The beat-and-raise quarter supports continued upside. Watch for further margin expansion from the Washington, MO facility ramp and potential M&A contributions. The 1.4x leverage provides flexibility for bolt-on acquisitions or share buybacks.
Price Chart
Executive Summary
AZZ reported Q1 FY2027 adjusted EPS of $1.85, beating the $1.69 consensus by 9.5%, and revenue of $448.5M, beating the $434.5M estimate by 3.2%. The company raised its full-year FY2027 guidance across all metrics (sales to $1.80-$1.85B, adjusted EBITDA to $375-$415M, adjusted EPS to $6.75-$7.15), reflecting confidence in continued momentum. Both segments posted record quarterly sales, with Metal Coatings up 12.3% and Precoat Metals up 1.5%.
Key Financial Metrics
Key Facts
- Adjusted EPS of $1.85 beat consensus by $0.16 (+9.5%)
- Revenue of $448.5M beat consensus by $14.0M (+3.2%)
- Full-year FY2027 guidance raised: sales to $1.80-$1.85B, adjusted EBITDA to $375-$415M, adjusted EPS to $6.75-$7.15
- Metal Coatings sales up 12.3% YoY to $210.3M; Precoat Metals sales up 1.5% to $238.2M (record)
- Consolidated adjusted EBITDA margin 22.2%; net leverage ratio 1.4x
- Operating cash flow of $37.1M; dividend increased 20% to $0.24/share
Financial Impact
Adjusted EPS beat of 9.5% and revenue beat of 3.2%, with full-year guidance raised by $0.25-$0.15 at the midpoint for EPS and $75M for sales at the midpoint
Risk Factors
- Input cost inflation for zinc, paint, and natural gas could pressure margins
- Precoat Metals volume declines in construction, HVAC, and appliance end markets may persist
- Execution risk on $80-$100M growth capex for capacity expansions
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302821186 |
Track record builds as more directional reports settle.
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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