Despite a strong Q4 beat, the significant cut in next year's guidance to $2.70-$3.25 from $3.47 is a major negative signal. Monitor the Q1 2027 earnings for signs of margin pressure or volume declines in the Architectural Glass and Metals segments.
Price Chart
Executive Summary
Apogee Enterprises reported Q4 2026 earnings with net sales up 1.6% to $351.4 million and diluted EPS of $0.78, significantly ahead of expectations. Adjusted EPS of $0.92 beat consensus by 135.9%, driven by improved margins and cost savings from Project Fortify. However, the company issued a cautious FY2027 outlook with adjusted EPS guidance of $2.70-$3.25, below the prior year's $3.47, signaling ongoing macroeconomic challenges.
Key Financial Metrics
Key Facts
- Q4 net sales increased 1.6% to $351.4 million
- Diluted EPS was $0.78, up from $0.11 YoY
- Adjusted EPS was $0.92, a 135.9% beat vs. $0.39 consensus
- Full-year adjusted EPS declined to $3.47 from $4.97
- FY2027 adjusted EPS guidance of $2.70-$3.25 is significantly below FY2026 results
Financial Impact
$0.92 adjusted EPS beat vs. $0.39 consensus, but guidance cut to $2.70-$3.25 for FY2027
Risk Factors
- Lower FY2027 guidance indicates ongoing macroeconomic headwinds in the non-residential construction sector
- Adjusted EPS declined 30% YoY for the full year, suggesting the Q4 beat may be a temporary rebound
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000006845-26-000020 |
| Document: apog-20260424.htm | 0000006845-26-000020 |
| Document: 0000006845-26-000020-index-headers.html | 0000006845-26-000020 |
| Document: 0000006845-26-000020-index.html | 0000006845-26-000020 |
| Document: 0000006845-26-000020.txt | 0000006845-26-000020 |
| 8-K Data (Synthetic) | 0000006845-26-000020 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 6w ago | Institutional Cluster | $42.18 $37.43 | ▼ −11.26% | ▼ −9.28% | $35.62 (−15.56%) |
Jul 1, 2026 13w ago | 8-K | $40.57 $39.86 | ▼ −1.75% | ▼ −1.34% | $35.62 (−12.21%) |
May 29, 2026 18w ago | 8-K | $38.41 $46.10 | ▲ +20.02% | ▲ +21.81% | $35.62 (−7.28%) |
May 28, 2026 18w ago | 8-K | $37.74 $48.92 | ▲ +29.62% | ▲ +32.77% | $35.62 (−5.63%) |
May 12, 2026 20w ago | DEFA14A | $35.35 $38.54 | ▲ +9.02% | ▲ +10.75% | $35.62 (+0.75%) |
Apr 24, 2026 23w ago | 8-K | $38.29 $35.30 | ▲ +7.81% | ▲ +11.83% | $35.62 (+6.99%) |
US Market Status
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