Monitor upcoming quarterly results for progress against FY2027 guidance, particularly the Washington, MO ramp and margin trajectory in Precoat Metals. The strong balance sheet and remaining buyback authorization provide downside support but do not alter the near-term outlook.
Price Chart
Executive Summary
AZZ Inc. filed an 8-K furnishing an investor presentation that reiterates its FY2027 revised guidance (sales $1.825-$1.875B, Adj. EBITDA $380-$420M, Adj. Diluted EPS $7.00-$7.30) and highlights a strong balance sheet (net leverage 1.3x), a $20M share repurchase year-to-date, and a +20% dividend increase announced in June 2026. The presentation is a routine update of strategic positioning and does not contain new material financial disclosures beyond what was already released on October 13, 2026.
Key Facts
- FY2027 revised guidance: Total Sales $1.825-$1.875B, Adj. EBITDA $380-$420M, Adj. Diluted EPS $7.00-$7.30 (per Q2 FY2027 earnings release on 10/13/2026).
- TTM sales (ended 08/31/2026) of $1.75B, TTM Adj. EBITDA of $383M, 22% Adj. EBITDA margin.
- Net leverage ratio of 1.3x as of 08/31/2026, down from 1.7x a year earlier.
- FY2027 YTD cash flow from operations of $140M as of 08/31/2026.
- $20M in share repurchases executed in FY2027 YTD, with ~$113M authorization remaining.
- +20% dividend increase announced in June 2026.
- Washington, MO greenfield facility expected to be accretive in FY2027 with 75% of capacity under take-or-pay contracts.
- Adjusted EBITDA per Credit Agreement (TTM) of $403M as of 08/31/2026 vs. $365M a year earlier.
Financial Impact
No new material financial impact; the presentation reiterates previously issued FY2027 guidance and provides updated non-GAAP reconciliations.
Risk Factors
- Construction and residential softness could pressure Precoat volumes.
- Input-cost inflation in zinc, paint, and freight may compress margins if not fully passed through.
- Execution risk on the Washington, MO greenfield plant ramp.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000008947-26-000200 |
| Document: azz-20261026.htm | 0000008947-26-000200 |
| Document: 0000008947-26-000200-index-headers.html | 0000008947-26-000200 |
| Document: 0000008947-26-000200-index.html | 0000008947-26-000200 |
| Document: 0000008947-26-000200.txt | 0000008947-26-000200 |
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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