Welcome to our dedicated page for Apogee Entr SEC filings (Ticker: APOG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 reported fiscal 2026 net sales of $1.40 billion, up 3.2%, while net earnings fell to $54.1 million and diluted EPS to $2.52 as margins compressed.
Gross margin declined to 22.7% from 26.4%, hurt by higher aluminum and manufacturing costs, lower volume in Architectural Metals and Glass, and increased health insurance expense, partly offset by Project Fortify Phase 2 savings. Performance Surfaces grew strongly, supported by the UW Solutions acquisition, which met year‑one targets of $100 million revenue and at least 20% adjusted EBITDA margin.
Apogee recorded $27.4 million of Phase 2 restructuring charges expected to yield about $26 million in annual pre‑tax savings, continued quarterly dividends totaling $1.05 per share, and repurchased 388,582 shares. Architectural Services backlog was $693.8 million, providing revenue visibility despite cyclical non‑residential construction demand and broader macro risks highlighted in expanded risk and cybersecurity disclosures.
Apogee Enterprises reported modest growth in fiscal 2026 sales but sharply lower profitability. Full-year net sales rose 3.2% to $1.40 billion, while diluted EPS fell to $2.52 and adjusted diluted EPS to $3.47, both well below the prior year.
Fourth-quarter results improved year over year, with net sales up 1.6% to $351.4 million, net earnings of $16.6 million, and diluted EPS of $0.78, supported by lower SG&A and prior-year one-time charges. Adjusted EBITDA for the year declined to $167.3 million, with margin sliding to 11.9%.
Cash generation remained solid, with full-year operating cash flow of $122.5 million and capital expenditures of $27.3 million. The company returned $37.2 million to shareholders and reduced long-term debt to $232.3 million, ending the year with a 1.3x consolidated leverage ratio.
For fiscal 2027, Apogee expects net sales between $1.38 billion and $1.43 billion and adjusted diluted EPS between $2.70 and $3.25, implying softer earnings than fiscal 2026. Management highlighted cost savings from Project Fortify and continued disciplined spending as key levers in a challenging market.
Alvord Christina M reported acquisition or exercise transactions in this Form 4 filing.
Apogee Enterprises director Christina M. Alvord received a grant of deferred restricted stock units. She was awarded 84 deferred restricted stock units at a reference value of $33.54 per unit, each settling 1-for-1 into common stock. After this award, she holds 10,539 deferred restricted stock units directly. These units were granted under the 2019 Non-Employee Director Stock Plan and will be settled in shares of common stock after she leaves the Board or upon other events specified in the plan, consistent with her prior deferral elections and dividend reinvestment features.
APOGEE ENTERPRISES, INC. director Mark A. Pompa reported routine equity-based compensation changes. He acquired 80 phantom stock units and 199 deferred restricted stock units, both valued at $33.54 per unit, through dividend equivalent reinvestment features of director compensation plans.
Following these awards, Pompa holds 10,075 phantom stock units and 24,840 deferred restricted stock units. Both instruments are designed to be settled 1-for-1 in shares of common stock after his termination from the Board or other plan-specified events, aligning director compensation with shareholder outcomes rather than reflecting open-market trading.
Lilly Elizabeth Murphy reported acquisition or exercise transactions in this Form 4 filing.
Apogee Enterprises director Elizabeth Murphy received a routine equity grant in the form of deferred restricted stock units. She was awarded 55 deferred units tied to Apogee common stock at a reference value of $33.54 per unit, increasing her direct holdings of these units to 6,900.
The units were granted under Apogee’s 2019 Non-Employee Director Stock Plan and include additional allocations from a dividend equivalent reinvestment feature. Each unit is settled 1-for-1 in common shares after she leaves the Board or upon other events specified in the plan, so this filing reflects compensation rather than an open-market share purchase.
Apogee Enterprises’ Chief Executive Officer Donald A. Nolan reported compensation-related grants of derivative awards rather than open-market trades. He acquired 85 phantom stock units and 580 deferred restricted stock units on March 31, 2026 at a reference price of $33.54 per unit.
The phantom and deferred restricted stock units are designed to be settled 1-for-1 in common stock under company plans, generally after the director’s termination from the Board or other plan events. Following these grants, Nolan holds 10,613 phantom stock units and 72,845 deferred restricted stock units directly.
APOGEE ENTERPRISES, INC. director Lloyd Emerson Johnson acquired 153 deferred restricted stock units on March 31, 2026 as a grant under company director stock plans. These units were credited through a dividend equivalent reinvestment feature and are settled 1-for-1 in common stock.
The deferred restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan. They will be settled in shares of common stock after Johnson’s termination from the Board or upon other events specified in the plans. Following this grant, he holds 19,264 deferred restricted stock units directly.
Apogee Enterprises Inc. — The Vanguard Group filed Amendment No. 18 to its Schedule 13G/A reporting 0 shares and 0% beneficial ownership of Apogee common stock. The amendment notes an internal realignment on January 12, 2026 under SEC Release No. 34-39538 that disaggregated certain Vanguard subsidiaries, and states Vanguard no longer is deemed to beneficially own securities held by those subsidiaries. The filing lists Vanguard's address and was signed by Ashley Grim as Head of Global Fund Administration on March 26, 2026.
Welp Bryan Alan reported acquisition or exercise transactions in this Form 4 filing.
APOGEE ENTERPRISES, INC. reported that VP and General Counsel Bryan Alan Welp received a grant of 1,992 shares of common stock on 2/2/26, valued at $37.66 per share. These shares vest over two years, with one-half vesting on 2/2/27 and the remainder on 2/2/28.
Following this award, Welp directly holds 4,032 common shares. The filing also notes that this total includes shares allocated under the Employee Stock Purchase Plan as of 2/2/26, underscoring that the transaction is part of routine equity compensation rather than an open-market purchase.
APOGEE ENTERPRISES, INC. executive Bryan Alan Welp, the company’s VP and General Counsel, has filed an initial ownership report showing his holdings of common stock. The Form 3 indicates he directly owns 2,026 shares of common stock following the reported date.
According to a footnote, this amount includes shares allocated under the Employee Stock Purchase Plan as of February 2, 2026. The filing records Welp’s existing equity position and does not report any new stock purchases or sales.