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Side-by-side financial comparison of TE Connectivity (TEL) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
TE Connectivity is the larger business by last-quarter revenue ($4.7B vs $2.5B, roughly 1.9× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 16.1%, a 6.4% gap on every dollar of revenue. On growth, TE Connectivity posted the faster year-over-year revenue change (21.7% vs 14.0%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $607.0M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 8.5%).
TE Connectivity plc is an American-Irish domiciled technology company that designs and manufactures electrical and electronic components. It serves several industries, including automotive, aerospace, defense, medical, and energy.
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.
TEL vs TPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.7B | $2.5B |
| Net Profit | $750.0M | $561.3M |
| Gross Margin | 37.2% | 75.5% |
| Operating Margin | 20.6% | 28.6% |
| Net Margin | 16.1% | 22.4% |
| Revenue YoY | 21.7% | 14.0% |
| Net Profit YoY | 42.0% | 80.8% |
| EPS (diluted) | $2.53 | $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 | $4.7B | $2.5B | ||
| Q3 25 | $4.7B | $1.7B | ||
| Q2 25 | $4.5B | $1.7B | ||
| Q1 25 | $4.1B | $1.6B | ||
| Q4 24 | $3.8B | $2.2B | ||
| Q3 24 | $4.1B | $1.5B | ||
| Q2 24 | $4.0B | $1.6B | ||
| Q1 24 | $4.0B | $1.5B |
| Q4 25 | $750.0M | $561.3M | ||
| Q3 25 | $663.0M | $274.8M | ||
| Q2 25 | $638.0M | $-517.1M | ||
| Q1 25 | $13.0M | $203.3M | ||
| Q4 24 | $528.0M | $310.4M | ||
| Q3 24 | $276.0M | $186.6M | ||
| Q2 24 | $573.0M | $159.3M | ||
| Q1 24 | $541.0M | $139.4M |
| Q4 25 | 37.2% | 75.5% | ||
| Q3 25 | 35.0% | 76.3% | ||
| Q2 25 | 35.3% | 76.3% | ||
| Q1 25 | 35.2% | 76.1% | ||
| Q4 24 | 35.5% | 74.4% | ||
| Q3 24 | 34.0% | 75.3% | ||
| Q2 24 | 34.8% | 74.9% | ||
| Q1 24 | 34.4% | 74.7% |
| Q4 25 | 20.6% | 28.6% | ||
| Q3 25 | 19.3% | 19.3% | ||
| Q2 25 | 18.9% | -33.9% | ||
| Q1 25 | 18.1% | 16.0% | ||
| Q4 24 | 18.0% | 22.4% | ||
| Q3 24 | 16.0% | 16.7% | ||
| Q2 24 | 19.0% | 14.8% | ||
| Q1 24 | 17.4% | 13.8% |
| Q4 25 | 16.1% | 22.4% | ||
| Q3 25 | 14.0% | 16.1% | ||
| Q2 25 | 14.1% | -30.0% | ||
| Q1 25 | 0.3% | 12.8% | ||
| Q4 24 | 13.8% | 14.1% | ||
| Q3 24 | 6.8% | 12.4% | ||
| Q2 24 | 14.4% | 10.0% | ||
| Q1 24 | 13.6% | 9.4% |
| Q4 25 | $2.53 | $2.68 | ||
| Q3 25 | $2.23 | $1.28 | ||
| Q2 25 | $2.14 | $-2.30 | ||
| Q1 25 | $0.04 | $0.95 | ||
| Q4 24 | $1.75 | $1.38 | ||
| Q3 24 | $0.96 | $0.79 | ||
| Q2 24 | $1.86 | $0.67 | ||
| Q1 24 | $1.75 | $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 | $1.3B | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $13.0B | $551.2M |
| Total Assets | $25.6B | $6.5B |
| Debt / EquityLower = less leverage | — | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $743.2M | ||
