Every material Form 8-K Apogee Enterprises has filed with the SEC since November 05, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Apogee Enterprises extended the employment term of Chief Executive Officer and Executive Chair Donald A. Nolan from November 1, 2026 through April 30, 2027, while its board continues searching for a permanent CEO. The filing says the extension provides continuity of leadership during that search, and Nolan will stop serving as CEO once a permanent CEO starts.
Nolan's prior employment term was scheduled to expire October 31, 2026; the Extended Term runs November 1, 2026 through April 30, 2027.
Base salary during the Extended Term is an annualized $925,000, with a transition bonus of up to $250,000 and a $25,000 one-time travel and lodging payment.
Monthly time-based restricted stock unit grants carry an annualized target grant-date value of $1,750,000, or $145,834 per monthly grant.
Apogee Enterprises reported fiscal second-quarter 2027 net sales up 9.2% to $391.1 million and adjusted diluted EPS of $1.17, up from $0.98. GAAP diluted EPS fell 2.7% to $1.07 and net earnings fell 5.4%. The company raised its fiscal 2027 adjusted diluted EPS guidance to $3.00-$3.40 from $2.70-$3.25, which matters to shareholders because it reflects higher expected earnings, though GAAP profit declined in the quarter.
Q2 net sales rose 9.2% to $391.1 million, including a $16.4 million contribution from the Kalwall acquisition
Q2 GAAP diluted EPS was $1.07 versus $1.10; net earnings were $22.4 million versus $23.6 million
Q2 adjusted diluted EPS was $1.17 versus $0.98, a 19.4% increase
Fiscal 2027 net sales guidance raised to $1.46 billion-$1.50 billion from $1.38 billion-$1.43 billion
Apogee Enterprises said it completed its acquisition of GroGlass, a Latvian glass coatings business, on September 18, 2026. The deal values GroGlass at approximately €62.5 million on a cash-free, debt-free basis, plus contingent consideration of up to €10 million tied to financial targets over three years after closing.
Acquisition closed September 18, 2026, through subsidiary Tiger MergeCo SIA
Valued at approximately €62.5 million cash-free, debt-free; earnout capped at €10 million over three years
Funded with available cash and borrowings under the existing revolving credit facility
Press release puts total value at up to approximately $71.8 million at current exchange rates, including earnout
Apogee Enterprises, Inc. elected Julie K. Streich as an independent director effective September 11, 2026, and appointed her to the Audit Committee; the board grew from eight to nine members. Director Patricia K. Wagner informed the board she intends to retire effective October 2, 2026, and the filing says her retirement is not due to a disagreement with the company. The filing reports no financial results, so the changes affect board composition rather than current financial performance.
Julie K. Streich, age 55, elected Class I director on September 11, 2026, with a term expiring at the 2029 Annual Meeting of Shareholders.
Streich appointed to the Audit Committee effective September 11, 2026; the board determined she is independent under Nasdaq listing standards.
Patricia K. Wagner informed the board on September 10, 2026 that she intends to retire effective October 2, 2026.
Streich receives a pro-rated fiscal 2027 cash retainer of $75,000 and a restricted stock award of 2,530 shares vesting over three years; APOG closed at $37.88 on September 11, 2026.
Apogee Enterprises signed a Share Purchase Agreement on September 2, 2026, to acquire 100% of Latvian glass coatings provider Groglass through a newly formed subsidiary. The deal values Groglass at approximately €62.5 million on a cash-free, debt-free basis, including up to €10 million of earnout payments tied to financial targets over three years. The company expects to fund the deal with cash on hand and its existing credit facility, and closing is expected in its fiscal 2027 third quarter.
Price: up to €62.5 million (approximately $72.5 million), including up to €10 million (approximately $11.6 million) payable over three years if Groglass meets financial targets
Groglass is expected to contribute over $30 million in revenue in the first 12 months at an adjusted EBITDA margin of approximately 25%
Integration plan identifies at least $4 million of annualized cost synergies and operating improvement opportunities, expected within three years
Closing is subject to customary conditions and is expected in the third quarter of fiscal 2027
On August 5, 2026, Apogee Enterprises' Board elected Joseph B. Hayek and Suresh Krishna as independent directors, both determined to be independent under Nasdaq and company standards. Committee assignments have not yet been determined and will be disclosed by amendment if required.
