Education
About Us
Working with TipRanks
Follow Us
Apogee (APOG)
NASDAQ:APOG
Earnings Data
Report Date
Apr 02, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.92Last Year’s EPS
0.89Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of constructive execution and meaningful near-term headwinds. Positive takeaways include the successful integration of UW Solutions (on track to deliver $100M sales and ~20% EBITDA margin), ongoing operational improvements via AMS and Fortify (expanded to target ~$25–26M annual pretax savings), continued services momentum (7th consecutive quarter of sales growth and backlog up >4%), and a strong balance sheet (1.4x leverage, no near-term maturities). Offsetting these positives are notable challenges: higher aluminum prices (up ~13% QoQ and >50% YoY) pressuring metals volume and margins, soft pricing in glass, a significant year-to-date decline in operating cash flow (~29% lower vs prior year), and FY26 EPS headwinds from tariffs (~$0.30) plus acquisition-related amortization/interest. Management has updated FY26 guidance and is taking restructuring and cost actions, but macro-driven margin compression and cash-flow weakness temper near-term optimism.Company Guidance
Modest Consolidated Revenue Growth
Net sales increased 2.1% year-over-year to $348.6 million in the quarter, driven primarily by $18.4 million of inorganic sales from the UW Solutions acquisition and favorable product mix.
UW Solutions Integration Success
UW Solutions celebrated its one-year anniversary; management reported being pleased with initial results and on track to deliver fiscal 2026 expectations of approximately $100 million in net sales and ~20% adjusted EBITDA margin.
Services Segment Momentum
Services delivered its seventh consecutive quarter of year-over-year net sales growth, with adjusted EBITDA margin rising to 9.7% and backlog ending the quarter at $775 million (up over 4% compared to Q3 of last year).
Operational Improvement via AMS and Fortify
Management highlighted continued productivity improvements from the Apogee Management System (AMS) and cost-savings execution from Fortify phase two, with Fortify expansion expected to generate further annual pretax savings of ~$25–26 million.
Metals Segment Margin Improvement
Despite lower metals volume, adjusted EBITDA margin in Metals improved to 13.5%, primarily driven by increased productivity, cost savings from Fortify phase two, lower incentive compensation expense, and favorable price/product mix.
Solid Balance Sheet and Liquidity
Consolidated leverage ratio was reported at 1.4x, with no near-term debt maturities and significant capital available for future deployment; management emphasized financial flexibility for M&A.
Updated FY26 Guidance and Tax/CapEx Outlook
Company updated full-year FY26 guidance to net sales of approximately $1.39 billion and adjusted diluted EPS of $3.40–$3.50 (including an estimated ~$0.30 EPS impact from tariffs); management expects an adjusted effective tax rate of ~27% and capex of $25–30 million.
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 |
|---|---|---|---|
Oct 09, 2025 | $41.16 | $39.33 | -4.44% |
Jun 27, 2025 | $39.16 | $41.45 | +5.85% |
Apr 24, 2025 | $45.05 | $39.32 | -12.72% |
Jan 07, 2025 | $69.44 | $56.23 | -19.02% |
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 (APOG) report earnings?
Apogee (APOG) is schdueled to report earning on Apr 02, 2026, Before Open (Confirmed).
What is Apogee (APOG) earnings time?
Apogee (APOG) earnings time is at Apr 02, 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 2026 (Q4) is 0.92.
