Inferra AI / Company / APOG

Apogee Enterprises, Inc.

APOG · Industrials

Last earnings Oct 6, 2026

Key results

EPSquarter

$1.10

Diluted earnings per share of $1.10 and adjusted diluted

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Gross marginquarter

23.1%

Gross margin decreased to 23.1%, compared to 28.4%, primarily due to lower price and volume, unfavorable mix, and higher material, tariff, and health insurance costs, partially offset by lower incentive compensation expense.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Operating incomequarter

$26.9 million

Operating income declined to $26.9 million from $42.0 million, and operating margin decreased 480 basis points to 7.5%.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Operating marginquarter

7.5%

Operating income declined to $26.9 million from $42.0 million, and operating margin decreased 480 basis points to 7.5%.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Revenuequarter

$140.9 million

Segment Results (Second Quarter Fiscal 2026 Compared to Second Quarter Fiscal 2025) Architectural Metals Architectural Metals net sales were $140.9 million, compared to $141.4 million, primarily reflecting a less favorable mix, partially offset by higher volume and price.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

AI analysis

Q2 FY2026 · reported Oct 10, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 FY2026
$140.9M
EX-99 · Oct 10, 2025
EPS · Q2 FY2026
$1.10
EX-99 · Oct 10, 2025
Gross margin · Q2 FY2026
23.1%
EX-99 · Oct 10, 2025
Operating income · Q2 FY2026
$26.9M
EX-99 · Oct 10, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Oct 10, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 FY2026Prior qtrYear ago
EPS$1.10——
Gross margin23.1%——
Operating income$26.9 million——
Operating margin7.5%——
Revenue$140.9 million——

EX-99 · Oct 10, 2025

Guidance · company-stated

Direction: Raised

Revenue$358 million

“htm EX-99.1 Document Press Release FOR RELEASE October 9, 2025 APOGEE ENTERPRISES REPORTS FISCAL 2026 SECOND QUARTER RESULTS Net sales increased 4.6% to $358 million EBITDA margin and adjusted EBITDA margin of 12.4% Diluted earnings per share of $1.10 and adjusted diluted earnings per share of $0.98 Updates outlook for net sales and adjusted diluted EPS MINNEAPOLIS, MN, October 9, 2025 Apogee Enterprises, Inc.”

Midpoint vs latest-quarter revenue+154.1%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin23.1%
Operating margin7.5%

Capital allocation

Dividend$11M
Capex$35M

Interest expense increased to $4.1 million, primarily due to higher debt resulting from the acquisition of UW Solutions.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +154.1% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

See Use of Non-GAAP Financial Measures and reconciliations to the most directly comparable GAAP measures later in this press release

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EX-99.1 Document Press Release FOR RELEASE October 9, 2025 APOGEE ENTERPRISES REPORTS FISCAL 2026 SECOND QUARTER RESULTS Net sales increased 4.6% to $358 million EBITDA margin and adjusted EBITDA margin of 12.4% Diluted earnings per share of $1.10 and adjusted diluted earnings per share of $0.98 Updates outlook for net sales and adjusted diluted EPS MINNEAPOLIS, MN, October 9, 2025 Apogee Enterprises, Inc.”

Revenue — Raised (“increased”)
“htm EX-99.1 Document Press Release FOR RELEASE October 9, 2025 APOGEE ENTERPRISES REPORTS FISCAL 2026 SECOND QUARTER RESULTS Net sales increased 4.6% to $358 million EBITDA margin and adjusted EBITDA margin of 12.4% Diluted earnings per share of $1.10 and adjusted diluted earnings per share of $0.98 Updates outlook for net sales and adjusted diluted EPS MINNEAPOLIS, MN, October 9, 2025 Apogee Enterprises, Inc.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Interest expense increased to $4.1 million, primarily due to higher debt resulting from the acquisition of UW Solutions.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Net cash used in investing activities was $10.9 million, primarily related to capital expenditures.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

The Company returned $11 million of cash to shareholders through dividend payments.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Quarter-end long-term debt decreased $41 million from the end of the first quarter to $270 million, which decreased the Consolidated Leverage Ratio 2 (as defined in the Company s credit agreement) to 1.5x at the end of the quarter.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

The Company continues to assume capital expenditures between $35 million to $40 million.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

We entered into these swaps to hedge a portion of our exposure to variability in cash flows from interest payments on our floating-rate credit facility.

SEC original ↗Apogee Enterprises, Inc. — 10-Q Quarterly report10-QJan 7, 2026

Strategy & priorities

Our team remained focused on executing our strategy and tariff mitigation plans in what continued to be a dynamic operating environment.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Restructuring During the fourth quarter of fiscal 2024, we announced strategic actions to streamline our business operations, enable a more efficient cost model, and better position the Company for profitable growth (referred to as Project Fortify ).

SEC original ↗Apogee Enterprises, Inc. — 10-Q Quarterly report10-QJan 7, 2026

Risks & headwinds

Our team remained focused on executing our strategy and tariff mitigation plans in what continued to be a dynamic operating environment.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Gross margin decreased to 23.1%, compared to 28.4%, primarily due to lower price and volume, unfavorable mix, and higher material, tariff, and health insurance costs, partially offset by lower incentive compensation expense.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

The decrease in adjusted EBITDA margin was primarily driven by lower price and volume, unfavorable mix, and higher material, tariff, and health insurance costs, partially offset by lower incentive compensation expense.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

The lower adjusted EBITDA margin was primarily driven by unfavorable mix and higher material and tariff costs, partially offset by lower incentive compensation expense.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

This includes a projected unfavorable EPS impact from tariffs of $0.35 to $0.45.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

and global instability and uncertainty Apogee Enterprises, Inc.

SEC original ↗Apogee Enterprises, Inc. — Earnings release (8-K exhibit)EX-99Oct 10, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

33 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Apogee Enterprises, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Apogee Enterprises, Inc. are held in this edition of the library.

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