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Inferra AI / Company / AZZ

Azz Inc.

AZZ · Industrials

Last earnings Oct 13, 2026

Key results

Net incomequarter

$89.3 million

Net Income of $89.3 million, up 152.3%

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Growthquarter

up 152.3%

Net Income of $89.3 million, up 152.3%

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Adjusted net incomequarter

$46.9 million

Adjusted net income of $46.9 million, up 13.8%

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

GAAP EPSquarter

$2.95

GAAP diluted EPS of $2.95 per share, up 150.0%

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Adjusted EPSquarter

$1.55

Adjusted diluted EPS of $1.55, up 13.1% Consolidated Adjusted EBITDA of $88.7 million or 21.3% of sales, versus prior year of $91.9 million, or 22.5% of sales Segment Adjusted EBITDA margin of 30.8% for Metal Coatings and 20.2% for

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Revenuequarter

13.1%

Adjusted diluted EPS of $1.55, up 13.1% Consolidated Adjusted EBITDA of $88.7 million or 21.3% of sales, versus prior year of $91.9 million, or 22.5% of sales Segment Adjusted EBITDA margin of 30.8% for Metal Coatings and 20.2% for

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Tom Ferguson, President, and Chief Executive Officer of AZZ, commented, Second quarter sales expanded to $417.3 million, up 2.0% over the prior year, and generated adjusted diluted EPS of $1.55, up 13.1%.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Metal Coatings revenuequarter

$190.0 million

1 Segment Performance Second Quarter 2026 Metal Coatings Sales of $190.0 million increased by 10.8% over the second quarter of last year, primarily due to increased volume supported by infrastructure-related project spending in several end markets, including construction, industrial, and electrical transmission and distribution.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

AI analysis

Q2 FY2026 · reported Oct 8, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

GAAP EPS · Q2 FY2026
$2.95
EX-99 · Oct 8, 2025
Net income · Q2 FY2026
$89.3M
EX-99 · Oct 8, 2025
Adjusted net income · Q2 FY2026
$46.9M
EX-99 · Oct 8, 2025
Adjusted EPS · Q2 FY2026
$1.55
EX-99 · Oct 8, 2025

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Net income$89.3 million——
Growthup 152.3%——
Adjusted net income$46.9 million——
GAAP EPS$2.95——
Adjusted EPS$1.55——
Revenue13.1%——
Metal Coatings revenue$190.0 million——

EX-99 · Oct 8, 2025

Guidance · company-stated

Direction: Reiterated

Revenue

“Reports Fiscal Year 2026 Second Quarter Results Solid Quarterly Results Highlight Growth in Sales, EPS and Cash Flow Fiscal Year 2026 Guidance Remains Unchanged October 8, 2025 - FORT WORTH, TX - AZZ Inc.”

Company outlook

“Financial Outlook Fiscal Year 2026 Guidance Remains Unchanged We are maintaining our fiscal year 2026 guidance, which reflects our best estimates given anticipated market conditions for the full year, lower interest expense, an annualized effective tax rate of 24% and excludes M A activity and any federal regulatory changes that may emerge.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$11.1M
Capexfull year$40.2M
Capex$80M

We introduced an Accounts Receivable securitization program to our capital structure, successfully repriced our Term Loan B, achieving a 75-basis point reduction, and achieved a modest debt paydown in the quarter.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Reports Fiscal Year 2026 Second Quarter Results Solid Quarterly Results Highlight Growth in Sales, EPS and Cash Flow Fiscal Year 2026 Guidance Remains Unchanged

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “Reports Fiscal Year 2026 Second Quarter Results Solid Quarterly Results Highlight Growth in Sales, EPS and Cash Flow Fiscal Year 2026 Guidance Remains Unchanged October 8, 2025 - FORT WORTH, TX - AZZ Inc.”

Company outlook: “Financial Outlook Fiscal Year 2026 Guidance Remains Unchanged We are maintaining our fiscal year 2026 guidance, which reflects our best estimates given anticipated market conditions for the full year, lower interest expense, an annualized effective tax rate of 24% and excludes M A activity and any federal regulatory changes that may emerge.”

Revenue — Reiterated (“Remains Unchanged”)
“Reports Fiscal Year 2026 Second Quarter Results Solid Quarterly Results Highlight Growth in Sales, EPS and Cash Flow Fiscal Year 2026 Guidance Remains Unchanged October 8, 2025 - FORT WORTH, TX - AZZ Inc.”

Company outlook — Reiterated (“Remains Unchanged”)
“Financial Outlook Fiscal Year 2026 Guidance Remains Unchanged We are maintaining our fiscal year 2026 guidance, which reflects our best estimates given anticipated market conditions for the full year, lower interest expense, an annualized effective tax rate of 24% and excludes M A activity and any federal regulatory changes that may emerge.”

Classified from the release's primary full-year outlook statement.

Capital allocation

We introduced an Accounts Receivable securitization program to our capital structure, successfully repriced our Term Loan B, achieving a 75-basis point reduction, and achieved a modest debt paydown in the quarter.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

We are pleased to maintain a net debt leverage of 1.7x at the end of the quarter, after closing on an acquisition and increasing our cash dividend.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

The second quarter's performance generated $58.4 million cash from operations, and we will continue to closely manage working capital, capital expenditures, and debt as we progress through the second half of our fiscal year.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

During the first six months of fiscal year 2026, the Company paid down debt of $290.4 million and returned cash to common shareholders through cash dividend payments totaling $11.1 million.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Capital expenditures for the first six months of fiscal year 2026 were $40.2 million, and full fiscal year capital expenditures are expected to be approximately $60 - $80 million.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Management believes that the presentation of these measures provides investors with greater transparency when comparing operating results across a broad spectrum of companies, which provides a more complete understanding of our financial performance, competitive position, prospects for future capital investment and debt reduction.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Strategy & priorities

Our pipeline of M A opportunities remains robust, reflecting the strength of our strategy and our disciplined approach to pursuing high-quality acquisition targets .

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Balance Sheet, Liquidity and Capital Allocation The Company generated significant operating cash of $373.2 million for the first six months of fiscal year 2026 through improved earnings, which included a distribution of $273.2 million from the AVAIL JV following the sale of its Electrical Products Group, coupled with a continued focus on working capital management.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

The Company completed a $30.1 million acquisition during the quarter as part of its capital allocation strategy.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Risks & headwinds

This press release may contain forward-looking statements that involve risks and uncertainties including, but not limited to, changes in customer demand for our manufactured solutions, including demand by the construction markets, the industrial markets, and the metal coatings markets.

SEC original ↗Azz Inc. — Earnings release (8-K exhibit)EX-99Oct 8, 2025

Legal Proceedings 46 Item 1A.

SEC original ↗Azz Inc. — 10-Q Quarterly report10-QOct 13, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

30 documents

Earnings releases

9 documents

Presentations

0 documents

No presentations for Azz Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Azz Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.