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Side-by-side financial comparison of PACS Group, Inc. (PACS) 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 $1.4B, roughly 1.8× PACS Group, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 4.4%, a 18.0% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 14.0%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 20.5%).
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.
PACS vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.5B |
| Net Profit | $59.7M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 7.0% | 28.6% |
| Net Margin | 4.4% | 22.4% |
| Revenue YoY | 18.4% | 14.0% |
| Net Profit YoY | 3022.5% | 80.8% |
| EPS (diluted) | $0.42 | $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 | $1.4B | $2.5B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $981.4M | $1.6B | ||
| Q1 24 | $934.3M | $1.5B |
| Q4 25 | $59.7M | $561.3M | ||
| Q3 25 | $52.4M | $274.8M | ||
| Q2 25 | $51.0M | $-517.1M | ||
| Q1 25 | $28.5M | $203.3M | ||
| Q4 24 | $1.9M | $310.4M | ||
| Q3 24 | $15.6M | $186.6M | ||
| Q2 24 | $-10.9M | $159.3M | ||
| Q1 24 | $49.1M | $139.4M |
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | 17.1% | 75.3% | ||
| Q2 24 | 22.3% | 74.9% | ||
| Q1 24 | 21.2% | 74.7% |
| Q4 25 | 7.0% | 28.6% | ||
| Q3 25 | 6.4% | 19.3% | ||
| Q2 25 | 6.2% | -33.9% | ||
| Q1 25 | 3.8% | 16.0% | ||
| Q4 24 | 1.7% | 22.4% | ||
| Q3 24 | 2.2% | 16.7% | ||
| Q2 24 | 0.1% | 14.8% | ||
| Q1 24 | 8.6% | 13.8% |
| Q4 25 | 4.4% | 22.4% | ||
| Q3 25 | 3.9% | 16.1% | ||
| Q2 25 | 3.9% | -30.0% | ||
| Q1 25 | 2.2% | 12.8% | ||
| Q4 24 | 0.2% | 14.1% | ||
| Q3 24 | 1.5% | 12.4% | ||
| Q2 24 | -1.1% | 10.0% | ||
| Q1 24 | 5.3% | 9.4% |
| Q4 25 | $0.42 | $2.68 | ||
| Q3 25 | $0.32 | $1.28 | ||
| Q2 25 | $0.31 | $-2.30 | ||
| Q1 25 | $0.17 | $0.95 | ||
| Q4 24 | $-0.03 | $1.38 | ||
| Q3 24 | $0.10 | $0.79 | ||
| Q2 24 | $-0.07 | $0.67 | ||
| Q1 24 | $0.38 | $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 | $197.0M | $1.1B |
| Total DebtLower is stronger | $353.2M | $2.4B |
| Stockholders' EquityBook value | $946.8M | $551.2M |
| Total Assets | $5.6B | $6.5B |
| Debt / EquityLower = less leverage | 0.37× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $197.0M | $1.1B | ||
| Q3 25 | $355.7M | $743.2M | ||
| Q2 25 | $294.2M | $1.1B | ||
| Q1 25 | $287.5M | $1.1B | ||
| Q4 24 | $157.7M | $1.0B | ||
| Q3 24 | $49.5M | $7.3B | ||
| Q2 24 | $73.4M | $7.2B | ||
| Q1 24 | $81.2M | $7.4B |
| Q4 25 | $353.2M | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $411.9M | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $7.7B |
| Q4 25 | $946.8M | $551.2M | ||
| Q3 25 | $871.3M | $399.5M | ||
| Q2 25 | $806.8M | $857.8M | ||
| Q1 25 | $750.2M | $1.5B | ||
| Q4 24 | $709.6M | $1.3B | ||
| Q3 24 | $660.0M | $3.0B | ||
| Q2 24 | $572.1M | $2.9B | ||
| Q1 24 | $128.0M | $2.8B |
| Q4 25 | $5.6B | $6.5B | ||
| Q3 25 | $5.6B | $6.4B | ||
| Q2 25 | $5.5B | $6.6B | ||
| Q1 25 | $5.5B | $7.3B | ||
| Q4 24 | $5.2B | $7.3B | ||
| Q3 24 | $4.5B | $13.7B | ||
| Q2 24 | $3.9B | $13.4B | ||
| Q1 24 | $3.9B | $13.7B |
| Q4 25 | 0.37× | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 0.58× | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× | ||
| Q1 24 | — | 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 | $-3.4M | $1.1B |
| Free Cash FlowOCF − Capex | — | $1.0B |
| FCF MarginFCF / Revenue | — | 41.5% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | -0.06× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.4M | $1.1B | ||
| Q3 25 | $204.8M | $112.6M | ||
| Q2 25 | $52.6M | $446.8M | ||
| Q1 25 | $150.2M | $144.3M | ||
| Q4 24 | $64.6M | $506.0M | ||
| Q3 24 | $209.2M | $119.5M | ||
| Q2 24 | $34.8M | $256.0M | ||
| Q1 24 | $58.8M | $97.8M |
| 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 24 | — | $78.8M |
| 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 24 | — | 5.3% |
| 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 24 | — | 1.3% |
| Q4 25 | -0.06× | 1.93× | ||
| Q3 25 | 3.91× | 0.41× | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 5.28× | 0.71× | ||
| Q4 24 | 33.78× | 1.63× | ||
| Q3 24 | 13.39× | 0.64× | ||
| Q2 24 | — | 1.61× | ||
| Q1 24 | 1.20× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
Segment breakdown not available.
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
