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Nov 30, 2025
Azz Q3 2026 Earnings Report
AZZ Inc. reported higher revenue, EPS, and net income in Q3 2026 driven by strength in its Metal Coatings segment.
Key Takeaways
AZZ Inc. posted strong Q3 2026 results with sales growing to $425.7 million and net income increasing to $41.1 million. Adjusted EBITDA also rose slightly. Metal Coatings drove the growth, while Precoat Metals experienced a slight decline due to soft demand in some end-markets.
Revenue reached $425.7 million, with growth driven by Metal Coatings.
Adjusted EPS was $1.52, reflecting disciplined execution.
Precoat Metals segment faced weaker end-market demand.
Debt was reduced by $35 million during the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
AZZ narrowed its full-year FY2026 guidance, reflecting confidence in its execution and market conditions.
Positive Outlook
- Sales guidance range narrowed to $1.625B–$1.7B.
- Adjusted EPS guidance set at $5.90–$6.20.
- Adjusted EBITDA forecasted at $360M–$380M.
- Strong demand in infrastructure end-markets supports Metal Coatings.
- Continued ramp-up at new Missouri facility in line with expectations.
Challenges Ahead
- Softness expected to persist in HVAC and transportation markets.
- Precoat Metals segment faces continued pressure.
- Assumes no contribution from new M&A activity.
- Interest rate and macroeconomic uncertainty remain risks.
- No further earnings from AVAIL JV included in outlook.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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