Apogee Enterprises, Inc.

Good day and thank you for standing by. Welcome to Apogee Enterprises' second 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 turn the conference over to Jeremy Steffan, Vice President, Best Relations and Communications, to begin. Jeremy, please go ahead.

Thank you. Good morning and welcome to Apogee Enterprises' fiscal 2027 second quarter earnings call. On the call today are Don Nolan, Apogee's Chief Executive Officer, and Mark Augdahl, our 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 filing. With that, I'll turn the call over to Don.

Thanks, Jeremy, and good morning, everyone. We appreciate you joining us today. I'm pleased to report strong second quarter results that exceeded our expectations and continued the momentum we established in the first quarter. Revenue was $391 million, up more than 9%, and adjusted EPS was $1.17, reflecting disciplined execution across the business. We benefited from swift pricing actions, productivity improvements, and the favorable contribution from our recent acquisition of CalWall. Based on our stronger than expected first half performance, we are raising our fiscal 2027 outlook for both net sales and adjusted diluted earnings per share. Across our segments, we continue to make meaningful progress on pricing disciplines, productivity, and Operating Improvements demonstrating our ability to execute effectively despite evolving macroeconomic conditions. We are advancing our strategic priorities through the acquisitions of CalWall and GrowGlass, expanding our differentiated product offerings and technical capabilities while increasing our exposure to attractive end markets. We are also building on the successful integration of UW Solutions and the first year performance as Apogee delivered on our deal model targets. This proven execution strengthens our confidence in successfully integrating these businesses and achieving their first year financial objectives. In metals, revenue and profitability improved year over year as pricing actions, productivity initiatives and Fortify2 cost savings continued to gain traction. We also continued to enhance operational execution through improvements in quality, on-time delivery, and customer engagement. Services delivered their 10th consecutive quarter of top-line growth while increasing their backlog again this fiscal year. Strong award activity resulting in continued backlog expansion demonstrates our ability to consistently win new business and support our confidence in the segment's long-term growth potential. Performance Services delivered another strong quarter of revenue growth, reflecting continued demand for our differentiated products and reflects positively on our strategic initiative to acquire businesses that have a greater growth profile. As material inflation increased, we maintained pricing discipline and realized the benefits of pricing actions implemented earlier this year. We will continue to actively manage pricing to preserve margins and offset inflationary pressures. In our legacy glass business, while market conditions remain challenging, we made meaningful progress during the quarter against the action plan we outlined previously. We have advanced several commercial initiatives aimed at increasing demand, implemented productivity improvements across our operations, and remained disciplined on costs. While we still have work to do and the broader market remains pressured, we are encouraged by the progress achieved to date and believe the actions underway are helping position the business for improved performance and stronger profitability over time. Across the company, we are seeing the benefits of the actions we've taken over the last year reflected in our results. While market conditions remain mixed, our focus on pricing, productivity, operational execution, and disciplined cost management continues to strengthen the business and supports our confidence in the increased outlook we announced today. In September, we announced our second acquisition of the fiscal year as we continue to execute our growth strategy while maintaining a disciplined approach to capital allocation. With GrowGlass, we are adding a highly differentiated business with leading technology, strong customer relationships, and compelling growth opportunities. The acquisition supports our strategy of investing in higher value products and capabilities that improve the quality and durability of our portfolio. and we are excited about the opportunities ahead as we welcome the GroGlass team to Apogee. As part of performance services, GroGlass will expand our technical capabilities and further increase our exposure to attractive, higher value end markets. This will strengthen our presence in Europe while supporting broader global opportunities. We believe the business will enhance our profitability profile and accelerate value creation over time. As we begin integrating GrowGlass, our focus will be on disciplined execution and delivering the strategic and financial benefits that supported our investment thesis. Turning to CalWall, I continue to be pleased with our progress following the acquisition. As discussed last quarter, our focus has been on preserving the strengths that made CalWall successful while thoughtfully integrating the business into Apigee. Integration activities across finance, human resources, Sales and Marketing, and other key functions are progressing as planned and collaboration between CalWall and Appetit Teams has been very strong. Importantly, our confidence in the strategic and financial rationale remains high. CalWall continues to perform in line with our expectations and we remain on track to achieve the first 12-month financial targets. We continue to see opportunities to leverage CalWall's differentiated daylighting solutions and specification-driven business model while expanding relationships with architects, designers, and glazing contractors across the broader Apogee portfolio. Overall, I'm encouraged by the progress we're making across the organization. Strong execution, continued advancement of our strategic priorities, and disciplined capital allocation are strengthening Apogee's growth and profitability profile and positioning us well to create long-term shareholder value. With that, I'll turn the call over to Mark to provide additional detail on our financial results and outlook. Thanks, Don, and good morning, everyone.