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Azz Inc. (AZZ)
NYSE:AZZ
Earnings Data
Report Date
Apr 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.23Last Year’s EPS
0.98Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed predominantly positive operational and financial momentum: record quarterly sales, record trailing adjusted EBITDA, improved EPS, strong Metal Coatings growth, successful ramp of new container capacity, active capital allocation (debt paydown, buybacks, maintained dividend) and narrowed, confident FY2026 guidance. Offsets include a modest contraction in adjusted EBITDA margin and gross margin percentages, a small decline in Precoat Metals sales due to construction softness and import dynamics, and AVAIL-related equity earnings headwinds that temporarily reduce consolidated earnings contributions. On balance, the positive, company-driven achievements and forward-looking guidance outweigh the identified headwinds.Company Guidance
Record Quarterly Sales
Q3 record sales of $425.7M (reported as $426M), up 5.5% YoY from $403.7M, the highest quarterly revenue in company history.
Record Trailing 12-Month Adjusted EBITDA
Trailing 12-month adjusted EBITDA reached a record $358M, reflecting sustained profitability momentum across the business.
Strong Adjusted EPS and Net Income Improvement
Adjusted diluted EPS was $1.52 in Q3 versus $1.39 a year ago (up 9.4%). Reported net income improved to $41.1M from $33.6M YoY.
Metal Coatings Segment Outperformance
Metal Coatings sales rose 15.7% YoY, with segment EBITDA margins of 30.3%, driven by higher volumes and infrastructure, solar, transmission & distribution and data center demand.
Consumer / Food & Beverage Strength and Capacity Ramp
Food & beverage container demand reached new record highs; Consumer segment up ~11% YoY. Washington, MO facility ramp supports aluminum container growth amid plastics-to-aluminum shift.
Improved Financial Flexibility and Capital Allocation
Generated operating cash flow of $79.7M; repurchased $20M of stock (avg $99.28); paid down $35M debt in the quarter; interest expense improved by ~$7M YoY to $12.2M; net leverage 1.6x within 1.5-2.5x target and $337.1M borrowing capacity available.
Narrowed Fiscal 2026 Guidance
Management narrowed FY2026 guidance to sales $1.625B–$1.7B, adjusted EBITDA $360M–$380M, and adjusted diluted EPS $5.90–$6.20, signaling confidence in outlook.
Portfolio Simplification via AVAIL Transaction
Post-quarter, AVAIL completed sale of majority interest in WSI, simplifying the JV portfolio and creating shareholder value; management expects further divestitures to complete.
AZZ Earnings History
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 |
|---|---|---|---|
Jan 07, 2026 | $109.83 | $117.04 | +6.56% |
Oct 08, 2025 | $105.73 | $100.55 | -4.90% |
Jul 09, 2025 | $100.53 | $106.08 | +5.52% |
Apr 21, 2025 | $77.15 | $79.58 | +3.15% |
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 Inc. (AZZ) report earnings?
Azz Inc. (AZZ) is schdueled to report earning on Apr 27, 2026, Before Open (Confirmed).
What is Azz Inc. (AZZ) earnings time?
Azz Inc. (AZZ) earnings time is at Apr 27, 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 2026 (Q4) is 1.23.