Apogee Enterprises, Inc.

Thank you for standing by. Welcome to Apigee Enterprises' third quarter earnings conference call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. As a reminder, this conference is being recorded for replay purposes. I will now send the conference over to Jeremy Steppen, Vice President, Investor Relations and Communications to begin. Jeremy, please go ahead.

Thank you. Good morning and welcome to Apogee Enterprises Fiscal 2026 Third Quarter Earnings Call. On the call today are Don Nolan, Apogee's Chief Executive Officer, and Mark Ogdahl, our Interim Chief Financial Officer. During this call, the team will reference certain non-GAAP financial measures. Definitions of these measures and a reconciliation to the nearest gap measures are provided in the earnings release and slide deck, which are available in the investor relations section of our website. As a reminder, today's call will contain forward-looking statements. These reflect management's expectations based on currently available information. Actual results may differ materially from those expressed today. More information about factors that could affect Apogee's business and financial results can be found in our press release and in the company's SEC filings. With that, I'll turn the call over to Don.

Thanks, Jeremy, and good morning, everyone. We're glad you could join us for our third quarter earnings call. Before I begin my prepared remarks, I want to acknowledge an announcement made earlier today. Matt Osberg has informed us of his decision to leave the company to pursue an opportunity elsewhere. I want to thank Matt for his many contributions over the past three years and wish him continued success in the future. Stepping in as the interim CFO is our Chief Accounting Officer, Mark Ogdahl, who has been at Apogee for over 25 years. I look forward to partnering with him as we begin our search for the company's next CFO. Next, I'd like to start by saying it's a real privilege to have the opportunity to lead the company through this period of transition. While I've served on Apogee's board since 2013, The past two months as CEO have given me a deeper perspective, strengthening my confidence in Apogee's future. And I'd like to share a few observations. First, our customers consistently tell us how much they value the quality and reliability of our products and services. That feedback is energizing and underscores a core principle of mine, companies that delight their customers win in the market. Apogee has built that reputation over 76 years and continues to raise the bar. Second, across Apigee, we have exceptional talent. Individuals who are passionate, resilient, and relentlessly focused on exceeding the expectations of customers. Their ability to deliver tremendous value, especially in this dynamic environment, reinforces the strength of this company and gives me tremendous confidence in our future. And third, the Apigee management system continues to drive value across our manufacturing footprint. The returns on our AMS investments are fueling margin benefits and reinforcing the operational excellence that helps define our organization. I'd also like to highlight the UW Solutions acquisition, which celebrated its one-year anniversary this quarter. We're pleased with the initial results, and the team is on track to deliver our fiscal 2026 expectations of $100 million in net sales and approximately 20% in adjusted EBITDA margins. UW Solutions expands our market and geographical reach, adding substrate capabilities and coding technology, and provides a platform for potential growth in fiscal 2027 and beyond. Now turning to our results for the quarter, I am pleased with the team's ability to deliver in a dynamic environment. This performance reflects not only discipline and execution, but also the strength of our culture and the dedication of our people. It reinforces my confidence in the strategies put in place and our ability to adapt and win in dynamic markets. Although macroeconomic factors remain challenging, Apogee is well positioned because of three key strengths. Operational excellence through AMS, driving continued productivity improvements across our manufacturing footprint, our proven cost-out execution with Fortify Phase 1, Phase 2, and a strong balance sheet and healthy cash generation, giving us flexibility for future M&A. These fundamentals, combined with the talent of our team, enable us to navigate near-term challenges and capitalize on long-term opportunities. In the near term, our priorities remain clear and unchanged. First, become the economic leader in our target markets with differentiated product and service offerings and competitive cost structures. Number two, managing our portfolio through pursuing our creative M&A opportunities aligned with our strategic and financial objectives. And number three, strengthening our core by driving more efficient operations, greater scalability, and enabling sustained profitable growth. I'm confident in our strategy and excited about what's ahead. Together, we have the opportunity to create significant value for all stakeholders. With that, I'll turn it over to Mark.