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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Arhaus, Inc. (ARHS). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $351.4M, roughly 1.0× APOGEE ENTERPRISES, INC.). APOGEE ENTERPRISES, INC. runs the higher net margin — 4.7% vs 4.1%, a 0.6% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs 1.6%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 2.9%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
APOG vs ARHS — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $364.8M |
| Net Profit | $16.6M | $15.1M |
| Gross Margin | 22.4% | 38.1% |
| Operating Margin | 7.3% | 5.6% |
| Net Margin | 4.7% | 4.1% |
| Revenue YoY | 1.6% | 5.1% |
| Net Profit YoY | 568.8% | -29.1% |
| EPS (diluted) | $0.78 | $0.11 |
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 | $351.4M | — | ||
| Q4 25 | $348.6M | $364.8M | ||
| Q3 25 | $358.2M | $344.6M | ||
| Q2 25 | $346.6M | $358.4M | ||
| Q1 25 | $345.7M | $311.4M | ||
| Q4 24 | $341.3M | $347.0M | ||
| Q3 24 | $342.4M | $319.1M | ||
| Q2 24 | $331.5M | $309.8M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $15.1M | ||
| Q3 25 | $23.6M | $12.2M | ||
| Q2 25 | $-2.7M | $35.1M | ||
| Q1 25 | $2.5M | $4.9M | ||
| Q4 24 | $21.0M | $21.3M | ||
| Q3 24 | $30.6M | $9.9M | ||
| Q2 24 | $31.0M | $22.2M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 38.1% | ||
| Q3 25 | 23.1% | 38.7% | ||
| Q2 25 | 21.7% | 41.4% | ||
| Q1 25 | 21.6% | 37.1% | ||
| Q4 24 | 26.1% | 40.0% | ||
| Q3 24 | 28.4% | 38.6% | ||
| Q2 24 | 29.8% | 40.1% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 5.6% | ||
| Q3 25 | 7.5% | 4.8% | ||
| Q2 25 | 2.0% | 13.0% | ||
| Q1 25 | 1.8% | 1.7% | ||
| Q4 24 | 8.4% | 8.2% | ||
| Q3 24 | 12.3% | 3.3% | ||
| Q2 24 | 12.5% | 9.5% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 4.1% | ||
| Q3 25 | 6.6% | 3.5% | ||
| Q2 25 | -0.8% | 9.8% | ||
| Q1 25 | 0.7% | 1.6% | ||
| Q4 24 | 6.1% | 6.1% | ||
| Q3 24 | 8.9% | 3.1% | ||
| Q2 24 | 9.4% | 7.2% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.11 | ||
| Q3 25 | $1.10 | $0.09 | ||
| Q2 25 | $-0.13 | $0.25 | ||
| Q1 25 | $0.12 | $0.03 | ||
| Q4 24 | $0.96 | $0.15 | ||
| Q3 24 | $1.40 | $0.07 | ||
| Q2 24 | $1.41 | $0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.5M | $253.4M |
| Total DebtLower is stronger | $232.3M | — |
| Stockholders' EquityBook value | $511.8M | $418.2M |
| Total Assets | $1.1B | $1.4B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $253.4M | ||
| Q3 25 | $39.5M | $262.2M | ||
| Q2 25 | $32.8M | $234.8M | ||
| Q1 25 | $41.4M | $214.4M | ||
| Q4 24 | $43.9M | $197.5M | ||
| Q3 24 | $51.0M | $177.7M | ||
| Q2 24 | $30.4M | $174.2M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $285.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $418.2M | ||
| Q3 25 | $500.2M | $400.4M | ||
| Q2 25 | $481.8M | $385.6M | ||
| Q1 25 | $487.9M | $348.8M | ||
| Q4 24 | $522.1M | $343.7M | ||
| Q3 24 | $506.4M | $320.6M | ||
| Q2 24 | $480.0M | $309.3M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $917.1M | $1.2B | ||
| Q2 24 | $889.0M | $1.2B |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M | $9.3M |
| Free Cash FlowOCF − Capex | — | $-8.8M |
| FCF MarginFCF / Revenue | — | -2.4% |
| Capex IntensityCapex / Revenue | 7.8% | 5.0% |
| Cash ConversionOCF / Net Profit | 7.37× | 0.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | $59.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $9.3M | ||
| Q3 25 | $57.1M | $46.1M | ||
| Q2 25 | $-19.8M | $34.9M | ||
| Q1 25 | $30.0M | $46.5M | ||
| Q4 24 | $31.0M | $31.7M | ||
| Q3 24 | $58.7M | $31.1M | ||
| Q2 24 | $5.5M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $-8.8M | ||
| Q3 25 | $52.4M | $28.0M | ||
| Q2 25 | $-26.9M | $20.9M | ||
| Q1 25 | $19.1M | $18.9M | ||
| Q4 24 | $22.0M | $13.0M | ||
| Q3 24 | $50.2M | $4.6M | ||
| Q2 24 | $-1.8M | $11.3M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | -2.4% | ||
| Q3 25 | 14.6% | 8.1% | ||
| Q2 25 | -7.8% | 5.8% | ||
| Q1 25 | 5.5% | 6.1% | ||
| Q4 24 | 6.4% | 3.7% | ||
| Q3 24 | 14.7% | 1.4% | ||
| Q2 24 | -0.5% | 3.6% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 5.0% | ||
| Q3 25 | 1.3% | 5.3% | ||
| Q2 25 | 2.1% | 3.9% | ||
| Q1 25 | 3.2% | 8.9% | ||
| Q4 24 | 2.6% | 5.4% | ||
| Q3 24 | 2.5% | 8.3% | ||
| Q2 24 | 2.2% | 11.7% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 0.62× | ||
| Q3 25 | 2.41× | 3.77× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | 12.08× | 9.53× | ||
| Q4 24 | 1.48× | 1.49× | ||
| Q3 24 | 1.92× | 3.14× | ||
| Q2 24 | 0.18× | 2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
