Apogee Enterprises (APOG) Invested Capital (2011 - 2026)
Apogee Enterprises (APOG) recorded Invested Capital of $858.88 million in fiscal Q2 2027 (quarter ended Aug 29, 2026), up 11.5% from $770.22 million a year earlier and up 14.6% from the prior quarter.
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Analysis
Apogee Enterprises (APOG) Invested Capital (2011 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Apogee Enterprises reported Invested Capital of $744.07 million, down 3.7% from FY2025.
- Annual Invested Capital has a five-year compound annual growth rate of 2.5% (FY2021 to FY2026).
- Across earlier fiscal years, Invested Capital came in at $772.9 million in FY2025 (+45.0%), $533.03 million in FY2024 (-5.9%), $566.25 million in FY2023 (+3.1%) and $549.2 million in FY2022 (-16.5%).
- The fiscal Q2 2027 figure is the highest quarterly Invested Capital in data going back to fiscal Q4 2011.
- On a year-over-year basis, Invested Capital rose in five of the last eight quarters, with growth averaging 20.6%.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 45.0% in fiscal Q4 2025, against a decline of 16.5% in fiscal Q4 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $749.43 million (Q1 2027), $744.07 million (Q4 2026) and $767.29 million (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 89.86 Bn | 84.50 Bn | 2.38 Bn | 13.35 Bn |
| 2 | Johnson Controls International | 85.11 Bn | 82.88 Bn | 2.47 Bn | 22.99 Bn |
| 3 | Carrier Global | 45.53 Bn | 40.27 Bn | 1.90 Bn | 21.90 Bn |
| 4 | Comfort Systems Usa | 38.14 Bn | 32.09 Bn | 934.48 Mn | 3.38 Bn |
| 5 | Otis Worldwide | 30.38 Bn | 26.93 Bn | 1.16 Bn | 2.85 Bn |
| 6 | James Hardie Industries | 17.15 Bn | 16.22 Bn | 548.70 Mn | 10.82 Bn |
| 7 | Masco | 16.74 Bn | 14.80 Bn | 720.00 Mn | 2.80 Bn |
| 8 | Allegion | 16.26 Bn | 14.88 Bn | 548.20 Mn | 4.20 Bn |
| 9 | Carlisle Companies | 15.48 Bn | 12.38 Bn | 494.90 Mn | 4.33 Bn |
| 10 | Apogee Enterprises | 1.00 Bn | 858.88 Mn | 96.17 Mn | 858.88 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 29, 2026 | 858.88 Mn |
| May 30, 2026 | 749.43 Mn |
| Feb 28, 2026 | 744.07 Mn |
| Nov 29, 2025 | 767.29 Mn |
| Aug 30, 2025 | 770.22 Mn |
| May 31, 2025 | 792.78 Mn |
| Mar 1, 2025 | 772.90 Mn |
| Nov 30, 2024 | 794.07 Mn |
| Aug 31, 2024 | 568.42 Mn |
| Jun 1, 2024 | 556.96 Mn |
| Mar 2, 2024 | 533.03 Mn |
| Nov 25, 2023 | 556.40 Mn |
| Aug 26, 2023 | 577.99 Mn |
| May 27, 2023 | 580.88 Mn |
| Feb 25, 2023 | 566.25 Mn |
| Nov 26, 2022 | 581.37 Mn |
| Aug 27, 2022 | 607.57 Mn |
| May 28, 2022 | 588.29 Mn |
| Feb 26, 2022 | 549.20 Mn |
| Nov 27, 2021 | 636.85 Mn |
API Access
Apogee Enterprises Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=APOG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "APOG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=APOG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();