Apogee Enterprises, Inc. (APOG)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Apogee Enterprises, Inc. (APOG) trades at $40.57 with AI Score 87/100 (Grade A+). Apogee Enterprises, Inc. designs and develops glass and metal products and services. Market cap: $866.21M, Sector: Industrials.
Price live · AI analysis from May 10, 2026APOG stock analysis for 2026: Analysts have set a consensus price target of $70.50 for Apogee Enterprises, Inc., suggesting 73.8% upside from the current price of $40.57. The AI MoonshotScore is 87/100, indicating a strong bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
APOG: 1/1 perspectives are bullish.
How is this calculated? →Apogee Enterprises, Inc. (APOG) Industrial Operations Profile
Apogee Enterprises, Inc. operates within the construction industry, specializing in glass and metal products and services across North America and Brazil. With four distinct segments, Apogee serves commercial, institutional, and residential building sectors, providing architectural solutions from framing systems to installation services, and optical technologies.
What Is the Investment Thesis for APOG?
Apogee Enterprises presents a compelling investment case based on its diversified business segments and established market position. With a P/E ratio of 12.4 and a dividend yield of 2.86%, the company offers a blend of value and income. A gross margin of 23.8% and a profit margin of 3.9% reflect solid profitability. The company's free cash flow of $0.07 billion provides financial flexibility. Growth catalysts include increased construction spending and demand for energy-efficient building solutions. However, investors should be aware of potential risks such as cyclicality in the construction market and raw material price fluctuations. The company's beta of 1.06 indicates market-average volatility. Apogee's ability to capitalize on growth opportunities while managing risks will be crucial for long-term value creation.
Based on FMP financials and quantitative analysis
APOG Key Highlights
- Market Cap of $866.21M indicates a mid-sized player in the construction industry.
- P/E Ratio of 12.4 suggests the company may be undervalued compared to its earnings.
- Profit Margin of 3.9% reflects moderate profitability within the industrials sector.
- Dividend Yield of 2.86% provides a steady income stream for investors.
- Free Cash Flow of $0.07B demonstrates the company's ability to generate cash.
Who Are APOG's Competitors?
APOG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CSRLF CSR Limited | $5.75 | -2.13% | $2.74B | 58 |
| PHOE Phoenix Asia Holdings Limited Ordinary Shares | $17.80 | +1.37% | $384.48M | 55 |
| NX Quanex Building Products Corporation | $17.08 | -5.01% | $784.45M | 54 |
| RKWAF Rockwool A/S | $34.70 | +0.00% | $7.17B | 54 |
| VLUTF Volution Group plc | $4.60 | +0.00% | $912.71M | 53 |
| JCI Johnson Controls International plc | $140.76 | -2.79% | $85.88B | 53 |
| TOTDY Toto Ltd. | $52.37 | +3.29% | $8.61B | 52 |
| AIRJW AirJoule Technologies Corporation | $1.08 | -16.92% | $316.38M | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are APOG's Key Strengths?
- Integrated business model
- Diversified product portfolio
- Established market presence
- Strong relationships with customers
What Are APOG's Weaknesses?
- Cyclicality in the construction market
- Dependence on raw material prices
- Exposure to economic fluctuations
- Limited geographic diversification
What Could Drive APOG Stock Higher?
- Increased construction spending driven by infrastructure investments.
- Growing demand for energy-efficient building solutions.
- Expansion in the multi-family residential building market.
- Strategic partnerships to expand geographic reach.
What Are the Key Risks for APOG?
- Cyclical downturn in the construction market.
- Fluctuations in raw material prices impacting profitability.
- Increased competition from other architectural product manufacturers.
- Economic uncertainty affecting construction spending.
- Supply chain disruptions impacting production and delivery.
What Are the Growth Opportunities for APOG?
