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AZZ (AZZ) investor relations material
AZZ Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary9 Oct, 2025
Executive summary
Second quarter sales rose 2% year-over-year to $417.3 million, with Metal Coatings up 10.8% and Precoat Metals down 4.3%.
Adjusted diluted EPS increased 13.1% to $1.55, while GAAP diluted EPS was $2.95, up 150%.
Net income surged 152.3% to $89.3 million, driven by gains from the AVAIL JV sale and strong Metal Coatings demand.
Cash from operations reached $58.4 million for the quarter, up 23% year-over-year.
Acquisition of a galvanizing facility in Canton, Ohio for $30.1 million completed.
Financial highlights
Consolidated adjusted EBITDA was $88.7 million (21.3% of sales), with Metal Coatings at 30.8% margin and Precoat Metals at 20.2%.
Operating income for the quarter was $68.5 million, up slightly from $67.6 million a year ago.
Interest expense dropped to $13.7 million, down from $21.9 million a year ago, due to debt paydown and repricing.
Net leverage ratio improved to 1.7x, down from 2.5x at the prior year-end.
Cash dividend of $0.20 per share paid during the quarter.
Outlook and guidance
Fiscal 2026 sales guidance reiterated at $1.625–$1.725 billion.
Adjusted EBITDA expected in the $360–$400 million range; adjusted diluted EPS forecasted at $5.75–$6.25.
Guidance assumes Metal Coatings EBITDA margin of 27–32% and Precoat Metals at 17–22%.
Excludes future acquisitions and equity in earnings from the AVAIL joint venture.
Anticipates multi-year tailwinds from infrastructure spending, especially in energy and power generation.
AVAIL JV cash impact on future capital allocation
Metal Coatings margin decline despite sales growth
AR securitization program's strategic implications
Tariff impact on Precoat Metals, positive & negative.
Confidence in zero Avail losses for Q3/Q4?
Washington, MO facility's EBITDA contribution ramp?
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Next AZZ earnings date
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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