The earnings call presented a balanced view with strong revenue growth and successful tariff mitigation efforts offset by challenges in specific segments like Metals and Glass, and a decline in EBITDA margins. The fiscal outlook has been revised upwards, but there are still significant challenges related to tariffs and input costs.

Company Guidance -

Q2 2026

During the Q1 2026 earnings call for Apogee Enterprises, the company provided updated guidance, reflecting a positive outlook for the fiscal year. Revenues were stronger than expected, with significant growth in the Glass and Services segments. The company is raising its fiscal year outlook for both revenue and earnings, anticipating net sales between $1.40 billion and $1.44 billion, and adjusted diluted EPS between $3.80 and $4.20. This revised outlook incorporates an EPS impact from tariffs, now estimated at $0.35 to $0.45, primarily affecting the first half of the fiscal year. Apogee expects continued sequential improvement in Metals and Glass segments, with strong organic and inorganic growth in Performance Surfaces. The company is executing tariff mitigation plans and aggressive cost-saving actions through Project Fortify, targeting $13 million to $15 million in annualized savings. Despite market challenges, Apogee is focused on productivity improvements and strategic M&A opportunities to support long-term growth.

Revenue and Performance Surges

Revenues came in stronger than expected, led by Glass and Services. Services had significant net sales growth for the fifth consecutive quarter, and the Performance Surfaces segment increased driven by the inorganic sales contribution from the UW Solutions acquisition.

Raised Fiscal Year Outlook

The company raised its fiscal year outlook for both revenue and earnings, expecting net sales between $1.40 billion to $1.44 billion and adjusted diluted EPS in the range of $3.80 to $4.20.

Successful Tariff Mitigation

The impact of tariffs has been mitigated more effectively than initially expected, reducing the anticipated EPS impact from $0.45-$0.55 to $0.35-$0.45.

Project Fortify Phase 2 Savings

Aggressive actions under Phase 2 of Project Fortify are expected to drive $13 million to $15 million of annualized savings.

Apogee (APOG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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APOG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 23, 2025	2026 (Q2)	0.84 / -	1.44	―	―	―
Jun 27, 2025	2026 (Q1)	0.47 / 0.56	1.44	-61.11% (-0.88)
Apr 24, 2025	2025 (Q4)	0.88 / 0.89	1.14	-21.93% (-0.25)
Jan 07, 2025	2025 (Q3)	1.10 / 1.19	1.23	-3.25% (-0.04)
Oct 04, 2024	2025 (Q2)	1.23 / 1.44	1.36	5.88% (+0.08)
Jun 27, 2024	2025 (Q1)	1.04 / 1.44	1.05	37.14% (+0.39)
Apr 18, 2024	2024 (Q4)	1.01 / 1.14	0.86	32.56% (+0.28)
Dec 21, 2023	2024 (Q3)	1.10 / 1.23	1.07	14.95% (+0.16)
Sep 19, 2023	2024 (Q2)	1.12 / 1.36	1.06	28.30% (+0.30)
Jun 23, 2023	2024 (Q1)	0.90 / 1.05	1	5.00% (+0.05)

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
Jun 27, 2025	$39.42	$41.73	+5.86%
Apr 24, 2025	$45.36	$39.59	-12.72%
Jan 07, 2025	$69.91	$56.61	-19.02%
Oct 04, 2024	$67.04	$82.23	+22.66%

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.