Joseph B. Hayek, 54, elected Class II director with term expiring at the 2027 Annual Meeting; he is former CEO of Worthington Enterprises' role as President and CEO since November 2024
Suresh Krishna, 57, elected Class III director with term expiring at the 2028 Annual Meeting; he has been President and CEO of Proto Labs since May 2025
Each director receives the $75,000 annual cash retainer and a restricted stock award of 2,454 shares vesting in three equal annual installments; APOG closed at $42.96 on August 5, 2026
Apogee Enterprises completed its acquisition of Keller Companies, Inc., including Kalwall Corporation and Structures Unlimited, on July 1, 2026. The company paid $105 million in cash at closing, with up to an additional $10 million of contingent consideration tied to the acquired businesses' future performance. The deal was funded with available cash and borrowings under the existing revolving credit facility.
Base purchase price of $105 million paid at closing, subject to customary post-closing adjustments
Up to $10 million of additional contingent consideration based on future financial performance of the acquired companies
Funded with available cash and borrowings under the existing revolving credit facility
Merger Agreement dated May 27, 2026 was previously reported in an 8-K filed May 28, 2026
Apogee Enterprises reported first-quarter fiscal 2027 results, with net sales down 1.1% to $342.7 million on lower volume, while diluted earnings per share swung to $0.54 from a loss of $0.13 a year earlier. The company reaffirmed its fiscal 2027 guidance and said the pending Kalwall acquisition remains on track for an early July close.
Net sales were $342.7 million, down 1.1% from $346.6 million, driven by lower volume partly offset by favorable pricing.
Diluted EPS was $0.54 versus a loss of $0.13; adjusted diluted EPS was $0.57 versus $0.56.
Adjusted EBITDA fell 6.6% to $32.1 million, and adjusted EBITDA margin declined to 9.4% from 9.9%.
Fiscal 2027 guidance was reaffirmed: net sales of $1.38 billion to $1.43 billion and adjusted diluted EPS of $2.70 to $3.25, excluding Kalwall.
Apogee Enterprises disclosed that Brent C. Jewell resigned as President of its Architectural Glass Segment on May 26, 2026, with his last day set for June 10, 2026. The company says the resignation is unrelated to the transaction it announced on May 28, 2026, and was not due to any disagreement with the company; Jewell will support transition and integration work for that transaction until his departure.
Brent C. Jewell resigned as President of the Architectural Glass Segment on May 26, 2026.
His last day with the company will be June 10, 2026.
The company states the resignation is unrelated to the transaction announced May 28, 2026, and involved no disagreement on operations, policies or practices.
Jewell is expected to assist with transition, pre-closing and integration activities for that transaction through his final day.
Apogee Enterprises agreed on May 27, 2026 to acquire Keller Companies, which controls Kalwall and Structures Unlimited, for about $105 million in cash at closing plus up to $10 million in earn-out payments. The company expects the deal to close in its fiscal 2027 second quarter and plans to fund it with cash on hand and its existing credit facility, which matters to shareholders because it commits a large share of Apogee's available cash and borrowing capacity.
Cash at closing of about $105 million, with about $9.5 million placed in escrow; up to $10 million additional earn-out tied to KCI financial objectives
Press release expects Kalwall to contribute $85 million of revenue and an adjusted EBITDA margin of about 15% in the first 12 months, with a long-term margin target of 20%
Expected operational cost synergies of $4 million by the end of fiscal 2029; deal expected to be accretive to adjusted diluted EPS in the first year
Closing expected in fiscal 2027 second quarter; either party may terminate if closing has not occurred by August 1, 2026; no financing condition
On April 22, 2026, Apogee's Compensation Committee and Board awarded time-based restricted stock, three-year performance awards, and a revised short-term incentive plan to six executive officers, including CFO Mark R. Augdahl. The restricted shares vest in three equal annual installments starting April 30, 2027, and the filing ties the awards to earnings and return metrics, which shareholders can track over the 2026 to 2029 period.
Augdahl received 11,630 restricted shares; the other five officers received between 5,639 and 9,583 shares each.
Restricted shares vest in three equal annual installments starting April 30, 2027, with the final date listed as April 30, 2029.
Three-year performance awards cover February 28, 2026 to March 3, 2029, based on cumulative adjusted diluted EPS and average adjusted return on invested capital, with payouts from 0% to 200% of target.
Fiscal 2027 short-term incentive metrics are consolidated or segment net sales and adjusted EBITDA, with payouts from 0% to 200% of target.
