NASDAQ$APOG

Apogee Enterprises Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Apogee Enterprises reported second-quarter results for fiscal year 2021, with adjusted earnings growth achieved despite economic challenges.

Apogee Enterprises reported a decrease in revenue but an increase in adjusted earnings per share. Second-quarter revenue was $319.5 million, compared to $357.1 million in the prior year. Earnings were $0.67 per diluted share, compared to $0.72 per diluted share in the prior year, while adjusted earnings were $0.73 per diluted share, compared to $0.72 in the prior year.

  • Earnings of $0.67 per diluted share and adjusted earnings of $0.73 per diluted share, compared to $0.72 in the prior year
  • Cost savings tracking ahead of forecast; expect over $40 million of savings in the fiscal year
  • $85 million of operating cash flow year-to-date, up $68 million compared to prior year
  • Reduced debt by $43 million in the quarter, further strengthening the company’s financial position

Headline financials

Total Revenue

$319M

Previous: $357M-10.5%
EPS (adj)

$0.73

Previous: $0.72+1.4%
Capital Expenditures

-$14.2M

Previous: -$22.6M+36.9%
Free Cash Flow

$3.43M

Previous: -$3.28M+204.7%
Net Income

$17.7M

Previous: $19.3M-8.4%
Operating Income

$23.2M

Previous: $27.6M-15.8%
Gross Profit

$76.2M

Previous: $86.2M-11.6%
Cash & Equivalents

$19M

Previous: $13.8M+37.6%
Total Assets

$1.05B

Previous: $1.14B-7.4%
Stock-Based Comp

$2.26M

Previous: $1.58M+42.6%

Revenue & EPS history

Apogee Enterprises · Revenue · Quarterly

$319M

Q2 2021-10.5%vs Q2 2020
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Apogee Enterprises · $160M total across 2 segments · Q2 2021

  • Architectural Glass
    $86.6M-12.7%
  • Architectural Services
    $73.7M+19.6%

Forward guidance

The company is not providing detailed financial guidance due to the continued impact of COVID-19 and related economic uncertainty. The company expects continued project delays and soft market conditions but expects revenue and earnings in the second half of fiscal 2021 to improve compared to the first half of the fiscal year.

Headwinds

  • Continued impact of COVID-19
  • Related economic uncertainty
  • Continued project delays
  • Soft market conditions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-0.2%

Avg return

Earnings day

-1.9%

Avg return

5 days after

+0.5%

Avg return

30 days after

49%

32 / 65 earnings

Positive

+15.2%

Q2 2025

Best reaction

-26.2%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+0.3%+0.1%+0.6%
Q3 2026-14.0%-6.3%+12.1%
Q2 2026-4.5%-7.7%-16.9%
Q1 2026-3.1%-3.6%+0.3%
Q4 2025-12.7%-12.1%-15.8%
Q3 2025-26.2%-28.7%-28.6%
Q2 2025+15.2%+13.8%+10.8%
Q1 2025+6.1%+3.9%+15.0%
Q4 2024+3.6%+2.3%+18.4%
Q3 2024+4.4%+4.5%+3.3%
Q2 2024-1.8%-3.6%-13.7%
Q1 2024+9.2%+8.8%+4.7%
Q4 2023-0.2%+2.8%-8.7%
Q3 2023-2.1%-1.6%-1.4%
Q2 2023+3.1%-1.4%+6.4%
Q1 2023+10.9%+3.9%+6.4%
Q4 2022-6.1%-4.3%-8.3%
Q3 2022+13.6%+12.1%+8.7%
Q2 2022-3.4%-3.7%+2.0%
Q1 2022+4.9%+5.5%-0.2%
Q4 2021-7.4%-8.7%-7.2%
Q3 2021+1.1%+1.7%+14.5%
Q2 2021+8.9%-2.3%+23.5%
Q1 2021+4.9%-0.4%+0.3%
Q4 2020-1.6%-3.8%+10.9%
Q3 2020-20.9%-19.7%-14.6%
Q2 2020+1.8%-1.1%-9.5%
Q1 2020+10.3%+9.4%+4.4%
Q4 2019-4.6%-1.4%+2.4%
Q3 2019-12.4%-10.2%+11.1%
Q2 2019-13.4%-10.8%-22.1%
Q1 2019+11.5%+10.9%+13.9%
Q4 2018-5.9%-1.9%-1.3%
Q3 2018-14.0%-11.6%-11.6%
Q2 2018-1.0%+3.4%+2.4%
Q1 2018-5.4%-6.6%-8.5%
Q4 2017-10.1%-10.6%-8.1%
Q3 2017+1.5%+4.9%+17.3%
Q2 2017-2.7%+0.1%-1.3%
Q1 2017+4.6%-3.0%+8.1%
Q4 2016+4.0%
Q3 2016+0.1%
Q2 2016-3.6%
Q1 2016-2.3%
Q4 2015+11.6%
Q3 2015+3.7%
Q2 2015+10.4%
Q1 2015+9.6%
Q4 2014+1.4%
Q3 2014+5.0%
Q2 2014-0.9%
Q1 2014+4.6%
Q4 2013-11.0%
Q3 2013+5.9%
Q2 2013+13.4%
Q1 2013+4.0%
Q4 2010-1.8%
Q4 2012-5.5%
Q3 2011+0.2%
Q3 2012+11.5%
Q4 2011-3.4%
Q2 2011-3.4%
Q2 2012-0.4%
Q1 2012-2.5%
Q1 2011-3.8%

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