Apogee Enterprises, Inc.

NasdaqGS:APOG 주식 리포트

시가총액: US$761.4m

Apogee Enterprises 경영진

경영진 기준 점검 2/4

Apogee Enterprises CEO는 Don Nolan, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $3.01M, 10.2% 급여 및 89.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $553.77K 가치에 해당하는 회사 주식의 0.073% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.7 년과 8.1 년입니다.

핵심 정보

Don Nolan

최고경영자

US$3.0m

총 보수

CEO 급여 비율10.15%
CEO 재임 기간less than a year
CEO 지분 보유율0.07%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간8.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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 보수 분석

Don Nolan의 보수는 Apogee Enterprises의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Don의 총 보수(USD3.01M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.70M) 수준입니다.

보상과 수익: Don의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Don Nolan (64 yo)

less than a year
재임 기간
US$3,014,104
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 data데이터 없음데이터 없음
Bryan Welp
VP & General Counselless than a year데이터 없음0.045%
$ 341.8k
Beth Dienst
Chief Human Resources Officerless than a year데이터 없음데이터 없음
Matthew Christian
President of the Architectural Services Segmentless than a year데이터 없음0.18%
$ 1.4m
Nicholas Manganaro
Investor Relations Officerno data데이터 없음데이터 없음
0.7yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: APOG의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.7 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Donald Nolan
CEO & Executive Chairman of the Board12.9yrsUS$3.01m0.073%
$ 553.8k
Mark Pompa
Lead Independent Director7.6yrsUS$230.00k데이터 없음
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
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: APOG의 이사회경험이 있음으로 간주됩니다(평균 재임 8.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 13:36
종가2026/05/22 00:00
수익2026/02/28
연간 수익2026/02/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Apogee Enterprises, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Eric ProutyCanaccord Genuity
Eric StineCraig-Hallum Capital Group LLC
Samuel EisnerGoldman Sachs