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APOGApogee Enterprises, Inc.
$39.79$830M
Overview & Verdict
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APOG logoApogee Enterprises, Inc.(APOG)Earnings, Financials & Key Ratios

APOG•NASDAQ
$39.79
15.8× P/E·Price updated Jul 6, 2026
SectorIndustrialsIndustryConstructionSub-IndustryBuilding envelope and openings
AboutApogee Enterprises, Inc. designs and develops glass and metal products and services in the United States, Canada, and Brazil. The company operates in four segments: Architectural Framing Systems, Architectural Glass, Architectural Services, and Large-Scale Optical Technologies (LSO). The Architectural Framing Systems segment designs, engineers, fabricates, and finishes the aluminum frames used in customized aluminum and glass window; curtain wall; storefront; and entrance systems, such as the outside skin and entrances of commercial, institutional, and multi-family residential buildings. The Architectural Glass segment fabricates coated and high-performance glass used in customized window and wall systems, including the outside skin of commercial, institutional, and multi-family residential buildings. The Architectural Services segment offers full-service installation of the walls of glass, windows, and other curtain wall products making up the outside skin of commercial and institutional buildings. The LSO segment manufactures value-added glass and acrylic products for framing and display applications. The company's products and services are primarily used in commercial buildings, such as office buildings, hotels, and retail centers; and institutional buildings comprising education facilities, health care facilities, and government buildings, as well as multi-family residential buildings. It markets its architectural products and services through direct sales force, independent sales representatives, and distributors to glazing subcontractors and general contractors; and value-added glass and acrylics through retail chains, picture-framing shops, and independent distributors to museums, galleries, and other customers. The company was incorporated in 1949 and is based in Minneapolis, Minnesota.Show more
  • Revenue$1.4B+3.2%
  • EBITDA$134M-17.4%
  • Net Income$54M-36.4%
  • EPS (Diluted)2.52-35.2%
  • Gross Margin22.74%-15.0%
  • EBITDA Margin9.57%-19.9%
  • Operating Margin6.01%-30.7%
  • Net Margin3.85%-38.3%
  • ROE10.83%-39.0%

APOG Price & Volume

Apogee Enterprises, Inc. (APOG) stock price & volume — 10-year historical chart

Loading chart...

Stagnant Revenue Growth Challenges Margin Recovery Efforts

Investment Thesis • Updated 2027Q1

VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical non-residential demand

Key Thesis Takeaways

  • Apogee Enterprises faces a challenging environment characterized by stagnant top-line growth, with revenue declining 1.1% year-over-year in 2027Q1, and persistent margin compression that has seen gross margins fall from 30.0% in 2025Q1 to 21.9% in 2027Q1.
  • While the company maintains a conservative capital structure with a 0.56 debt-to-equity ratio, the inherent volatility in project-based cash flows and significant goodwill concentration of $236.6 million present ongoing risks to long-term valuation.
  • Investors should monitor whether management can effectively scale operating income, which dropped to $18.8 million in 2027Q1, to justify the current 19.41 P/E multiple.

Verdict Logic

while the forward P/E of 14.23 suggests potential value, the persistent compression of net margins to 3.4% in 2027Q1 warrants caution regarding the company's ability to drive sustainable earnings growth.

APOG Growth Metrics

Apogee Enterprises, Inc. (APOG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years3.65%
5 Years2.68%
3 Years-0.84%
TTM1.79%

Profit CAGR

10 Years-1.86%
5 Years28.52%
3 Years-19.59%
TTM33.1%

EPS CAGR

10 Years1.28%
5 Years33.69%
3 Years-18.41%
TTM36.32%

Return on Capital

10 Years12.94%
5 Years13.5%
3 Years15.18%
Last Year9.68%

APOG Recent Earnings

Apogee Enterprises, Inc. (APOG) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 8/12 qtrs (67%)
Q3 2026Latest
Jun 26, 2026
Metric
Actual
Est
EPS
$0.57+32.6%
$0.43
Rev
$343M+2.6%
$334M
Q2 2026
Apr 24, 2026
Metric
Actual
Est
EPS
$0.92+3.4%
$0.89
Rev
$351M+4.6%
$336M
Q1 2026
Jan 7, 2026
Metric
Actual
Est
EPS
$1.02-1.0%
$1.03
Rev
$349M-1.5%
$354M
Q4 2025
Oct 9, 2025
Metric
Actual
Est
EPS
$0.98+8.4%
$0.90
Rev
$358M+0.6%
$356M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026LatestJun 26, 2026
$0.57vs $0.43+32.6%
$343Mvs $334M+2.6%
Q2 2026Apr 24, 2026
$0.92vs $0.89+3.4%
$351Mvs $336M+4.6%
Q1 2026Jan 7, 2026
$1.02vs $1.03-1.0%
$349Mvs $354M-1.5%
Q4 2025Oct 9, 2025
$0.98vs $0.90+8.4%
$358Mvs $356M+0.6%
Based on last 12 quarters of dataView full earnings history →

