The earnings call presents a mixed picture. While there are positive aspects like increased net sales and strong cash flow, significant challenges such as higher aluminum costs and competitive pressures in the glass segment are impacting the company's overall performance.
Company Guidance
During the second quarter earnings call for Apogee Enterprises, the company provided updated guidance for fiscal year 2026, reflecting recent developments in their business environment. The guidance for net sales is now projected to be in the range of $1.39 billion to $1.42 billion, with adjusted diluted earnings per share (EPS) expected to be between $3.60 and $3.90. The company anticipates an estimated EPS impact from tariffs in the range of $0.35 to $0.45. Additionally, the updated outlook assumes an adjusted effective tax rate of approximately 27% and capital expenditures between $35 million and $40 million. The company is experiencing competitive pressures in its glass segment, which led to lowered expectations for glass volume and pricing. Similarly, higher aluminum costs are expected to put pressure on pricing and volume in the metals segment. Despite these challenges, Apogee remains optimistic about year-over-year net sales and adjusted EPS growth in the second half of the fiscal year, driven primarily by strong performance in their Performance Surfaces segment.
Increased Net Sales
Net sales increased by 4.6% to $358.2 million, primarily driven by $24.9 million from the acquisition of UW Solutions and strong organic growth in Performance Surfaces.
Strong Cash Flow
Generated strong cash flow with net cash provided by operating activities of $57.1 million compared to $58.7 million in the prior year.
Services Segment Growth
The services segment delivered its sixth consecutive quarter of year-over-year net sales growth, with sales increasing by 2.5% primarily due to higher volume.
Performance Surfaces Organic Growth
Performance services net sales increased with strong organic growth of 18.6%, primarily from improved retail channel distribution.
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
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
$41.44
$39.60
-4.44%
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%
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 Apr 02, 2026, Before Open (Confirmed).
What is Apogee Enterprises (APOG) earnings time?
Apogee Enterprises (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.