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Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $351.4M, roughly 1.1× APOGEE ENTERPRISES, INC.). APOGEE ENTERPRISES, INC. runs the higher net margin — 4.7% vs 1.7%, a 3.1% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 1.6%). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% 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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
APOG vs ZETA — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $394.6M |
| Net Profit | $16.6M | $6.5M |
| Gross Margin | 22.4% | 59.5% |
| Operating Margin | 7.3% | 4.5% |
| Net Margin | 4.7% | 1.7% |
| Revenue YoY | 1.6% | 25.4% |
| Net Profit YoY | 568.8% | -57.1% |
| EPS (diluted) | $0.78 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $358.2M | $337.2M | ||
| Q2 25 | $346.6M | $308.4M | ||
| Q1 25 | $345.7M | $264.4M | ||
| Q4 24 | $341.3M | $314.7M | ||
| Q3 24 | $342.4M | $268.3M | ||
| Q2 24 | $331.5M | $227.8M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $6.5M | ||
| Q3 25 | $23.6M | $-3.6M | ||
| Q2 25 | $-2.7M | $-12.8M | ||
| Q1 25 | $2.5M | $-21.6M | ||
| Q4 24 | $21.0M | $15.2M | ||
| Q3 24 | $30.6M | $-17.4M | ||
| Q2 24 | $31.0M | $-28.1M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 59.5% | ||
| Q3 25 | 23.1% | 60.5% | ||
| Q2 25 | 21.7% | 62.1% | ||
| Q1 25 | 21.6% | 60.9% | ||
| Q4 24 | 26.1% | 60.0% | ||
| Q3 24 | 28.4% | 60.6% | ||
| Q2 24 | 29.8% | 60.0% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 4.5% | ||
| Q3 25 | 7.5% | 2.6% | ||
| Q2 25 | 2.0% | -1.7% | ||
| Q1 25 | 1.8% | -6.1% | ||
| Q4 24 | 8.4% | 2.2% | ||
| Q3 24 | 12.3% | -4.6% | ||
| Q2 24 | 12.5% | -11.7% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 1.7% | ||
| Q3 25 | 6.6% | -1.1% | ||
| Q2 25 | -0.8% | -4.2% | ||
| Q1 25 | 0.7% | -8.2% | ||
| Q4 24 | 6.1% | 4.8% | ||
| Q3 24 | 8.9% | -6.5% | ||
| Q2 24 | 9.4% | -12.3% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.04 | ||
| Q3 25 | $1.10 | $-0.02 | ||
| Q2 25 | $-0.13 | $-0.06 | ||
| Q1 25 | $0.12 | $-0.10 | ||
| Q4 24 | $0.96 | $0.10 | ||
| Q3 24 | $1.40 | $-0.09 | ||
| 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 | $319.8M |
| Total DebtLower is stronger | $232.3M | $197.1M |
| Stockholders' EquityBook value | $511.8M | $804.6M |
| Total Assets | $1.1B | $1.5B |
| Debt / EquityLower = less leverage | 0.45× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $319.8M | ||
| Q3 25 | $39.5M | $385.2M | ||
| Q2 25 | $32.8M | $365.3M | ||
| Q1 25 | $41.4M | $364.4M | ||
| Q4 24 | $43.9M | $366.2M | ||
| Q3 24 | $51.0M | $418.5M | ||
| Q2 24 | $30.4M | $154.7M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | $285.0M | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $804.6M | ||
| Q3 25 | $500.2M | $689.2M | ||
| Q2 25 | $481.8M | $673.3M | ||
| Q1 25 | $487.9M | $676.6M | ||
| Q4 24 | $522.1M | $676.8M | ||
| Q3 24 | $506.4M | $474.9M | ||
| Q2 24 | $480.0M | $217.0M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $917.1M | $869.1M | ||
| Q2 24 | $889.0M | $583.9M |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | 0.58× | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | — | $60.9M |
| FCF MarginFCF / Revenue | — | 15.4% |
| Capex IntensityCapex / Revenue | 7.8% | 0.8% |
| Cash ConversionOCF / Net Profit | 7.37× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $64.1M | ||
| Q3 25 | $57.1M | $57.9M | ||
| Q2 25 | $-19.8M | $42.0M | ||
| Q1 25 | $30.0M | $34.8M | ||
| Q4 24 | $31.0M | $43.7M | ||
| Q3 24 | $58.7M | $34.4M | ||
| Q2 24 | $5.5M | $31.1M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $60.9M | ||
| Q3 25 | $52.4M | $52.4M | ||
| Q2 25 | $-26.9M | $39.7M | ||
| Q1 25 | $19.1M | $32.1M | ||
| Q4 24 | $22.0M | $35.4M | ||
| Q3 24 | $50.2M | $29.5M | ||
| Q2 24 | $-1.8M | $24.4M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 15.4% | ||
| Q3 25 | 14.6% | 15.6% | ||
| Q2 25 | -7.8% | 12.9% | ||
| Q1 25 | 5.5% | 12.1% | ||
| Q4 24 | 6.4% | 11.3% | ||
| Q3 24 | 14.7% | 11.0% | ||
| Q2 24 | -0.5% | 10.7% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 0.8% | ||
| Q3 25 | 1.3% | 1.6% | ||
| Q2 25 | 2.1% | 0.8% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.5% | 1.8% | ||
| Q2 24 | 2.2% | 3.0% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 9.81× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 12.08× | — | ||
| Q4 24 | 1.48× | 2.87× | ||
| Q3 24 | 1.92× | — | ||
| 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% |
ZETA
Segment breakdown not available.
