Apogee Enterprises Inc logo

Apogee Enterprises Inc(APOG)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$41.38
10/16/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for APOG

10/16/2026: APOG (1-star) is currently NOT-A-BUY. Pass it for now.

Apogee Enterprises is a specialized provider of high-performance architectural glass and aluminum framing systems for the commercial construction market. The company has a leading position in North America, leveraging a vertically integrated model to deliver complex building envelope solutions. Recent strategic shifts toward high-margin niches and the renovation market offer a clearer path for sustainable growth compared to traditional cyclical new construction projects. While the company faces risks from economic downturns, raw material cost volatility, and intense competition, its strong balance sheet and commitment to dividends appeal to long-term investors. Shareholders should monitor the company's continued execution of the renovation strategy and margin expansion efforts.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is largely tied to cyclical construction trends rather than explosive secular expansion.
Momentum investorMixed fitStock tends to follow cyclical construction patterns rather than short-term rapid price momentum.
Value investorStrong fitThe company often trades at reasonable valuations relative to its long-term cash flow generation.
Dividend investorStrong fitConsistent dividend payments and a focus on financial discipline make it suitable for income-focused portfolios.
Low-risk investorMixed fitWhile the company is stable, sensitivity to the construction cycle introduces moderate market volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumConstruction cycles can lead to periodic fluctuations in stock price.
Valuation riskLowGenerally trades in line with fundamental expectations for building products.
Competition risk (Commercial Building Products)Medium / highIntense pricing pressure exists from both domestic and international competitors.
Business qualityStrongApogee possesses a strong reputation and technical expertise in high-barrier-to-entry segments.
Dividend incomeLow / noneThe dividend is well-covered and historical support suggests it is a reliable component of the investment.
Execution riskMediumLarge, complex construction projects carry inherent risks regarding timeline and cost management.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -4.78%
Avg. Invested days 38
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/16/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
APOG receives a 3-star rating based on the available scored pillars. The rating is constrained by soft unit economics, soft analyst coverage, and weak price momentum.

Company Fundamentals

★★★★★
APOG has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2026 versus FY2025, solid cash generation (FCF margin 6.8%) is partially offset by negative earnings growth (-36.4%), moderate revenue growth (+3.2%), soft profitability (net margin 3.9%).

Financial Health Rating

★★★★★
APOG's financial health is supported by solid cash strength, including free-cash-flow generation (6.8% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is APOG's strongest growth driver at +6.2% FY2026 versus FY2025 (moderate, 3 stars). By comparison, while earnings growth (-36.4%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 97.2% and approximately 96.9% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 2.82% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 16.27%
Vanguard Portfolio Management, LLC 5.56%
Dimensional Fund Advisors, Inc. 5.52%
American Century Companies Inc 4.91%
Vanguard Capital Management, LLC 4.37%

Unit Economics (Per $1K Revenue)

★★★★★
APOG generates approximately $227 of gross profit, $60 of operating income, and $68 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Soft margins explain the 2-star rating, with solid cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 30.11%

Quantitative Style Profile

★★★★★
APOG has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 864.66M USD
Price to earnings Ratio 13.09
1Y Target Price 45.5
Price to earnings Ratio 13.09
1Y Target Price 45.5
Volume (30-day avg) 347.0K shares
Beta 1.1
52 Weeks Range 30.09 - 50.53
Updated Date 10/18/2026
52 Weeks Range 30.09 - 50.53
Updated Date 10/18/2026
Dividends yield (FY) 2.59%
Basic EPS (TTM) 3.16

How Company Makes Money

Business areaWhat it includesRetail investor read
Architectural Framing SystemsAluminum framing and curtainwall systems for office buildings.Revenue is driven by large-scale commercial building projects.
Architectural GlassHigh-performance glass coatings and insulating units.Focuses on premium, energy-efficient glass for skyscrapers.
Large-Scale OpticalSpecialty acrylic and glass for display and art markets.A high-margin, niche business with less exposure to construction cycles.
Geography (North America)Concentrated operations primarily within the US and Canada.Performance is tied directly to the health of the North American economy.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Earnings Date

Report Date 2026-10-06
When Before Market
Estimate 0.59
Actual 1.17

Profitability

Profit Margin 4.68%
Operating Margin (TTM) 8.82%

Management Effectiveness

Return on Assets (TTM) 5.69%
Return on Equity (TTM) 13.11%

Valuation

Trailing PE 13.09
Forward PE 13.81
Enterprise Value 1.03B
Price to Sales(TTM) 0.6
Enterprise Value 1.03B
Price to Sales(TTM) 0.6
Enterprise Value to Revenue 0.73
Enterprise Value to EBITDA 6.68
Shares Outstanding 20.90M
Shares Floating 20.24M
Shares Outstanding 20.90M
Shares Floating 20.24M
Percent Insiders 2.82
Percent Institutions 97.19

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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