Back to top

Image: Bigstock

Apogee to Report Q2 Earnings: What's in the Cards for the Stock?

Read MoreHide Full Article

Key Takeaways

  • Apogee will report 2Q26 results on Oct. 9, before market open.
  • Earnings are estimated at $0.86 per share, suggesting a 40.3% y/y fall.
  • Gains in Architectural Services and Glass are likely to have offset inflation and supply challenges.

Apogee Enterprises, Inc. (APOG - Free Report) is slated to release second-quarter fiscal 2026 results on Oct.9, after the opening bell.

The Zacks Consensus Estimate for APOG’s fiscal second-quarter earnings is pegged at 86 cents per share. The Zacks Consensus Estimate for Apogee's second-quarter earnings has been unchanged over the past 60 days. The estimate indicates a year-over-year fall of 40.3%.

 

Zacks Investment Research Image Source: Zacks Investment Research

 

APOG’s Earnings Surprise History

Apogee’s earnings beat the Zacks Consensus Estimates in three of the trailing four quarters and missed in one, the average surprise being 8.8%.

 

Zacks Investment Research Image Source: Zacks Investment Research

 

What the Zacks Model Unveils for Apogee

Our proven model does not conclusively predict an earnings beat for Apogee this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.

You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Earnings ESP: The Earnings ESP for Apogee is 0.00%.

Zacks Rank: APOG currently carries a Zacks Rank of 3.

Factors Likely to Have Shaped APOG’s Q2 Performance

Apogee’s fiscal second-quarter performance is likely to have benefited from the ongoing momentum in the Architectural Services segment over the past few quarters. The impacts of improved pricing and product mix (reflecting the company’s strategic shift toward more premium products) are likely to get reflected in the segment’s top-line results in the quarter under review.

The Architectural Glass segment has been gaining from an improved sales mix, productivity benefits from its Lean program and stronger pricing. This is likely to have improved the company’s margin in the second fiscal quarter.

However, Apogee anticipates inflationary pressures to persist in fiscal 2026. Apart from this, Apogee is bearing the brunt of supply-chain disruptions. Labor constraints at some of its facilities continue to be a hindrance and may impact its production levels. Interest expenses and healthcare costs are also anticipated to be headwinds in the upcoming quarters. 

APOG also expects unfavorable impacts of tariffs of 45-55 cents on its earnings per share in the first half of fiscal 2026. A portion of this is expected to be reflected in the company’s fiscal second-quarter results. 

Overall, these headwinds are likely to have impacted Apogee’s fiscal second-quarter margins.

Apogee Stock’s Price Performance

The company’s shares have lost 42.4% in the past year compared with the industry’s 20.6% decline.

 

Zacks Investment Research Image Source: Zacks Investment Research

 

Stocks to Consider

Hubbell Incorporated (HUBB - Free Report) is expected to release third-quarter fiscal 2025 results soon. It has an Earnings ESP of +0.17% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Hubbell’s earnings is pegged at $5.00 per share. Hubbell has a trailing four-quarter average surprise of 2.3%.

Mueller Water Products, Inc. (MWA - Free Report) , expected to release fourth-quarter fiscal 2025 earnings results soon, has an Earnings ESP of +1.94% and a Zacks Rank of 2.

The Zacks Consensus Estimate for Mueller Water Products’ fiscal fourth-quarter earnings is pegged at 34 cents per share. Mueller Water Products has a trailing four-quarter average surprise of 5.7%.

Lincoln Electric Holdings, Inc. (LECO - Free Report) , expected to release second-quarter fiscal 2025 earnings results soon, has an Earnings ESP of +3.03% and a Zacks Rank of 2.

The Zacks Consensus Estimate for Lincoln Electric’s second-quarter earnings is pegged at $2.37 per share. Lincoln Electric has a trailing four-quarter average surprise of 10.6%.

Published in