- Expansion in Energy-Efficient Building Solutions: The increasing demand for energy-efficient buildings presents a significant growth opportunity for Apogee. With stricter building codes and growing environmental awareness, the market for high-performance glass and framing systems is expanding. Apogee can capitalize on this trend by investing in research and development to create innovative, energy-efficient products. This aligns with the global push for sustainability and could significantly boost revenue within the next 3-5 years.
- Geographic Expansion in North America and Brazil: Apogee has the opportunity to further expand its presence in the United States, Canada, and Brazil. By targeting high-growth regions and investing in local sales and marketing efforts, Apogee can increase its market share. This expansion can be achieved through strategic partnerships, acquisitions, or organic growth. Focusing on regions with strong construction activity and demand for architectural products can drive revenue growth over the next 2-4 years.
- Increased Focus on the Architectural Services Segment: Apogee's Architectural Services segment, which offers full-service installation, provides a unique value proposition. By expanding this segment, Apogee can capture a larger share of the project value chain. This involves investing in skilled labor, project management capabilities, and technology to improve installation efficiency. The increasing complexity of modern building designs creates a growing need for specialized installation services, offering a strong growth avenue over the next 3 years.
- Penetration of the Multi-Family Residential Building Market: Apogee can increase its presence in the multi-family residential building market. This segment is experiencing growth due to urbanization and increasing demand for housing. By tailoring its products and services to meet the specific needs of multi-family residential projects, Apogee can tap into a new revenue stream. This involves offering cost-effective solutions and streamlined installation processes, potentially driving significant growth within the next 2-5 years.
- Leveraging Technology and Innovation in LSO Segment: The Large-Scale Optical Technologies (LSO) segment can drive growth through technology and innovation. By developing new value-added glass and acrylic products for framing and display applications, Apogee can cater to evolving customer needs. This involves investing in research and development to create innovative materials and manufacturing processes. Targeting niche markets such as museums, galleries, and high-end retail can provide higher margins and growth opportunities over the next 3-5 years.
What Opportunities Does APOG Have?
- Expansion in energy-efficient building solutions
- Geographic expansion in North America and Brazil
- Increased focus on the Architectural Services segment
- Penetration of the multi-family residential building market
What Threats Does APOG Face?
- Competition from other architectural product manufacturers
- Fluctuations in raw material prices
- Economic downturns affecting construction spending
- Changes in building codes and regulations
What Are APOG's Competitive Advantages?
- Integrated business model encompassing design, manufacturing, and installation.
- Established relationships with glazing subcontractors and general contractors.
- Specialized expertise in high-performance glass and framing systems.
- Diversified product portfolio serving multiple building segments.
What Does APOG Do?
Apogee Enterprises, Inc., founded in 1949 and headquartered in Minneapolis, Minnesota, is a leading designer and developer of glass and metal products and services. The company operates through four key segments: Architectural Framing Systems, Architectural Glass, Architectural Services, and Large-Scale Optical Technologies (LSO). The Architectural Framing Systems segment focuses on designing, engineering, fabricating, and finishing aluminum frames for window, curtain wall, storefront, and entrance systems. The Architectural Glass segment fabricates coated and high-performance glass used in customized window and wall systems. The Architectural Services segment provides full-service installation of glass and curtain wall products. The LSO segment manufactures value-added glass and acrylic products for framing and display applications. Apogee's products and services cater primarily to commercial buildings, including office buildings, hotels, and retail centers, as well as institutional buildings like education and healthcare facilities, government buildings, and multi-family residential buildings. The company markets its architectural products and services through a direct sales force, independent sales representatives, and distributors, targeting glazing subcontractors and general contractors. Value-added glass and acrylics are distributed through retail chains, picture-framing shops, and independent distributors, reaching museums, galleries, and other specialized customers. Apogee's integrated approach, from design and manufacturing to installation, positions it as a comprehensive solution provider in the architectural building products market.
What Products and Services Does APOG Offer?
- Designs and engineers aluminum frames for windows and curtain walls.
- Fabricates coated and high-performance glass for building exteriors.
