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APOGEE ENTERPRISES, INC.（APOG）与ONTO INNOVATION INC.（ONTO）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ONTO INNOVATION INC.的1.6倍（$351.4M vs $218.2M），ONTO INNOVATION INC.净利率更高（12.9% vs 4.7%，领先8.2%），APOGEE ENTERPRISES, INC.同比增速更快（1.6% vs -13.5%），过去两年APOGEE ENTERPRISES, INC.的营收复合增速更高（2.9% vs 2.6%）
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。
Onto Innovation是一家美国半导体企业，2019年由Rudolph Technologies与Nanometrics合并组建，为微电子制造行业提供生产工艺、工艺控制相关设备及配套软件解决方案，是全球半导体制造支撑领域的重要供应商。
APOG vs ONTO — 直观对比
营收规模更大
APOG
是对方的1.6倍
$218.2M
营收增速更快
APOG
高出15.1%
-13.5%
净利率更高
ONTO
高出8.2%
4.7%
两年增速更快
APOG
近两年复合增速
2.6%
损益表 — Q4 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.4M | $218.2M |
| 净利润 | $16.6M | $28.2M |
| 毛利率 | 22.4% | 50.7% |
| 营业利润率 | 7.3% | 10.9% |
| 净利率 | 4.7% | 12.9% |
| 营收同比 | 1.6% | -13.5% |
| 净利润同比 | 568.8% | -46.8% |
| 每股收益（稀释后） | $0.78 | $0.57 |
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APOGONTO
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | — | ||
| Q3 25 | $358.2M | $218.2M | ||
| Q2 25 | $346.6M | $253.6M | ||
| Q1 25 | $345.7M | $266.6M | ||
| Q4 24 | $341.3M | $263.9M | ||
| Q3 24 | $342.4M | $252.2M | ||
| Q2 24 | $331.5M | $242.3M |
净利润APOGONTO
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | — | ||
| Q3 25 | $23.6M | $28.2M | ||
| Q2 25 | $-2.7M | $33.9M | ||
| Q1 25 | $2.5M | $64.1M | ||
| Q4 24 | $21.0M | $48.8M | ||
| Q3 24 | $30.6M | $53.1M | ||
| Q2 24 | $31.0M | $52.9M |
毛利率APOGONTO
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 23.1% | 50.7% | ||
| Q2 25 | 21.7% | 48.2% | ||
| Q1 25 | 21.6% | 53.7% | ||
| Q4 24 | 26.1% | 50.2% | ||
| Q3 24 | 28.4% | 54.1% | ||
| Q2 24 | 29.8% | 52.9% |
营业利润率APOGONTO
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 7.5% | 10.9% | ||
| Q2 25 | 2.0% | 12.7% | ||
| Q1 25 | 1.8% | 23.7% | ||
| Q4 24 | 8.4% | 16.1% | ||
| Q3 24 | 12.3% | 21.0% | ||
| Q2 24 | 12.5% | 20.2% |
净利率APOGONTO
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 6.6% | 12.9% | ||
| Q2 25 | -0.8% | 13.4% | ||
| Q1 25 | 0.7% | 24.0% | ||
| Q4 24 | 6.1% | 18.5% | ||
| Q3 24 | 8.9% | 21.0% | ||
| Q2 24 | 9.4% | 21.9% |
每股收益（稀释后）APOGONTO
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | — | ||
| Q3 25 | $1.10 | $0.57 | ||
| Q2 25 | $-0.13 | $0.69 | ||
| Q1 25 | $0.12 | $1.30 | ||
| Q4 24 | $0.96 | $0.98 | ||
| Q3 24 | $1.40 | $1.07 | ||
| Q2 24 | $1.41 | $1.07 |
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 | $603.1M |
| 总债务越低越好 | $232.3M | — |
| 股东权益账面价值 | $511.8M | $2.0B |
| 总资产 | $1.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资APOGONTO
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $39.5M | $603.1M | ||
| Q2 25 | $32.8M | $217.5M | ||
| Q1 25 | $41.4M | $203.7M | ||
| Q4 24 | $43.9M | $212.9M | ||
| Q3 24 | $51.0M | $188.7M | ||
| Q2 24 | $30.4M | $172.6M |
总债务APOGONTO
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $285.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APOGONTO
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | — | ||
| Q3 25 | $500.2M | $2.0B | ||
| Q2 25 | $481.8M | $2.0B | ||
| Q1 25 | $487.9M | $1.9B | ||
| Q4 24 | $522.1M | $1.9B | ||
| Q3 24 | $506.4M | $1.9B | ||
| Q2 24 | $480.0M | $1.8B |
总资产APOGONTO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $917.1M | $2.1B | ||
| Q2 24 | $889.0M | $2.0B |
负债/权益比APOGONTO
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $83.4M |
| 自由现金流经营现金流 - 资本支出 | — | $82.0M |
| 自由现金流率自由现金流/营收 | — | 37.6% |
| 资本支出强度资本支出/营收 | 7.8% | 0.6% |
| 现金转化率经营现金流/净利润 | 7.37× | 2.95× |
| 过去12个月自由现金流最近4个季度 | — | $261.3M |
8季度趋势，按日历期对齐
经营现金流APOGONTO
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | — | ||
| Q3 25 | $57.1M | $83.4M | ||
| Q2 25 | $-19.8M | $57.9M | ||
| Q1 25 | $30.0M | $92.0M | ||
| Q4 24 | $31.0M | $56.0M | ||
| Q3 24 | $58.7M | $67.2M | ||
| Q2 24 | $5.5M | $65.3M |
自由现金流APOGONTO
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $52.4M | $82.0M | ||
| Q2 25 | $-26.9M | $44.2M | ||
| Q1 25 | $19.1M | $83.7M | ||
| Q4 24 | $22.0M | $51.4M | ||
| Q3 24 | $50.2M | $59.2M | ||
| Q2 24 | $-1.8M | $53.0M |
自由现金流率APOGONTO
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 14.6% | 37.6% | ||
| Q2 25 | -7.8% | 17.4% | ||
| Q1 25 | 5.5% | 31.4% | ||
| Q4 24 | 6.4% | 19.5% | ||
| Q3 24 | 14.7% | 23.5% | ||
| Q2 24 | -0.5% | 21.9% |
资本支出强度APOGONTO
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.3% | 0.6% | ||
| Q2 25 | 2.1% | 5.4% | ||
| Q1 25 | 3.2% | 3.1% | ||
| Q4 24 | 2.6% | 1.8% | ||
| Q3 24 | 2.5% | 3.2% | ||
| Q2 24 | 2.2% | 5.1% |
现金转化率APOGONTO
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.41× | 2.95× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | 12.08× | 1.44× | ||
| Q4 24 | 1.48× | 1.15× | ||
| Q3 24 | 1.92× | 1.27× | ||
| Q2 24 | 0.18× | 1.23× |
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% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
