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Apple Hospitality REIT, Inc.（APLE）与APOGEE ENTERPRISES, INC.（APOG）财务数据对比。点击上方公司名可切换其他公司
APOGEE ENTERPRISES, INC.的季度营收约是Apple Hospitality REIT, Inc.的1.1倍（$351.4M vs $326.4M），Apple Hospitality REIT, Inc.净利率更高（9.1% vs 4.7%，领先4.3%），APOGEE ENTERPRISES, INC.同比增速更快（1.6% vs -2.0%），过去两年APOGEE ENTERPRISES, INC.的营收复合增速更高（2.9% vs -0.5%）
莱曼 hospitality properties是一家深耕酒店、度假村、娱乐及媒体领域的企业，得名于旗下核心资产——位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾作为爱德华·盖洛德旗下俄克拉荷马出版公司子公司的时期，1983年收购WSM公司后，拿下大奥普里等知名IP，奠定了如今的业务发展基础。
Apogee Enterprises是一家美国音频设备制造商，主营音频接口、模数与数模转换器、USB及iOS麦克风，同时还开发音频制作相关软件，产品广泛服务于专业录音、音乐创作等音频领域，在全球音频行业拥有较高的认可度。
APLE vs APOG — 直观对比
营收规模更大
APOG
是对方的1.1倍
$326.4M
营收增速更快
APOG
高出3.6%
-2.0%
净利率更高
APLE
高出4.3%
4.7%
两年增速更快
APOG
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $351.4M |
| 净利润 | $29.6M | $16.6M |
| 毛利率 | 37.2% | 22.4% |
| 营业利润率 | 15.2% | 7.3% |
| 净利率 | 9.1% | 4.7% |
| 营收同比 | -2.0% | 1.6% |
| 净利润同比 | -0.7% | 568.8% |
| 每股收益（稀释后） | $0.13 | $0.78 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APLEAPOG
| Q1 26 | — | $351.4M | ||
| Q4 25 | $326.4M | $348.6M | ||
| Q3 25 | $373.9M | $358.2M | ||
| Q2 25 | $384.4M | $346.6M | ||
| Q1 25 | $327.7M | $345.7M | ||
| Q4 24 | $333.0M | $341.3M | ||
| Q3 24 | $378.8M | $342.4M | ||
| Q2 24 | $390.1M | $331.5M |
净利润APLEAPOG
| Q1 26 | — | $16.6M | ||
| Q4 25 | $29.6M | $16.5M | ||
| Q3 25 | $50.9M | $23.6M | ||
| Q2 25 | $63.6M | $-2.7M | ||
| Q1 25 | $31.2M | $2.5M | ||
| Q4 24 | $29.8M | $21.0M | ||
| Q3 24 | $56.3M | $30.6M | ||
| Q2 24 | $73.9M | $31.0M |
毛利率APLEAPOG
| Q1 26 | — | 22.4% | ||
| Q4 25 | 37.2% | 23.8% | ||
| Q3 25 | 40.6% | 23.1% | ||
| Q2 25 | 42.6% | 21.7% | ||
| Q1 25 | 39.0% | 21.6% | ||
| Q4 24 | 38.6% | 26.1% | ||
| Q3 24 | 41.9% | 28.4% | ||
| Q2 24 | 44.6% | 29.8% |
营业利润率APLEAPOG
| Q1 26 | — | 7.3% | ||
| Q4 25 | 15.2% | 7.1% | ||
| Q3 25 | 19.4% | 7.5% | ||
| Q2 25 | 22.1% | 2.0% | ||
| Q1 25 | 15.5% | 1.8% | ||
| Q4 24 | 15.0% | 8.4% | ||
| Q3 24 | 20.5% | 12.3% | ||
| Q2 24 | 24.0% | 12.5% |
净利率APLEAPOG
| Q1 26 | — | 4.7% | ||
| Q4 25 | 9.1% | 4.7% | ||
| Q3 25 | 13.6% | 6.6% | ||
| Q2 25 | 16.6% | -0.8% | ||
| Q1 25 | 9.5% | 0.7% | ||
| Q4 24 | 9.0% | 6.1% | ||
| Q3 24 | 14.9% | 8.9% | ||
| Q2 24 | 19.0% | 9.4% |
每股收益（稀释后）APLEAPOG
| Q1 26 | — | $0.78 | ||
| Q4 25 | $0.13 | $0.77 | ||
| Q3 25 | $0.21 | $1.10 | ||
| Q2 25 | $0.27 | $-0.13 | ||
| Q1 25 | $0.13 | $0.12 | ||
| Q4 24 | $0.13 | $0.96 | ||
| Q3 24 | $0.23 | $1.40 | ||
| Q2 24 | $0.31 | $1.41 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $8.5M | $39.5M |
| 总债务越低越好 | $1.5B | $232.3M |
| 股东权益账面价值 | $3.1B | $511.8M |
| 总资产 | $4.9B | $1.1B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资APLEAPOG
| Q1 26 | — | $39.5M | ||
