Earnings Call Summary | Apogee Enterprises(APOG.US) Q3 2025 Earnings Conference
Earnings Call Summary | Apogee Enterprises(APOG.US) Q3 2025 Earnings Conference
Adjusted diluted EPS was down 3%, primarily driven by lower adjusted operating income.The following is a summary of the Apogee Enterprises, Inc. (APOG) Q3 2025 Earnings Call Transcript:
以下是Apogee Enterprises, Inc.（APOG）2025年第三季度業績發佈會記錄的摘要：
Financial Performance:
財務表現：
Net sales were $341 million with $8.8 million of inorganic revenue from UW Solutions.
Adjusted operating margin declined 70 basis points, driven by unfavorable sales leverage from lower volume, a less favorable product mix, and higher incentive compensation and lease expense.
Adjusted diluted EPS was down 3%, primarily driven by lower adjusted operating income.
淨銷售額爲34100萬美元，其中包括來自UW Solutions的880萬美元無機營業收入。
調整後的營業利潤率下降了70個點子，主要由於成交量下降導致的銷售槓桿不利、產品組合不夠理想以及更高的激勵補償和租賃費用。
調整後的攤薄後每股收益下降了3%，主要是由於調整後的營業收入降低。
Business Progress:
業務進展：
Closed the acquisition of UW Solutions, actively integrating and leveraging shared capabilities to drive growth.
Strengthened the operational foundation and diversified sales mix toward sectors with higher growth rates.
Continued to execute projects in Services segment with positive margin results.
完成了對UW Solutions的收購，積極整合並利用共享能力以推動增長。
加強了運營基礎，銷售組合多樣化，向增長率更高的行業傾斜。
繼續在服務部門執行項目，並取得了積極的利潤結果。
Opportunities:
機會：
Sees growth opportunities in institutional projects like healthcare and education, which now form the largest share of backlog.
UW Solutions acquisition helping to expand into higher growth areas with better margins, such as industrial flooring, providing exposure to renovations and new distribution centers.
在醫療和教育等機構項目中看到增長機會，這些項目現在形成了積壓訂單的最大部分。
UW Solutions的收購有助於拓展到更高增長領域，利潤更好的行業，如工業地板，提供了對裝修和新的配送中心的接觸。
Risks:
風險：
Soft end market demand in non-residential construction impacting volume, particularly in glass and framing segments.
Internal forecasts suggest continued pressure in these sectors through the first half of the next fiscal year.
非住宅施工市場的需求疲軟影響了成交量，特別是在玻璃和框架領域。
內部預測顯示，這些領域在下一個財政年度的上半年將持續面臨壓力。
More details: Apogee Enterprises IR
更多細節：Apogee Enterprises IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更全面的細節，請參閱IR網站。 文章僅供投資者參考，不構成任何指導或推薦建議。
譯文內容由第三人軟體翻譯。
