The raised FY2027 guidance across all three metrics (sales, EBITDA, EPS) signals management's confidence in sustained momentum. With both segments delivering record sales and margins expanding, the key watch item is whether Precoat Metals can maintain its 100bps margin improvement as HVAC/appliance headwinds persist. The 1.3x net leverage provides ample balance sheet capacity for further M&A.
Price Chart
Executive Summary
AZZ reported record Q2 FY2027 results with total sales of $486.9M (+16.7% YoY) and adjusted diluted EPS of $2.00 (+29.0% YoY), beating consensus estimates of $1.87. The company raised its full-year FY2027 guidance across all metrics (sales, Adjusted EBITDA, Adjusted EPS), reflecting strong execution in both Metal Coatings and Precoat Metals segments.
Key Financial Metrics
Key Facts
- Record quarterly sales of $486.9M, up 16.7% YoY
- Adjusted diluted EPS of $2.00, up 29.0% YoY, beating consensus of $1.87
- Both segments set record quarterly sales: Metal Coatings $233.5M (+22.9%), Precoat Metals $253.4M (+11.5%)
- Consolidated Adjusted EBITDA of $110.9M, or 22.8% of sales, vs 21.3% a year ago
- Operating cash flow for the quarter of $102.8M, up 76.1% YoY
- Raised FY2027 guidance: Sales to $1.825-$1.875B (from $1.80-$1.85B), Adjusted EBITDA to $380-$420M (from $375-$415M), Adjusted Diluted EPS to $7.00-$7.30 (from $6.75-$7.15)
- Net leverage improved to 1.3x from 1.4x at year-end
- Repurchased 136,303 shares for $20.0M; increased quarterly dividend 20% to $0.24/share
- Completed acquisition of Seattle Galvanizing for $57.5M
Financial Impact
Record quarterly sales of $486.9M (+16.7% YoY), adjusted EPS $2.00 beat consensus $1.87 by 6.7%; FY2027 guidance raised across all metrics
Risk Factors
- Precoat Metals segment faces headwinds from lower volume in HVAC, appliances, and transportation end markets
- Exposure to zinc and natural gas cost inflation in the hot-dip galvanizing process
- Integration risk from Seattle Galvanizing acquisition
- Potential impact from tariffs or federal regulatory changes excluded from guidance
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000008947-26-000188 |
| Document: azz-20261013.htm | 0000008947-26-000188 |
| Document: 0000008947-26-000188-index-headers.html | 0000008947-26-000188 |
| Document: 0000008947-26-000188-index.html | 0000008947-26-000188 |
| Document: 0000008947-26-000188.txt | 0000008947-26-000188 |
| 8-K Data (Synthetic) | 0000008947-26-000188 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $133.39 | awaiting T+60 | — | $135.80 (+1.81%) |
Oct 15, 2026 11d ago | 10-Q/A | $129.56 | awaiting T+60 | — | $135.80 (+4.82%) |
Oct 13, 2026 13d ago | 8-K | $137.66 | awaiting T+60 | — | $135.80 (−1.35%) |
Oct 13, 2026 13d ago | Press Release | $137.66 | awaiting T+60 | — | $135.80 (−1.35%) |
Oct 8, 2026 18d ago | 8-K | $136.85 | awaiting T+60 | — | $135.80 (−0.76%) |
Aug 21, 2026 9w ago | Institutional Cluster | $141.28 | awaiting T+60 | — | $135.80 (−3.88%) |
Aug 14, 2026 10w ago | Insider Cluster | $153.24 | awaiting T+60 | — | $135.80 (−11.38%) |
Aug 3, 2026 12w ago | 8-K | $149.18 | awaiting T+60 | — | $135.80 (−8.97%) |
Jul 8, 2026 15w ago | Press Release | $140.90 $139.39 | ▼ −1.07% | ▼ −2.71% | $135.80 (−3.62%) |
May 28, 2026 21w ago | 8-K | $140.15 $141.28 | ▲ +0.81% | ▼ −0.93% | $135.80 (−3.10%) |
US Market Status
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