Apogee Enterprises filings document a Minnesota operating company with Nasdaq-listed common stock and disclosure centered on architectural building products, coated materials, and segment-level operations. Recent Form 8-K filings furnish quarterly and annual financial results, including sales, earnings measures, segment performance, guidance, debt, leverage, and exhibits to earnings releases.
The filing record also documents governance and executive-compensation matters, including officer appointments and departures, segment-president leadership changes, restricted stock awards, offer-letter terms, and grants under the Apogee Enterprises, Inc. 2019 Stock Incentive Plan. Other material-event disclosures cover capital-structure matters, material agreements, Regulation FD releases, and board or compensation committee actions.
Apogee Enterprises, Inc. filed a current report to note that it issued a press release on October 9, 2025 announcing its financial results for the second quarter of fiscal 2026. The company attached this earnings press release as Exhibit 99.1 and incorporated it by reference. The information in this report and Exhibit 99.1 is being furnished rather than filed under the securities laws, which limits how it is treated for certain liability purposes and for incorporation into registration statements.
Apogee Enterprises reported mixed first-half fiscal 2026 results following the acquisition of UW Solutions. Consolidated net sales rose 4.6% to $704.8M, driven by $46.6M of inorganic sales from UW Solutions and higher Architectural Services volume. Gross margin contracted to 22.4% from 29.1% due to lower price and volume, unfavorable mix, higher materials, tariffs, health insurance and restructuring charges. Operating income fell to $33.8M (margin 4.8%) and adjusted EBITDA declined to $78.8M (margin 11.2%).
The company completed Project Fortify with $16.7M of prior charges and launched Phase 2 expecting $24M–$26M of pre-tax charges and annualized pre-tax cost savings of approximately $13M–$15M, substantially complete by the end of Q4 fiscal 2026. It drew $250M on a delayed draw term loan for the UW Solutions acquisition and had total term and revolver outstanding of $270M at August 30, 2025, while remaining in compliance with covenant ratios. The company recorded a litigation-related expense of $9.4M in Q4 fiscal 2025 net of reserves and insurance.
Apogee Enterprises director Lloyd E. Johnson reported receiving 129 deferred restricted stock units (RSUs) on 09/30/2025 under the company's Non-Employee Director Stock Plans. The RSUs were allocated pursuant to a dividend-equivalent reinvestment feature and will settle 1-for-1 into shares of common stock upon the director's board departure or other plan-specified events. The filing shows a reported grant price of $43.57 per share for record purposes and that Mr. Johnson beneficially owns 21,837 shares following the transaction. The Form 4 was signed by an attorney-in-fact on 10/02/2025.
Christina M. Alvord, a director of Apogee Enterprises, Inc. (APOG), reported receiving 61 deferred restricted stock units (RSUs) on 09/30/2025 under the 2019 Non-Employee Director Stock Plan. The RSUs were awarded via a dividend equivalent reinvestment feature and settle 1-for-1 into common shares. Following this transaction, the reporting person beneficially owns 10,381 shares of common stock. The RSUs will be converted into shares upon the director's termination from the Board or other plan-specified events, per the plan's terms.
Apogee Enterprises director Donald A. Nolan received deferred equity awards on 09/30/2025: 62 phantom stock units and 179 deferred restricted stock units. Each unit is settled 1‑for‑1 into common stock and is shown at a per‑share value of $43.57. After these allocations, the reporting table lists 10,453 phantom stock units and 30,195 deferred restricted stock units beneficially owned by Mr. Nolan in direct form. The phantom units were granted under the Deferred Compensation Plan for Non‑Employee Directors and the deferred restricted stock units under the 2009 and 2019 Non‑Employee Director Stock Plans; both will convert to common shares upon events specified in those plans, such as the director’s termination from the board.
Mark A. Pompa, a director of Apogee Enterprises, Inc. (APOG), reported awards on 09/30/2025 of 59 phantom stock units and 145 deferred restricted stock units. Both classes are settled 1-for-1 into common stock and were increased by dividend-equivalent reinvestment credits. The filing shows 9,924 phantom stock units and 24,467 deferred restricted stock units owned following the transactions. The phantom units were granted under the Deferred Compensation Plan for Non-Employee Directors; the deferred restricted stock units were granted under the 2009 and 2019 Non-Employee Director Stock Plans. The form was signed on behalf of Mr. Pompa by an attorney-in-fact on 10/02/2025.
Lilly Elizabeth Murphy, a director of Apogee Enterprises, Inc. (APOG), reported a change in beneficial ownership dated 09/30/2025. The filing shows acquisition of 39 deferred restricted stock units (RSUs) allocated under the 2019 Non-Employee Director Stock Plan at an indicated price of $43.57. The RSUs settle 1-for-1 into common stock on termination or other plan-specified events. Following the transaction, the reporting person beneficially owns 6,796 shares directly. The RSUs include dividend equivalent reinvestment credits.
Apogee Enterprises, Inc. (APOG) Form 3 reports that Matthew S. Christian (President, Architectural Services) beneficially owns 9,597 shares of Apogee common stock, held directly. The filing notes those shares include amounts allocated under the Employee Stock Purchase Plan as of September 11, 2025 and restricted stock granted under the 2019 Stock Incentive Plan. The Form 3 was signed by an attorney-in-fact on September 11, 2025.