AZZ Inc

AZZ

時価総額 $38.9億

AZZ Inc. ( AZZ ) Q2 2027 Earnings Call October 14, 2026 11:00 AM EDT Company Participants Thomas Ferguson - President, CEO & Director Jason Crawford - Chief Financial Officer David Nark - Chief Marketing, Communications & Investor Relations Officer Conference Call Participants Phillip Kupper - Three Part Advisors, LLC Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Richard Garchitorena - Barclays Bank PLC, Research Division Daniel Rizzo - Jefferies LLC, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Adam Thalhimer - Thompson, Davis & Company, Inc., Research Division Nick Giles - B.

AZZ NYSE: AZZ reported record fiscal 2027 second-quarter sales of $486.9 million, up 16.7% from the prior-year period, as both its Metal Coatings and Precoat Metals segments posted double-digit revenue growth. The company also raised its full-year outlook, citing demand in construction, industrial and infrastructure markets, operational execution and contributions from recently completed investments.

AZZ Inc. (AZZ) demonstrates strong operating performance, with impressive revenue and adjusted EBITDA growth, but trades at a premium valuation. Underlying profitability and cash flow are robust, despite GAAP figures being distorted by prior-year joint venture gains. Metal Coatings leads with 22.9% revenue growth, while Precoat Metals improves margins, yet end-market demand remains mixed.

AZZ (AZZ) came out with quarterly earnings of $2 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $1.55 per share a year ago.

Record Quarterly Sales and Earnings In Both Segments Drive Strong EPS Growth, Cash Flow and Shareholder Value Raising Fiscal Year 2027 Guidance FORT WORTH, Texas, Oct. 13, 2026 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions, today announced financial results for the second quarter ended August 31, 2026. Fiscal Year 2027 Second Quarter Overview (as compared to prior fiscal year second quarter (1) ): Total sales of $486.9 million, up 16.7% Metal Coatings sales of $233.5 million, up 22.9% Precoat Metals sales of $253.4 million, up 11.5% Operating income of $83.8 million, up 22.4% Net income of $58.5 million, down 34.6%; prior year results were meaningfully impacted by equity in earnings following the recognition of our proportionate share of the gain related to AVAIL's sale of the Electrical Products Group; Adjusted net income of $60.1 million, up 28.1% GAAP diluted EPS of $1.94 per share, down 34.2% due to equity in earnings from the AVAIL JV as mentioned above; Adjusted diluted EPS of $2.00, up 29.0% Consolidated Adjusted EBITDA of $110.9 million, or 22.8% of sales, versus prior year of $88.7 million, or 21.3% of sales Segment Adjusted EBITDA margin of 30.7% for Metal Coatings and 21.2% for Precoat Metals Cash flow from operations for the quarter of $102.8 million, up 76.1% Completed the acquisition of Seattle Galvanizing in Arlington, Washington Repurchased 136,303 shares of common stock, or $20.0 million at an average purchase price of $146.71 Cash dividend of $0.24 per share to common shareholders paid during the quarter Net leverage ratio was 1.3x on the trailing twelve months Adjusted EBITDA (1) Adjusted Net Income, Adjusted EPS, Adjusted EBITDA, and net leverage ratio are non-GAAP financial measures as defined and reconciled in the tables below.

Several major banks will report third-quarter earnings. The most interesting reports, however, may be from a couple of industrial companies and an insurer.

AZZ remains a 'hold' as valuation is fair despite operational optimism and upwardly revised FY2027 guidance. Revenue growth is driven by Metal Coatings and Precoat Metals segments, with the new Missouri facility expected to be accretive this year. Management raised FY2027 revenue guidance to $1.80–$1.85B and adjusted EPS to $6.75–$7.15, reflecting an improved outlook.

AZZ (AZZ) closed the most recent trading day at $136.38, moving 1.54% from the previous trading session.

FORT WORTH, Texas, Oct. 8, 2026 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions, today announced its Board of Directors has authorized a second quarter cash dividend in the amount of $0.24 per share on the Company's outstanding shares of common stock. The dividend is payable on November 5, 2026, to shareholders of record as of the close of business on October 19, 2026.

AZZ (AZZ) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.