.28 | $0.95 | ||
| Q4 24 | $0.36 | $1.38 | ||
| Q3 24 | $0.31 | $0.79 | ||
| Q2 24 | $0.30 | $0.67 | ||
| Q1 24 | $0.26 | $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 | $232.6M | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $1.3B | $551.2M |
| Total Assets | $3.5B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $232.6M | $1.1B | ||
| Q3 25 | $309.8M | $743.2M | ||
| Q2 25 | $198.8M | $1.1B | ||
| Q1 25 | $171.4M | $1.1B | ||
| Q4 24 | $412.6M | $1.0B | ||
| Q3 24 | $483.0M | $7.3B | ||
| Q2 24 | $376.9M | $7.2B | ||
| Q1 24 | $219.5M | $7.4B |
| Q4 25 | — | $2.4B | ||
| Q3 25 | $1.2B | $2.4B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.1B | $2.4B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | $1.1B | $7.0B | ||
| Q2 24 | $1.1B | $6.9B | ||
| Q1 24 | $1.1B | $7.7B |
| Q4 25 | $1.3B | $551.2M | ||
| Q3 25 | $1.4B | $399.5M | ||
| Q2 25 | $1.4B | $857.8M | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $2.9B | ||
| Q1 24 | $1.4B | $2.8B |
| Q4 25 | $3.5B | $6.5B | ||
| Q3 25 | $3.5B | $6.4B | ||
| Q2 25 | $3.4B | $6.6B | ||
| Q1 25 | $3.3B | $7.3B | ||
| Q4 24 | $3.4B | $7.3B | ||
| Q3 24 | $3.4B | $13.7B | ||
| Q2 24 | $3.3B | $13.4B | ||
| Q1 24 | $3.2B | $13.7B |
| Q4 25 | — | 4.32× | ||
| Q3 25 | 0.86× | 5.95× | ||
| Q2 25 | 0.82× | 2.77× | ||
| Q1 25 | 0.82× | 1.59× | ||
| Q4 24 | 0.79× | 1.78× | ||
| Q3 24 | 0.78× | 2.35× | ||
| Q2 24 | 0.79× | 2.39× | ||
| Q1 24 | 0.74× | 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 | $258.4M | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | 4.42× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.4M | $1.1B | ||
| Q3 25 | $139.4M | $112.6M | ||
| Q2 25 | $90.3M | $446.8M | ||
| Q1 25 | $-7.2M | $144.3M | ||
| Q4 24 | $36.1M | $506.0M | ||
| Q3 24 | $160.4M | $119.5M | ||
| Q2 24 | $195.7M | $256.0M | ||
| Q1 24 | $-68.8M | $97.8M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | $130.2M | $80.2M | ||
| Q2 25 | $81.2M | $411.5M | ||
| Q1 25 | $-16.6M | $113.4M | ||
| Q4 24 | $25.8M | $475.1M | ||
| Q3 24 | $150.7M | $93.9M | ||
| Q2 24 | $185.9M | $209.8M | ||
| Q1 24 | $-74.6M | $78.8M |
| Q4 25 | — | 41.5% | ||
| Q3 25 | 9.1% | 4.7% | ||
| Q2 25 | 5.7% | 23.9% | ||
| Q1 25 | -1.2% | 7.2% | ||
| Q4 24 | 2.0% | 21.6% | ||
| Q3 24 | 11.8% | 6.2% | ||
| Q2 24 | 15.1% | 13.2% | ||
| Q1 24 | -6.5% | 5.3% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | 0.6% | 1.9% | ||
| Q2 25 | 0.6% | 2.0% | ||
| Q1 25 | 0.7% | 2.0% | ||
| Q4 24 | 0.8% | 1.4% | ||
| Q3 24 | 0.8% | 1.7% | ||
| Q2 24 | 0.8% | 2.9% | ||
| Q1 24 | 0.5% | 1.3% |
| Q4 25 | 4.42× | 1.93× | ||
| Q3 25 | 2.69× | 0.41× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | -0.15× | 0.71× | ||
| Q4 24 | 0.60× | 1.63× | ||
| Q3 24 | 2.98× | 0.64× | ||
| Q2 24 | 3.69× | 1.61× | ||
| Q1 24 | -1.54× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
