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.
Apogee Enterprises (APOG) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $1.44 per share a year ago.
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.
Apogee Enterprises (APOG) came out with quarterly earnings of $0.89 per share, missing the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $1.14 per share a year ago.
Apogee Enterprises (APOG) reported earnings 30 days ago. What's next for the stock?
DA Davidson analyst Brent Thielman lowered the firm's price target on Apogee Enterprises to $62 from $75 and keeps a Neutral rating on the shares. The firm notes that demand headwinds for the company are persisting, and while it currently does not anticipate earnings will contract into FY26, this may weigh against near-term valuation, the analyst tells investors in a research note. Apogee's ability to navigate market headwinds thus far is notable, but with limited signs of improving demand conditions and expectations of a more competitive environment, DA Davidson anticipates a potential a ceiling on near-term margin expectations for the company, the firm added.
APOG anticipates a 5% decline in fiscal 2025 net sales, driven by lower Q4 volumes, partially offset by a $30-million boost from the UW Solutions acquisition.
Glassmaker Apogee Enterprises (APOG -16.08%) stock is getting hit hard in Tuesday-morning trading, down 16.5% through 11:11 a.m. ET despite reporting better-than-expected sales and earnings this morning.
APOG's Q3 results are likely to reflect gains from continued strong performance in the Architectural Services segment, partially offset by cost inflation.