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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
APOGEE ENTERPRISES, INC. is the larger business by last-quarter revenue ($351.4M vs $312.4M, roughly 1.1× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 4.7%, a 44.9% gap on every dollar of revenue. On growth, APOGEE ENTERPRISES, INC. posted the faster year-over-year revenue change (1.6% vs -0.8%). Over the past eight quarters, APOGEE ENTERPRISES, INC.'s revenue compounded faster (2.9% CAGR vs 2.3%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
APOG vs ESNT — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $312.4M |
| Net Profit | $16.6M | $155.0M |
| Gross Margin | 22.4% | — |
| Operating Margin | 7.3% | 59.1% |
| Net Margin | 4.7% | 49.6% |
| Revenue YoY | 1.6% | -0.8% |
| Net Profit YoY | 568.8% | -7.7% |
| EPS (diluted) | $0.78 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $358.2M | $311.8M | ||
| Q2 25 | $346.6M | $319.1M | ||
| Q1 25 | $345.7M | $317.6M | ||
| Q4 24 | $341.3M | $315.0M | ||
| Q3 24 | $342.4M | $316.6M | ||
| Q2 24 | $331.5M | $312.9M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $155.0M | ||
| Q3 25 | $23.6M | $164.2M | ||
| Q2 25 | $-2.7M | $195.3M | ||
| Q1 25 | $2.5M | $175.4M | ||
| Q4 24 | $21.0M | $167.9M | ||
| Q3 24 | $30.6M | $176.2M | ||
| Q2 24 | $31.0M | $203.6M |
| 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% | 59.1% | ||
| Q3 25 | 7.5% | 63.9% | ||
| Q2 25 | 2.0% | 72.4% | ||
| Q1 25 | 1.8% | 65.2% | ||
| Q4 24 | 8.4% | 61.9% | ||
| Q3 24 | 12.3% | 65.6% | ||
| Q2 24 | 12.5% | 76.4% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 49.6% | ||
| Q3 25 | 6.6% | 52.7% | ||
| Q2 25 | -0.8% | 61.2% | ||
| Q1 25 | 0.7% | 55.2% | ||
| Q4 24 | 6.1% | 53.3% | ||
| Q3 24 | 8.9% | 55.6% | ||
| Q2 24 | 9.4% | 65.1% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $1.61 | ||
| Q3 25 | $1.10 | $1.67 | ||
| Q2 25 | $-0.13 | $1.93 | ||
| Q1 25 | $0.12 | $1.69 | ||
| Q4 24 | $0.96 | $1.59 | ||
| Q3 24 | $1.40 | $1.65 | ||
| Q2 24 | $1.41 | $1.91 |
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 | — |
| Total DebtLower is stronger | $232.3M | — |
| Stockholders' EquityBook value | $511.8M | $5.8B |
| Total Assets | $1.1B | $7.4B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $39.5M | — | ||
| Q2 25 | $32.8M | — | ||
| Q1 25 | $41.4M | — | ||
| Q4 24 | $43.9M | — | ||
| Q3 24 | $51.0M | — | ||
| Q2 24 | $30.4M | — |
| 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 | $5.8B | ||
| Q3 25 | $500.2M | $5.7B | ||
| Q2 25 | $481.8M | $5.7B | ||
| Q1 25 | $487.9M | $5.7B | ||
| Q4 24 | $522.1M | $5.6B | ||
| Q3 24 | $506.4M | $5.6B | ||
| Q2 24 | $480.0M | $5.4B |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $7.4B | ||
| Q3 25 | $1.2B | $7.4B | ||
| Q2 25 | $1.2B | $7.2B | ||
| Q1 25 | $1.2B | $7.2B | ||
| Q4 24 | $1.2B | $7.1B | ||
| Q3 24 | $917.1M | $7.1B | ||
| Q2 24 | $889.0M | $6.7B |
| 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 | $856.1M |
| Free Cash FlowOCF − Capex | — | $848.7M |
| FCF MarginFCF / Revenue | — | 271.7% |
| Capex IntensityCapex / Revenue | 7.8% | 2.4% |
| Cash ConversionOCF / Net Profit | 7.37× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $856.1M | ||
| Q3 25 | $57.1M | $215.9M | ||
| Q2 25 | $-19.8M | $189.5M | ||
| Q1 25 | $30.0M | $221.6M | ||
| Q4 24 | $31.0M | $861.5M | ||
| Q3 24 | $58.7M | $229.2M | ||
| Q2 24 | $5.5M | $188.7M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $848.7M | ||
| Q3 25 | $52.4M | $210.6M | ||
| Q2 25 | $-26.9M | $188.8M | ||
| Q1 25 | $19.1M | $221.3M | ||
| Q4 24 | $22.0M | $854.8M | ||
| Q3 24 | $50.2M | $228.7M | ||
| Q2 24 | $-1.8M | $187.6M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 271.7% | ||
| Q3 25 | 14.6% | 67.5% | ||
| Q2 25 | -7.8% | 59.2% | ||
| Q1 25 | 5.5% | 69.7% | ||
| Q4 24 | 6.4% | 271.3% | ||
| Q3 24 | 14.7% | 72.2% | ||
| Q2 24 | -0.5% | 60.0% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 2.4% | ||
| Q3 25 | 1.3% | 1.7% | ||
| Q2 25 | 2.1% | 0.2% | ||
| Q1 25 | 3.2% | 0.1% | ||
| Q4 24 | 2.6% | 2.1% | ||
| Q3 24 | 2.5% | 0.2% | ||
| Q2 24 | 2.2% | 0.3% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 5.52× | ||
| Q3 25 | 2.41× | 1.31× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | 12.08× | 1.26× | ||
| Q4 24 | 1.48× | 5.13× | ||
| Q3 24 | 1.92× | 1.30× | ||
| Q2 24 | 0.18× | 0.93× |
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
