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APOGEE ENTERPRISES, INC.（APOG）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是APOGEE ENTERPRISES, INC.的1.1倍（$385.1M vs $351.4M），APOGEE ENTERPRISES, INC.净利率更高（4.7% vs 2.0%，领先2.7%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 1.6%），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
APOG vs SMP — 直观对比
营收规模更大
SMP
是对方的1.1倍
$351.4M
营收增速更快
SMP
高出10.6%
1.6%
净利率更高
APOG
高出2.7%
2.0%
两年增速更快
SMP
近两年复合增速
2.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.4M | $385.1M |
| 净利润 | $16.6M | $7.9M |
| 毛利率 | 22.4% | 31.7% |
| 营业利润率 | 7.3% | 5.6% |
| 净利率 | 4.7% | 2.0% |
| 营收同比 | 1.6% | 12.2% |
| 净利润同比 | 568.8% | 457.9% |
| 每股收益（稀释后） | $0.78 | $0.34 |
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APOGSMP
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $385.1M | ||
| Q3 25 | $358.2M | $498.8M | ||
| Q2 25 | $346.6M | $493.9M | ||
| Q1 25 | $345.7M | $413.4M | ||
| Q4 24 | $341.3M | $343.4M | ||
| Q3 24 | $342.4M | $399.3M | ||
| Q2 24 | $331.5M | $389.8M |
净利润APOGSMP
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $7.9M | ||
| Q3 25 | $23.6M | $-4.3M | ||
| Q2 25 | $-2.7M | $25.2M | ||
| Q1 25 | $2.5M | $12.6M | ||
| Q4 24 | $21.0M | $-2.2M | ||
| Q3 24 | $30.6M | $3.8M | ||
| Q2 24 | $31.0M | $17.1M |
毛利率APOGSMP
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 31.7% | ||
| Q3 25 | 23.1% | 32.4% | ||
| Q2 25 | 21.7% | 30.6% | ||
| Q1 25 | 21.6% | 30.2% | ||
| Q4 24 | 26.1% | 29.4% | ||
| Q3 24 | 28.4% | 30.4% | ||
| Q2 24 | 29.8% | 28.6% |
营业利润率APOGSMP
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 5.6% | ||
| Q3 25 | 7.5% | 9.5% | ||
| Q2 25 | 2.0% | 8.7% | ||
| Q1 25 | 1.8% | 5.9% | ||
| Q4 24 | 8.4% | 1.1% | ||
| Q3 24 | 12.3% | 9.3% | ||
| Q2 24 | 12.5% | 6.4% |
净利率APOGSMP
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 2.0% | ||
| Q3 25 | 6.6% | -0.9% | ||
| Q2 25 | -0.8% | 5.1% | ||
| Q1 25 | 0.7% | 3.0% | ||
| Q4 24 | 6.1% | -0.6% | ||
| Q3 24 | 8.9% | 1.0% | ||
| Q2 24 | 9.4% | 4.4% |
每股收益（稀释后）APOGSMP
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.34 | ||
| Q3 25 | $1.10 | $-0.19 | ||
| Q2 25 | $-0.13 | $1.13 | ||
| Q1 25 | $0.12 | $0.56 | ||
| Q4 24 | $0.96 | $-0.09 | ||
| Q3 24 | $1.40 | $0.17 | ||
| Q2 24 | $1.41 | $0.77 |
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 | — |
| 总债务越低越好 | $232.3M | $618.7M |
| 股东权益账面价值 | $511.8M | $683.7M |
| 总资产 | $1.1B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资APOGSMP
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $39.5M | $87.2M | ||
| Q2 25 | $32.8M | $58.8M | ||
| Q1 25 | $41.4M | $50.3M | ||
| Q4 24 | $43.9M | $44.4M | ||
| Q3 24 | $51.0M | $26.3M | ||
| Q2 24 | $30.4M | $26.2M |
总债务APOGSMP
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | $285.0M | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M |
股东权益APOGSMP
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $683.7M | ||
| Q3 25 | $500.2M | $677.4M | ||
| Q2 25 | $481.8M | $688.6M | ||
| Q1 25 | $487.9M | $638.0M | ||
| Q4 24 | $522.1M | $615.7M | ||
| Q3 24 | $506.4M | $638.8M | ||
| Q2 24 | $480.0M | $640.0M |
总资产APOGSMP
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $917.1M | $1.4B | ||
| Q2 24 | $889.0M | $1.4B |
负债/权益比APOGSMP
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | 0.58× | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.6M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | 7.8% | 2.4% |
| 现金转化率经营现金流/净利润 | 7.37× | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势，按日历期对齐
经营现金流APOGSMP
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $-28.2M | ||
| Q3 25 | $57.1M | $91.6M | ||
| Q2 25 | $-19.8M | $54.3M | ||
| Q1 25 | $30.0M | $-60.2M | ||
| Q4 24 | $31.0M | $-1.5M | ||
| Q3 24 | $58.7M | $88.3M | ||
| Q2 24 | $5.5M | $35.6M |
自由现金流APOGSMP
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $-37.6M | ||
| Q3 25 | $52.4M | $81.5M | ||
| Q2 25 | $-26.9M | $44.2M | ||
| Q1 25 | $19.1M | $-69.4M | ||
| Q4 24 | $22.0M | $-11.4M | ||
| Q3 24 | $50.2M | $77.1M | ||
| Q2 24 | $-1.8M | $22.7M |
自由现金流率APOGSMP
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | -9.8% | ||
| Q3 25 | 14.6% | 16.3% | ||
| Q2 25 | -7.8% | 8.9% | ||
| Q1 25 | 5.5% | -16.8% | ||
| Q4 24 | 6.4% | -3.3% | ||
| Q3 24 | 14.7% | 19.3% | ||
| Q2 24 | -0.5% | 5.8% |
资本支出强度APOGSMP
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 2.4% | ||
| Q3 25 | 1.3% | 2.0% | ||
| Q2 25 | 2.1% | 2.1% | ||
| Q1 25 | 3.2% | 2.2% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 2.5% | 2.8% | ||
| Q2 24 | 2.2% | 3.3% |
现金转化率APOGSMP
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | -3.59× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | 12.08× | -4.79× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.92× | 23.19× | ||
| Q2 24 | 0.18× | 2.09× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