| Q4 25 | $8.5M | $41.3M | ||
| Q3 25 | $50.3M | $39.5M | ||
| Q2 25 | $7.9M | $32.8M | ||
| Q1 25 | $14.9M | $41.4M | ||
| Q4 24 | $10.3M | $43.9M | ||
| Q3 24 | $6.1M | $51.0M | ||
| Q2 24 | $7.2M | $30.4M |
总债务APLEAPOG
| Q1 26 | — | $232.3M | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $285.0M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益APLEAPOG
| Q1 26 | — | $511.8M | ||
| Q4 25 | $3.1B | $512.3M | ||
| Q3 25 | $3.2B | $500.2M | ||
| Q2 25 | $3.2B | $481.8M | ||
| Q1 25 | $3.2B | $487.9M | ||
| Q4 24 | $3.3B | $522.1M | ||
| Q3 24 | $3.3B | $506.4M | ||
| Q2 24 | $3.3B | $480.0M |
总资产APLEAPOG
| Q1 26 | — | $1.1B | ||
| Q4 25 | $4.9B | $1.1B | ||
| Q3 25 | $4.9B | $1.2B | ||
| Q2 25 | $4.9B | $1.2B | ||
| Q1 25 | $4.9B | $1.2B | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | $5.0B | $917.1M | ||
| Q2 24 | $5.1B | $889.0M |
负债/权益比APLEAPOG
| Q1 26 | — | 0.45× | ||
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.48× | 0.58× | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.46× | — | ||
| Q2 24 | 0.46× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $370.2M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | — |
| 自由现金流率自由现金流/营收 | 86.4% | — |
| 资本支出强度资本支出/营收 | 27.0% | 7.8% |
| 现金转化率经营现金流/净利润 | 12.50× | 7.37× |
| 过去12个月自由现金流最近4个季度 | $516.8M | — |
8季度趋势，按日历期对齐
经营现金流APLEAPOG
| Q1 26 | — | $122.5M | ||
| Q4 25 | $370.2M | $29.3M | ||
| Q3 25 | $126.4M | $57.1M | ||
| Q2 25 | $108.8M | $-19.8M | ||
| Q1 25 | $49.1M | $30.0M | ||
| Q4 24 | $405.4M | $31.0M | ||
| Q3 24 | $128.2M | $58.7M | ||
| Q2 24 | $127.3M | $5.5M |
自由现金流APLEAPOG
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $22.9M | ||
| Q3 25 | $109.0M | $52.4M | ||
| Q2 25 | $96.2M | $-26.9M | ||
| Q1 25 | $29.5M | $19.1M | ||
| Q4 24 | $327.1M | $22.0M | ||
| Q3 24 | $113.1M | $50.2M | ||
| Q2 24 | $115.0M | $-1.8M |
自由现金流率APLEAPOG
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | 6.6% | ||
| Q3 25 | 29.2% | 14.6% | ||
| Q2 25 | 25.0% | -7.8% | ||
| Q1 25 | 9.0% | 5.5% | ||
| Q4 24 | 98.2% | 6.4% | ||
| Q3 24 | 29.9% | 14.7% | ||
| Q2 24 | 29.5% | -0.5% |
资本支出强度APLEAPOG
| Q1 26 | — | 7.8% | ||
| Q4 25 | 27.0% | 1.9% | ||
| Q3 25 | 4.7% | 1.3% | ||
| Q2 25 | 3.3% | 2.1% | ||
| Q1 25 | 6.0% | 3.2% | ||
| Q4 24 | 23.5% | 2.6% | ||
| Q3 24 | 4.0% | 2.5% | ||
| Q2 24 | 3.2% | 2.2% |
现金转化率APLEAPOG
| Q1 26 | — | 7.37× | ||
| Q4 25 | 12.50× | 1.77× | ||
| Q3 25 | 2.49× | 2.41× | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | 12.08× | ||
| Q4 24 | 13.59× | 1.48× | ||
| Q3 24 | 2.28× | 1.92× | ||
| Q2 24 | 1.72× | 0.18× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APLE
| Occupancy | $293.0M | 90% |
| Hotel Other | $17.2M | 5% |
| Food And Beverage | $16.3M | 5% |
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
