AZZ Inc. (NYSE:AZZ ) Q2 2026 Earnings Call October 9, 2025 11:00 AM EDT Company Participants Thomas Ferguson - President, CEO & Director Jason Crawford - Chief Financial Officer David Nark - Chief Marketing, Communications & Investor Relations Officer Conference Call Participants Sandra Martin - Three Part Advisors, LLC Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Nick Giles - B.

AZZ (AZZ) came out with quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $1.37 per share a year ago.

Solid Quarterly Results Highlight Growth in Sales, EPS and Cash Flow Fiscal Year 2026 Guidance Remains Unchanged FORT WORTH, Texas , Oct. 8, 2025 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions, today announced financial results for the second quarter ended August 31, 2025.  Fiscal Year 2026 Second Quarter Overview  (as compared to prior fiscal year second quarter(1)): Total Sales of $417.3 million, up 2.0% Metal Coatings sales of $190.0 million, up 10.8% Precoat Metals sales of $227.3 million, down 4.3% Net Income of $89.3 million, up 152.3%; Adjusted net income of $46.9 million, up 13.8% GAAP diluted EPS of $2.95 per share, up 150.0%; Adjusted diluted EPS of $1.55, up 13.1% Consolidated Adjusted EBITDA of $88.7 million or 21.3% of sales, versus prior year of $91.9 million, or 22.5% of sales Segment Adjusted EBITDA margin of 30.8% for Metal Coatings and 20.2% for Precoat Metals Infrastructure Solutions Adjusted EBITDA of $(2.3) million, excluding the gain and other adjustments Cash provided by operating activities in the quarter of $58.4 million, up 23% from last year Completed the acquisition of a galvanizing facility in Canton, Ohio for $30.1 million Cash dividend of $0.20 per share to common shareholders paid during the quarter (1) Adjusted Net Income, Adjusted EPS, Adjusted EBITDA, and net leverage ratio are non-GAAP financial measures as defined and reconciled in the tables below.

With the next major earnings season expected to take place in mid-October 2025, a handful of firms are getting ahead of the action later in the month by releasing results before that time. It's not always clear how a company's earnings report will impact its share price—sometimes firms see a price dip even when they post generally strong financials because investors are looking for a specific key metric.

Here is how AZZ (AZZ) and Life360 (LIF) have performed compared to their sector so far this year.

AZZ Inc. (NYSE:AZZ) will release earnings results for the second quarter, after the closing bell on Wednesday, Oct. 8.

FORT WORTH, Texas , Oct. 2, 2025 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions, today announced its Board of Directors has authorized a second quarter cash dividend in the amount of $0.20 per share on the Company's outstanding shares of common stock. The dividend is payable on November 6, 2025, to shareholders of record as of the close of business on October 16, 2025.

AZZ's revenue momentum looks durable, with the company set to benefit from U.S. infrastructure spending, reshoring trends, and Fed-driven cyclical recovery, while capacity expansion and bolt-on M&A provide additional levers. Margins are positioned to move higher, supported by operating leverage, strong execution, and efficiency gains, with the new Washington, Missouri facility expected to transition from startup costs to margin-accretive production. Valuation remains reasonable despite a premium to history, as AZZ now offers better visibility, a stronger balance sheet, and consistent delivery, making the Buy rating still justified in light of.

AZZ (AZZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AZZ (AZZ) is well positioned to outperform the market, as it exhibits above-average growth in financials.