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AZZ (AZZ) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Oct 13, 2026

Before Open (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

1.85

Last Year’s EPS

1.55

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:Jul 08, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed multiple strong operational and financial positives: record quarterly sales, double-digit Metal Coatings growth, a successful ramp at the Washington, MO Precoat facility (driving a 194% container sales increase), improved margins and cash flow, a 20% dividend increase, lower interest expense, low net leverage, and an upgraded full-year outlook. Lowlights centered on comparability noise from the Avail JV divestiture, a decline in Infrastructure Solutions adjusted EBITDA, some Precoat volume softness in HVAC/appliances/transportation, and substrate/tariff-related disruptions. Overall, the positive execution, upgraded guidance, balance sheet improvement and capacity investments materially outweigh the challenges highlighted.

Company Guidance

AZZ raised its fiscal 2027 outlook to sales of $1.80–$1.85 billion, adjusted EBITDA of $375–$415 million and adjusted diluted EPS of $6.75–$7.15, and said it expects to reduce debt by $130–$170 million in FY27. The raise follows a strong Q1 (sales $448.5M, +6.3% YoY; metal coatings +12.3%, Precoat +1.5%), consolidated adjusted EBITDA $99.5M (22.2% of sales), gross profit $112.2M (25.0%), operating income $77.0M (17.2%), adjusted diluted EPS $1.85 (+3.9%), operating cash flow $37.1M, CapEx $18.7M, net leverage 1.4x, interest expense $11.3M, tax rate 21.2%, GAAP net income $52.0M, plus a 20% dividend increase to $0.24/qtr and $133.2M of share repurchase capacity—management tied the guidance lift to metal coatings momentum, the Washington, MO ramp and recent capacity investments.

Record Quarterly Sales

First quarter sales of $448.5 million, up 6.3% year over year, driven by broad end-market momentum.

Strong Metal Coatings Growth

Metal Coatings sales increased 12.3% year over year (double-digit growth for four consecutive quarters), supported by demand in construction, infrastructure and data centers.

Washington, Missouri Ramp and Container Surge

Precoat Metal ramp at Washington, MO progressing to target utilization; Container end market sales up 194% YoY primarily reflecting the facility ramp.

Improved Profitability and Margins

Gross profit of $112.2 million (25.0% of sales), a 30 basis point improvement YoY; operating income $77.0 million (17.2% of sales), up 70 basis points YoY.

Earnings and Cash Flow

GAAP net income of $52.0 million and adjusted diluted EPS of $1.85, up 3.9% YoY; operating cash flow of $37.1 million in the quarter.

Stronger Balance Sheet and Capital Allocation

Net leverage low at 1.4x; interest expense improved to $11.3 million, down $7.3 million YoY; CapEx $18.7 million focused on high-return investments.

Shareholder Returns Increased

Quarterly cash dividend raised 20% from $0.20 to $0.24 per share; $133.2 million share repurchase authorization remains available.

Raised Fiscal Year Guidance

Fiscal 2027 guidance increased: revenue $1.80B–$1.85B, adjusted EBITDA $375M–$415M, adjusted diluted EPS $6.75–$7.15; expect to reduce debt $130M–$170M in FY27.

Operational Investments and Capacity Expansion

Commissioned a new large kettle in Crowley, TX (doubling capacity at that site) and pursuing additional organic and bolt-on M&A; expect to announce an acquisition later this month.

Digital and Strategic Capabilities

Expanded digital tools (digital galvanizing system, CoilZone) and AI enablement highlighted as strategic assets to improve execution, pricing and customer intimacy.

AZZ (AZZ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AZZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 13, 2026	2027 (Q2)	1.85 / -	1.55	―	―	―
Jul 08, 2026	2027 (Q1)	1.69 / 1.85	1.78	3.93% (+0.07)
Apr 22, 2026	2026 (Q4)	1.22 / 1.34	0.98	36.73% (+0.36)	―
Jan 07, 2026	2026 (Q3)	1.47 / 1.52	1.39	9.35% (+0.13)
Oct 08, 2025	2026 (Q2)	1.57 / 1.55	1.37	13.14% (+0.18)
Jul 09, 2025	2026 (Q1)	1.58 / 1.78	1.46	21.92% (+0.32)
Apr 21, 2025	2025 (Q4)	0.97 / 0.98	0.93	5.38% (+0.05)	―
Jan 07, 2025	2025 (Q3)	1.26 / 1.39	1.19	16.81% (+0.20)	―
Oct 09, 2024	2025 (Q2)	1.31 / 1.37	1.27	7.87% (+0.10)	―
Jul 10, 2024	2025 (Q1)	1.30 / 1.46	1.14	28.07% (+0.32)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AZZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 08, 2026	$143.36	$140.90	-1.72%
Apr 22, 2026	$134.48	$146.34	+8.82%
Jan 07, 2026	$109.31	$116.49	+6.56%
Oct 08, 2025	$105.23	$100.07	-4.90%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AZZ Incorporated (AZZ) report earnings?

AZZ Incorporated (AZZ) is schdueled to report earning on Oct 13, 2026, Before Open (Confirmed).

What is AZZ Incorporated (AZZ) earnings time?

AZZ Incorporated (AZZ) earnings time is at Oct 13, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AZZ EPS forecast?

AZZ EPS forecast for the fiscal quarter 2027 (Q2) is 1.85.