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Apogee Enterprises (APOG) investor relations material

Apogee Enterprises Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary10 Oct, 2025

Executive summary

  • Net sales rose 4.6% year-over-year to $358.2 million, driven by the UW Solutions acquisition and higher Architectural Services volume, but offset by declines in Architectural Glass and Metals.

  • Adjusted EBITDA margin declined to 12.4% from 15.5% due to lower price/volume, unfavorable mix, and higher costs.

  • Gross margin fell to 23.1% from 28.4%, impacted by higher material, tariff, and health insurance costs.

  • Operating income dropped 35.9% to $26.9 million, with net earnings at $23.6 million, down 22.6% year-over-year.

  • Focused on executing strategic initiatives, including Project Fortify Phase 2 and productivity improvements through the Apogee Management System.

Financial highlights

  • Q2 net sales reached $358.2M, up 4.6% year-over-year, with $24.9M from UW Solutions.

  • Adjusted EBITDA was $44.4M, down 16.4% year-over-year; adjusted EBITDA margin declined 310 bps to 12.4%.

  • Adjusted diluted EPS was $0.98, a 31.9% decrease year-over-year; diluted EPS was $1.10, down 21.4%.

  • Free cash flow for the first six months was $25.5M, down from $48.5M in the prior year period.

  • Interest expense rose to $4.1M for the quarter due to higher debt from the acquisition.

Outlook and guidance

  • Full-year FY26 net sales expected between $1.39B and $1.42B (previously $1.40B–$1.44B).

  • Adjusted diluted EPS guidance revised to $3.60–$3.90 (previously $3.80–$4.20), with a $0.35–$0.45 EPS headwind from tariffs.

  • CapEx projected at $35M–$40M; adjusted effective tax rate around 27%.

  • Project Fortify Phase 2 expected to incur $24–$26M in pre-tax charges and deliver $13–$15M in annualized pre-tax cost savings.

  • Second half net sales and adjusted diluted EPS expected to grow year-over-year, led by Performance Surfaces.

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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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