Monitor upcoming quarterly results for execution against FY2027 guidance and progress toward the $2.0B+ sales target. The presentation contains no new material information — the stock may trade on broader industrial sentiment rather than this filing.
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Executive Summary
AZZ Inc. filed an 8-K furnishing an investor presentation deck that reiterates its FY2027 guidance: sales of $1.725-$1.775 billion, Adjusted EBITDA of $360-$400 million, and Adjusted Diluted EPS of $6.50-$7.00. The presentation highlights the company's #1 market positions in metal coatings and coil coating, a net leverage of 1.4x, and a strategic target to grow sales to $2.0+ billion by FY2028. This is a routine investor materials update with no new material financial disclosures beyond previously stated guidance.
Key Facts
- FY2027 guidance reiterated: Sales $1.725-$1.775 billion, Adjusted EBITDA $360-$400 million, Adjusted Diluted EPS $6.50-$7.00
- TTM consolidated sales of ~$1.65 billion and TTM Adjusted EBITDA of $367.6 million (22.3% margin) for period ended February 28, 2026
- Net leverage of 1.4x as of February 28, 2026; TTM debt reduction of $385.3 million
- TTM share repurchases totaling $20 million; dividend increased 17.6% to $0.20/share in June 2025
- New aluminum coil coating line in Washington, MO (total investment ~$125M) operational and profitable ahead of expectations
- Management targets $2.0+ billion sales by FY2028 with >22% Adjusted EBITDA margin and >12% ROIC
Financial Impact
No new financial data beyond previously issued FY2027 guidance; TTM sales ~$1.65B, Adj. EBITDA ~$368M
Risk Factors
- Execution risk on FY2027 guidance and long-term growth targets
- Exposure to zinc and natural gas input costs in hot-dip galvanizing
- Macroeconomic slowdown impacting construction and industrial end markets
- Integration risk from bolt-on acquisitions
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000008947-26-000110 |
| Document: azz-20260528.htm | 0000008947-26-000110 |
| Document: 0000008947-26-000110-index-headers.html | 0000008947-26-000110 |
| Document: 0000008947-26-000110-index.html | 0000008947-26-000110 |
| Document: 0000008947-26-000110.txt | 0000008947-26-000110 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $133.39 | awaiting T+60 | — | $137.29 (+2.92%) |
Oct 15, 2026 12d ago | 10-Q/A | $129.56 | awaiting T+60 | — | $137.29 (+5.97%) |
Oct 13, 2026 14d ago | 8-K | $137.66 | awaiting T+60 | — | $137.29 (−0.27%) |
Oct 13, 2026 14d ago | Press Release | $137.66 | awaiting T+60 | — | $137.29 (−0.27%) |
Oct 8, 2026 19d ago | 8-K | $136.85 | awaiting T+60 | — | $137.29 (+0.32%) |
Aug 21, 2026 9w ago | Institutional Cluster | $141.28 | awaiting T+60 | — | $137.29 (−2.82%) |
Aug 14, 2026 10w ago | Insider Cluster | $153.24 | awaiting T+60 | — | $137.29 (−10.41%) |
Aug 3, 2026 12w ago | 8-K | $149.18 $135.99 | ▼ −8.84% | ▼ −10.62% | $137.29 (−7.97%) |
Jul 8, 2026 15w ago | Press Release | $140.90 $139.39 | ▼ −1.07% | ▼ −2.71% | $137.29 (−2.56%) |
May 28, 2026 21w ago | 8-K | $140.15 $141.28 | ▲ +0.81% | ▼ −0.93% | $137.29 (−2.04%) |
US Market Status
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