Apogee Enterprises, Inc.

NasdaqGS:APOG 株式レポート

時価総額:US$761.4m

Apogee Enterprises マネジメント

マネジメント 基準チェック /24

Apogee Enterprisesの CEO はDon Nolanで、 Oct2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 3.01Mで、 10.2%給与と89.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.073%を直接所有しており、その価値は$ 553.77K 。経営陣と取締役会の平均在任期間はそれぞれ0.7年と8.1年です。

主要情報

Don Nolan

最高経営責任者

US$3.0m

報酬総額

CEO給与比率10.15%
CEO在任期間less than a year
CEOの所有権0.07%
経営陣の平均在職期間less than a year
取締役会の平均在任期間8.1yrs

経営陣の近況

Recent updates

ナラティブの更新 May 10

APOG: Share Repurchases And Steady Outlook Will Support Future Earnings Confidence

Analysts maintained their $40.00 price target for Apogee Enterprises, noting that updated assumptions for revenue growth, profit margin, and future P/E continue to support the same estimate of fair value. What's in the News Apogee Enterprises issued earnings guidance for fiscal 2027, with expected net sales between $1.38b and $1.43b (company guidance).
ナラティブの更新 Apr 21

APOG: New CFO Appointment Will Shape Financial Direction And Risk Outlook

Analysts have reset their price target for Apogee Enterprises from $52.00 to $39.50. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.
Seeking Alpha Apr 06

Apogee Enterprises: The Discount Is What Matters, Especially With Cost-Cutting

Summary Apogee Enterprises remains a "Buy" despite ongoing margin compression and recent downward revisions in profitability guidance. APOG's valuation is highly attractive, trading at mid-single-digit multiples and significantly cheaper than peers, suggesting substantial upside potential. Management has increased cost-saving targets under Project Fortify to $25–$26 million pre-tax, partially offsetting tariff impacts and segment-specific profit declines. While current results are disappointing, I view APOG as a turnaround play with significant appreciation potential once market conditions stabilize. Read the full article on Seeking Alpha
ナラティブの更新 Apr 06

APOG: Dividend Increase Will Support Confidence In Earnings Outlook

Analysts have kept the price target for Apogee Enterprises steady at $40.00, citing updated assumptions that now combine a discount rate of 9.51%, a revenue growth outlook of a 5.17% decline, a profit margin level of 7.69%, and a future P/E of 10.27x. What's in the News Mark Augdahl was promoted from interim Chief Financial Officer to Chief Financial Officer, effective January 19, 2026, after serving in multiple senior finance roles since joining Apogee in 2000.
ナラティブの更新 Mar 23

APOG: Future Returns Will Rely On Dividend Increases And Margin Strength

Analysts have kept their $46.00 price target for Apogee Enterprises in place, citing updated assumptions that reflect modest adjustments to the discount rate, revenue growth, profit margin, and future P/E expectations, while leaving the overall valuation unchanged. What's in the News Mark Augdahl was promoted from interim Chief Financial Officer to Chief Financial Officer, effective January 19, 2026, after serving as interim CFO since January 7, 2026, and holding multiple finance leadership roles at Apogee Enterprises since 2000 (Key Developments).
ナラティブの更新 Mar 09

APOG: Future Returns Will Rely On Dividend And Margin Momentum

Analysts have maintained their $46.00 price target on Apogee Enterprises, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E to reflect their latest view on the company. What's in the News Mark Augdahl was promoted from interim Chief Financial Officer to Chief Financial Officer, effective January 19, 2026, after serving as interim CFO since January 7, 2026 and holding several senior finance roles at Apogee since joining in 2000 (Key Developments).
ナラティブの更新 Feb 23

APOG: New CFO, Dividend And Tariffs Will Shape Balanced Outlook

Analysts lifted their price target on Apogee Enterprises to $40, citing updated assumptions for slightly higher revenue growth, modestly improved profit margins, and a small adjustment to the discount rate and forward P/E that together support the unchanged $40 fair value estimate. What's in the News Apogee named long-time finance executive Mark Augdahl as Chief Financial Officer, following his service as interim CFO since January 7, 2026, and his prior role as Chief Accounting Officer with the company since 2000 (Key Developments).
ナラティブの更新 Feb 09