- Provides full-service installation of glass and curtain wall systems.
- Manufactures value-added glass and acrylic products for framing and display.
- Offers architectural solutions for commercial, institutional, and residential buildings.
- Serves glazing subcontractors and general contractors through direct sales and distributors.
How Does APOG Make Money?
- Designs, engineers, and manufactures architectural glass and metal products.
- Provides installation services for its products.
- Sells products through direct sales force, independent representatives, and distributors.
- Generates revenue from product sales and installation services.
What Industry Does APOG Operate In?
Apogee Enterprises operates in the construction industry, which is influenced by economic cycles, construction spending, and demand for energy-efficient buildings. The market is competitive, with companies offering various architectural products and services. Apogee's integrated approach, encompassing design, manufacturing, and installation, differentiates it from competitors. The industry is seeing increased demand for sustainable building solutions, driving growth for companies offering energy-efficient glass and framing systems. Apogee is well-positioned to capitalize on these trends, given its focus on high-performance glass and integrated services.
Who Are APOG's Key Customers?
- Glazing subcontractors
- General contractors
- Retail chains
- Picture-framing shops
- Museums and galleries
Apogee Enterprises, Inc. (APOG) Valuation Context
Valued at $866.21M, APOG is classified as a small-cap stock. Relative to its peer group, APOG's quantitative score of 87/100 is above the peer average of 55/100.
APOG Revenue & Earnings Trend
In Q2 2026, APOG generated $342.7M in top-line revenue, marking a sequential decrease of 2.5%. The company recorded net income of $11.5M, with diluted EPS of $0.54. Quarter-over-quarter revenue has been mixed, typical for a small-cap company operating in Industrials. Across the four most recent quarters, APOG averaged $0.80 in diluted EPS.
Company Profile
Apogee Enterprises, Inc. operates in the Construction industry within the Industrials sector. It is headquartered in Minneapolis, US. The company is led by CEO Donald A. Nolan. APOG has traded publicly since 1973.
ROE 11%Key Financial Metrics
Return on equity for Apogee Enterprises, Inc. stands at 10.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.8%, showing how much profit it generates from its asset base. APOG trades at a trailing price-to-earnings ratio of 12.43, below the Industrials sector average of ~30x. Its free cash flow yield is 11.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.65 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.7%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
Apogee Enterprises, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.15 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Apogee Enterprises, Inc. revenue of about $1.39B for fiscal 2026, with EPS near $3.44.
APOG Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Apogee's future performance, indicating that those within the company believe in its potential.
- Community sentiment has shown increased optimism as discussions around Apogee's innovative glass solutions gain traction, particularly in energy-efficient building materials.
- Positive developments in the construction sector have led to a favorable outlook for Apogee's business, as demand for its products is expected to rise.
- Analysts have noted Apogee's strong positioning in the architectural glass market, which is supported by ongoing infrastructure investments.
Bear Case
- Concerns about rising raw material costs have surfaced, which could impact Apogee's profit margins and overall financial health.
- Some community members express skepticism regarding Apogee's ability to adapt to changing market trends, particularly with increasing competition.
- Recent quarterly results did not meet some expectations, leading to a wave of bearish sentiment among investors who fear a slowdown.
- The broader economic uncertainty, particularly in the construction industry, raises questions about future demand for Apogee's products.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $343M | $12M | $0.54 |
| Q1 2026 | $351M | $17M | $0.78 |
| Q4 2025 | $349M | $17M | $0.77 |
| Q3 2025 | $358M | $24M | $1.10 |
Based on FMP financials and quantitative analysis
APOG Latest News
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Top Midday Gainers
MT Newswires · Jun 26, 2026
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Apogee Enterprises Posts Strong Q1 Earnings, Joins ACADIA Pharmaceuticals, Crocs And Other Big Stocks Moving Higher On Friday
benzinga · Jun 26, 2026
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Stock Market Today: Dow Jones, S&P 500 And Nasdaq Futures Slip As Tech Selloff Gathers Pace— Apple, Beyond Air In Focus (UPDATED)
benzinga · Jun 26, 2026
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12 Industrials Stocks Moving In Friday's Pre-Market Session
benzinga · Jun 26, 2026
APOG Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for APOG.
