The raised FY2027 guidance across all key metrics (sales, EBITDA, EPS) with sustained double-digit organic growth and margin expansion in both segments signals strong operational momentum. Monitor the Q3 earnings call for continued execution on the raised guidance and any incremental M&A or capital deployment updates.
Price Chart
Executive Summary
AZZ reported Q2 FY2027 adjusted EPS of $2.00 (8.4% beat vs $1.84 consensus) on record sales of $486.9M (+16.7% YoY), with both Metal Coatings and Precoat Metals segments delivering record quarterly sales and earnings. The company raised full-year FY2027 guidance for sales, Adjusted EBITDA, and Adjusted Diluted EPS, reflecting sustained momentum and increased confidence in the outlook.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $2.00 beat consensus of $1.84 by 8.4%
- Total sales of $486.9M, up 16.7% YoY, a record quarter
- Metal Coatings sales +22.9% YoY to $233.5M; Precoat Metals +11.5% to $253.4M
- Consolidated Adjusted EBITDA of $110.9M (22.8% of sales), up 25.0% YoY
- Operating cash flow of $102.8M in Q2, up 76.1% YoY
- Raised FY2027 guidance: sales to $1.825-$1.875B, Adj. EBITDA to $380-$420M, Adj. Diluted EPS to $7.00-$7.30
- Net leverage ratio improved to 1.3x trailing twelve months Adjusted EBITDA
- Repurchased 136,303 shares for $20.0M at avg $146.71; quarterly dividend increased 20% to $0.24/share
Financial Impact
EPS beat of $0.16 (8.4%) on a $463.4M consensus; revenue beat of $23.5M (5.1%); guidance raised by $0.25-$0.15 at the midpoint for EPS and $25M-$25M for sales
Risk Factors
- GAAP net income declined 34.6% YoY due to prior-year gain from AVAIL JV sale of Electrical Products Group, which may confuse headline readers
- Precoat Metals segment saw lower volume in HVAC/appliances and transportation end markets partially offsetting gains
- Capital expenditures of $80-100M expected for FY2027, up from prior range, with associated execution risk
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302907554 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $133.39 | awaiting T+60 | — | $136.71 (+2.49%) |
Oct 15, 2026 11d ago | 10-Q/A | $129.56 | awaiting T+60 | — | $136.71 (+5.52%) |
Oct 13, 2026 13d ago | 8-K | $137.66 | awaiting T+60 | — | $136.71 (−0.69%) |
Oct 13, 2026 13d ago | Press Release | $137.66 | awaiting T+60 | — | $136.71 (−0.69%) |
Oct 8, 2026 18d ago | 8-K | $136.85 | awaiting T+60 | — | $136.71 (−0.10%) |
Aug 21, 2026 9w ago | Institutional Cluster | $141.28 | awaiting T+60 | — | $136.71 (−3.23%) |
Aug 14, 2026 10w ago | Insider Cluster | $153.24 | awaiting T+60 | — | $136.71 (−10.79%) |
Aug 3, 2026 12w ago | 8-K | $149.18 | awaiting T+60 | — | $136.71 (−8.36%) |
Jul 8, 2026 15w ago | Press Release | $140.90 $139.39 | ▼ −1.07% | ▼ −2.71% | $136.71 (−2.97%) |
May 28, 2026 21w ago | 8-K | $140.15 $141.28 | ▲ +0.81% | ▼ −0.93% | $136.71 (−2.45%) |
US Market Status
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