APOG: Performance Surfaces And Buybacks Will Counterbalance Tariffs And Leadership Uncertainty

Analysts are keeping their fair value estimate for Apogee Enterprises steady at $40.00. They point to slightly stronger modeled revenue growth, a modestly higher profit margin and a marginally richer future P/E multiple, while highlighting recent research that argues the share price pullback does not reflect the Performance Surfaces segment or the impact of ongoing buybacks.
分析記事 Feb 01

Apogee Enterprises (NASDAQ:APOG) Will Pay A Larger Dividend Than Last Year At $0.27

Apogee Enterprises, Inc. ( NASDAQ:APOG ) has announced that it will be increasing its dividend from last year's...
ナラティブの更新 Jan 25

APOG: Future Returns Will Rely On Performance Surfaces Momentum

Analysts have trimmed their fair value estimate for Apogee Enterprises from $63 to $46, citing updated assumptions for growth, margins and discount rate, while highlighting performance in the Performance Surfaces segment and ongoing buybacks as key supports for the revised price target. Analyst Commentary Bullish analysts point out that the over 50% year to date share price drop has reset expectations to a level they see as conservative relative to the company’s current operations.
分析記事 Jan 18

Apogee Enterprises (NASDAQ:APOG) Is Paying Out A Larger Dividend Than Last Year

Apogee Enterprises, Inc.'s ( NASDAQ:APOG ) dividend will be increasing from last year's payment of the same period to...
分析記事 Jan 15

Apogee Enterprises' (NASDAQ:APOG) Soft Earnings Are Actually Better Than They Appear

Apogee Enterprises, Inc.'s ( NASDAQ:APOG ) earnings announcement last week didn't impress shareholders. However, our...
ナラティブの更新 Jan 11

APOG: Performance Surfaces Strength And Buybacks Will Support Future Upside

Analysts have lowered their fair value estimate for Apogee Enterprises from $45 to $40, citing updated assumptions for revenue growth, margins, discount rate and future P/E. This comes even as recent research highlights potential support from Performance Surfaces momentum and ongoing buybacks.
分析記事 Dec 12

We Think Apogee Enterprises (NASDAQ:APOG) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Sep 23

Estimating The Intrinsic Value Of Apogee Enterprises, Inc. (NASDAQ:APOG)

Key Insights The projected fair value for Apogee Enterprises is US$48.91 based on 2 Stage Free Cash Flow to Equity...
分析記事 Aug 02

Is It Time To Consider Buying Apogee Enterprises, Inc. (NASDAQ:APOG)?

Apogee Enterprises, Inc. ( NASDAQ:APOG ), is not the largest company out there, but it saw significant share price...
分析記事 Jun 18

Is Apogee Enterprises, Inc. (NASDAQ:APOG) Trading At A 27% Discount?

Key Insights The projected fair value for Apogee Enterprises is US$51.81 based on 2 Stage Free Cash Flow to Equity...
分析記事 May 24

Lacklustre Performance Is Driving Apogee Enterprises, Inc.'s (NASDAQ:APOG) Low P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
分析記事 May 01

Investors Can Find Comfort In Apogee Enterprises' (NASDAQ:APOG) Earnings Quality

Investors were disappointed with the weak earnings posted by Apogee Enterprises, Inc. ( NASDAQ:APOG ). While the...
分析記事 Apr 08

When Should You Buy Apogee Enterprises, Inc. (NASDAQ:APOG)?

Apogee Enterprises, Inc. ( NASDAQ:APOG ), might not be a large cap stock, but it saw significant share price movement...
分析記事 Mar 05

Is Apogee Enterprises, Inc. (NASDAQ:APOG) Trading At A 20% Discount?