Price Targets
Consensus target: $70.50
APOG MoonshotScore
What does this score mean?
The MoonshotScore rates APOG's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Top Midday Gainers
Apogee Enterprises Posts Strong Q1 Earnings, Joins ACADIA Pharmaceuticals, Crocs And Other Big Stocks Moving Higher On Friday
Stock Market Today: Dow Jones, S&P 500 And Nasdaq Futures Slip As Tech Selloff Gathers Pace— Apple, Beyond Air In Focus (UPDATED)
12 Industrials Stocks Moving In Friday's Pre-Market Session
Latest Apogee Enterprises, Inc. Analysis
Leadership: Donald A. Nolan
CEO
Donald A. Nolan serves as the CEO of Apogee Enterprises, Inc. His leadership experience spans several decades in the building products and construction industries. Prior to joining Apogee, Nolan held executive positions at various companies, demonstrating expertise in operations, sales, and strategic planning. His background includes a strong focus on driving growth, improving operational efficiency, and fostering a customer-centric culture. Nolan's experience positions him well to lead Apogee in a dynamic market environment.
Track Record: Under Donald A. Nolan's leadership, Apogee Enterprises has focused on strategic initiatives to enhance its market position and improve profitability. Key achievements include streamlining operations, expanding into new markets, and driving innovation in energy-efficient building solutions. Nolan has also emphasized building strong relationships with customers and fostering a culture of continuous improvement within the organization.
What Investors Ask About Apogee Enterprises, Inc. (APOG) — Industrials
What does Apogee Enterprises, Inc. do?
Apogee Enterprises, Inc. designs, engineers, manufactures, and installs architectural glass and metal products. The company operates through four segments: Architectural Framing Systems, Architectural Glass, Architectural Services, and Large-Scale Optical Technologies. Apogee serves commercial, institutional, and residential building markets, providing solutions for building exteriors and interior framing. The company's integrated approach, encompassing design, manufacturing, and installation, differentiates it from competitors and positions it as a comprehensive solution provider in the architectural building products market.
What do analysts say about APOG stock?
Analyst consensus on Apogee Enterprises, Inc. (APOG) reflects a cautiously optimistic outlook, considering its market position and growth opportunities. Key valuation metrics, such as the P/E ratio of 12.4, suggest potential undervaluation. Growth considerations include the company's ability to capitalize on increasing demand for energy-efficient building solutions and expand its market share in key geographic regions. Investors should monitor the company's financial performance and strategic initiatives to assess its long-term growth potential.
What are the main risks for APOG?
Apogee Enterprises faces several risks, including cyclicality in the construction market, fluctuations in raw material prices, and increased competition. Economic downturns can significantly impact construction spending, affecting demand for Apogee's products and services. Fluctuations in raw material prices, such as aluminum and glass, can impact profitability. Increased competition from other architectural product manufacturers can put pressure on pricing and market share. Effective risk management and diversification strategies are crucial for mitigating these challenges.
What are the key factors to evaluate for APOG?
Apogee Enterprises, Inc. (APOG) holds an AI score of 87/100 (high). P/E: 12.4x vs the S&P 500's ~20-25x. Analysts target $70.50 (+74%). Not financial advice.
How frequently does APOG data refresh on this page?
APOG prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven APOG's recent stock price performance?
Apogee Enterprises, Inc. (APOG) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Integrated business model. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider APOG overvalued or undervalued right now?
Apogee Enterprises, Inc. (APOG) trades at 12.4x earnings. Analysts target $70.50 (+74%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying APOG?
Before investing in Apogee Enterprises, Inc. (APOG), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available company data and market analysis.
- Future performance is subject to market conditions and company-specific factors.