Apogee Enterprises APOG
NASDAQ APOG
$35.62 -0.09 (-0.25%)
As of: Oct 2, 2026 · 12:29 PM EDT

Apogee Enterprises (APOG) Return on Assets [ROA] (2011 - 2026)

Updated

Apogee Enterprises' Return on Assets [ROA] was 6.15% in fiscal Q1 2027 (quarter ended May 30, 2026), up 1.74 percentage points from 4.40% a year earlier and up 1.31 percentage points from the prior quarter.

Analysis

Apogee Enterprises (APOG) Return on Assets [ROA] (2011 - 2026) Analysis & Trends

For FY2026 (ended Feb 28, 2026), Return on Assets [ROA] at Apogee Enterprises came in at 4.71%, down 3.55 percentage points from FY2025.

  • Return on Assets [ROA] has now declined for three consecutive fiscal years, though with a five-year change of +3.27 percentage points (FY2021 to FY2026).
  • In earlier fiscal years, Return on Assets [ROA] was 8.26% in FY2025 (-2.81 pp), 11.07% in FY2024 (-0.48 pp), 11.55% in FY2023 (+11.18 pp) and 0.37% in FY2022 (-1.07 pp).
  • The fiscal Q1 2027 figure marks the highest quarterly Return on Assets [ROA] since fiscal Q4 2025.
  • Compared with a year earlier, Return on Assets [ROA] was higher in two of the last eight quarters, with an average year-over-year change of -3.44 percentage points.
  • The best year-over-year quarter for Return on Assets [ROA] over five years was fiscal Q4 2023 (a gain of 10.98 percentage points); the worst was fiscal Q3 2022 (a drop of 8.83 percentage points).
  • Per Business Quant data, APOG's Return on Assets [ROA] in the three fiscal quarters before Q1 2027 was 4.84% (Q4 2026), 3.52% (Q3 2026) and 3.84% (Q2 2026).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROA (Qtr)
1 Trane Technologies 99.46 Bn 94.20 Bn 2.26 Bn 12.74%
2 Johnson Controls International 90.06 Bn 87.82 Bn 2.47 Bn 9.47%
3 Comfort Systems Usa 58.26 Bn 53.51 Bn 844.23 Mn 4.52%
4 Carrier Global 45.22 Bn 39.85 Bn 1.94 Bn 3.55%
5 Otis Worldwide 24.48 Bn 21.09 Bn 1.14 Bn 14.55%
6 James Hardie Industries 14.69 Bn 13.43 Bn 548.70 Mn 1.08%
7 Masco 13.29 Bn 11.40 Bn 868.00 Mn 17.62%
8 Allegion 13.08 Bn 11.79 Bn 517.50 Mn 12.34%
9 Carlisle Companies 12.82 Bn 9.17 Bn 568.40 Mn 11.85%
10 Apogee Enterprises 744.99 Mn 598.20 Mn 75.03 Mn 6.15%
Historic Data

Historic Data

Download Data
DateValue
May 30, 2026 6.15%
Feb 28, 2026 4.84%
Nov 29, 2025 3.52%
Aug 30, 2025 3.84%
May 31, 2025 4.40%
Mar 1, 2025 7.22%
Nov 30, 2024 9.37%
Aug 31, 2024 11.55%
Jun 1, 2024 12.08%
Mar 2, 2024 11.20%
Nov 25, 2023 11.54%
Aug 26, 2023 11.03%
May 27, 2023 11.43%
Feb 25, 2023 11.35%
Nov 26, 2022 7.24%
Aug 27, 2022 5.92%
May 28, 2022 1.72%
Feb 26, 2022 0.37%
Nov 27, 2021 -2.31%
Aug 28, 2021 0.37%
API Access

Apogee Enterprises Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=APOG&period=max&api_key=YOUR_API_KEY