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Aug 31
Azz Q2 2026 Earnings Report
AZZ reported strong Q2 2026 results with revenue growth and record net income driven by Metal Coatings.
Key Takeaways
AZZ delivered a solid quarter with a 2% increase in revenue and significantly higher net income. Adjusted EPS grew over 13%, led by strength in the Metal Coatings segment, while Precoat Metals saw headwinds from weaker demand.
Revenue reached $417.3M, up 2% YoY.
Net income surged to $89.3M, more than doubling YoY.
Metal Coatings grew 10.8% while Precoat Metals declined 4.3%.
Adjusted EBITDA margin was 21.3% despite macro pressures in some segments.
Azz
Azz
Azz Revenue by Segment
Azz Revenue by Geographic Location
Revenue by Segment
Metal Coatings Revenue
CapyFin.comPrecoat Metals Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.com Forward Guidance
AZZ reaffirmed its FY2026 guidance, anticipating sustained performance in Metal Coatings while monitoring Precoat Metals headwinds.
Positive Outlook
- FY2026 revenue guidance of $1.625B–$1.725B maintained
- Adjusted EPS expected in $5.75–$6.25 range
- EBITDA forecast of $360M–$400M
- Net leverage reduced to 1.7x
- Strong cash generation and capital discipline
Challenges Ahead
- Weaker demand persists in Precoat Metals segment
- Building construction and HVAC markets remain soft
- Pressure on EBITDA margin from sales mix shift
- Adjusted EBITDA declined slightly YoY
- Limited visibility into near-term market recovery for some end-markets
Revenue & Expenses
Visualization of income flow from segment revenue to net income