Two major players in the architectural glass industry released quarterly financial statements in recent days, with one posting increased overall net sales and the other announcing price increases due to a slowdown in sales.

Apogee Enterprises released its fiscal 2026 fourth quarter report on April 24, while Saint-Gobain posted its first quarter 2026 sales analysis on April 23. According to Apogee’s report, the provider of architectural products, services and glass/acrylic coatings saw fourth-quarter net sales increase 1.6% to nearly $351.4 million in February 2026. Saint-Gobain, on the other hand, reported that sales decreased by 2.3% in the first quarter of 2026, impacted by unfavorable weather conditions in January and February in North America and Europe.

Apogee’s Overall Sales Grow, Glass Sales Decline

Apogee posted net sales of $351.35 million for the quarter ended February 2026. This compares to year-ago revenues of $345.69 million.

Apogee’s architectural metals segment declined during the period, falling 1.9% to $110 million. During an earnings call, chief financial officer Mark Augdahl says Apogee has “seen about 87% increase in aluminum costs over the past year and 25% increases since January.” Apogee’s architectural services division increased by 7.8% to $127.1 million, while its architectural glass segment declined by 10.4% to $67.4 million due to lower volume, price and higher material and freight costs.

Overall, Apogee reports that net cash provided by operating activities in the fourth quarter was $55.8 million, compared to $30.0 million in the prior year period. Looking ahead, Apogee expects net sales to be approximately $1.38 billion to $1.43 billion and adjusted diluted EPS in the range of $2.70 to $3.25. However, it anticipates that higher aluminum costs and rising health insurance expenses are expected to be headwinds in fiscal 2027.

Saint-Gobain Reports Weak North American Sales

Saint-Gobain officials say the 2.3% decline in sales during the first quarter of 2026 was partially due to unfavorable weather conditions in North America and Europe. The company’s report also notes that “given the change in the energy and raw material cost environment, now expected to be inflationary for the year, the Group announced further price increases to its customers as early as March.”

Saint-Gobain’s sales were down 11.3% in North America during the quarter. New construction remained weak, leading to further price increases in April across different product categories. The region with the highest reported growth was India, which posted double-digit growth driven by what officials say was the country’s “comprehensive, innovative and sustainable solutions.”

For the remainder of 2026, Saint-Gobain anticipates continued marked weakness in North America during the first half of the year, with gradual improvements in the latter half of the year.

“In a contrasted macroeconomic environment and uncertain geopolitical landscape, the Group expects an EBITDA margin of more than 15% in 2026, with the first half affected by the extreme weather conditions at the start of the year in Europe and North America,” state officials.