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APOGEE ENTERPRISES, INC.（APOG）与AMICUS THERAPEUTICS, INC.（FOLD）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AMICUS THERAPEUTICS, INC.的1.9倍（$351.4M vs $185.2M），APOGEE ENTERPRISES, INC.净利率更高（4.7% vs 0.9%，领先3.8%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 1.6%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 2.9%）
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。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
APOG vs FOLD — 直观对比
营收规模更大
APOG
是对方的1.9倍
$185.2M
营收增速更快
FOLD
高出22.1%
1.6%
净利率更高
APOG
高出3.8%
0.9%
两年增速更快
FOLD
近两年复合增速
2.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.4M | $185.2M |
| 净利润 | $16.6M | $1.7M |
| 毛利率 | 22.4% | 85.7% |
| 营业利润率 | 7.3% | 8.6% |
| 净利率 | 4.7% | 0.9% |
| 营收同比 | 1.6% | 23.7% |
| 净利润同比 | 568.8% | -88.5% |
| 每股收益（稀释后） | $0.78 | $0.00 |
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APOGFOLD
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $185.2M | ||
| Q3 25 | $358.2M | $169.1M | ||
| Q2 25 | $346.6M | $154.7M | ||
| Q1 25 | $345.7M | $125.2M | ||
| Q4 24 | $341.3M | $149.7M | ||
| Q3 24 | $342.4M | $141.5M | ||
| Q2 24 | $331.5M | $126.7M |
净利润APOGFOLD
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $1.7M | ||
| Q3 25 | $23.6M | $17.3M | ||
| Q2 25 | $-2.7M | $-24.4M | ||
| Q1 25 | $2.5M | $-21.7M | ||
| Q4 24 | $21.0M | $14.7M | ||
| Q3 24 | $30.6M | $-6.7M | ||
| Q2 24 | $31.0M | $-15.7M |
毛利率APOGFOLD
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 85.7% | ||
| Q3 25 | 23.1% | 88.5% | ||
| Q2 25 | 21.7% | 90.2% | ||
| Q1 25 | 21.6% | 90.7% | ||
| Q4 24 | 26.1% | 90.1% | ||
| Q3 24 | 28.4% | 90.6% | ||
| Q2 24 | 29.8% | 91.1% |
营业利润率APOGFOLD
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 8.6% | ||
| Q3 25 | 7.5% | 20.3% | ||
| Q2 25 | 2.0% | -6.1% | ||
| Q1 25 | 1.8% | -6.3% | ||
| Q4 24 | 8.4% | 10.7% | ||
| Q3 24 | 12.3% | 15.3% | ||
| Q2 24 | 12.5% | 11.8% |
净利率APOGFOLD
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 0.9% | ||
| Q3 25 | 6.6% | 10.2% | ||
| Q2 25 | -0.8% | -15.8% | ||
| Q1 25 | 0.7% | -17.3% | ||
| Q4 24 | 6.1% | 9.8% | ||
| Q3 24 | 8.9% | -4.8% | ||
| Q2 24 | 9.4% | -12.4% |
每股收益（稀释后）APOGFOLD
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.00 | ||
| Q3 25 | $1.10 | $0.06 | ||
| Q2 25 | $-0.13 | $-0.08 | ||
| Q1 25 | $0.12 | $-0.07 | ||
| Q4 24 | $0.96 | $0.05 | ||
| Q3 24 | $1.40 | $-0.02 | ||
| Q2 24 | $1.41 | $-0.05 |
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 | $39.5M | $293.5M |
| 总债务越低越好 | $232.3M | $392.7M |
| 股东权益账面价值 | $511.8M | $274.2M |
| 总资产 | $1.1B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.45× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资APOGFOLD
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $293.5M | ||
| Q3 25 | $39.5M | $263.8M | ||
| Q2 25 | $32.8M | $231.0M | ||
| Q1 25 | $41.4M | $250.6M | ||
| Q4 24 | $43.9M | $249.9M | ||
| Q3 24 | $51.0M | $249.8M | ||
| Q2 24 | $30.4M | $260.1M |
总债务APOGFOLD
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | $285.0M | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M |
股东权益APOGFOLD
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $274.2M | ||
| Q3 25 | $500.2M | $230.4M | ||
| Q2 25 | $481.8M | $204.3M | ||
| Q1 25 | $487.9M | $193.6M | ||
| Q4 24 | $522.1M | $194.0M | ||
| Q3 24 | $506.4M | $178.8M | ||
| Q2 24 | $480.0M | $132.5M |
总资产APOGFOLD
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $949.9M | ||
| Q3 25 | $1.2B | $868.8M | ||
| Q2 25 | $1.2B | $815.3M | ||
| Q1 25 | $1.2B | $789.8M | ||
| Q4 24 | $1.2B | $785.0M | ||
| Q3 24 | $917.1M | $786.6M | ||
| Q2 24 | $889.0M | $749.5M |
负债/权益比APOGFOLD
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 0.58× | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× |
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 | $122.5M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | 7.8% | 0.2% |
| 现金转化率经营现金流/净利润 | 7.37× | 9.62× |
| 过去12个月自由现金流最近4个季度 | — | $29.8M |
8季度趋势，按日历期对齐
经营现金流APOGFOLD
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $16.3M | ||
| Q3 25 | $57.1M | $35.7M | ||
| Q2 25 | $-19.8M | $-26.5M | ||
| Q1 25 | $30.0M | $7.8M | ||
| Q4 24 | $31.0M | $-3.9M | ||
| Q3 24 | $58.7M | $-23.0M | ||
| Q2 24 | $5.5M | $22.7M |
自由现金流APOGFOLD
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $16.0M | ||
| Q3 25 | $52.4M | $35.3M | ||
| Q2 25 | $-26.9M | $-28.9M | ||
| Q1 25 | $19.1M | $7.5M | ||
| Q4 24 | $22.0M | $-4.2M | ||
| Q3 24 | $50.2M | $-23.3M | ||
| Q2 24 | $-1.8M | $21.6M |
自由现金流率APOGFOLD
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 8.6% | ||
| Q3 25 | 14.6% | 20.9% | ||
| Q2 25 | -7.8% | -18.7% | ||
| Q1 25 | 5.5% | 6.0% | ||
| Q4 24 | 6.4% | -2.8% | ||
| Q3 24 | 14.7% | -16.5% | ||
| Q2 24 | -0.5% | 17.0% |
资本支出强度APOGFOLD
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 0.2% | ||
| Q3 25 | 1.3% | 0.2% | ||
| Q2 25 | 2.1% | 1.6% | ||
| Q1 25 | 3.2% | 0.2% | ||
| Q4 24 | 2.6% | 0.2% | ||
| Q3 24 | 2.5% | 0.3% | ||
| Q2 24 | 2.2% | 0.9% |
现金转化率APOGFOLD
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 9.62× | ||
| Q3 25 | 2.41× | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | 12.08× | — | ||
| Q4 24 | 1.48× | -0.27× | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 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
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
