The earnings call presented a predominantly positive outlook with record sales and strong financial performance, despite some challenges in specific segments like Precoat Metals. The strategic acquisition and significant debt reduction were key highlights.

Company Guidance

During the conference call for AZZ's first quarter of fiscal 2026, management provided a comprehensive financial guidance and discussed key metrics reflecting their performance and strategic initiatives. AZZ reported record high sales of $422 million, marking a 2.1% increase from the prior year, with significant contributions from the Metal Coating segment, which experienced a 6% rise in sales. Consolidated adjusted EBITDA for the quarter was over $106 million, representing a margin of 25.2%. The company also noted an impressive adjusted EBITDA margin of 32.9% for Metal Coatings and 20.7% for Precoat Metals. AZZ's adjusted net income for the first quarter was $53.8 million, translating to an adjusted diluted EPS of $1.78, a 22.2% increase from the previous year. With a strong balance sheet and a net leverage ratio improved to 1.7 times, AZZ reiterated its fiscal 2026 sales guidance in the range of $1.625 billion to $1.725 billion and adjusted EBITDA between $360 million to $400 million. The EPS guidance was raised to between $5.75 and $6.25, reflecting an anticipated increase of 10% to 20% over fiscal 2025 adjusted earnings.

Record High Sales and EBITDA Margins

AZZ reported record high sales, adjusted EBITDA, and EPS for the quarter ended May 31, 2025, with industry-leading adjusted EBITDA margins of 32.9% for Metal Coatings and 20.7% for Precoat Metals.

Successful Monetization and Cash Inflow

AZZ monetized nearly all of the electrical product businesses within the Avail joint venture, receiving $273 million in cash during the quarter.

Acquisition and Expansion

AZZ announced the acquisition of Canton Galvanizing located in Canton, Ohio, which is immediately accretive and expands their galvanizing business.

Strong Financial Performance

First-quarter sales increased by 2.1% to $422 million compared to the prior year, with a 22.2% increase in adjusted net income year-over-year.

Debt Reduction and Dividend Increase

AZZ reduced its debt by $285.4 million and increased its quarterly cash dividend by 17.6%.

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

Daily Earnings Calendar >

AZZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 14, 2025	2026 (Q2)	1.59 / -	1.37	―	―	―
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)
Apr 22, 2024	2024 (Q4)	0.70 / 0.93	0.3	210.00% (+0.63)
Jan 09, 2024	2024 (Q3)	1.00 / 1.19	0.88	35.23% (+0.31)
Oct 10, 2023	2024 (Q2)	1.08 / 1.27	1.24	2.42% (+0.03)
Jul 07, 2023	2024 (Q1)	1.16 / 1.14	1.4	-18.57% (-0.26)

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 09, 2025	$100.73	$106.29	+5.52%
Apr 21, 2025	$77.30	$79.73	+3.14%
Jan 07, 2025	$84.23	$82.61	-1.92%
Oct 09, 2024	$80.90	$76.67	-5.23%

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 Oct 14, 2025, Before Open (Confirmed).

What is Azz Inc. (AZZ) earnings time?

Azz Inc. (AZZ) earnings time is at Oct 14, 2025, 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 (Q2) is 1.59.

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