tiprankstipranks
Apogee Enterprises (APOG)
NASDAQ:APOG
Want to see APOG full AI Analyst Report?

Apogee (APOG) Price & Analysis

328 Followers

APOG Stock Chart & Stats

$35.07
-$5.60(-9.72%)
At close: 4:00 PM EST
$35.07
-$5.60(-9.72%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationApogee's strong operating cash flow (~$122–125M) and robust 2026 free cash flow (~$95M) provide durable internal funding for capex, dividends, buybacks and M&A. Consistent FCF coverage of net income (≈0.56–0.82 historically) supports earnings quality and capital allocation flexibility over months.
Services BacklogA growing Services business with nine straight quarters of top-line growth and a $735M backlog (up 8% YoY) gives durable revenue visibility across project cycles. Services tend to be higher-margin, recurring project work that smooths volatility from product cycles and supports multi-month cash conversion and planning.
Strategic AcquisitionThe Kalwall acquisition structurally expands Apogee's daylighting/spec-driven offering, adding ~$85M revenue and initially ~15% adj EBITDA with a targeted long-term 20% margin. Expected year-one accretion plus ~$4M synergies by FY29 diversifies mix and should lift portfolio durability and margins over the medium term.
Bears Say
Margin PressureRecent compression in gross and net margins reflects higher material and freight costs and lower volumes; lower profitability reduces internal buffer for investment or shocks. Unless pricing and productivity improvements persist, squeezed margins can depress ROE and constrain sustainable cash returns over coming quarters.
Glass Segment WeaknessGlass-facing end-market softness drove a meaningful top-line and margin decline, prompting a new glass segment president and an action plan. Structural weakness in premium glass demand can persist through construction cycles, weighing on consolidated profitability until execution and market recovery improve results.
Rising LeverageLeverage has risen materially versus 2024, increasing balance-sheet risk and reducing financial flexibility. Higher debt elevates interest expense (management expects interest to rise with the Kalwall deal) and limits room for capital returns or buffering weaker operating results if construction demand softens.

Apogee News

APOG FAQ

What was Apogee Enterprises’s price range in the past 12 months?
Apogee Enterprises lowest stock price was $30.75 and its highest was $49.99 in the past 12 months.
    What is Apogee Enterprises’s market cap?
    Apogee Enterprises’s market cap is $906.99M.
      When is Apogee Enterprises’s upcoming earnings report date?
      Apogee Enterprises’s upcoming earnings report date is Sep 22, 2026 which is in 88 days.
        How were Apogee Enterprises’s earnings last quarter?
        Apogee Enterprises released its earnings results on Jun 26, 2026. The company reported $0.57 earnings per share for the quarter, beating the consensus estimate of $0.447 by $0.123.
          Is Apogee Enterprises overvalued?
          According to Wall Street analysts Apogee Enterprises’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Apogee Enterprises pay dividends?
            Apogee Enterprises pays a Quarterly dividend of $0.27 which represents an annual dividend yield of 2.77%. See more information on Apogee Enterprises dividends here
              What is Apogee Enterprises’s EPS estimate?
              Apogee Enterprises’s EPS estimate is 0.67.
                How many shares outstanding does Apogee Enterprises have?
                Apogee Enterprises has 21,351,006 shares outstanding.
                  What happened to Apogee Enterprises’s price movement after its last earnings report?
                  Apogee Enterprises reported an EPS of $0.57 in its last earnings report, beating expectations of $0.447. Following the earnings report the stock price went up 7.585%.
                    Which hedge fund is a major shareholder of Apogee Enterprises?
                    Currently, no hedge funds are holding shares in APOG
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Apogee Enterprises

                      Apogee Enterprises, Inc. provides architectural products and services for enclosing buildings, and glass and acrylic products used for preservation, protection, and enhanced viewing in the United States, Canada, and Brazil. The company operates in four segments: Architectural Metals, Architectural Glass, Architectural Services, and Performance Surfaces. The Architectural Metals segment designs, engineers, fabricates, and finishes aluminum window, curtainwall, storefront, and entrance systems for applications in non-residential construction under Tubelite, EFCO, Linetec, and Alumicor brands. The Architectural Glass segment cuts, treats, coats, and fabricates glass used in custom window and wall systems under the Viracon and GlassecViracon brand names. The Architectural Services segment integrates technical services, project management, and field installation services to design, engineer, fabricate, and install architectural curtainwall systems and other façade-related systems under the Harmon brand. The Performance Surfaces segment develops and manufactures coated materials for a variety of applications, including wall decor, museums, graphic design, digital displays, architectural interiors, and industrial flooring under Tru Vue, ResinDEK, RDC Coatings, ChromaLuxe, and Unisub brands. The company’s products and services are primarily used in commercial buildings, such as office buildings, hotels, and retail centers; institutional buildings comprising education facilities, health care facilities, and government buildings; transportation facilities, such as airports and transit terminals, as well as multi-family residential buildings. It markets its architectural products and services through direct sales force, independent sales representatives, and distributors, and glazing subcontractors and general contractors; and retail chains, as well as independent distribution network. The company was incorporated in 1949 and is based in Minneapolis, Minnesota.

                      Apogee (APOG) Earnings & Revenues

                      APOG Company Deck

                      APOG Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call balanced near-term headwinds from softer end markets, input-cost inflation, and segment-specific softness (notably Glass) against multiple constructive developments: an EPS beat, margin expansion in Metals, continued Services growth with a rising backlog, improved operating cash flow, disciplined cost and pricing actions, and a strategically accretive Kalwall acquisition expected to enhance portfolio durability and margins. Management reiterated full-year guidance and highlighted balance sheet strength and capital allocation flexibility.View all APOG earnings summaries
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Bluelinx Holdings
                      Gibraltar Industries
                      Quanex
                      JELD-WEN
                      Janus International Group

                      Ownership Overview

                      1.64%27.25%13.66%22.04%
                      13.66% Other Institutional Investors
                      22.04% Public Companies and
                      Individual Investors
                      Popular Stocks