APOG · NASDAQ · Construction Materials

Apogee Enterprises (APOG)

Makes architectural glass, metals, facade services, and coated surfaces for commercial and specialty uses.

$37.81
vs last close+0.84 (+2.27%)
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Apogee Enterprises, Inc.APOG
Materials

Operates through four platforms spanning aluminum framing systems, facade services, high-performance architectural glass, and coated surfaces. Revenue is tied mainly to commercial building activity, while Performance Surfaces adds specialty materials beyond the building envelope.

Architectural Metals designs, fabricates, and finishes aluminum windows, curtainwall, storefront, and entrance systems. Architectural Services is the Harmon-led project platform for facade management and field installation, while Architectural Glass processes high-performance glass through Viracon and related capabilities.

Performance Surfaces makes coated materials for wall decor, museums, graphic design, digital displays, architectural interiors, and industrial flooring, expanded by UW Solutions and related brands.

The operating base is concentrated in U.S. commercial construction and depends on project execution, quality, and on-time service. Older materials may still use prior segment names, and the pending Kalwall deal should stay outside the completed portfolio until closing is confirmed.

Company facts

CEODonald A. Nolan
ListedJun 30, 1971
ExchangeNASDAQ
HeadquartersMinneapolis, MN
CountryUnited States
Employees4,100
CIK0000006845
ISINUS0375981091

Market cap$771.5M
EPS (ttm)$3.19
P/E (ttm)11.59
ROE13.4%
P/B1.51
P/S0.5508
Dividend yieldDiv yield2.89%
Beta1.00vs XLB 1.02

Price target$46.00+24.4%Average of 6 analysts
ConsensusHold4 of 6 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jun 29, 2026Kansas City CapitalDowngrade
Rating:
Rating: Perform
Jan 9, 2026D.A. DavidsonTarget
Target: $47
Target: $46
Dec 16, 2025StephensTarget
Target:
Target: $95
Nov 17, 2025DA DavidsonUpgrade
Rating: NeutralTarget: $62
Rating: BuyTarget: $47

Next report
Oct 6, 26
in 14 days
EPS estimate
$0.63
Revenue estimate
$359.5M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Jan '25Apr '25Jun '25Oct '25Jan '26Apr '26Jun '26Oct '26
Reported$1.19$0.89$0.56$0.98$1.02$0.92$0.57Pending
Estimate$1.14$0.90$0.50$0.90$1.03$0.89$0.43$0.63
Surprise+4.4%−1.1%+12.0%+8.4%−1.0%+3.4%+32.6%

RevenueReportedEstimate

Jan '25Apr '25Jun '25Oct '25Jan '26Apr '26Jun '26Oct '26
Reported$341.3M$345.7M$346.6M$358.2M$348.6M$351.4M$342.7MPending
Estimate$331.8M$331.8M$350.9M$356.1M$354.0M$335.8M$333.8M$359.5M
Surprise+2.9%+4.2%−1.2%+0.6%−1.5%+4.6%+2.6%
Estimate$0.63
ReportedDue Oct 6, 2026
Estimate$359.5M
ReportedDue Oct 6, 2026
View details

Debt to equity56.30%
Current ratio176.00%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$342.4M$341.3M$345.7M$346.6M$358.2M$348.6M$351.4M$342.7M
Net income$30.6M$21.0M$2.5M−$2.7M$23.6M$16.5M$16.6M$11.5M
Net margin8.9%6.1%0.7%0.0%6.6%4.7%4.7%3.4%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$42.0M$28.6M$6.1M$6.9M$31.3M$30.3M$29.8M$18.8M
YoY growth+3.5%−24.0%−71.9%−83.3%−25.4%+5.7%+386.4%+171.8%

Balance sheet, May 30, 2026Cash & short-term investments $26.4M · Total debt $288.0M · Total assets $1.10B · Shareholders' equity $512.0M

Revenue
$342.7M
Operating income
$18.8M
Net income
$11.5M
View details

Dividend yield
2.89%
Next ex-date
Oct 14, 26
estimated · in 22 days
Annual dividend
$1.07
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Oct '24Jan '25May '25Jul '25Oct '25Feb '26May '26Jul '26
Dividend$0.25$0.26$0.26$0.26$0.26$0.27$0.27$0.27
Annual yield1.33%1.92%2.42%2.51%2.82%2.71%3.01%2.78%
Ex-dateOct 22Jan 28May 13Jul 16Oct 29Feb 3May 13Jul 14
Payment dateNov 6Feb 12May 28Jul 31Nov 13Feb 18May 28Jul 29
View details

Institutions95.49%19.93M shares
245 holders · as of Jun 30, 2026
Insiders8.23%1.72M shares
21 holders · as of Sep 15, 2026
Adds to103.72%

20.87M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 103.72%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
16.29%3.40Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.57%1.16Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.53%1.15Mas of Jun 30, 2026
Barrow Hanley Global InvestorsInsider
5.39%1.12Mfiled Feb 14, 2023
American Century Companies IncInstitution
4.92%1.03Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Tecnoglass

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  • Quanex

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  • Avery Dennison

    Graphics, reflective, architectural films, and functional materials

Compare

CompanyPriceChange
Apogee Enterprises$37.81+2.27%$771.5M11.612.60.6−1.1%
Tecnoglass$37.60+3.11%$1.62B12.813.51.5+15.6%
Quanex$20.85+3.73%$923.2M20.210.70.5+1.3%
Avery Dennison$171.56+1.32%$12.95B18.516.41.4+10.9%
Median18.513.51.4+10.9%