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Apogee Enterprises APOG Expected long-term rate of return on plan assets

Expected long-term rate of return on plan assets at other companies

CONMED logo
CONMEDCNMD
$0.020.0%
LKQ logo
LKQLKQ
$0.01-2.3%
Minerals Technologies logo
Minerals TechnologiesMTX
6.6%+0.1pp
Equitable Holdings logo
Equitable HoldingsEQH
$0.020.0%
ADTRAN Holdings, Inc. logo
ADTRAN Holdings, Inc.ADTN
4.8%-0.1pp
APO
Apogee EnterprisesAPOG
$0.010.0%

Other financials

Income statement

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Revenue$351.4M+1.6%
Gross profit$78.7M+5.6%
Operating income$25.8M+320%
Net income$16.6M+569%
EPS (diluted)$0.78+500%

Balance sheet

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Cash & equivalents$39.5M-4.6%
Total debt$286.4M-18.6%
Total equity$511.8M+4.9%
Total assets$1.1B-4.5%

Cash flow

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Operating cash flow$55.8M+85.9%
CapEx$9.0M-17.5%
Free cash flow$46.9M+145%

Valuation

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Market cap$895.89M+10.2%
Enterprise value$1.14B+1.8%
P/E16.6×+7.0×
P/S0.6×0.0×

Profitability

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Gross margin22.7%-3.7pp
Operating margin6%-2.7pp
Net margin3.9%-2.4pp
FCF margin6.8%+0.2pp

Returns & leverage

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Return on equity10.8%-6.9pp
Debt / equity0.6×-0.2×
Current ratio1.6×+0.1×

Where this comes from

Reported directly by Apogee Enterprises in its filing.

Tagged under the XBRL concept us-gaap:DefinedBenefitPlanAssumptionsUsedCalculatingNetPeriodicBenefitCostExpectedLongTermReturnOnAssets.

The official record: Apogee Enterprises’s 10-K, filed April 24, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Apogee Enterprises's expected long-term rate of return on plan assets?
Apogee Enterprises (APOG) reported expected long-term rate of return on plan assets of $0.01 in Q1 2026.
How has Apogee Enterprises's expected long-term rate of return on plan assets changed year-over-year?
Apogee Enterprises's expected long-term rate of return on plan assets decreased by 0.0% year-over-year, from $0.01 to $0.01.
What is the long-term trend for Apogee Enterprises's expected long-term rate of return on plan assets?
Over 4 years (2022 to 2026), Apogee Enterprises's expected long-term rate of return on plan assets has grown at a 16.5% compound annual growth rate (CAGR), from $0.03 to $0.05.
What does expected long-term rate of return on plan assets mean?
The long-term rate of return assumption applied to the fair value of pension plan assets for the purpose of calculating net periodic pension cost. This rate reflects the company's strategic asset allocation and historical market performance expectations.