APOG tops Q1 estimates on acquisition-fueled sales growth and lifts FY26 outlook despite tariff headwinds.
Apogee Enterprises is set for revenue and margin growth in FY26, driven by Metals recovery, solid demand, and the UW Solutions acquisition. Margin expansion is expected in the second half, supported by Project Fortify Phase 2 cost savings and easing tariff pressures. APOG stock trades at a discount to its historical valuation, offers a 2.5% dividend yield, and has 28% upside potential, justifying my buy rating.
Apogee Enterprises, Inc. (NASDAQ:APOG ) Q1 2026 Earnings Conference Call June 27, 2025 9:00 AM ET Company Participants Matthew J. Osberg - Executive VP & CFO Nicholas Manganaro - Corporate Participant Ty R.
![]() APOG In 1 month Estimated | Quarterly | $0.26 Per Share |
![]() APOG 1 month ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 5 months ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 8 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 11 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 20 May 2024 Paid | Quarterly | $0.25 Per Share |
25 Jun 2025 Date | | 0.45 Cons. EPS | 0.56 EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
19 Dec 2024 Date | | - Cons. EPS | - EPS |
4 Oct 2024 Date | | 1.23 Cons. EPS | 1.44 EPS |
17 Sep 2024 Date | | 1.23 Cons. EPS | - EPS |
![]() APOG In 1 month Estimated | Quarterly | $0.26 Per Share |
![]() APOG 1 month ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 5 months ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 8 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 11 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 20 May 2024 Paid | Quarterly | $0.25 Per Share |
25 Jun 2025 Date | | 0.45 Cons. EPS | 0.56 EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
19 Dec 2024 Date | | - Cons. EPS | - EPS |
4 Oct 2024 Date | | 1.23 Cons. EPS | 1.44 EPS |
17 Sep 2024 Date | | 1.23 Cons. EPS | - EPS |
Construction Industry | Industrials Sector | Ty R. Silberhorn CEO | XSTU Exchange | US0375981091 ISIN |
US Country | 4,500 Employees | 28 Jan 2025 Last Dividend | 18 Feb 1997 Last Split | 13 Jan 1978 IPO Date |
Apogee Enterprises, Inc., established in 1949 and headquartered in Minneapolis, Minnesota, operates primarily within the United States, Canada, and Brazil. The company specializes in the design and development of glass and metal products and services, catering to a diverse range of sectors including commercial, institutional, and multi-family residential construction. Apogee Enterprises is structured into four operational segments: Architectural Framing Systems, Architectural Glass, Architectural Services, and Large-Scale Optical Technologies (LSO). These segments collectively focus on the delivery of innovative solutions for the exterior and interior of buildings, emphasizing performance, aesthetics, and sustainability. The company’s extensive history and its strategic divisional setup underscore its commitment to addressing the evolving needs of architectural design and construction, ensuring Apogee remains at the forefront of the industry.
Architectural Framing Systems: This segment is responsible for designing, engineering, fabricating, and installing specialized glass and aluminum windows, curtainwalls, storefronts, and entrance systems. These products are tailored for the exteriors of commercial buildings, institutional facilities, and multi-family residential projects. The focus is on custom solutions that meet specific architectural visions and requirements, enhancing the aesthetic and functional value of buildings.
Architectural Glass: Offering a variety of high-performance glass products, this segment caters to the requirements of windows, curtainwalls, storefronts, and entrance systems. The products are designed to enhance energy efficiency, safety, and visual appeal, contributing to the overall performance of the building envelope. This segment's offerings are crucial for creating sustainable and innovative architectural designs.
Architectural Services: Apogee further extends its capabilities through this segment by providing comprehensive services that include technical support, project management, and field installation. The goal is to ensure seamless integration of building glass and curtainwall systems from design and engineering to fabrication and installation. This holistic approach ensures projects are carried out efficiently, meeting the highest standards of quality and precision.
Large-Scale Optical Technologies (LSO): This unique segment focuses on the manufacture of high-performance glazing products suited for custom framing, fine art, and engineered optics markets. The LSO offerings are distinguished by their superior quality and performance, serving niche markets that demand the highest level of optical clarity and precision.
Apogee Enterprises leverages a direct sales force, independent sales representatives, and distributors to market its architectural products and services. Its target clientele includes glazing subcontractors and general contractors. Additionally, the company utilizes retail chains and independent distributors to distribute its value-added glass and acrylics to museums, galleries, and various customers, ensuring a wide reach across different sectors and industries.