Earnings summaries and quarterly performance for AZZ.
Executive leadership at AZZ.
Thomas E. Ferguson
President and Chief Executive Officer
Bryan Stovall
Chief Operating Officer – Metal Coatings
Jason Crawford
Senior Vice President and Chief Financial Officer
Kurt Russell
Chief Strategy Officer
Tara Mackey
Chief Legal Officer and Secretary
Board of directors at AZZ.
Research analysts who have asked questions during AZZ earnings calls.
Adam Thalhimer
Thompson, Davis & Company, Inc.
11 questions for AZZ
Mark Reichman
NOBLE Capital Markets
11 questions for AZZ
Ghansham Panjabi
Robert W. Baird & Co.
9 questions for AZZ
Daniel Rizzo
Jefferies
7 questions for AZZ
Nick Giles
B. Riley Securities
7 questions for AZZ
Gerry Sweeney
Roth Capital Partners, LLC
6 questions for AZZ
Jonathan Braatz
Oppenheimer & Co. Inc.
6 questions for AZZ
John Franzreb
Sidoti & Company
5 questions for AZZ
Jon Braatz
KCCA
4 questions for AZZ
Timna Tanners
Wolfe Research
4 questions for AZZ
Matthew Krueger
Baird
2 questions for AZZ
Nicholas Giles
B. Riley Securities
2 questions for AZZ
Lucas Pipes
B. Riley Securities
1 question for AZZ
Recent press releases and 8-K filings for AZZ.
- AZZ Inc. announced its financial guidance for fiscal year 2027, which spans from March 1, 2026, to February 28, 2027.
- For FY2027, the company projects Sales between $1.725 - $1.775 billion, Adjusted EBITDA between $360 - $400 million, and Adjusted Diluted EPS between $6.50 - $7.00.
- Capital expenditures are expected to be approximately $80 to $100 million, an increase from FY2026, and the company aims for debt reduction in the range of $130 to $170 million.
- The newly built Washington, Missouri plant is anticipated to be accretive to earnings in FY2027, with a strategic focus on driving sustainable market share expansion and completing its full ramp-up.
- AZZ Inc. announced a new stock repurchase program (the "2026 Share Repurchase Program"), effective immediately, authorizing the repurchase of up to $100 million of the Company's outstanding common stock.
- This program is intended to primarily offset the dilutive effect of equity grants to employees over time and is considered a good use of capital given current market conditions.
- The new program runs in addition to a prior $100 million repurchase authorization, under which approximately $33.2 million remained available as of November 30, 2025 (the end of AZZ's third quarter of fiscal year 2026).
- As of November 30, 2025, there were approximately 30.0 million shares of AZZ common stock issued and outstanding.
- AZZ achieved record sales of $425.7 million for the third quarter of fiscal 2026, marking a 5.5% increase from the prior year, and a record high trailing 12-month adjusted EBITDA of $358 million.
- The Metal Coatings segment sales grew 15.7% year over year, driven by higher volumes and infrastructure demand, while Precoat Metals sales decreased 1.8% due to softer construction markets, partially offset by record food and beverage container demand.
- The company updated its fiscal 2026 guidance, narrowing the ranges for total sales to $1.625-$1.7 billion, adjusted EBITDA to $360-$380 million, and adjusted diluted EPS to $5.90-$6.20.
- AZZ generated $79.7 million in cash flow from operations, paid down $35 million in debt, and repurchased $20 million of stock during the third quarter, while maintaining a quarterly cash dividend of $0.20 per share.
- The company is actively evaluating strategic tuck-in acquisitions and continues to see strong demand from infrastructure modernization, energy transition, and data center construction projects.
- AZZ achieved record sales of $426 million in Q3 fiscal 2026, marking a 5.5% increase year-over-year, and a record high trailing 12-month adjusted EBITDA of $358 million.
- The Metal Coatings segment's sales rose 15.7% year-over-year, while Precoat Metals sales declined 1.8% but showed sequential improvement, driven by record food and beverage container demand.
- For fiscal 2026, AZZ narrowed its guidance, projecting sales of $1.625 billion to $1.7 billion, adjusted EBITDA of $360 million to $380 million, and adjusted diluted EPS of $5.90 to $6.20.
- The company maintained its cash dividend of $0.20 per share and is actively evaluating strategic tuck-in acquisitions.
- The Avail joint venture completed the sale of a majority interest in its welding solutions business, with equity and earnings from unconsolidated subsidiaries expected to be zero for Q4.
- AZZ Inc. achieved record sales of $426 million in Q3 2026, representing a 5.5% increase year over year, and a record high trailing 12-month adjusted EBITDA of $358 million. Adjusted diluted EPS for the quarter was $1.52, an increase from $1.39 in the prior year's third quarter.
- The company updated its fiscal 2026 guidance, narrowing the forecast ranges for total sales to $1.625-$1.7 billion, Adjusted EBITDA to $360-$380 million, and adjusted diluted EPS to $5.90-$6.20.
