Apogee Enterprises, Inc. (APOG) AI Stock Analysis

Apogee Enterprises, Inc. specializes in the design, development, and provision of glass and metal products and services across the United States, Canada, and Brazil. The company operates through four segments. Architectural Framing Systems designs, fabricates, and finishes aluminum frames for window, curtain wall, storefront, and entrance systems. Architectural Glass fabricates coated, high-performance glass for exterior facades to enhance energy efficiency and aesthetics. Architectural Services provides full-service installation of glass walls and curtain wall products. The Large-Scale Optical Technologies segment manufactures value-added glass and acrylic products for framing and display applications serving retail chains, picture-framing shops, museums, and galleries.

Apogee's revenue expanded at a 5-year CAGR of 2.7% between FY2021 and FY2026. Revenue rose to $1.44B in FY2023, then contracted to $1.42B in FY2024 and $1.36B in FY2025, before rebounding 3.2% to $1.40B in FY2026. Gross margin stood at 22.7% in FY2026, down from 26.8% in FY2025. Operating margin declined from 8.7% in FY2025 to 6.0% in FY2026, while net income dropped to $54.1M, yielding diluted EPS of $3.48. Over the trailing twelve months, revenue totaled $1.43B with a net profit margin of 4.7%. In the latest quarter ended August 31, 2026, quarterly revenue grew 9.2% year-over-year, while quarterly earnings declined 2.7%.

As of August 31, 2026, Apogee held $42.5M in cash and short-term investments against total debt of $382.5M, resulting in net debt of $340.1M. Shareholders' equity stood at $523.3M, yielding a debt-to-equity ratio of 0.73 and a current ratio of 1.78. In FY2026, operating cash flow reached $122.5M and free cash flow was $95.2M. Capital allocation in FY2026 included $27.3M for capital expenditures, $22.2M for dividends, and $15.0M for share buybacks, contributing to a 5-year share count reduction of 17.4%.

Apogee trades at a trailing P/E of 13.1x and a forward P/E of 13.8x, both below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value of $1.03B equates to an EV/EBITDA multiple of 6.7x, compared to 13.9x for the peer median. The stock's price-to-sales ratio is 0.6x versus 1.5x for peers. Over the past year, Apogee shares returned 12.3%, lagging the S&P 500 (SPY) return of 16.8%. Over the 5-year period, Apogee returned 18.9% compared to 83.0% for the S&P 500.

Apogee pays a quarterly dividend with an annualized forward payout of $1.08 per share, representing a dividend yield of 2.61%. The dividend is backed by a 29.3% payout ratio. The company has paid dividends for 42 consecutive years and achieved a 5-year annualized dividend growth rate of 6.8%. Its most recent ex-dividend date was October 20, 2026.

Wall Street coverage includes 1 analyst rating, categorized as Hold, with 0 Buy and 0 Sell ratings. The mean price target is $45.50, representing an upside of 10.0% from the last close of $41.38. For the fiscal year ending February 28, 2027, consensus estimates project revenue of $1.48B and EPS of $3.35, reflecting an EPS decrease of 3.3%. Apogee beat EPS estimates in each of the last 4 quarters.

This page is an AI-written research summary of Apogee Enterprises, Inc. (APOG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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