How do Sunrun Inc. and Tapestry, Inc. compare by revenue?

Sunrun Inc. reported revenue of $1.2B in Q4 FY2025, while Tapestry, Inc. reported $1.9B in Q3 FY2026. Tapestry, Inc. is 1.7× larger by last-quarter revenue.

Which is growing revenue faster, Sunrun Inc. or Tapestry, Inc.?

Sunrun Inc.'s latest revenue grew 123.5% year-over-year, versus 21.0% for Tapestry, Inc.. Sunrun Inc. is growing faster on a YoY basis.

Which has a higher net margin, Sunrun Inc. or Tapestry, Inc.?

Sunrun Inc.'s net margin is 8.9% vs Tapestry, Inc.'s 17.9%. Tapestry, Inc. has the higher bottom-line margin.

What is the 2-year revenue CAGR for Sunrun Inc. vs Tapestry, Inc.?

Over the trailing 8 quarters, Sunrun Inc. compounded revenue at roughly 59.0% per year, versus 9.9% for Tapestry, Inc.. Sunrun Inc. has the faster medium-term growth trajectory.

Where does this RUN vs TPR data come from?

All figures are parsed directly from SEC EDGAR 10-Q / 10-K / 20-F / 6-K filings (for US-listed issuers) or EDINET filings (for Japanese issuers), then normalised into a common schema. Numbers update automatically as new filings are released.

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Side-by-side financial comparison of Sunrun Inc. (RUN) 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 $1.2B, roughly 1.7× Sunrun Inc.). Tapestry, Inc. runs the higher net margin — 17.9% vs 8.9%, a 9.0% gap on every dollar of revenue. On growth, Sunrun Inc. posted the faster year-over-year revenue change (123.5% vs 21.0%). Over the past eight quarters, Sunrun Inc.'s revenue compounded faster (59.0% CAGR vs 9.9%).

Sunrun Inc.RUNEarnings & Financial Report

Nasdaq · Industrials · Miscellaneous Electrical Machinery, Equipment & Supplies

Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products, primarily for residential customers. The company was established in 2007 and is headquartered in San Francisco, California.

Tapestry, Inc.TPREarnings & Financial Report

NYSE · Consumer Discretionary · Apparel, Accessories & Luxury Goods

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.

RUN vs TPR — Head-to-Head

Bigger by revenue

TPR

1.7× larger

$1.9B

$1.2B

Growing faster (revenue YoY)

RUN

+102.5% gap

123.5%

21.0%

Higher net margin

TPR

9.0% more per $

17.9%

8.9%

Faster 2-yr revenue CAGR

RUN

Annualised

59.0%

9.9%

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric	RUN	TPR
Revenue	$1.2B	$1.9B
Net Profit	$103.6M	$343.8M
Gross Margin	—	76.9%
Operating Margin	8.4%	22.3%
Net Margin	8.9%	17.9%
Revenue YoY	123.5%	21.0%
Net Profit YoY	103.7%	—
EPS (diluted)	$0.38	$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.

Revenue

RUN

TPR

Q1 26	—	$1.9B
Q4 25	$1.2B	$2.5B
Q3 25	$724.6M	$1.7B
Q2 25	$569.3M	$1.7B
Q1 25	$504.3M	$1.6B
Q4 24	$518.5M	$2.2B
Q3 24	$537.2M	$1.5B
Q2 24	$523.9M	$1.6B

Net Profit

RUN

TPR

Q1 26	—	$343.8M
Q4 25	$103.6M	$561.3M
Q3 25	$16.6M	$274.8M
Q2 25	$279.8M	$-517.1M
Q1 25	$50.0M	$203.3M
Q4 24	$-2.8B	$310.4M
Q3 24	$-83.8M	$186.6M
Q2 24	$139.1M	$159.3M

Gross Margin

RUN

TPR

Q1 26	—	76.9%
Q4 25	—	75.5%
Q3 25	—	76.3%
Q2 25	—	76.3%
Q1 25	—	76.1%
Q4 24	—	74.4%
Q3 24	—	75.3%
Q2 24	—	74.9%

Operating Margin

RUN

TPR

Q1 26	—	22.3%
Q4 25	8.4%	28.6%
Q3 25	0.5%	19.3%
Q2 25	-19.7%	-33.9%
Q1 25	-22.8%	16.0%
Q4 24	-628.0%	22.4%
Q3 24	-23.8%	16.7%
Q2 24	-24.4%	14.8%

Net Margin

RUN

TPR

Q1 26	—	17.9%
Q4 25	8.9%	22.4%
Q3 25	2.3%	16.1%
Q2 25	49.1%	-30.0%
Q1 25	9.9%	12.8%
Q4 24	-542.7%	14.1%
Q3 24	-15.6%	12.4%
Q2 24	26.5%	10.0%

EPS (diluted)

RUN

TPR

Q1 26	—	$1.65
Q4 25	$0.38	$2.68
Q3 25	$0.06	$1.28
Q2 25	$1.07	$-2.30
Q1 25	$0.20	$0.95
Q4 24	$-12.59	$1.38
Q3 24	$-0.37	$0.79
Q2 24	$0.55	$0.67

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric	RUN	TPR
Cash + ST InvestmentsLiquidity on hand	—	$1.1B
Total DebtLower is stronger	$14.7B	$2.4B
Stockholders' EquityBook value	$3.1B	$682.4M
Total Assets	$22.6B	$6.5B
Debt / EquityLower = less leverage	4.69×	3.48×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments

RUN

TPR

Q1 26	—	$1.1B
Q4 25	—	$1.1B
Q3 25	—	$743.2M
Q2 25	—	$1.1B
Q1 25	—	$1.1B
Q4 24	—	$1.0B
Q3 24	—	$7.3B
Q2 24	—	$7.2B

Total Debt

RUN

TPR

Q1 26	—	$2.4B
Q4 25	$14.7B	$2.4B
Q3 25	$14.6B	$2.4B
Q2 25	$14.0B	$2.4B
Q1 25	$13.6B	$2.4B
Q4 24	$12.9B	$2.4B
Q3 24	$12.5B	$7.0B
Q2 24	$12.0B	$6.9B

Stockholders' Equity

RUN

TPR

Q1 26	—	$682.4M
Q4 25	$3.1B	$551.2M
Q3 25	$3.0B	$399.5M
Q2 25	$2.9B	$857.8M
Q1 25	$2.6B	$1.5B
Q4 24	$2.6B	$1.3B
Q3 24	$5.3B	$3.0B
Q2 24	$5.4B	$2.9B

Total Assets

RUN

TPR

Q1 26	—	$6.5B
Q4 25	$22.6B	$6.5B
Q3 25	$22.2B	$6.4B
Q2 25	$21.2B	$6.6B
Q1 25	$20.4B	$7.3B
Q4 24	$19.9B	$7.3B
Q3 24	$22.1B	$13.7B
Q2 24	$21.4B	$13.4B

Debt / Equity

RUN

TPR

Q1 26	—	3.48×
Q4 25	4.69×	4.32×
Q3 25	4.90×	5.95×
Q2 25	4.80×	2.77×
Q1 25	5.19×	1.59×
Q4 24	5.05×	1.78×
Q3 24	2.36×	2.35×
Q2 24	2.23×	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	RUN	TPR
Operating Cash FlowLast quarter	$96.9M	—
Free Cash FlowOCF − Capex	—	—
FCF MarginFCF / Revenue	—	—
Capex IntensityCapex / Revenue	—	—
Cash ConversionOCF / Net Profit	0.94×	—
TTM Free Cash FlowTrailing 4 quarters	—	—