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APOGEE ENTERPRISES, INC.(APOG)与迈心诺(MASI)财务数据对比。点击上方公司名可切换其他公司
迈心诺的季度营收约是APOGEE ENTERPRISES, INC.的1.1倍($371.5M vs $351.4M),APOGEE ENTERPRISES, INC.净利率更高(4.7% vs -27.0%,领先31.8%),APOGEE ENTERPRISES, INC.同比增速更快(1.6% vs -26.4%),过去两年APOGEE ENTERPRISES, INC.的营收复合增速更高(2.9% vs -17.7%)
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。
迈心诺(Masimo Corporation)是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业,核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台,同时也布局了消费级音频和可穿戴设备赛道。
APOG vs MASI — 直观对比
营收规模更大
MASI
是对方的1.1倍
$351.4M
营收增速更快
APOG
高出28.0%
-26.4%
净利率更高
APOG
高出31.8%
-27.0%
两年增速更快
APOG
近两年复合增速
-17.7%
损益表 — Q4 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $351.4M | $371.5M |
| 净利润 | $16.6M | $-100.4M |
| 毛利率 | 22.4% | 62.1% |
| 营业利润率 | 7.3% | 22.5% |
| 净利率 | 4.7% | -27.0% |
| 营收同比 | 1.6% | -26.4% |
| 净利润同比 | 568.8% | -1124.5% |
| 每股收益(稀释后) | $0.78 | $-1.84 |
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
APOG
MASI
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | — | ||
| Q3 25 | $358.2M | $371.5M | ||
| Q2 25 | $346.6M | $370.9M | ||
| Q1 25 | $345.7M | $372.0M | ||
| Q4 24 | $341.3M | $600.7M | ||
| Q3 24 | $342.4M | $504.6M | ||
| Q2 24 | $331.5M | $496.3M |
净利润
APOG
MASI
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | — | ||
| Q3 25 | $23.6M | $-100.4M | ||
| Q2 25 | $-2.7M | $51.3M | ||
| Q1 25 | $2.5M | $-170.7M | ||
| Q4 24 | $21.0M | $-349.6M | ||
| Q3 24 | $30.6M | $9.8M | ||
| Q2 24 | $31.0M | $16.0M |
毛利率
APOG
MASI
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 23.1% | 62.1% | ||
| Q2 25 | 21.7% | 62.9% | ||
| Q1 25 | 21.6% | 62.9% | ||
| Q4 24 | 26.1% | 40.7% | ||
| Q3 24 | 28.4% | 52.2% | ||
| Q2 24 | 29.8% | 51.3% |
营业利润率
APOG
MASI
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 7.5% | 22.5% | ||
| Q2 25 | 2.0% | 17.4% | ||
| Q1 25 | 1.8% | 21.0% | ||
| Q4 24 | 8.4% | -59.8% | ||
| Q3 24 | 12.3% | 6.0% | ||
| Q2 24 | 12.5% | 5.7% |
净利率
APOG
MASI
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 6.6% | -27.0% | ||
| Q2 25 | -0.8% | 13.8% | ||
| Q1 25 | 0.7% | -45.9% | ||
| Q4 24 | 6.1% | -58.2% | ||
| Q3 24 | 8.9% | 1.9% | ||
| Q2 24 | 9.4% | 3.2% |
每股收益(稀释后)
APOG
MASI
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | — | ||
| Q3 25 | $1.10 | $-1.84 | ||
| Q2 25 | $-0.13 | $0.94 | ||
| Q1 25 | $0.12 | $-3.12 | ||
| Q4 24 | $0.96 | $-6.54 | ||
| Q3 24 | $1.40 | $0.18 | ||
| Q2 24 | $1.41 | $0.29 |
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 | $312.3M |
| 总债务越低越好 | $232.3M | $559.1M |
| 股东权益账面价值 | $511.8M | $810.0M |
| 总资产 | $1.1B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.69× |
8季度趋势,按日历期对齐
现金及短期投资
APOG
MASI
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $39.5M | $312.3M | ||
| Q2 25 | $32.8M | $149.6M | ||
| Q1 25 | $41.4M | $130.8M | ||
| Q4 24 | $43.9M | $177.6M | ||
| Q3 24 | $51.0M | $158.5M | ||
| Q2 24 | $30.4M | $129.6M |
总债务
APOG
MASI
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | $285.0M | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M |
股东权益
APOG
MASI
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | — | ||
| Q3 25 | $500.2M | $810.0M | ||
| Q2 25 | $481.8M | $1.0B | ||
| Q1 25 | $487.9M | $946.4M | ||
| Q4 24 | $522.1M | $1.1B | ||
| Q3 24 | $506.4M | $1.5B | ||
| Q2 24 | $480.0M | $1.4B |
总资产
APOG
MASI
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $2.4B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | $1.2B | $2.6B | ||
| Q3 24 | $917.1M | $3.1B | ||
| Q2 24 | $889.0M | $2.9B |
负债/权益比
APOG
MASI
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | 0.58× | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | — | $50.9M |
| 自由现金流率自由现金流/营收 | — | 13.7% |
| 资本支出强度资本支出/营收 | 7.8% | 1.6% |
| 现金转化率经营现金流/净利润 | 7.37× | — |
| 过去12个月自由现金流最近4个季度 | — | $191.0M |
8季度趋势,按日历期对齐
经营现金流
APOG
MASI
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | — | ||
| Q3 25 | $57.1M | $56.8M | ||
| Q2 25 | $-19.8M | $69.4M | ||
| Q1 25 | $30.0M | $31.1M | ||
| Q4 24 | $31.0M | $50.5M | ||
| Q3 24 | $58.7M | $25.6M | ||
| Q2 24 | $5.5M | $74.5M |
自由现金流
APOG
MASI
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $52.4M | $50.9M | ||
| Q2 25 | $-26.9M | $65.6M | ||
| Q1 25 | $19.1M | $28.5M | ||
| Q4 24 | $22.0M | $46.0M | ||
| Q3 24 | $50.2M | $16.9M | ||
| Q2 24 | $-1.8M | $66.9M |
自由现金流率
APOG
MASI
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 14.6% | 13.7% | ||
| Q2 25 | -7.8% | 17.7% | ||
| Q1 25 | 5.5% | 7.7% | ||
| Q4 24 | 6.4% | 7.7% | ||
| Q3 24 | 14.7% | 3.3% | ||
| Q2 24 | -0.5% | 13.5% |
资本支出强度
APOG
MASI
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.3% | 1.6% | ||
| Q2 25 | 2.1% | 1.0% | ||
| Q1 25 | 3.2% | 0.7% | ||
| Q4 24 | 2.6% | 0.7% | ||
| Q3 24 | 2.5% | 1.7% | ||
| Q2 24 | 2.2% | 1.5% |
现金转化率
APOG
MASI
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | 12.08× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.92× | 2.61× | ||
| Q2 24 | 0.18× | 4.66× |
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% |
MASI
暂无分部数据