Key Insights The projected fair value for Apogee Enterprises is US$57.92 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Feb 14

Apogee Enterprises: Facing Macro And Competitive Risks

Summary Apogee is an okay business, but today's macro is showing their overall economic sensitivity and competitiveness. They have internal growth initiatives - e.g., expanding west - but between looming macro pressures plus unclear competitiveness, it's hard to have much confidence in the future. At today's price then, while I think there's a reasonable chance that they grow over time, I'm not sure today's price sufficiently compensates for the risk. Read the full article on Seeking Alpha
分析記事 Feb 04

Little Excitement Around Apogee Enterprises, Inc.'s (NASDAQ:APOG) Earnings As Shares Take 31% Pounding

To the annoyance of some shareholders, Apogee Enterprises, Inc. ( NASDAQ:APOG ) shares are down a considerable 31% in...
Seeking Alpha Dec 24

Apogee Enterprises: Being Its Own Architect Of Its Revival

Summary Apogee Enterprises has shown impressive margin improvements, as a current 14 times earnings multiple remains quite appealing. The company has grown through strategic initiatives like Project Fortify and a $240 million acquisition of UW Solutions, enhancing its earnings power. Following a recent 20% pullback in its share price, Apogee's strong financials and manageable debt make it a compelling buy on further dips into the $60s. With anticipated earnings growth and a solid balance sheet, I am increasingly confident in Apogee's potential and looking to invest at lower levels. Read the full article on Seeking Alpha
分析記事 Dec 10

Does Apogee Enterprises (NASDAQ:APOG) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Oct 17

Apogee Enterprises: Market Is Too Conservative On Glass Segment Margins, Resulting In Undervaluation

Summary Apogee Enterprises has significantly improved its margins through cost reduction and premiumization, particularly in the Architectural Glass segment, which reached 23.4% operating margin last quarter. Despite sell-side expectations of margin reversion, I believe the improvements are sustainable, and management is likely to revise long-term margin targets upward. APOG's bolt-on acquisition strategy, starting with UW Solutions, should drive growth and market outperformance, with a reasonable valuation multiple due to market concerns about EPS decline. I project higher EPS for FY26 than consensus estimates, driven by sustained margin improvements and strategic initiatives, suggesting significant stock upside potential. Read the full article on Seeking Alpha
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新しいナラティブ Oct 07

Unlocking Growth And Innovation Through Critical Acquisitions And Efficiency Enhancements

Apogee Enterprises' acquisition of UW Solutions and strategic initiatives like Project Fortify strengthen its market position by expanding product offerings and improving operational efficiency.
分析記事 Oct 05

Apogee Enterprises, Inc. (NASDAQ:APOG) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected

The Apogee Enterprises, Inc. ( NASDAQ:APOG ) share price has done very well over the last month, posting an excellent...
Seeking Alpha Sep 23

Apogee Enterprises: It's Too Early To Draw The Curtain On This Candidate

Summary Apogee Enterprises remains a 'buy' despite revenue drops, due to strong bottom line growth and attractive share pricing relative to peers. Recent financials show mixed results: revenue down 8.3% YoY, but net income up from $23.6M to $31M, driven by cost reductions and margin improvements. Project Fortify aims to save $12M-$14M annually through operational changes and phasing out low-margin products, already showing a positive impact on profitability. I expect Q2 2025 revenue and earnings to decline, but the long-term outlook remains positive with the significant backlog in the Architectural Services segment. Read the full article on Seeking Alpha
分析記事 Sep 19

At US$67.47, Is Apogee Enterprises, Inc. (NASDAQ:APOG) Worth Looking At Closely?

While Apogee Enterprises, Inc. ( NASDAQ:APOG ) might not have the largest market cap around , it saw a double-digit...
分析記事 Sep 06

Is Apogee Enterprises (NASDAQ:APOG) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Aug 01

Why Investors Shouldn't Be Surprised By Apogee Enterprises, Inc.'s (NASDAQ:APOG) Low P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...

