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Earnings transcript
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APOG
Apogee Enterprises, Inc.
$39.45
2.49
(6.74%)
| Exchange: | NASDAQ |
| Market Cap: | 842.297M |
| Shares Outstanding: | 26.452M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Construction | |||||
| CEO: | Donald A. Nolan | |||||
| Full Time Employees: | 4500 | |||||
| Address: |
| |||||
| Website: | https://www.apog.com |
Apogee Enterprises, Inc. is a key designer and developer of glass and metal products and related services, with operations spanning the United States, Canada, and Brazil. The company’s business is structured into four principal divisions: Architectural Framing Systems, Architectural Glass, Architectural Services, and Large-Scale Optical Technologies (LSO). The Architectural Framing Systems segment focuses on the conceptualization, engineering, fabrication, and finishing of custom aluminum frames. These frames are essential components of aluminum and glass window systems, curtain walls, storefronts, and entrance systems, which together form the external façade and entry points of commercial, institutional, and multi-family residential buildings. The Architectural Glass segment specializes in producing high-performance, coated glass tailored for bespoke window and wall systems, similarly used for the exterior cladding of commercial, institutional, and multi-family residential structures. The Architectural Services division offers a complete suite of installation services for glass walls, windows, and other curtain wall products that constitute the outer shell of commercial and institutional properties. Lastly, the LSO segment is dedicated to manufacturing advanced glass and acrylic items specifically for framing and display applications. Apogee’s offerings are predominantly utilized in commercial developments such as office complexes, hotels, and retail centers; institutional settings including educational establishments, healthcare facilities, and government buildings; and multi-unit residential projects. The company distributes its architectural products and services through a multifaceted sales approach, employing a direct sales team, independent representatives, and distributors, targeting glazing subcontractors and general contractors. In contrast, its specialized value-added glass and acrylic products are marketed through retail chains, picture-framing shops, and independent distributors to clients like museums, art galleries, and other end-users. Established in 1949, Apogee Enterprises, Inc. is headquartered in Minneapolis, Minnesota.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 1,416,942 | 1,360,994 | 1,404,733 |
| Gross Profit | 372,628 | 364,076 | 319,474 |
| EBITDA | 187,821 | 184,930 | 134,472 |
| Operating Income | 133,833 | 118,110 | 84,474 |
| Net Income | 99,613 | 85,052 | 54,132 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 884,064 | 1,175,269 | 1,122,345 |
| Total Liabilities | 413,039 | 687,371 | 610,551 |
| Total Stockholders Equity | 471,025 | 487,898 | 511,794 |
| Total Debt | 106,193 | 351,922 | 286,383 |
| Cash and Cash Equivalents | 37,216 | 41,448 | 39,523 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 204,154 | 125,162 | 122,465 |
| Capital Expenditure | -43,180 | -35,593 | -27,308 |
| Free Cash Flow | 160,974 | 89,569 | 95,157 |
| Net Income | 99,613 | 85,052 | 54,131 |
| Net Change in Cash | 15,743 | 4,232 | -1,925 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,390,514.588 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,414,285.411 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,402,400 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 230,556.954 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 234,498.322 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 232,527.638 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 77,289.900 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 79,011.846 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 78,150.873 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 208,402.685 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 211,965.326 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 210,184.006 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 3.570 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 3.610 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 3.530 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance: Apogee Enterprises reported a 4.6% increase in net sales for Q2 2026, as highlighted in the latest earnings call transcript. This growth reflects strong operational execution and resilience in a challenging economic environment, supported by consistent revenue figures from income statements.
- Positive Free Cash Flow: The company demonstrates healthy free cash flow generation, as evidenced by cash flow statement data, with net cash provided by operating activities showing stability. This provides financial flexibility for reinvestment or debt management.
- Operational Efficiency: Earnings call insights indicate a focus on operational improvements, contributing to sustained gross profit margins (per key metrics) and positioning APOG favorably against industry peers in terms of cost management.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates APOG intrinsic value between $107.22 – $198.36 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about APOG valuation
Is Apogee Enterprises, Inc. (APOG) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Apogee Enterprises, Inc. (APOG) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is APOG a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether APOG trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is APOG’s P/E ratio?
You can see APOG’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for APOG?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is APOG a good long-term investment?
Whether APOG fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
APOG
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
6.74
Trading Metrics:
| Open: | 37.4 | Previous Close: | 36.96 | |
| Day Low: | 37.4 | Day High: | 39.47 | |
| Year Low: | 30.75 | Year High: | 49.99 | |
| Price Avg 50: | 35.76 | Price Avg 200: | 37.94 | |
| Volume: | 252363 | Average Volume: | 255052 |
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Login — it's freeAPOG full analysis
Welcome to MARKETSNAP’s SWOT analysis for Apogee Enterprises, or APOG as you might know it on the ticker. If you’re not familiar with this name, let me give you the quick rundown. Apogee Enterprises is a player in the building products industry, operating within the broader industrial sector. They’re known for designing and manufacturing high-performance glass and metal products, primarily for commercial buildings—think architectural glass, framing systems, and more. With a solid footprint in the U.S. and a team of…
