Apogee Enterprises (APOG) Return on Invested Capital [ROIC] (2011 - 2026)
Apogee Enterprises' Return on Invested Capital [ROIC] came in at 9.19% for fiscal Q2 2027 (quarter ended Aug 29, 2026), up 2.77 percentage points from 6.42% a year earlier but down 0.50 percentage points from the prior quarter.
Apogee Enterprises (APOG) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Apogee Enterprises' Return on Invested Capital [ROIC] was 7.78%, down 5.88 percentage points from FY2025.
- Return on Invested Capital [ROIC] has declined in each of the last three fiscal years, though with a five-year change of +5.28 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Invested Capital [ROIC] was 13.67% in FY2025 (-5.10 pp), 18.77% in FY2024 (-1.37 pp), 20.13% in FY2023 (+19.22 pp) and 0.92% in FY2022 (-1.58 pp).
- The five-year range for quarterly Return on Invested Capital [ROIC] is -2.87% (fiscal Q3 2022) to 20.00% (fiscal Q1 2025).
- Year-over-year, Return on Invested Capital [ROIC] increased in two of the last eight quarters, with an average year-over-year change of -5.57 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in fiscal Q4 2023 (a gain of 18.64 percentage points), and the weakest in fiscal Q3 2022 (a drop of 13.32 percentage points).
- Business Quant data shows APOG's Return on Invested Capital [ROIC] at 9.70% (Q1 2027), 7.81% (Q4 2026) and 5.90% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 88.43 Bn | 83.04 Bn | 2.38 Bn | 25.73% |
| 2 | Johnson Controls International | 81.95 Bn | 79.68 Bn | 2.47 Bn | 10.45% |
| 3 | Carrier Global | 43.09 Bn | 37.47 Bn | 1.90 Bn | -4.60% |
| 4 | Comfort Systems Usa | 35.64 Bn | 29.60 Bn | 934.48 Mn | 15.98% |
| 5 | Otis Worldwide | 30.11 Bn | 26.50 Bn | 1.16 Bn | 62.19% |
| 6 | James Hardie Industries | 16.21 Bn | 15.14 Bn | 562.40 Mn | 4.61% |
| 7 | Masco | 16.11 Bn | 13.92 Bn | 720.00 Mn | 35.31% |
| 8 | Allegion | 15.72 Bn | 14.35 Bn | 548.20 Mn | 18.36% |
| 9 | Carlisle Companies | 14.80 Bn | 11.71 Bn | 494.90 Mn | 17.80% |
| 10 | Apogee Enterprises | 947.20 Mn | 803.40 Mn | 96.17 Mn | 9.19% |
Historic Data
| Date | Value |
|---|---|
| Aug 29, 2026 | 9.19% |
| May 30, 2026 | 9.70% |
| Feb 28, 2026 | 7.81% |
| Nov 29, 2025 | 5.90% |
| Aug 30, 2025 | 6.42% |
| May 31, 2025 | 7.43% |
| Mar 1, 2025 | 11.39% |
| Nov 30, 2024 | 14.96% |
| Aug 31, 2024 | 19.36% |
| Jun 1, 2024 | 20.00% |
| Mar 2, 2024 | 18.94% |
| Nov 25, 2023 | 18.85% |
| Aug 26, 2023 | 18.00% |
| May 27, 2023 | 19.70% |
| Feb 25, 2023 | 19.57% |
| Nov 26, 2022 | 12.71% |
| Aug 27, 2022 | 10.62% |
| May 28, 2022 | 3.53% |
| Feb 26, 2022 | 0.93% |
| Nov 27, 2021 | -2.87% |
Apogee Enterprises Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=APOG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=APOG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();