- AZZ maintained its cash dividend of $0.20 per share and executed $20 million in stock repurchases during the quarter at an average price of $99.28 per share. The company ended the quarter with a net debt position of $534.7 million and a credit agreement net leverage ratio of 1.6 times.
- The Metal Coatings segment's sales rose 15.7% year over year, while Precoat Metals sales were down 1.8% but showed sequential improvement. AZZ is also evaluating strategic tuck-in acquisitions to expand its market reach.
- AZZ Inc. reported Q3 Fiscal Year 2026 results with total sales of $425.7 million, a 5.5% increase year-over-year, and GAAP diluted EPS of $1.36, up 21.4%. Adjusted diluted EPS was $1.52, a 9.4% increase.
- The Metal Coatings segment saw sales rise 15.7% to $195.0 million, driven by infrastructure projects, while Precoat Metals sales declined 1.8% to $230.7 million due to softer end markets.
- The company strengthened its balance sheet, reducing debt by $35 million in the quarter and achieving a net leverage ratio of 1.6x. Additionally, $20.0 million was used to repurchase 201,416 shares of common stock.
- Cash provided by operating activities increased 20% to $79.7 million for the quarter. Year-to-date, operating cash flow was $452.9 million, boosted by a $273.2 million distribution from the AVAIL JV.
- AZZ Inc. narrowed its fiscal year 2026 guidance, projecting sales of $1.625 billion to $1.7 billion and Adjusted Diluted EPS of $5.90 to $6.20.
- AZZ reported Q3 FY2026 sales of $425.7 million, a 5.5% increase over the prior year, with GAAP diluted EPS of $1.36 (up 21.4%) and Adjusted diluted EPS of $1.52 (up 9.4%).
- The company narrowed its Fiscal Year 2026 guidance, projecting sales between $1.625 billion and $1.7 billion, Adjusted EBITDA between $360 million and $380 million, and Adjusted Diluted EPS between $5.90 and $6.20.
- Metal Coatings sales increased by 15.7% to $195.0 million, while Precoat Metals sales decreased by 1.8% to $230.7 million.
- AZZ strengthened its balance sheet, achieving a net leverage ratio of 1.6x and reducing debt by $35 million in the quarter, contributing to a year-to-date reduction of $325.4 million.
- The company repurchased $20.0 million of common stock and paid a cash dividend of $0.20 per share during the quarter.
- AZZ has transformed into a pure-play metal coatings company, reporting a collective $1.6 billion top line and $392 million in EBITDA.
- The company has significantly reduced its debt to EBITDA from 4.2 times to 1.7 times, ahead of schedule, and has resumed M&A activity, completing one bolt-on acquisition this year.
- AZZ provided guidance for the current year, expecting sales between $1.625 billion-$1.725 billion, adjusted EBITDA of $360 million-$400 million, and adjusted EPS of $5.75-$6.25.
- The company aims to achieve $2 billion in top-line revenue by 2028, and has increased its dividend for the first time since 2017, while also engaging in opportunistic share buybacks.
- AZZ has transformed into a pure-play metal coatings business, focusing on hot-dip galvanizing and roll coating (Precoat Metals), with both segments holding a #1 market share in North America.
- The company reported combined sales of approximately $1.6 billion and EBITDA of $392 million. It has significantly reduced its debt leverage from 4.2x to 1.7x debt to EBITDA since the 2022 Precoat Metals acquisition, ahead of its 1.5-2.5x target range.
- AZZ is targeting $2 billion in top line by 2028 and a 12% or greater ROIC. For the current fiscal year, guidance includes sales of $1.625 billion-$1.725 billion, adjusted EBITDA of $360 million-$400 million, and adjusted EPS of $5.75-$6.25.
- The company is actively pursuing M&A opportunities, having completed one bolt-on acquisition this year, and has increased its dividend for the first time since 2017 while also opportunistically buying back shares.
- AZZ has completed a strategic transformation into a pure-play metal coatings company, specializing in hot-dip galvanizing and coil coating, operating a "toll coating" business model where customers provide the steel and aluminum.
- The company reported approximately $1.6 billion in sales and $392 million in EBITDA , with a long-term goal to reach $2 billion in top line by 2028 and expects to outperform GDP with high single to low double-digit top-line growth.
- AZZ has significantly strengthened its balance sheet, reducing its debt to EBITDA ratio from 4.2 times to 1.7 times, which is comfortably within its target range of 1.5-2.5 times.
- The company has re-engaged in M&A, completing one bolt-on galvanizing acquisition this year and evaluating 13 targets under NDA, while also raising its dividend for the first time since 2017 and implementing a 10b5-1 for opportunistic share buybacks.
- For the current fiscal year, AZZ's guidance includes sales of $1.625 billion-$1.725 billion, adjusted EBITDA of $360 million-$400 million, and adjusted EPS of $5.75-$6.25.
Quarterly earnings call transcripts for AZZ.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more