Latest APOG News

Recent stock market news and headlines for Apogee Enterprises, Inc. (APOG)

Business Wire·5 days ago
Apogee Enterprises Completes Acquisition of Kalwall Companies

MINNEAPOLIS--(BUSINESS WIRE)--Apogee Enterprises, Inc. (Nasdaq: APOG), a leading provider of architectural building products and services, as well as high-performance coated materials used in a variety of applications, today announced the completion of its previously announced acquisition of Kalwall Companies ("Kalwall") from the Keller family. The transaction, valued at up to $115 million, was completed following satisfaction of customary closing conditions. “The closing of Kalwall marks an im.

Zacks Investment Research·6 days ago
Apogee Q1 Earnings Beat Estimates on Pricing, Productivity Gains

APOG beat Q1 earnings and revenue estimates as pricing, productivity gains and Project Fortify savings help offset lower volume and higher costs.

Zacks Investment Research·Jun 30, 2026
APOG Q1 Earnings Call Keeps Focus on Kalwall, Guidance

Apogee keeps fiscal 2027 guidance intact as pricing, Fortify savings and the pending Kalwall deal frame its response to soft demand.

Seeking Alpha·Jun 29, 2026
Apogee Enterprises: Hedge Against AI Portfolio Risk

Apogee Enterprises delivered a double-beat quarter and raised its FY2027 outlook, sparking a 15% stock surge. I initiate APOG with a buy rating, citing its turnaround potential and appeal as an anti-AI, diversification candidate. The Kalwall acquisition adds an $85 million revenue run rate, complementing cost-cutting and buyback strategies.

The Motley Fool·Jun 26, 2026
Why Apogee Enterprises Stock Is Skyrocketing Today

Apogee Enterprises beat Wall Street's sales and earnings targets for fiscal Q1. After accounting for the company's upcoming acquisition of Kalwell, the company's forward guidance also came in well above Wall Street's targets.

Peers Comparison

Key metrics vs top competitors for Apogee Enterprises, Inc. (APOG)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
APOG logoAPOGApogee Enterprises, Inc.Current
$39.79$830.35M15.793.21%3.85%10.83%2.6%
AWI logoAWIArmstrong World Industries, Inc.
$159.60$6.81B22.5412.11%18.59%34.81%—
AAON logoAAONAAON, Inc.
$109.35$8.96B84.7720.11%7.3%13.4%—
JELD logoJELDJELD-WEN Holding, Inc.
$1.27$109.61M-0.18-14.95%-16.09%-291.23%—
GFF logoGFFGriffon Corporation
$93.08$4.27B85.39-3.95%1.27%34.99%—
TREX logoTREXTrex Company, Inc.
$48.30$5.02B27.131.98%16.25%18.85%—

Compare APOG vs Peers

Apogee Enterprises, Inc. (APOG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AWI

Most directly comparable listed peer for APOG.

Scale Benchmark

vs DHI

Larger-name benchmark to compare APOG against a more recognizable public peer.

Peer Set

Compare Top 5

vs AWI, AAON, JELD, GFF

APOG SEC Filings & Documents

Apogee Enterprises, Inc. (APOG) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 1, 2026·SEC

Material company update

Jun 29, 2026·SEC

Material company update

Jun 26, 2026·SEC

10-K Annual Reports

3
FY 2026

Apr 24, 2026·SEC

FY 2025

Apr 24, 2025·SEC

FY 2024

Apr 26, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Jun 30, 2026·SEC

FY 2026

Jan 7, 2026·SEC

FY 2025

Oct 9, 2025·SEC

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APOG Frequently Asked Questions

Apogee Enterprises, Inc. (APOG) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Apogee Enterprises, Inc.'s revenue?

Apogee Enterprises, Inc. (APOG) reported $1.40B in revenue for fiscal year 2026. This represents a 47% increase from $950.8M in 1997.

How fast is Apogee Enterprises, Inc. growing?

Apogee Enterprises, Inc. (APOG) grew revenue by 3.2% over the past year. Growth has been modest.

Is APOG profitable?

Yes, Apogee Enterprises, Inc. (APOG) is profitable, generating $68.4M in net income for fiscal year 2026 (3.9% net margin).

Dividend & Returns
Does APOG pay dividends?

Yes, Apogee Enterprises, Inc. (APOG) pays a dividend with a yield of 2.60%. This makes it attractive for income-focused investors.

What is APOG's return on equity?

Apogee Enterprises, Inc. (APOG) has a return on equity (ROE) of 10.8%. This is reasonable for most industries.

What is Apogee Enterprises, Inc.'s free cash flow?

Apogee Enterprises, Inc. (APOG) generated $123.2M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in APOG back in 1997?

Total return calculator · dividends reinvested · 29+ years of data

See returns →