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) 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' ...

About Apogee Enterprises, Inc. Apogee Enterprises, Inc. (Nasdaq: APOG) is a leading provider of architectural building products and services, as well as high-performance coated materials used in a variety of applications. Headquartered in Minneapolis, MN, our portfolio of industry-leading products and services includes architectural glass, windows, curtainwall, storefront and entrance systems, integrated project management and installation services, and high-performance coatings that provide protection, inn ...

Key Takeaways Apogee's Architectural Services segment delivered growth and margin expansion into FY26.APOG lifted FY26 guidance, projecting $1.40-$1.44B in revenues and EPS of $3.80-$4.20.The $242M UW Solutions acquisition is set to add $100M sales in FY26 with a 20% EBITDA margin.Apogee Enterprises, Inc. (APOG) has been benefiting from the strong performance of its Architectural Services segment, which is gaining from improved pricing and product mix. The company's ongoing efforts to reduce costs and enhan ...

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Industry Overview - The Zacks Glass Products industry is experiencing growth due to rising demand for glass in packaging and construction, driven by its recyclability and sustainability benefits [1][4] - The industry is expected to benefit from the increasing demand for energy-efficient smart windows and glass panels [1][6] Major Trends - Glass packaging is gaining popularity, with over 80% of recycled bottles being reused to make new bottles, significantly reducing the need for raw materials [4] - The global market value of glass containers and bottles is projected to grow from $75.3 billion in 2024 to $115.3 billion in 2034, at a CAGR of 4.4% [4] - The construction sector is increasingly adopting glass as a sustainable alternative to traditional materials, with the global construction glass market expected to rise from $116.25 billion in 2024 to $196.58 billion by 2034, reflecting a CAGR of 5.39% [5] Technological Innovations - Companies are introducing smart glass products that enhance natural light access while minimizing glare and heat, contributing to energy savings [6] - Innovations in glass technology, such as electrokinetic technology, are enabling buildings to reduce energy consumption [3][6] Industry Challenges - The industry faces rising costs in transportation, chemicals, and fuel, prompting companies to focus on pricing strategies and cost reduction through automation [7] Industry Performance - The Zacks Glass Products industry holds a Zacks Industry Rank 2, placing it in the top 1% of 245 Zacks industries, indicating strong earnings growth potential [8][10] - Despite this, the industry has underperformed the S&P 500 and the Industrial Products sector over the past year, with a collective decline of 11.4% [12] Valuation Metrics - The industry is currently trading at an EV/EBITDA ratio of 5.16X, significantly lower than the S&P 500's 17.77X and the Industrial Products sector's 19.85X [15] - Over the past five years, the industry's EV/EBITDA ratio has ranged from a high of 9.42X to a low of 1.73X, with a median of 5.90X [18] Company Highlights - O-I Glass is implementing a cost-reduction initiative expected to generate at least $250 million in benefits by 2025 and $650 million by 2027, while also focusing on reducing the weight of glass containers by up to 30% [19][20] - Apogee Enterprises is enhancing efficiency through Project Fortify, aiming for annualized pre-tax cost savings of approximately $13-$15 million, and has raised its dividend for 12 consecutive years [24][25]

Core Viewpoint - Apogee Enterprises (APOG) has been upgraded to a Zacks Rank 2 (Buy), indicating an upward trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade reflects an improvement in Apogee Enterprises' underlying business, suggesting that investor sentiment regarding this trend could drive the stock price higher [5][10]. - The Zacks Consensus Estimate for Apogee Enterprises indicates expected earnings of $3.91 per share for the fiscal year ending February 2026, with a 2.9% increase in estimates over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [7][9]. - Apogee Enterprises' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Group 1 - Apogee Enterprises (APOG) closed at $43.05, with a 10.6% gain over the past four weeks, and a mean price target of $54 indicates a 25.4% upside potential [1] - The average price targets range from a low of $45.00 to a high of $63.00, with a standard deviation of $9, suggesting a variability in estimates [2] - Analysts have shown increasing optimism about APOG's earnings prospects, with a 2.9% increase in the Zacks Consensus Estimate for the current year [11][12] Group 2 - The Zacks Rank for APOG is 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - A tight clustering of price targets, indicated by a low standard deviation, suggests a high degree of agreement among analysts regarding the stock's price movement [9] - The positive trend in earnings estimate revisions has a strong correlation with near-term stock price movements, indicating potential upside [11]

Core Insights - The article emphasizes the importance of value investing as a successful strategy across various market conditions, focusing on undervalued stocks for potential profits [2] - Zacks has developed a Style Scores system to identify stocks with specific traits, highlighting Apogee Enterprises (APOG) and OI Glass (OI) as strong value stocks [3][6] Apogee Enterprises (APOG) - APOG holds a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong potential in the value investing category [3] - The company has a Price-to-Book (P/B) ratio of 1.89, which is lower than the industry average of 2.17, suggesting it may be undervalued [4] - APOG's Price-to-Cash Flow (P/CF) ratio is 7.97, compared to the industry's average of 9.03, further indicating potential undervaluation [5] - Over the past year, APOG's P/B has fluctuated between 1.68 and 3.78, with a median of 2.24, while its P/CF has ranged from 6.12 to 13.26, with a median of 8.39 [4][5] OI Glass (OI) - OI Glass has a Zacks Rank of 1 (Strong Buy) and a Value grade of A, making it another attractive option for value investors [6] - The stock is currently trading at a forward earnings multiple of 9.11 and a PEG ratio of 0.26, both lower than the industry averages of 9.48 and 0.27, respectively [6] - OI's P/B ratio stands at 1.82, also below the industry average of 2.17, indicating potential undervaluation [7] - In the past year, OI's P/B has varied from 1.04 to 1.96, with a median of 1.37 [7] Conclusion - Both Apogee Enterprises and OI Glass exhibit strong value characteristics, with favorable P/B and P/CF ratios compared to their respective industry averages, suggesting they are currently undervalued [8]

Core Viewpoint - Apogee Enterprises (APOG) shows potential for significant upside, with a mean price target of $54 indicating a 28.2% increase from the current price of $42.11 [1] Price Targets and Analyst Estimates - The mean estimate consists of three short-term price targets with a standard deviation of $9, where the lowest estimate is $45.00 (6.9% increase) and the highest is $63.00 (49.6% increase) [2] - A low standard deviation suggests strong agreement among analysts regarding the stock's price movement, which can be a starting point for further research [9] Earnings Estimates and Analyst Optimism - Analysts have shown growing optimism about APOG's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which correlates with near-term stock price movements [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 2.9%, with one estimate moving higher and no negative revisions [12] Zacks Rank and Investment Potential - APOG currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be entirely reliable, the implied direction of price movement appears to be a good guide for potential upside [14]