CEO報酬分析

Apogee Enterprises の収益と比較して、Don Nolan の報酬はどのように変化したか?
日付総報酬給与会社業績
Feb 28 2026US$3mUS$306k

US$54m

Nov 29 2025n/an/a

US$40m

Aug 30 2025n/an/a

US$44m

May 31 2025n/an/a

US$51m

Mar 01 2025US$311kn/a

US$85m

Nov 30 2024n/an/a

US$98m

Aug 31 2024n/an/a

US$104m

Jun 01 2024n/an/a

US$107m

Mar 02 2024US$305kn/a

US$100m

Nov 25 2023n/an/a

US$104m

Aug 26 2023n/an/a

US$101m

May 27 2023n/an/a

US$105m

Feb 25 2023US$298kn/a

US$104m

Nov 26 2022n/an/a

US$68m

Aug 27 2022n/an/a

US$55m

May 28 2022n/an/a

US$15m

Feb 26 2022US$263kn/a

US$3m

Nov 27 2021n/an/a

-US$23m

Aug 31 2021n/an/a

US$4m

May 31 2021n/an/a

US$23m

Feb 27 2021US$241kn/a

US$15m

Nov 28 2020n/an/a

US$70m

Aug 31 2020n/an/a

US$48m

May 31 2020n/an/a

US$49m

Feb 29 2020US$219kn/a

US$62m

報酬と市場: Donの 総報酬 ($USD 3.01M ) は、 US市場 ($USD 3.70M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Donの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Don Nolan (64 yo)

less than a year
在職期間
US$3,014,104
報酬

Mr. Donald A. Nolan, also known as Don, has been the Chief Executive Officer and Executive Chairman of the Board at Apogee Enterprises, Inc. since October 31, 2025. He was Independent Non-Executive Chairma...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Donald Nolan
CEO & Executive Chairman of the Boardless than a yearUS$3.01m0.073%
$ 553.8k
Mark Augdahl
CFO & Executive VPless than a yearUS$1.50m0.20%
$ 1.5m
Brent Jewell
President of Architectural Glass Segment8yrsUS$1.60m0.24%
$ 1.9m
Troy Johnson
President of the Architectural Metals Segment6.2yrsUS$2.24m0.34%
$ 2.6m
Veena Lakkundi
President of Performance Surfaces1.3yrsUS$1.88m0.18%
$ 1.4m
Jeremy Steffan
Vice President of Investor Relations & Communicationsno dataデータなしデータなし
Bryan Welp
VP & General Counselless than a yearデータなし0.045%
$ 341.8k
Beth Dienst
Chief Human Resources Officerless than a yearデータなしデータなし
Matthew Christian
President of the Architectural Services Segmentless than a yearデータなし0.18%
$ 1.4m
Nicholas Manganaro
Investor Relations Officerno dataデータなしデータなし
0.7yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: APOGの経営陣は 経験豊富 とはみなされません ( 0.7年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Donald Nolan
CEO & Executive Chairman of the Board12.9yrsUS$3.01m0.073%
$ 553.8k
Mark Pompa
Lead Independent Director7.6yrsUS$230.00kデータなし
Herbert Parker
Independent Director8.1yrsUS$225.00k0.064%
$ 483.8k
Christina Alvord
Independent Director6.3yrsUS$217.00k0.043%
$ 326.9k
Patricia Wagner
Independent Director10.3yrsUS$232.50k0.13%
$ 989.4k
Lloyd Johnson
Independent Director8.9yrsUS$215.00k0.047%
$ 359.3k
Elizabeth Lilly
Independent Director6.3yrsUS$216.50k0.059%
$ 448.1k
8.1yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: APOGの 取締役会経験豊富 であると考えられます ( 8.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 07:48
終値2026/05/22 00:00
収益2026/02/28
年間収益2026/02/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Apogee Enterprises, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Eric ProutyCanaccord Genuity
Eric StineCraig-Hallum Capital Group LLC
Samuel EisnerGoldman Sachs