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Side-by-side financial comparison of Teledyne Technologies (TDY) 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 $1.6B, roughly 1.2× Teledyne Technologies). Tapestry, Inc. runs the higher net margin — 17.9% vs 17.1%, a 0.8% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (21.0% vs 7.3%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (9.9% CAGR vs 9.3%).
Teledyne Technologies Incorporated is an American industrial conglomerate. It was founded in 1960, as Teledyne, Inc. by Henry Singleton and George Kozmetsky.
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.
TDY vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.9B |
| Net Profit | $275.6M | $343.8M |
| Gross Margin | 42.9% | 76.9% |
| Operating Margin | 20.4% | 22.3% |
| Net Margin | 17.1% | 17.9% |
| Revenue YoY | 7.3% | 21.0% |
| Net Profit YoY | 38.8% | — |
| EPS (diluted) | $5.81 | $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 | $1.6B | $2.5B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B |
| Q1 26 | — | $343.8M | ||
| Q4 25 | $275.6M | $561.3M | ||
| Q3 25 | $220.7M | $274.8M | ||
| Q2 25 | $209.9M | $-517.1M | ||
| Q1 25 | $188.6M | $203.3M | ||
| Q4 24 | $198.5M | $310.4M | ||
| Q3 24 | $262.0M | $186.6M | ||
| Q2 24 | $180.2M | $159.3M |
| Q1 26 | — | 76.9% | ||
| Q4 25 | 42.9% | 75.5% | ||
| Q3 25 | 42.8% | 76.3% | ||
| Q2 25 | 42.6% | 76.3% | ||
| Q1 25 | 42.7% | 76.1% | ||
| Q4 24 | 42.8% | 74.4% | ||
| Q3 24 | 42.9% | 75.3% | ||
| Q2 24 | 43.1% | 74.9% |
| Q1 26 | — | 22.3% | ||
| Q4 25 | 20.4% | 28.6% | ||
| Q3 25 | 18.4% | 19.3% | ||
| Q2 25 | 18.4% | -33.9% | ||
| Q1 25 | 17.9% | 16.0% | ||
| Q4 24 | 15.8% | 22.4% | ||
| Q3 24 | 18.8% | 16.7% | ||
| Q2 24 | 18.0% | 14.8% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 17.1% | 22.4% | ||
| Q3 25 | 14.3% | 16.1% | ||
| Q2 25 | 13.9% | -30.0% | ||
| Q1 25 | 13.0% | 12.8% | ||
| Q4 24 | 13.2% | 14.1% | ||
| Q3 24 | 18.2% | 12.4% | ||
| Q2 24 | 13.1% | 10.0% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | $5.81 | $2.68 | ||
| Q3 25 | $4.65 | $1.28 | ||
| Q2 25 | $4.43 | $-2.30 | ||
| Q1 25 | $3.99 | $0.95 | ||
| Q4 24 | $4.18 | $1.38 | ||
| Q3 24 | $5.54 | $0.79 | ||
| Q2 24 | $3.77 | $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 | $352.4M | $1.1B |
| Total DebtLower is stronger | $2.5B | $2.4B |
| Stockholders' EquityBook value | $10.5B | $682.4M |
| Total Assets | $15.3B | $6.5B |
| Debt / EquityLower = less leverage | 0.24× | 3.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | $352.4M | $1.1B | ||
| Q3 25 | $528.6M | $743.2M | ||
| Q2 25 | $310.9M | $1.1B | ||
| Q1 25 | $461.5M | $1.1B | ||
| Q4 24 | $649.8M | $1.0B | ||
| Q3 24 | $561.0M | $7.3B | ||
| Q2 24 | $443.2M | $7.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $2.5B | $2.4B | ||
| Q3 25 | $2.5B | $2.4B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | $3.0B | $2.4B | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $2.8B | $7.0B | ||
| Q2 24 | $2.8B | $6.9B |
| Q1 26 | — | $682.4M | ||
| Q4 25 | $10.5B | $551.2M | ||
| Q3 25 | $10.6B | $399.5M | ||
| Q2 25 | $10.4B | $857.8M | ||
| Q1 25 | $9.9B | $1.5B | ||
| Q4 24 | $9.5B | $1.3B | ||
| Q3 24 | $9.6B | $3.0B | ||
| Q2 24 | $9.3B | $2.9B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $15.3B | $6.5B | ||
| Q3 25 | $15.4B | $6.4B | ||
| Q2 25 | $15.1B | $6.6B | ||
| Q1 25 | $15.0B | $7.3B | ||
| Q4 24 | $14.2B | $7.3B | ||
| Q3 24 | $14.5B | $13.7B | ||
| Q2 24 | $14.2B | $13.4B |
| Q1 26 | — | 3.48× | ||
| Q4 25 | 0.24× | 4.32× | ||
| Q3 25 | 0.24× | 5.95× | ||
| Q2 25 | 0.25× | 2.77× | ||
| Q1 25 | 0.30× | 1.59× | ||
| Q4 24 | 0.28× | 1.78× | ||
| Q3 24 | 0.29× | 2.35× | ||
| Q2 24 | 0.30× | 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 | $379.0M | — |
| Free Cash FlowOCF − Capex | $339.2M | — |
| FCF MarginFCF / Revenue | 21.0% | — |
| Capex IntensityCapex / Revenue | 2.5% | — |
| Cash ConversionOCF / Net Profit | 1.38× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.1B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $379.0M | $1.1B | ||
| Q3 25 | $343.1M | $112.6M | ||
| Q2 25 | $226.6M | $446.8M | ||
| Q1 25 | $242.6M | $144.3M | ||
| Q4 24 | $332.4M | $506.0M | ||
| Q3 24 | $249.8M | $119.5M | ||
| Q2 24 | $318.7M | $256.0M |
| Q1 26 | — | — | ||
| Q4 25 | $339.2M | $1.0B | ||
| Q3 25 | $313.9M | $80.2M | ||
| Q2 25 | $196.3M | $411.5M | ||
| Q1 25 | $224.6M | $113.4M | ||
| Q4 24 | $303.4M | $475.1M | ||
| Q3 24 | $228.7M | $93.9M | ||
| Q2 24 | $301.0M | $209.8M |
| Q1 26 | — | — | ||
| Q4 25 | 21.0% | 41.5% | ||
| Q3 25 | 20.4% | 4.7% | ||
| Q2 25 | 13.0% | 23.9% | ||
| Q1 25 | 15.5% | 7.2% | ||
| Q4 24 | 20.2% | 21.6% | ||
| Q3 24 | 15.8% | 6.2% | ||
| Q2 24 | 21.9% | 13.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 1.7% | ||
| Q3 25 | 1.9% | 1.9% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 1.9% | 1.4% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.3% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.38× | 1.93× | ||
| Q3 25 | 1.55× | 0.41× | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | 1.29× | 0.71× | ||
| Q4 24 | 1.67× | 1.63× | ||
| Q3 24 | 0.95× | 0.64× | ||
| Q2 24 | 1.77× | 1.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TDY
| Commercial And Other | $681.5M | 42% |
| Aerospace And Defense Electronics | $275.9M | 17% |
| Marine Instrumentation | $177.1M | 11% |
| United States Government | $169.0M | 10% |
| Environmental Instrumentation | $120.7M | 7% |
| Engineered Systems | $103.3M | 6% |
| Test And Measurement Instrumentation | $84.8M | 5% |
TPR
Segment breakdown not available.
