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Side-by-side financial comparison of Rockwell Automation (ROK) 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 $2.1B, roughly 1.2× Rockwell Automation). Tapestry, Inc. runs the higher net margin — 22.4% vs 14.5%, a 7.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 11.9%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $170.0M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -0.5%).
Rockwell Automation, Inc. is an American provider of industrial automation and digital transformation technologies headquartered in Milwaukee, Wisconsin. Its brands include Allen-Bradley, FactoryTalk software and LifecycleIQ Services. Rockwell Automation employs approximately 27,000 people and has customers in more than 100 countries worldwide.
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.
ROK vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.5B |
| Net Profit | $305.0M | $561.3M |
| Gross Margin | 48.3% | 75.5% |
| Operating Margin | 20.7% | 28.6% |
| Net Margin | 14.5% | 22.4% |
| Revenue YoY | 11.9% | 14.0% |
| Net Profit YoY | 65.8% | 80.8% |
| EPS (diluted) | $2.69 | $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 | $2.1B | $2.5B | ||
| Q3 25 | $2.3B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $2.1B | $1.6B | ||
| Q1 24 | $2.1B | $1.5B |
| Q4 25 | $305.0M | $561.3M | ||
| Q3 25 | $138.0M | $274.8M | ||
| Q2 25 | $295.0M | $-517.1M | ||
| Q1 25 | $252.0M | $203.3M | ||
| Q4 24 | $184.0M | $310.4M | ||
| Q3 24 | $239.1M | $186.6M | ||
| Q2 24 | $232.0M | $159.3M | ||
| Q1 24 | $266.2M | $139.4M |
| Q4 25 | 48.3% | 75.5% | ||
| Q3 25 | 69.4% | 76.3% | ||
| Q2 25 | 40.9% | 76.3% | ||
| Q1 25 | 40.5% | 76.1% | ||
| Q4 24 | 38.4% | 74.4% | ||
| Q3 24 | 37.9% | 75.3% | ||
| Q2 24 | 38.8% | 74.9% | ||
| Q1 24 | 39.2% | 74.7% |
| Q4 25 | 20.7% | 28.6% | ||
| Q3 25 | 2.7% | 19.3% | ||
| Q2 25 | 16.0% | -33.9% | ||
| Q1 25 | 14.9% | 16.0% | ||
| Q4 24 | 17.1% | 22.4% | ||
| Q3 24 | 13.5% | 16.7% | ||
| Q2 24 | 12.4% | 14.8% | ||
| Q1 24 | 14.6% | 13.8% |
| Q4 25 | 14.5% | 22.4% | ||
| Q3 25 | 6.0% | 16.1% | ||
| Q2 25 | 13.8% | -30.0% | ||
| Q1 25 | 12.6% | 12.8% | ||
| Q4 24 | 9.8% | 14.1% | ||
| Q3 24 | 11.7% | 12.4% | ||
| Q2 24 | 11.3% | 10.0% | ||
| Q1 24 | 12.5% | 9.4% |
| Q4 25 | $2.69 | $2.68 | ||
| Q3 25 | $1.24 | $1.28 | ||
| Q2 25 | $2.60 | $-2.30 | ||
| Q1 25 | $2.22 | $0.95 | ||
| Q4 24 | $1.61 | $1.38 | ||
| Q3 24 | $2.09 | $0.79 | ||
| Q2 24 | $2.02 | $0.67 | ||
| Q1 24 | $2.31 | $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 | $444.0M | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $3.7B | $551.2M |
| Total Assets | $11.2B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.0M | $1.1B | ||
| Q3 25 | $468.0M | $743.2M | ||
| Q2 25 | $495.0M | $1.1B | ||
| Q1 25 | $456.0M | $1.1B | ||
| Q4 24 | $477.0M | $1.0B | ||
| Q3 24 | $471.3M | $7.3B | ||
| Q2 24 | $407.0M | $7.2B | ||
| Q1 24 | $470.5M | $7.4B |
| Q4 25 | — | $2.4B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $2.6B | $7.0B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $7.7B |
| Q4 25 | $3.7B | $551.2M | ||
| Q3 25 | $3.7B | $399.5M | ||
| Q2 25 | $3.5B | $857.8M | ||
| Q1 25 | $3.4B | $1.5B | ||
| Q4 24 | $3.4B | $1.3B | ||
| Q3 24 | $3.5B | $3.0B | ||
| Q2 24 | $3.3B | $2.9B | ||
| Q1 24 | $3.5B | $2.8B |
| Q4 25 | $11.2B | $6.5B | ||
| Q3 25 | $11.2B | $6.4B | ||
| Q2 25 | $11.2B | $6.6B | ||
| Q1 25 | $11.0B | $7.3B | ||
| Q4 24 | $10.9B | $7.3B | ||
| Q3 24 | $11.2B | $13.7B | ||
| Q2 24 | $11.2B | $13.4B | ||
| Q1 24 | $11.4B | $13.7B |
| Q4 25 | — | 4.32× | ||
| Q3 25 | 0.72× | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 0.73× | 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 | $234.0M | $1.1B |
| Free Cash FlowOCF − Capex | $170.0M | $1.0B |
| FCF MarginFCF / Revenue | 8.1% | 41.5% |
| Capex IntensityCapex / Revenue | 3.0% | 1.7% |
| Cash ConversionOCF / Net Profit | 0.77× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.0M | $1.1B | ||
| Q3 25 | $454.0M | $112.6M | ||
| Q2 25 | $527.0M | $446.8M | ||
| Q1 25 | $199.0M | $144.3M | ||
| Q4 24 | $364.0M | $506.0M | ||
| Q3 24 | $432.3M | $119.5M | ||
| Q2 24 | $279.1M | $256.0M | ||
| Q1 24 | $119.8M | $97.8M |
| Q4 25 | $170.0M | $1.0B | ||
| Q3 25 | — | $80.2M | ||
| Q2 25 | $489.0M | $411.5M | ||
| Q1 25 | $171.0M | $113.4M | ||
| Q4 24 | $293.0M | $475.1M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | $238.4M | $209.8M | ||
| Q1 24 | $68.6M | $78.8M |
| Q4 25 | 8.1% | 41.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | 22.8% | 23.9% | ||
| Q1 25 | 8.5% | 7.2% | ||
| Q4 24 | 15.6% | 21.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | 11.6% | 13.2% | ||
| Q1 24 | 3.2% | 5.3% |
| Q4 25 | 3.0% | 1.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 1.4% | 2.0% | ||
| Q4 24 | 3.8% | 1.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | 2.0% | 2.9% | ||
| Q1 24 | 2.4% | 1.3% |
| Q4 25 | 0.77× | 1.93× | ||
| Q3 25 | 3.29× | 0.41× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.79× | 0.71× | ||
| Q4 24 | 1.98× | 1.63× | ||
| Q3 24 | 1.81× | 0.64× | ||
| Q2 24 | 1.20× | 1.61× | ||
| Q1 24 | 0.45× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
