Apogee Enterprises (APOG)
NASDAQ:APOG
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Earnings Data
Report Date
Jun 26, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.45Last Year’s EPS
0.56Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: the company delivered results modestly ahead of expectations in the quarter, showed improved quarterly margins, demonstrated strong cash generation, and achieved a successful integration of UW Solutions. At the same time, material headwinds—most notably a large surge in aluminum costs, continued volume softness in Metals and Glass, margin compression in some segments, and the reinstatement of incentive compensation—create significant near-term uncertainty. Management emphasized operational improvements, cost actions (Fortify Phase 2), AI-enabled productivity gains, and a disciplined capital allocation approach, but guidance remains cautious with wider ranges and an expectation of first-half pressure.Company Guidance
Q4 Revenue Growth
Consolidated net sales increased 1.6% year-over-year to $351.4 million in the fourth quarter.
Improved Adjusted EBITDA Margin (Q4)
Adjusted EBITDA margin rose to 12.1% in the quarter versus 11.9% a year ago, driven by lower incentive compensation, lower risk-related insurance expense, productivity improvements and Fortify Phase 2 cost savings.
Adjusted Diluted EPS Beat
Adjusted diluted EPS was $0.92 for the quarter, slightly ahead of expectations and up year-over-year, supported by lower amortization and interest expense.
Successful Acquisition Integration (Performance Services / UW Solutions)
Performance Services integrated UW Solutions and achieved the first-year financial targets: $100 million in revenue and adjusted EBITDA margin of at least 20%; the total Performance Services segment delivered nearly $200 million of revenue and was accretive to the company.
Services Segment Momentum
Services delivered its eighth consecutive quarter of year-over-year net sales growth and ended the quarter with a $694 million backlog (down ~4% YoY but still substantial).
Operational and Productivity Gains
Apogee Management System and Fortify Phase 2 drove manufacturing and productivity improvements (e.g., Tubelite value stream redesign and Linetec finishing reconfiguration), with embedded AI initiatives and Copilot rollout beginning to increase productivity.
Strong Cash Generation and Capital Returns
Operating cash flow improved in the quarter to $55.8 million (vs. $30.0 million prior-year quarter) and full-year operating cash flow was $122.5 million. The company repurchased $15 million of stock in Q4 and returned $37.2 million to shareholders for the full year via dividends and repurchases.
Healthy Balance Sheet
Consolidated leverage ratio was 1.3x with no near-term debt maturities and available capital for future deployment.
APOG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
APOG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2026 | $35.59 | $38.29 | +7.59% |
Oct 09, 2025 | $40.86 | $39.05 | -4.44% |
Jun 27, 2025 | $38.88 | $41.15 | +5.85% |
Apr 24, 2025 | $44.72 | $39.04 | -12.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Apogee Enterprises (APOG) report earnings?
Apogee Enterprises (APOG) is schdueled to report earning on Jun 26, 2026, Before Open (Confirmed).
What is Apogee Enterprises (APOG) earnings time?
Apogee Enterprises (APOG) earnings time is at Jun 26, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APOG EPS forecast?
APOG EPS forecast for the fiscal quarter 2027 (Q1) is 0.45.
