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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $351.4M, roughly 1.1× APOGEE ENTERPRISES, INC.). APOGEE ENTERPRISES, INC. runs the higher net margin — 4.7% vs -5.0%, a 9.8% gap on every dollar of revenue. On growth, Soho House & Co Inc. posted the faster year-over-year revenue change (11.2% vs 1.6%). Over the past eight quarters, Soho House & Co Inc.'s revenue compounded faster (13.5% 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.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
APOG vs SHCO — Head-to-Head
Income Statement — Q4 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $370.8M |
| Net Profit | $16.6M | $-18.7M |
| Gross Margin | 22.4% | — |
| Operating Margin | 7.3% | -1.6% |
| Net Margin | 4.7% | -5.0% |
| Revenue YoY | 1.6% | 11.2% |
| Net Profit YoY | 568.8% | -10790.3% |
| EPS (diluted) | $0.78 | $-0.10 |
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 | $370.8M | ||
| Q2 25 | $346.6M | $329.8M | ||
| Q1 25 | $345.7M | $282.9M | ||
| Q4 24 | $341.3M | $305.6M | ||
| Q3 24 | $342.4M | $333.4M | ||
| Q2 24 | $331.5M | $302.9M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | — | ||
| Q3 25 | $23.6M | $-18.7M | ||
| Q2 25 | $-2.7M | $24.9M | ||
| Q1 25 | $2.5M | $8.2M | ||
| Q4 24 | $21.0M | $-91.7M | ||
| Q3 24 | $30.6M | $175.0K | ||
| Q2 24 | $31.0M | $-29.9M |
| 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% | -1.6% | ||
| Q2 25 | 2.0% | 18.1% | ||
| Q1 25 | 1.8% | 12.3% | ||
| Q4 24 | 8.4% | -23.1% | ||
| Q3 24 | 12.3% | 11.4% | ||
| Q2 24 | 12.5% | -4.3% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 6.6% | -5.0% | ||
| Q2 25 | -0.8% | 7.5% | ||
| Q1 25 | 0.7% | 2.9% | ||
| Q4 24 | 6.1% | -30.0% | ||
| Q3 24 | 8.9% | 0.1% | ||
| Q2 24 | 9.4% | -9.9% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | — | ||
| Q3 25 | $1.10 | $-0.10 | ||
| Q2 25 | $-0.13 | $0.13 | ||
| Q1 25 | $0.12 | $0.04 | ||
| Q4 24 | $0.96 | $-0.48 | ||
| Q3 24 | $1.40 | $0.00 | ||
| Q2 24 | $1.41 | $-0.15 |
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 | $142.5M |
| Total DebtLower is stronger | $232.3M | $735.8M |
| Stockholders' EquityBook value | $511.8M | $-351.6M |
| Total Assets | $1.1B | $2.7B |
| 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 | $142.5M | ||
| Q2 25 | $32.8M | $150.3M | ||
| Q1 25 | $41.4M | $150.1M | ||
| Q4 24 | $43.9M | $152.7M | ||
| Q3 24 | $51.0M | $142.8M | ||
| Q2 24 | $30.4M | $148.5M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $735.8M | ||
| Q2 25 | — | $729.8M | ||
| Q1 25 | $285.0M | $705.1M | ||
| Q4 24 | — | $691.5M | ||
| Q3 24 | — | $694.8M | ||
| Q2 24 | — | $682.1M |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | — | ||
| Q3 25 | $500.2M | $-351.6M | ||
| Q2 25 | $481.8M | $-348.6M | ||
| Q1 25 | $487.9M | $-340.1M | ||
| Q4 24 | $522.1M | $-335.1M | ||
| Q3 24 | $506.4M | $-279.4M | ||
| Q2 24 | $480.0M | $-231.7M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $917.1M | $2.6B | ||
| Q2 24 | $889.0M | $2.6B |
| 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 | $34.9M |
| Free Cash FlowOCF − Capex | — | $3.5M |
| FCF MarginFCF / Revenue | — | 0.9% |
| Capex IntensityCapex / Revenue | 7.8% | 8.5% |
| Cash ConversionOCF / Net Profit | 7.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | — | ||
| Q3 25 | $57.1M | $34.9M | ||
| Q2 25 | $-19.8M | $41.0M | ||
| Q1 25 | $30.0M | $22.8M | ||
| Q4 24 | $31.0M | $26.9M | ||
| Q3 24 | $58.7M | $20.6M | ||
| Q2 24 | $5.5M | $36.0M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $52.4M | $3.5M | ||
| Q2 25 | $-26.9M | $12.4M | ||
| Q1 25 | $19.1M | $7.5M | ||
| Q4 24 | $22.0M | $18.5M | ||
| Q3 24 | $50.2M | $10.3M | ||
| Q2 24 | $-1.8M | $10.2M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 14.6% | 0.9% | ||
| Q2 25 | -7.8% | 3.8% | ||
| Q1 25 | 5.5% | 2.7% | ||
| Q4 24 | 6.4% | 6.1% | ||
| Q3 24 | 14.7% | 3.1% | ||
| Q2 24 | -0.5% | 3.4% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.3% | 8.5% | ||
| Q2 25 | 2.1% | 8.7% | ||
| Q1 25 | 3.2% | 5.4% | ||
| Q4 24 | 2.6% | 2.7% | ||
| Q3 24 | 2.5% | 3.1% | ||
| Q2 24 | 2.2% | 8.5% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | 12.08× | 2.79× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.92× | 117.70× | ||
| Q2 24 | 0.18× | — |
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% |
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