Apogee Enterprises reported fourth-quarter fiscal 2026 net sales up 1.6% to $351.4 million and diluted EPS of $0.78, versus $0.11 a year earlier. For the full year, net sales rose 3.2% to $1.40 billion, but diluted EPS fell to $2.52 from $3.89 and adjusted diluted EPS fell to $3.47 from $4.97. The company also guided fiscal 2027 net sales to $1.38 billion to $1.43 billion and adjusted diluted EPS to $2.70 to $3.25, a range below the fiscal 2026 adjusted figure.
Q4 net sales $351.4 million, up 1.6%; diluted EPS $0.78 vs. $0.11; adjusted diluted EPS $0.92 vs. $0.89
Full-year net sales $1.40 billion, up 3.2%, including $65.3 million from the UW Solutions acquisition
Full-year operating income $84.5 million vs. $118.1 million; adjusted EBITDA $167.3 million vs. $192.7 million
Fiscal 2027 outlook: net sales $1.38 billion to $1.43 billion; adjusted diluted EPS $2.70 to $3.25
Apogee Enterprises promoted Mark Augdahl from interim Chief Financial Officer to Executive Vice President and Chief Financial Officer, effective January 19, 2026. He previously served as the company's Chief Accounting Officer, and the filing discloses his pay package, including a $550,000 base salary and a $700,000 restricted stock grant. The change gives shareholders a permanent finance chief, though the filing contains no financial results.
Augdahl has served as interim CFO since January 7, 2026, according to the press release, and was appointed Executive Vice President and CFO effective January 19, 2026.
Offer letter dated January 15, 2026 provides a $550,000 annual base salary, a $700,000 restricted stock grant, and a $50,000 sign-on incentive.
Restricted shares vest 50% after one year and 50% after two years, subject to continued employment.
Annual short-term incentive target is 75% of base salary for fiscal 2027, with a payout range of 0% to 150% of target.
Apogee Enterprises' Chief Financial Officer, Matthew J. Osberg, resigned on January 2, 2026, with his last day set for January 16, 2026. The company named Mark Augdahl, its Chief Accounting Officer since 2023, as interim CFO effective January 7, 2026, and said it will search for a permanent successor.
Matthew J. Osberg tendered his resignation as EVP and CFO on January 2, 2026; last day is January 16, 2026.
Mark Augdahl, 60, becomes interim CFO and Principal Financial and Principal Accounting Officer effective January 7, 2026.
Augdahl has held finance leadership roles at the company and its subsidiaries for 25 years, including prior interim CFO service.
The filing includes a press release (Exhibit 99.1) on the CFO transition, furnished under Regulation FD rather than filed.
Apogee Enterprises reported third-quarter fiscal 2026 results for the quarter ended November 29, 2025. Net sales rose 2.1% to $348.6 million, helped by $18.4 million from the UW Solutions acquisition, but net earnings fell 21.2% to $16.5 million and diluted EPS fell to $0.77 from $0.96. The company also updated its fiscal 2026 outlook, which now projects net sales of about $1.39 billion and adjusted diluted EPS of $3.40 to $3.50, and expanded Project Fortify Phase 2 to about $28 million to $29 million in pre-tax charges.
Net sales were $348.6 million, up 2.1% from $341.3 million, including $18.4 million from UW Solutions
Net earnings were $16.5 million, down 21.2%; diluted EPS was $0.77 versus $0.96 a year earlier
Adjusted diluted EPS was $1.02 versus $1.19; adjusted EBITDA margin was 13.2% versus 13.4%
Fiscal 2026 outlook: net sales about $1.39 billion, diluted EPS $2.49 to $2.65, adjusted diluted EPS $3.40 to $3.50
Effective October 31, 2025, Apogee Enterprises replaced CEO Ty Silberhorn, who also left the Board, with Independent Chair Donald Nolan, who becomes CEO and Executive Chair. The Board has begun evaluating internal and external CEO succession candidates, and the company reaffirmed its fiscal 2026 outlook for net sales of $1.39 billion to $1.42 billion and adjusted diluted EPS of $3.60 to $3.90.
Donald A. Nolan becomes CEO and Executive Chair effective October 31, 2025; Patricia K. Wagner named Lead Independent Director
Silberhorn's separation agreement provides $932,000 in cash in 24 monthly installments, accelerated vesting of 78,376 restricted shares, a $466,000 incentive payment, and a $742,500 cash payment plus 16,867 performance award shares
Nolan's offer letter runs through October 31, 2026, with a $925,000 base salary, a $100,000 travel payment, and a restricted stock award valued at $1.75 million
Fiscal 2026 outlook reaffirmed: net sales of $1.39 billion to $1.42 billion and adjusted diluted EPS of $3.60 to $3.90
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