Apogee Enterprises, Inc. (APOG) Earnings Call Transcripts

Apogee Enterprises, Inc.'s Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal 2026, Apogee Enterprises reported net sales of $351.4 million, representing a 1.6% increase year-over-year, and adjusted diluted EPS of $0.92, slightly exceeding expectations. The company navigated a challenging environment, with management emphasizing a disciplined execution strategy that has strengthened their operational foundation. For fiscal 2027, Apogee provided guidance for net sales between $1.38 billion and $1.43 billion and adjusted diluted EPS in the range of $2.70 to $3.25, reflecting ongoing market pressures and a cautious outlook for the first half of the year.

Reported metrics

Guidance from management

For fiscal 2027, management expects net sales between $1.38 billion and $1.43 billion and adjusted diluted EPS in the range of $2.70 to $3.25, indicating a cautious outlook due to ongoing market pressures.

What management said

Yes, that's correct, Julio. So first of all, I think we articulated last year that -- or for F '26, we had about a $9 million impact on tariffs. It was primarily as it relates to our supply chain as we move product across the border to Canada and back. That was offset with the actions that we put in place with Fortify 2, but it will be a headwind in the first half of the year, excuse me, it was a headwind in '26, it ...

Sure. Look, it's early days for us in AI for sure, but we're already starting to see some impact. We have a few things that we're looking at and using in our manufacturing facilities already, but it's early days and more to come. I think the other thing that you should know is we're rolling out Copilot across the company, and we're starting to see some impact as everyone gets a little bit more productive. I think -- ...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising aluminum prices and the potential for continued pricing pressure in the Metals and Glass segments. There was also inquiry about the sustainability of margins and the effectiveness of cost management strategies in the face of these challenges.

Main topics on the call

• Revenue Growth in Performance Services — The Performance Services segment achieved over 13% revenue growth, driven by volume increases and market share gains. Management noted, 'They delivered upon the first year financial targets for the acquisition of $100 mi...
• Cost Management and Efficiency Gains — Apogee successfully managed costs through initiatives like Fortify Phase 2, which contributed to improved margins despite rising aluminum costs. Adjusted EBITDA margin increased to 12.1% from 11.9% year-over-year, attrib...
• Challenges in Metals and Glass Segments — The Metals segment experienced a 2% revenue decline, primarily due to lower volume, while the Glass segment's net sales also decreased, reflecting 'continued end market demand softness.' This indicates ongoing challenges...
• Guidance for Fiscal 2027 — Management provided a cautious outlook for fiscal 2027, anticipating net sales between $1.38 billion and $1.43 billion and adjusted EPS of $2.70 to $3.25. They noted, 'The market characteristics are expected to remain re...

Read the full Apogee Enterprises, Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Apogee Enterprises, Inc. earnings call transcripts on record, spanning April 2, 2020 to June 26, 2026. Based on this history, Apogee Enterprises, Inc. reports quarterly. The most recent call on file is dated June 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

APOG

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Building Products

Calls on record

25

First call

April 2, 2020

Most recent

June 26, 2026

Reporting cadence

quarterly