Apogee Enterprises, Inc. faces revenue and profit declines, but operational improvements and cost-saving initiatives are underway to address these challenges. Despite recent underperformance and a 37.8% stock drop, I maintain a 'buy' rating due to the stock's attractive valuation. Management's 2026 guidance is optimistic, expecting revenue growth and mitigation of tariff impacts in the second half of the year.
APOG's Q4 results reflect the impacts of lower volumes in the Architectural Metals and Architectural Glass segments.
Apogee Enterprises, Inc. (NASDAQ:APOG ) Q4 2025 Earnings Conference Call April 24, 2025 9:00 AM ET Company Participants Jeff Huebschen - Vice President, Investor Relations Ty Silberhorn - Chief Executive Officer Matt Osberg - Chief Financial Officer Conference Call Participants Julio Romero - Sidoti & Company, LLC Gowshi Sri - Singular Research Operator Good day, and welcome to the Q4 2025 Apogee Enterprises Earnings Conference Call. At this time, all participants are in a listen-only mode.
![]() APOG In 2 months Estimated | Quarterly | $0.26 Per Share |
![]() APOG 3 weeks ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 4 months ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 7 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 10 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 20 May 2024 Paid | Quarterly | $0.25 Per Share |
25 Jun 2025 (17 Days) Date | | - Cons. EPS | - 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 2 months Estimated | Quarterly | $0.26 Per Share |
![]() APOG 3 weeks ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 4 months ago Paid | Quarterly | $0.26 Per Share |
![]() APOG 7 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 10 months ago Paid | Quarterly | $0.25 Per Share |
![]() APOG 20 May 2024 Paid | Quarterly | $0.25 Per Share |
25 Jun 2025 (17 Days) Date | | - Cons. EPS | - 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 | Mr. Ty R. Silberhorn CEO | NASDAQ (NGS) Exchange | 037598109 Cusip |
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.