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Side-by-side financial comparison of RESIDEO TECHNOLOGIES, INC. (REZI) 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 $1.9B, roughly 1.0× RESIDEO TECHNOLOGIES, INC.). Tapestry, Inc. runs the higher net margin — 17.9% vs 7.2%, a 10.7% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (21.0% vs 2.0%). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 9.9%).
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
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.
REZI vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.9B |
| Net Profit | $136.0M | $343.8M |
| Gross Margin | 29.6% | 76.9% |
| Operating Margin | 7.4% | 22.3% |
| Net Margin | 7.2% | 17.9% |
| Revenue YoY | 2.0% | 21.0% |
| Net Profit YoY | 491.3% | — |
| EPS (diluted) | $0.99 | $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 | $1.9B | $2.5B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.6B | $1.6B |
| Q1 26 | — | $343.8M | ||
| Q4 25 | $136.0M | $561.3M | ||
| Q3 25 | $156.0M | $274.8M | ||
| Q2 25 | $-825.0M | $-517.1M | ||
| Q1 25 | $6.0M | $203.3M | ||
| Q4 24 | $23.0M | $310.4M | ||
| Q3 24 | $20.0M | $186.6M | ||
| Q2 24 | $30.0M | $159.3M |
| Q1 26 | — | 76.9% | ||
| Q4 25 | 29.6% | 75.5% | ||
| Q3 25 | 29.8% | 76.3% | ||
| Q2 25 | 29.3% | 76.3% | ||
| Q1 25 | 28.9% | 76.1% | ||
| Q4 24 | 28.5% | 74.4% | ||
| Q3 24 | 28.7% | 75.3% | ||
| Q2 24 | 28.1% | 74.9% |
| Q1 26 | — | 22.3% | ||
| Q4 25 | 7.4% | 28.6% | ||
| Q3 25 | 8.3% | 19.3% | ||
| Q2 25 | 9.1% | -33.9% | ||
| Q1 25 | 7.7% | 16.0% | ||
| Q4 24 | 7.8% | 22.4% | ||
| Q3 24 | 6.9% | 16.7% | ||
| Q2 24 | 7.7% | 14.8% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 7.2% | 22.4% | ||
| Q3 25 | 8.4% | 16.1% | ||
| Q2 25 | -42.5% | -30.0% | ||
| Q1 25 | 0.3% | 12.8% | ||
| Q4 24 | 1.2% | 14.1% | ||
| Q3 24 | 1.1% | 12.4% | ||
| Q2 24 | 1.9% | 10.0% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | $0.99 | $2.68 | ||
| Q3 25 | $0.85 | $1.28 | ||
| Q2 25 | $-5.59 | $-2.30 | ||
| Q1 25 | $-0.02 | $0.95 | ||
| Q4 24 | $0.06 | $1.38 | ||
| Q3 24 | $0.07 | $0.79 | ||
| Q2 24 | $0.19 | $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 | $661.0M | $1.1B |
| Total DebtLower is stronger | $3.2B | $2.4B |
| Stockholders' EquityBook value | $2.9B | $682.4M |
| Total Assets | $8.4B | $6.5B |
| Debt / EquityLower = less leverage | 1.11× | 3.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | $661.0M | $1.1B | ||
| Q3 25 | $345.0M | $743.2M | ||
| Q2 25 | $753.0M | $1.1B | ||
| Q1 25 | $577.0M | $1.1B | ||
| Q4 24 | $692.0M | $1.0B | ||
| Q3 24 | $531.0M | $7.3B | ||
| Q2 24 | $413.0M | $7.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $3.2B | $2.4B | ||
| Q3 25 | $3.2B | $2.4B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $2.0B | $7.0B | ||
| Q2 24 | $2.0B | $6.9B |
| Q1 26 | — | $682.4M | ||
| Q4 25 | $2.9B | $551.2M | ||
| Q3 25 | $2.8B | $399.5M | ||
| Q2 25 | $2.6B | $857.8M | ||
| Q1 25 | $3.3B | $1.5B | ||
| Q4 24 | $3.3B | $1.3B | ||
| Q3 24 | $3.4B | $3.0B | ||
| Q2 24 | $3.3B | $2.9B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $8.4B | $6.5B | ||
| Q3 25 | $8.2B | $6.4B | ||
| Q2 25 | $8.5B | $6.6B | ||
| Q1 25 | $8.1B | $7.3B | ||
| Q4 24 | $8.2B | $7.3B | ||
| Q3 24 | $8.1B | $13.7B | ||
| Q2 24 | $8.0B | $13.4B |
| Q1 26 | — | 3.48× | ||
| Q4 25 | 1.11× | 4.32× | ||
| Q3 25 | 1.17× | 5.95× | ||
| Q2 25 | 0.77× | 2.77× | ||
| Q1 25 | 0.60× | 1.59× | ||
| Q4 24 | 0.61× | 1.78× | ||
| Q3 24 | 0.60× | 2.35× | ||
| Q2 24 | 0.61× | 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 | $299.0M | — |
| Free Cash FlowOCF − Capex | $262.0M | — |
| FCF MarginFCF / Revenue | 13.8% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 2.20× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.0M | $1.1B | ||
| Q3 25 | $-1.6B | $112.6M | ||
| Q2 25 | $200.0M | $446.8M | ||
| Q1 25 | $-65.0M | $144.3M | ||
| Q4 24 | $203.0M | $506.0M | ||
| Q3 24 | $147.0M | $119.5M | ||
| Q2 24 | $92.0M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $262.0M | $1.0B | ||
| Q3 25 | $-1.6B | $80.2M | ||
| Q2 25 | $180.0M | $411.5M | ||
| Q1 25 | $-96.0M | $113.4M | ||
| Q4 24 | $181.0M | $475.1M | ||
| Q3 24 | $125.0M | $93.9M | ||
| Q2 24 | $77.0M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 41.5% | ||
| Q3 25 | -85.8% | 4.7% | ||
| Q2 25 | 9.3% | 23.9% | ||
| Q1 25 | -5.4% | 7.2% | ||
| Q4 24 | 9.7% | 21.6% | ||
| Q3 24 | 6.8% | 6.2% | ||
| Q2 24 | 4.8% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.7% | ||
| Q3 25 | 1.5% | 1.9% | ||
| Q2 25 | 1.0% | 2.0% | ||
| Q1 25 | 1.8% | 2.0% | ||
| Q4 24 | 1.2% | 1.4% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 0.9% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.20× | 1.93× | ||
| Q3 25 | -10.07× | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | -10.83× | 0.71× | ||
| Q4 24 | 8.83× | 1.63× | ||
| Q3 24 | 7.35× | 0.64× | ||
| Q2 24 | 3.07× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
TPR
Segment breakdown not available.
