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Apogee Enterprises
Apogee Enterprises (APOG) investor relations material
Apogee Enterprises Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary7 Jan, 2026
Executive summary
Net sales rose 2.1% year-over-year to $348.6 million, driven by the UW Solutions acquisition and favorable product mix, partially offset by lower volume.
Adjusted EBITDA margin was 13.2%, slightly down from last year; adjusted diluted EPS was $1.02, down 14.3% year-over-year, mainly due to higher amortization and interest from the UW Solutions acquisition.
Operating income declined 13.1% to $24.9 million, and net earnings fell 21.2% to $16.5 million.
CEO transition and Project Fortify Phase 2 restructuring impacted results.
Focus remains on operational excellence, disciplined execution, and value creation for stakeholders.
Financial highlights
Net sales for Q3 FY2026 were $348.6 million, up 2.1% year-over-year, with growth driven by the UW Solutions acquisition and organic initiatives.
Adjusted EBITDA was $46.1 million, up 0.7% year-over-year, with a margin of 13.2% (down 20 bps year-over-year).
Adjusted diluted EPS was $1.02, down year-over-year, primarily due to higher amortization and interest expense from the UW Solutions acquisition.
Net cash from operating activities was $29.3 million for Q3, with year-to-date cash from operations at $66.6 million.
Gross margin decreased to 23.8% from 26.1%, mainly due to lower volume, price, and higher aluminum, restructuring, and health insurance costs.
Outlook and guidance
Fiscal 2026 net sales expected to be approximately $1.39 billion; adjusted diluted EPS forecasted at $3.40–$3.50, including a $0.30 EPS headwind from tariffs.
Capital expenditures projected between $25 million and $30 million; adjusted effective tax rate assumed at 27%.
Project Fortify Phase 2 expanded to offset cost headwinds, with $28–$29 million in pre-tax charges and $25–$26 million in annual pre-tax cost savings expected.
Tariff impact on EPS estimated at $0.30 for fiscal 2026, not expected to repeat in fiscal 2027.
Anticipates continued margin and volume pressure in Metals and Glass due to competitive dynamics and rising aluminum prices into Q4 and fiscal 2027.
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Next Apogee Enterprises earnings date
Q4 202615 Apr, 2026
Apogee Enterprises
Next Apogee Enterprises earnings date
Q4 202615 Apr, 2026
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Frequently asked questions
Apogee Enterprises, Inc. designs and develops glass and metal products and services, including vacuum glassblowing, lampworking, kilns and furnaces, meltshop operations and related projects. Apogee's services include custom glass blowing, glass repair, lampworking and lampworking school operations. The company operates two glassblowing facilities in Bowling Green, Kentucky and Las Vegas, Nevada. The company's Lampworking campus is located in Nashville, Tennessee. It also provides glassblowing shops that serve the jewelry-making industry; and provides customers with expert service through glass equipment sales and leasing programs.
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