Apogee Enterprises (APOG) Return on Assets [ROA] (2011 - 2026)
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.
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 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
| Date | Value |
|---|---|
| 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% |
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
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=APOG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();