| Q2 25 | $672.0M | $1.1B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $7.3B | ||
| Q2 24 | $1.5B | $7.2B | ||
| Q1 24 | $1.2B | $7.4B |
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $7.7B |
| Q4 25 | $13.0B | $551.2M | ||
| Q3 25 | $12.6B | $399.5M | ||
| Q2 25 | $12.4B | $857.8M | ||
| Q1 25 | $12.1B | $1.5B | ||
| Q4 24 | $12.4B | $1.3B | ||
| Q3 24 | $12.4B | $3.0B | ||
| Q2 24 | $12.6B | $2.9B | ||
| Q1 24 | $12.4B | $2.8B |
| Q4 25 | $25.6B | $6.5B | ||
| Q3 25 | $25.1B | $6.4B | ||
| Q2 25 | $24.9B | $6.6B | ||
| Q1 25 | $23.7B | $7.3B | ||
| Q4 24 | $22.4B | $7.3B | ||
| Q3 24 | $22.9B | $13.7B | ||
| Q2 24 | $22.9B | $13.4B | ||
| Q1 24 | $22.8B | $13.7B |
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 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 | $865.0M | $1.1B |
| Free Cash FlowOCF − Capex | $607.0M | $1.0B |
| FCF MarginFCF / Revenue | 13.0% | 41.5% |
| Capex IntensityCapex / Revenue | 5.5% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.15× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $3.1B | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $865.0M | $1.1B | ||
| Q3 25 | $1.4B | $112.6M | ||
| Q2 25 | $1.2B | $446.8M | ||
| Q1 25 | $653.0M | $144.3M | ||
| Q4 24 | $878.0M | $506.0M | ||
| Q3 24 | $1.0B | $119.5M | ||
| Q2 24 | $1.0B | $256.0M | ||
| Q1 24 | $710.0M | $97.8M |
| Q4 25 | $607.0M | $1.0B | ||
| Q3 25 | $1.1B | $80.2M | ||
| Q2 25 | $957.0M | $411.5M | ||
| Q1 25 | $423.0M | $113.4M | ||
| Q4 24 | $673.0M | $475.1M | ||
| Q3 24 | $829.0M | $93.9M | ||
| Q2 24 | $857.0M | $209.8M | ||
| Q1 24 | $543.0M | $78.8M |
| Q4 25 | 13.0% | 41.5% | ||
| Q3 25 | 24.2% | 4.7% | ||
| Q2 25 | 21.1% | 23.9% | ||
| Q1 25 | 10.2% | 7.2% | ||
| Q4 24 | 17.5% | 21.6% | ||
| Q3 24 | 20.4% | 6.2% | ||
| Q2 24 | 21.5% | 13.2% | ||
| Q1 24 | 13.7% | 5.3% |
| Q4 25 | 5.5% | 1.7% | ||
| Q3 25 | 5.7% | 1.9% | ||
| Q2 25 | 5.1% | 2.0% | ||
| Q1 25 | 5.6% | 2.0% | ||
| Q4 24 | 5.3% | 1.4% | ||
| Q3 24 | 5.2% | 1.7% | ||
| Q2 24 | 3.7% | 2.9% | ||
| Q1 24 | 4.2% | 1.3% |
| Q4 25 | 1.15× | 1.93× | ||
| Q3 25 | 2.14× | 0.41× | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 50.23× | 0.71× | ||
| Q4 24 | 1.66× | 1.63× | ||
| Q3 24 | 3.78× | 0.64× | ||
| Q2 24 | 1.76× | 1.61× | ||
| Q1 24 | 1.31× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TEL
| Automotive Industry End Market | $1.9B | 40% |
| Digital Data Networks | $707.0M | 15% |
| Automation And Connected Living Industry End Market | $549.0M | 12% |
| Energy Industry End Market | $406.0M | 9% |
| Aerospace Defense And Marine Industry End Market | $381.0M | 8% |
| Commercial Transportation Industry End Market | $370.0M | 8% |
| Sensors Industry End Market | $212.0M | 5% |
| Medical Industry End Market | $159.0M | 3% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
