Apogee Enterprises (APOG)
NASDAQ:APOG
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Earnings Data
Report Date
Sep 22, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.67Last Year’s EPS
0.98Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Revenue and EPS Performance
Net sales of $343.0 million (down 1.1% year-over-year) with adjusted diluted EPS of $0.57, which beat internal expectations and was up year-over-year primarily due to lower interest expense.
Metals Segment Margin Expansion
Metals net sales of $122 million (down 4.8% YoY) while adjusted EBITDA margin expanded to 11.2% driven by favorable mix, productivity improvements, and cost savings from Fortify Phase 2.
Services Growth and Backlog Strength
Services delivered its 9th consecutive quarter of top-line growth with net sales up approximately 8.2% year-over-year; backlog ended the quarter at $735 million (up 8% YoY and 6% sequentially).
Improved Operating Cash and Capital Returns
Net cash provided by operating activities was $7.4 million versus a $19.8 million use of cash a year ago. Returned capital included $9.7 million in share repurchases and $5.6 million in dividends. Balance sheet remains strong with consolidated leverage of ~1.3x and no near-term debt maturities.
Strategic, Accretive Kalwall Acquisition
Agreement to acquire Kalwall expected to add roughly $85 million of revenue at ~15% adjusted EBITDA in the first 12 months and target long-term margins of ~20%. Transaction expected to be accretive in year one, bring ~ $4 million of synergies by FY29, expand specification-driven daylighting capabilities, and improve portfolio durability; anticipated close in early July.
Cost Discipline and Productivity Actions
Company implemented pricing actions and surcharges, realized cost savings from Fortify Phase 2, and pursued productivity and mix improvements to counter inflationary pressure on materials and freight.
Forward Guidance and Financial Capacity
Fiscal 2027 guidance maintained at $1.38B–$1.43B net sales and $2.70–$3.25 adjusted EPS (without Kalwall). Incorporating Kalwall would raise net sales range to $1.43B–$1.48B. Expected interest expense roughly $10M (rising to ~$14M with Kalwall), adjusted tax rate 26%–27%, and capital expenditures $35M–$40M.
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 |
|---|---|---|---|
Jun 26, 2026 | $42.48 | $48.92 | +15.16% |
Apr 24, 2026 | $35.32 | $38.00 | +7.58% |
Oct 09, 2025 | $40.55 | $38.75 | -4.44% |
Jun 27, 2025 | $38.58 | $40.84 | +5.85% |
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 Sep 22, 2026, Before Open (Confirmed).
What is Apogee Enterprises (APOG) earnings time?
Apogee Enterprises (APOG) earnings time is at Sep 22, 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 (Q2) is 0.67.
