Azz Inc. (AZZ)
NYSE:AZZ
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Earnings Data
Report Date
Jul 15, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.69Last Year’s EPS
1.78Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive picture: record full-year revenue and profitability, robust Metal Coatings growth, margin expansion in the quarter, meaningful debt reduction, strong cash generation (including significant JV distributions), successful ramp of the Washington facility, and confident FY2027 guidance. Notable negatives include softness in Precoat Metals (residential and some nonresidential pressure), a Q4 loss and timing volatility from the AVAIL joint venture that reduced GAAP earnings and increased cash taxes, ongoing commodity and input inflation, and some demand timing uncertainty due to limited backlog. On balance, the financial and operational positives and the reiterated, upwardly framed guidance outweigh the headwinds.Company Guidance
Record Sales and Profitability
Full year sales of $1.65 billion, up ~4.6% YoY, marking record sales and profitability for the third consecutive year; consolidated adjusted EBITDA of $367.6 million (22.3% of sales) and adjusted EPS of $6.19, up 19% YoY.
Strong Metal Coatings Performance
Metal Coatings segment sales increased 14.1% for the year and delivered strong EBITDA (over $235 million, ~31% of sales); Q4 Metal Coatings sales grew 25.7% YoY, driving Q4 consolidated sales of $385.1 million (up 9.4% YoY).
Improved Quarterly Profitability and Margins
Q4 gross profit $87.6 million (22.7% of sales, +30 bps YoY); Q4 operating income $57.1 million (14.8% of sales), a 330 bp improvement vs. prior year; Q4 adjusted EBITDA $81.3 million (21.1% of sales) up from $71.2 million.
Balance Sheet Strength and Debt Reduction
Reduced debt by $385 million during fiscal 2026 and ended the year with net debt-to-EBITDA of 1.4x, providing financial flexibility; Q4 interest expense improved by $6.2 million to $11.2 million due to debt paydown and favorable financing actions.
Washington, Missouri Facility Milestone
Completed greenfield aluminum coil precoat metals facility (total investment ~ $125 million over 3 years); facility was profitable at contribution margin in Q4, produced about $11 million revenue in FY26, and running at ~40% utilization with targeted output ~45–50k tons this year as volumes ramp.
Capital Allocation Discipline and Shareholder Returns
Invested $80.8 million in capital expenditures (growth-focused), acquired a galvanizing facility in Canton, OH for ~$30 million, paid $23 million in dividends and repurchased $20 million of stock at an average $98.28 per share.
Strong Cash Flows from JV and Operating Cash
Reported cash flows from operations of $525 million in 2026, which included substantial cash distributions from the AVAIL joint venture (net distributions cited ~$273M); AVAIL equity earnings for the year totaled $210 million (driven by divestitures within the JV).
Guidance and Growth Visibility for FY2027
Reiterated FY2027 guidance: sales $1.725–1.775 billion, adjusted EBITDA $360–400 million, adjusted diluted EPS $6.50–7.00, and planned debt reduction of $130–170 million, indicating management confidence in continued growth.
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 |
|---|---|---|---|
Apr 22, 2026 | $134.71 | $146.59 | +8.82% |
Jan 07, 2026 | $109.49 | $116.68 | +6.56% |
Oct 08, 2025 | $105.40 | $100.24 | -4.90% |
Jul 09, 2025 | $100.22 | $105.75 | +5.52% |
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 Jul 15, 2026, Before Open (Confirmed).
What is Azz Inc. (AZZ) earnings time?
Azz Inc. (AZZ) earnings time is at Jul 15, 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 (Q1) is 1.69.