vs
Side-by-side financial comparison of Tapestry, Inc. (TPR) and UPBOUND GROUP, INC. (UPBD). 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 1.6× UPBOUND GROUP, INC.). Tapestry, Inc. runs the higher net margin — 17.9% vs 1.7%, a 16.3% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (21.0% vs 10.9%). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (9.9% CAGR vs 4.5%).
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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
TPR vs UPBD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.2B |
| Net Profit | $343.8M | $19.7M |
| Gross Margin | 76.9% | 49.0% |
| Operating Margin | 22.3% | 4.8% |
| Net Margin | 17.9% | 1.7% |
| Revenue YoY | 21.0% | 10.9% |
| Net Profit YoY | — | -36.3% |
| EPS (diluted) | $1.65 | $0.35 |
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 | $2.5B | $1.2B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.6B | $1.1B |
| Q1 26 | $343.8M | — | ||
| Q4 25 | $561.3M | $19.7M | ||
| Q3 25 | $274.8M | $13.2M | ||
| Q2 25 | $-517.1M | $15.5M | ||
| Q1 25 | $203.3M | $24.8M | ||
| Q4 24 | $310.4M | $31.0M | ||
| Q3 24 | $186.6M | $30.9M | ||
| Q2 24 | $159.3M | $33.9M |
| Q1 26 | 76.9% | — | ||
| Q4 25 | 75.5% | 49.0% | ||
| Q3 25 | 76.3% | 48.3% | ||
| Q2 25 | 76.3% | 49.4% | ||
| Q1 25 | 76.1% | 46.8% | ||
| Q4 24 | 74.4% | 47.1% | ||
| Q3 24 | 75.3% | 47.8% | ||
| Q2 24 | 74.9% | 49.4% |
| Q1 26 | 22.3% | — | ||
| Q4 25 | 28.6% | 4.8% | ||
| Q3 25 | 19.3% | 4.5% | ||
| Q2 25 | -33.9% | 4.4% | ||
| Q1 25 | 16.0% | 5.3% | ||
| Q4 24 | 22.4% | 7.3% | ||
| Q3 24 | 16.7% | 6.6% | ||
| Q2 24 | 14.8% | 7.5% |
| Q1 26 | 17.9% | — | ||
| Q4 25 | 22.4% | 1.7% | ||
| Q3 25 | 16.1% | 1.1% | ||
| Q2 25 | -30.0% | 1.3% | ||
| Q1 25 | 12.8% | 2.1% | ||
| Q4 24 | 14.1% | 2.9% | ||
| Q3 24 | 12.4% | 2.9% | ||
| Q2 24 | 10.0% | 3.2% |
| Q1 26 | $1.65 | — | ||
| Q4 25 | $2.68 | $0.35 | ||
| Q3 25 | $1.28 | $0.22 | ||
| Q2 25 | $-2.30 | $0.26 | ||
| Q1 25 | $0.95 | $0.42 | ||
| Q4 24 | $1.38 | $0.55 | ||
| Q3 24 | $0.79 | $0.55 | ||
| Q2 24 | $0.67 | $0.61 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $120.5M |
| Total DebtLower is stronger | $2.4B | — |
| Stockholders' EquityBook value | $682.4M | $695.7M |
| Total Assets | $6.5B | $3.3B |
| Debt / EquityLower = less leverage | 3.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $120.5M | ||
| Q3 25 | $743.2M | $107.0M | ||
| Q2 25 | $1.1B | $106.8M | ||
| Q1 25 | $1.1B | $107.3M | ||
| Q4 24 | $1.0B | $60.9M | ||
| Q3 24 | $7.3B | $85.1M | ||
| Q2 24 | $7.2B | $82.5M |
| Q1 26 | $2.4B | — | ||
| 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 26 | $682.4M | — | ||
| Q4 25 | $551.2M | $695.7M | ||
| Q3 25 | $399.5M | $687.3M | ||
| Q2 25 | $857.8M | $685.5M | ||
| Q1 25 | $1.5B | $679.2M | ||
| Q4 24 | $1.3B | $629.0M | ||
| Q3 24 | $3.0B | $611.8M | ||
| Q2 24 | $2.9B | $596.3M |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.5B | $3.3B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.6B | $3.1B | ||
| Q1 25 | $7.3B | $3.0B | ||
| Q4 24 | $7.3B | $2.6B | ||
| Q3 24 | $13.7B | $2.6B | ||
| Q2 24 | $13.4B | $2.6B |
| Q1 26 | 3.48× | — | ||
| 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× | — |
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 | — | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $41.6M | ||
| Q3 25 | $112.6M | $118.4M | ||
| Q2 25 | $446.8M | $7.8M | ||
| Q1 25 | $144.3M | $137.7M | ||
| Q4 24 | $506.0M | $-61.9M | ||
| Q3 24 | $119.5M | $106.2M | ||
| Q2 24 | $256.0M | $15.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $24.0M | ||
| Q3 25 | $80.2M | $97.9M | ||
| Q2 25 | $411.5M | $-10.4M | ||
| Q1 25 | $113.4M | $127.2M | ||
| Q4 24 | $475.1M | $-74.0M | ||
| Q3 24 | $93.9M | $88.3M | ||
| Q2 24 | $209.8M | $613.0K |
| Q1 26 | — | — | ||
| Q4 25 | 41.5% | 2.0% | ||
| Q3 25 | 4.7% | 8.4% | ||
| Q2 25 | 23.9% | -0.9% | ||
| Q1 25 | 7.2% | 10.8% | ||
| Q4 24 | 21.6% | -6.9% | ||
| Q3 24 | 6.2% | 8.3% | ||
| Q2 24 | 13.2% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 1.5% | ||
| Q3 25 | 1.9% | 1.8% | ||
| Q2 25 | 2.0% | 1.6% | ||
| Q1 25 | 2.0% | 0.9% | ||
| Q4 24 | 1.4% | 1.1% | ||
| Q3 24 | 1.7% | 1.7% | ||
| Q2 24 | 2.9% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 2.11× | ||
| Q3 25 | 0.41× | 8.96× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | 0.71× | 5.56× | ||
| Q4 24 | 1.63× | -2.00× | ||
| Q3 24 | 0.64× | 3.44× | ||
| Q2 24 | 1.61× | 0.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
