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Side-by-side financial comparison of Schneider National, Inc. (SNDR) 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× Schneider National, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 1.6%, a 20.9% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 4.5%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $145.5M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 3.0%).
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
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.
SNDR vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.5B |
| Net Profit | $22.1M | $561.3M |
| Gross Margin | — | 75.5% |
| Operating Margin | 2.6% | 28.6% |
| Net Margin | 1.6% | 22.4% |
| Revenue YoY | 4.5% | 14.0% |
| Net Profit YoY | -32.2% | 80.8% |
| EPS (diluted) | $0.13 | $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 | $1.5B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.5B |
| Q4 25 | $22.1M | $561.3M | ||
| Q3 25 | $19.4M | $274.8M | ||
| Q2 25 | $36.0M | $-517.1M | ||
| Q1 25 | $26.1M | $203.3M | ||
| Q4 24 | $32.6M | $310.4M | ||
| Q3 24 | $30.6M | $186.6M | ||
| Q2 24 | $35.3M | $159.3M | ||
| Q1 24 | $18.5M | $139.4M |
| 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% | ||
| Q1 24 | — | 74.7% |
| Q4 25 | 2.6% | 28.6% | ||
| Q3 25 | 2.4% | 19.3% | ||
| Q2 25 | 3.9% | -33.9% | ||
| Q1 25 | 3.0% | 16.0% | ||
| Q4 24 | 3.2% | 22.4% | ||
| Q3 24 | 3.3% | 16.7% | ||
| Q2 24 | 3.9% | 14.8% | ||
| Q1 24 | 2.2% | 13.8% |
| Q4 25 | 1.6% | 22.4% | ||
| Q3 25 | 1.3% | 16.1% | ||
| Q2 25 | 2.5% | -30.0% | ||
| Q1 25 | 1.9% | 12.8% | ||
| Q4 24 | 2.4% | 14.1% | ||
| Q3 24 | 2.3% | 12.4% | ||
| Q2 24 | 2.7% | 10.0% | ||
| Q1 24 | 1.4% | 9.4% |
| Q4 25 | $0.13 | $2.68 | ||
| Q3 25 | $0.11 | $1.28 | ||
| Q2 25 | $0.20 | $-2.30 | ||
| Q1 25 | $0.15 | $0.95 | ||
| Q4 24 | $0.19 | $1.38 | ||
| Q3 24 | $0.17 | $0.79 | ||
| Q2 24 | $0.20 | $0.67 | ||
| Q1 24 | $0.10 | $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 | $41.8M | $1.1B |
| Total DebtLower is stronger | $390.9M | $2.4B |
| Stockholders' EquityBook value | $3.0B | $551.2M |
| Total Assets | $4.8B | $6.5B |
| Debt / EquityLower = less leverage | 0.13× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $41.8M | $1.1B | ||
| Q3 25 | $235.7M | $743.2M | ||
| Q2 25 | $205.1M | $1.1B | ||
| Q1 25 | $154.3M | $1.1B | ||
| Q4 24 | $165.5M | $1.0B | ||
| Q3 24 | $231.6M | $7.3B | ||
| Q2 24 | $157.2M | $7.2B | ||
| Q1 24 | $124.2M | $7.4B |
| Q4 25 | $390.9M | $2.4B | ||
| Q3 25 | $509.8M | $2.4B | ||
| Q2 25 | $512.7M | $2.4B | ||
| Q1 25 | $565.8M | $2.4B | ||
| Q4 24 | $420.8M | $2.4B | ||
| Q3 24 | $124.7M | $7.0B | ||
| Q2 24 | $125.8M | $6.9B | ||
| Q1 24 | $96.6M | $7.7B |
| Q4 25 | $3.0B | $551.2M | ||
| Q3 25 | $3.0B | $399.5M | ||
| Q2 25 | $3.0B | $857.8M | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $2.8B |
| Q4 25 | $4.8B | $6.5B | ||
| Q3 25 | $5.0B | $6.4B | ||
| Q2 25 | $5.0B | $6.6B | ||
| Q1 25 | $5.0B | $7.3B | ||
| Q4 24 | $4.9B | $7.3B | ||
| Q3 24 | $4.6B | $13.7B | ||
| Q2 24 | $4.5B | $13.4B | ||
| Q1 24 | $4.6B | $13.7B |
| Q4 25 | 0.13× | 4.32× | ||
| Q3 25 | 0.17× | 5.95× | ||
| Q2 25 | 0.17× | 2.77× | ||
| Q1 25 | 0.19× | 1.59× | ||
| Q4 24 | 0.14× | 1.78× | ||
| Q3 24 | 0.04× | 2.35× | ||
| Q2 24 | 0.04× | 2.39× | ||
| Q1 24 | 0.03× | 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 | $186.0M | $1.1B |
| Free Cash FlowOCF − Capex | $145.5M | $1.0B |
| FCF MarginFCF / Revenue | 10.4% | 41.5% |
| Capex IntensityCapex / Revenue | 2.9% | 1.7% |
| Cash ConversionOCF / Net Profit | 8.42× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $285.4M | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $186.0M | $1.1B | ||
| Q3 25 | $184.2M | $112.6M | ||
| Q2 25 | $175.5M | $446.8M | ||
| Q1 25 | $91.7M | $144.3M | ||
| Q4 24 | $199.5M | $506.0M | ||
| Q3 24 | $206.4M | $119.5M | ||
| Q2 24 | $182.6M | $256.0M | ||
| Q1 24 | $97.6M | $97.8M |
| Q4 25 | $145.5M | $1.0B | ||
| Q3 25 | $56.2M | $80.2M | ||
| Q2 25 | $106.4M | $411.5M | ||
| Q1 25 | $-22.7M | $113.4M | ||
| Q4 24 | $113.6M | $475.1M | ||
| Q3 24 | $98.7M | $93.9M | ||
| Q2 24 | $85.5M | $209.8M | ||
| Q1 24 | $-25.7M | $78.8M |
| Q4 25 | 10.4% | 41.5% | ||
| Q3 25 | 3.9% | 4.7% | ||
| Q2 25 | 7.5% | 23.9% | ||
| Q1 25 | -1.6% | 7.2% | ||
| Q4 24 | 8.5% | 21.6% | ||
| Q3 24 | 7.5% | 6.2% | ||
| Q2 24 | 6.5% | 13.2% | ||
| Q1 24 | -1.9% | 5.3% |
| Q4 25 | 2.9% | 1.7% | ||
| Q3 25 | 8.8% | 1.9% | ||
| Q2 25 | 4.9% | 2.0% | ||
| Q1 25 | 8.2% | 2.0% | ||
| Q4 24 | 6.4% | 1.4% | ||
| Q3 24 | 8.2% | 1.7% | ||
| Q2 24 | 7.4% | 2.9% | ||
| Q1 24 | 9.3% | 1.3% |
| Q4 25 | 8.42× | 1.93× | ||
| Q3 25 | 9.49× | 0.41× | ||
| Q2 25 | 4.88× | — | ||
| Q1 25 | 3.51× | 0.71× | ||
| Q4 24 | 6.12× | 1.63× | ||
| Q3 24 | 6.75× | 0.64× | ||
| Q2 24 | 5.17× | 1.61× | ||
| Q1 24 | 5.28× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
