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Edge12 Dec 2025
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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
AZZ
AZZ (AZZ) investor relations material
AZZ Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary8 Jan, 2026
Executive summary
Achieved record quarterly sales of $426 million and record trailing 12-month adjusted EBITDA of $358 million, reflecting strong execution and strategic focus.
Net income for the nine months ended November 30, 2025, was $301.3 million, driven by a significant gain from the AVAIL JV's sale of its Electrical Products Group and strong demand in utilities, construction, and consumer markets.
Third quarter sales rose 5.5% year-over-year to $425.7 million, driven by strong Metal Coatings performance and disciplined operational execution.
Maintained a quarterly cash dividend of $0.20 per share for the 63rd consecutive quarter.
Completed the sale of a majority interest in the WSI welding solutions business, simplifying the portfolio.
Financial highlights
Third quarter sales rose 5.5% year-over-year to $425.7 million, led by 15.7% growth in Metal Coatings.
Consolidated sales for the nine months increased 3.2% year-over-year to $1.26 billion; operating income rose 5.9% to $207.5 million.
Gross profit was $101.9 million (23.9% of sales), up from $97.8 million (24.2%) year-over-year.
Adjusted EBITDA for the nine months was $286.3 million, up from $276.7 million in the prior year.
Reported net income was $41.1 million; adjusted net income was $46 million, with adjusted diluted EPS of $1.52, up 9.4% year-over-year.
Outlook and guidance
Fiscal 2026 guidance narrowed: sales expected at $1.625–$1.7 billion, adjusted EBITDA at $360–$380 million, and adjusted diluted EPS at $5.90–$6.20.
Fiscal 2027 guidance to be released in the coming weeks.
Sales prices and demand in Metal Coatings and Precoat Metals segments are expected to remain stable, following typical seasonal patterns.
Customer inventories and volumes are at normal seasonal levels, supporting continued demand.
Anticipates easier year-over-year Q4 comparisons due to last year’s weather-related disruptions.
Precoat Metals demand outlook and strategy
Future financial impact of remaining AVAIL JV
Capital allocation priorities post-debt reduction
Precoat Metals: key drivers for market recovery
Metal Coatings margin pressure from project mix
Data center growth: specific opportunities for AZZ
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Next AZZ earnings date
Q4 202624 Apr, 2026
AZZ
Next AZZ earnings date
Q4 202624 Apr, 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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