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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Driven Brands Holdings Inc. is the larger business by last-quarter revenue ($535.7M vs $351.4M, roughly 1.5× APOGEE ENTERPRISES, INC.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 4.7%, a 6.6% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs 1.6%). Over the past eight quarters, APOGEE ENTERPRISES, INC.'s revenue compounded faster (2.9% CAGR vs -4.0%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
APOG vs DRVN — Head-to-Head
Income Statement — Q4 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $535.7M |
| Net Profit | $16.6M | $60.9M |
| Gross Margin | 22.4% | — |
| Operating Margin | 7.3% | 11.6% |
| Net Margin | 4.7% | 11.4% |
| Revenue YoY | 1.6% | 6.6% |
| Net Profit YoY | 568.8% | 507.2% |
| EPS (diluted) | $0.78 | $0.37 |
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 | — | ||
| Q3 25 | $358.2M | $535.7M | ||
| Q2 25 | $346.6M | $551.0M | ||
| Q1 25 | $345.7M | $516.2M | ||
| Q4 24 | $341.3M | $836.5M | ||
| Q3 24 | $342.4M | $502.3M | ||
| Q2 24 | $331.5M | $518.8M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | — | ||
| Q3 25 | $23.6M | $60.9M | ||
| Q2 25 | $-2.7M | $47.6M | ||
| Q1 25 | $2.5M | $5.5M | ||
| Q4 24 | $21.0M | $-312.0M | ||
| Q3 24 | $30.6M | $-14.9M | ||
| Q2 24 | $31.0M | $30.2M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 23.1% | — | ||
| Q2 25 | 21.7% | — | ||
| Q1 25 | 21.6% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 28.4% | — | ||
| Q2 24 | 29.8% | — |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 7.5% | 11.6% | ||
| Q2 25 | 2.0% | 6.9% | ||
| Q1 25 | 1.8% | 11.9% | ||
| Q4 24 | 8.4% | -41.6% | ||
| Q3 24 | 12.3% | 9.9% | ||
| Q2 24 | 12.5% | 17.4% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 6.6% | 11.4% | ||
| Q2 25 | -0.8% | 8.6% | ||
| Q1 25 | 0.7% | 1.1% | ||
| Q4 24 | 6.1% | -37.3% | ||
| Q3 24 | 8.9% | -3.0% | ||
| Q2 24 | 9.4% | 5.8% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | — | ||
| Q3 25 | $1.10 | $0.37 | ||
| Q2 25 | $-0.13 | $0.29 | ||
| Q1 25 | $0.12 | $0.04 | ||
| Q4 24 | $0.96 | $-1.93 | ||
| Q3 24 | $1.40 | $-0.09 | ||
| Q2 24 | $1.41 | $0.18 |
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 | $162.0M |
| Total DebtLower is stronger | $232.3M | $1.9B |
| Stockholders' EquityBook value | $511.8M | $793.5M |
| Total Assets | $1.1B | $4.2B |
| Debt / EquityLower = less leverage | 0.45× | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $39.5M | $162.0M | ||
| Q2 25 | $32.8M | $166.1M | ||
| Q1 25 | $41.4M | $152.0M | ||
| Q4 24 | $43.9M | $149.6M | ||
| Q3 24 | $51.0M | $204.2M | ||
| Q2 24 | $30.4M | $148.8M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | $285.0M | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | — | ||
| Q3 25 | $500.2M | $793.5M | ||
| Q2 25 | $481.8M | $743.4M | ||
| Q1 25 | $487.9M | $643.2M | ||
| Q4 24 | $522.1M | $607.3M | ||
| Q3 24 | $506.4M | $962.8M | ||
| Q2 24 | $480.0M | $942.8M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $4.2B | ||
| Q2 25 | $1.2B | $4.3B | ||
| Q1 25 | $1.2B | $5.3B | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $917.1M | $5.8B | ||
| Q2 24 | $889.0M | $5.8B |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 2.82× | ||
| Q1 25 | 0.58× | 4.07× | ||
| Q4 24 | — | 4.37× | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | 3.03× |
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 | $79.2M |
| Free Cash FlowOCF − Capex | — | $39.5M |
| FCF MarginFCF / Revenue | — | 7.4% |
| Capex IntensityCapex / Revenue | 7.8% | 7.4% |
| Cash ConversionOCF / Net Profit | 7.37× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | — | ||
| Q3 25 | $57.1M | $79.2M | ||
| Q2 25 | $-19.8M | $80.4M | ||
| Q1 25 | $30.0M | $75.1M | ||
| Q4 24 | $31.0M | $32.9M | ||
| Q3 24 | $58.7M | $101.3M | ||
| Q2 24 | $5.5M | $46.9M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $52.4M | $39.5M | ||
| Q2 25 | $-26.9M | $9.0M | ||
| Q1 25 | $19.1M | $18.9M | ||
| Q4 24 | $22.0M | $-36.3M | ||
| Q3 24 | $50.2M | $37.9M | ||
| Q2 24 | $-1.8M | $-19.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 14.6% | 7.4% | ||
| Q2 25 | -7.8% | 1.6% | ||
| Q1 25 | 5.5% | 3.7% | ||
| Q4 24 | 6.4% | -4.3% | ||
| Q3 24 | 14.7% | 7.5% | ||
| Q2 24 | -0.5% | -3.8% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.3% | 7.4% | ||
| Q2 25 | 2.1% | 13.0% | ||
| Q1 25 | 3.2% | 10.9% | ||
| Q4 24 | 2.6% | 8.3% | ||
| Q3 24 | 2.5% | 12.6% | ||
| Q2 24 | 2.2% | 12.8% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.41× | 1.30× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | 12.08× | 13.65× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 0.18× | 1.56× |
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% |
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
