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AZZ (AZZ) investor relations material
AZZ 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary19 Nov, 2025
Business transformation and strategy
Transitioned to a pure-play metal coatings company, focusing on hot-dip galvanizing and roll coating with 60 North American locations and leading market share in both segments.
Divested non-core electrical and welding businesses in 2022, acquiring Precoat Metals for $1.2 billion, which doubled the size of the business and improved margin consistency.
Set three-year goals to reach $2 billion in revenue by 2028, maintain 12%+ ROIC, and keep leverage between 1.5–2.5x.
Pursuing both organic and inorganic growth, with 68 M&A opportunities reviewed this year and 13 under NDA.
Raised dividend for the first time since 2017 and implemented a share buyback program.
Financial performance and capital allocation
Achieved $1.6 billion in sales and $392 million in EBITDA, with an 8% CAGR in both sales and adjusted EBITDA since transformation.
Metal coatings segment delivers 30–32% EBITDA margins; Precoat Metals runs at 20% margins.
Reduced leverage from 4.2x to 1.7x debt/EBITDA, two years ahead of schedule.
Focused on strategic M&A, maintaining a 12%+ ROIC, and opportunistic share repurchases.
Outperforms industry peers on revenue and EBITDA metrics, yet trades at a lower multiple.
Market drivers and end markets
Largest end market is construction (infrastructure, commercial, residential), followed by industrial, transportation, consumer, and electrical.
Benefiting from IIJA infrastructure spending, reshoring, nearshoring, and growth in data centers.
Precoat Metals capitalizes on the shift from plastics to aluminum in beverage packaging and increased use of pre-painted steel in appliances and construction.
Business model is insulated from steel/aluminum price volatility and tariffs, as customers supply the raw materials.
Historically outperforms GDP, with high single to low double-digit top-line growth guidance.
Describe M&A focus for multi-site acquisitions
How to sustain market share in fragmented markets?
Leverage target: How will you utilize the range?
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Q3 20267 Jan, 2026
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Frequently asked questions
AZZ Inc. is a leading fabricator and supplier of specialty steel products in the United States, Mexico, Canada and internationally. With more than 100 years of experience, the company offer galvanizing, metal coating solutions, welding solutions and services to the power generation, transmission, distribution, refining and industrial markets nationwide. AZZ manufactures standard equipment as well as customized solutions for specialized applications as required by their customers. The company aims to be able to deliver products for your needs with several different specialities at a time when you need them most.
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