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APOGEE ENTERPRISES, INC.（APOG）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
APOGEE ENTERPRISES, INC.的季度营收约是福尼克斯的1.7倍（$351.4M vs $210.4M），福尼克斯净利率更高（10.9% vs 4.7%，领先6.1%），APOGEE ENTERPRISES, INC.同比增速更快（1.6% vs -5.5%），过去两年APOGEE ENTERPRISES, INC.的营收复合增速更高（2.9% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
APOG vs PLAB — 直观对比
营收规模更大
APOG
是对方的1.7倍
$210.4M
营收增速更快
APOG
高出7.1%
-5.5%
净利率更高
PLAB
高出6.1%
4.7%
两年增速更快
APOG
近两年复合增速
-3.8%
损益表 — Q4 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.4M | $210.4M |
| 净利润 | $16.6M | $22.9M |
| 毛利率 | 22.4% | 33.7% |
| 营业利润率 | 7.3% | 22.9% |
| 净利率 | 4.7% | 10.9% |
| 营收同比 | 1.6% | -5.5% |
| 净利润同比 | 568.8% | -32.4% |
| 每股收益（稀释后） | $0.78 | $0.39 |
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APOGPLAB
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | — | ||
| Q3 25 | $358.2M | $210.4M | ||
| Q2 25 | $346.6M | $211.0M | ||
| Q1 25 | $345.7M | $212.1M | ||
| Q4 24 | $341.3M | $222.6M | ||
| Q3 24 | $342.4M | $211.0M | ||
| Q2 24 | $331.5M | $217.0M |
净利润APOGPLAB
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | — | ||
| Q3 25 | $23.6M | $22.9M | ||
| Q2 25 | $-2.7M | $8.9M | ||
| Q1 25 | $2.5M | $42.9M | ||
| Q4 24 | $21.0M | $33.9M | ||
| Q3 24 | $30.6M | $34.4M | ||
| Q2 24 | $31.0M | $36.3M |
毛利率APOGPLAB
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 23.1% | 33.7% | ||
| Q2 25 | 21.7% | 36.9% | ||
| Q1 25 | 21.6% | 35.6% | ||
| Q4 24 | 26.1% | 37.0% | ||
| Q3 24 | 28.4% | 35.6% | ||
| Q2 24 | 29.8% | 36.5% |
营业利润率APOGPLAB
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 7.5% | 22.9% | ||
| Q2 25 | 2.0% | 26.4% | ||
| Q1 25 | 1.8% | 24.6% | ||
| Q4 24 | 8.4% | 25.1% | ||
| Q3 24 | 12.3% | 24.7% | ||
| Q2 24 | 12.5% | 25.8% |
净利率APOGPLAB
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 6.6% | 10.9% | ||
| Q2 25 | -0.8% | 4.2% | ||
| Q1 25 | 0.7% | 20.2% | ||
| Q4 24 | 6.1% | 15.2% | ||
| Q3 24 | 8.9% | 16.3% | ||
| Q2 24 | 9.4% | 16.7% |
每股收益（稀释后）APOGPLAB
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | — | ||
| Q3 25 | $1.10 | $0.39 | ||
| Q2 25 | $-0.13 | $0.15 | ||
| Q1 25 | $0.12 | $0.68 | ||
| Q4 24 | $0.96 | $0.54 | ||
| Q3 24 | $1.40 | $0.55 | ||
| Q2 24 | $1.41 | $0.58 |
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 | $575.8M |
| 总债务越低越好 | $232.3M | $16.0K |
| 股东权益账面价值 | $511.8M | $1.1B |
| 总资产 | $1.1B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资APOGPLAB
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $39.5M | $575.8M | ||
| Q2 25 | $32.8M | $558.4M | ||
| Q1 25 | $41.4M | $642.2M | ||
| Q4 24 | $43.9M | $640.7M | ||
| Q3 24 | $51.0M | $606.4M | ||
| Q2 24 | $30.4M | $559.9M |
总债务APOGPLAB
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | $285.0M | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M |
股东权益APOGPLAB
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | — | ||
| Q3 25 | $500.2M | $1.1B | ||
| Q2 25 | $481.8M | $1.1B | ||
| Q1 25 | $487.9M | $1.1B | ||
| Q4 24 | $522.1M | $1.1B | ||
| Q3 24 | $506.4M | $1.1B | ||
| Q2 24 | $480.0M | $1.0B |
总资产APOGPLAB
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $917.1M | $1.6B | ||
| Q2 24 | $889.0M | $1.6B |
负债/权益比APOGPLAB
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | 0.58× | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | 7.8% | 11.8% |
| 现金转化率经营现金流/净利润 | 7.37× | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流APOGPLAB
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | — | ||
| Q3 25 | $57.1M | $50.1M | ||
| Q2 25 | $-19.8M | $31.5M | ||
| Q1 25 | $30.0M | $78.5M | ||
| Q4 24 | $31.0M | $68.4M | ||
| Q3 24 | $58.7M | $75.1M | ||
| Q2 24 | $5.5M | $76.5M |
自由现金流APOGPLAB
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $52.4M | $25.2M | ||
| Q2 25 | $-26.9M | $-29.1M | ||
| Q1 25 | $19.1M | $43.3M | ||
| Q4 24 | $22.0M | $25.2M | ||
| Q3 24 | $50.2M | $50.7M | ||
| Q2 24 | $-1.8M | $56.5M |
自由现金流率APOGPLAB
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 14.6% | 12.0% | ||
| Q2 25 | -7.8% | -13.8% | ||
| Q1 25 | 5.5% | 20.4% | ||
| Q4 24 | 6.4% | 11.3% | ||
| Q3 24 | 14.7% | 24.0% | ||
| Q2 24 | -0.5% | 26.0% |
资本支出强度APOGPLAB
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.3% | 11.8% | ||
| Q2 25 | 2.1% | 28.7% | ||
| Q1 25 | 3.2% | 16.6% | ||
| Q4 24 | 2.6% | 19.4% | ||
| Q3 24 | 2.5% | 11.6% | ||
| Q2 24 | 2.2% | 9.2% |
现金转化率APOGPLAB
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.41× | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | 12.08× | 1.83× | ||
| Q4 24 | 1.48× | 2.02× | ||
| Q3 24 | 1.92× | 2.18× | ||
| Q2 24 | 0.18× | 2.11× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
