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Feb 28, 2023

Azz Q4 2023 Earnings Report

Reported record full year results from continuing operations and sales growth.

Key Takeaways

AZZ Inc. reported a strong fourth quarter and fiscal year 2023, with sales of $336.5 million, up 16.0% on a comparable basis. The company's adjusted EPS was $0.30, and adjusted EBITDA was $57.2 million or 17.0% of sales.

Sales of $336.5 million, up 16.0% on a comparable basis.

Metal Coatings sales up 14.8% and Precoat Metals, on a comparable basis, up 17.0%.

GAAP Diluted EPS of $0.15, and Adjusted EPS of $0.30.

Adjusted EBITDA $57.2 million or 17.0% of sales.

Total Revenue
$337M
Previous year: $225M
+49.8%
EPS
$0.3
Previous year: $0.86
-65.1%
Gross Profit
$61.3M
Previous year: $55.2M
+10.9%
Cash and Equivalents
$2.82M
Previous year: $15.1M
-81.3%
Total Assets
$2.22B
Previous year: $1.13B
+96.1%

Azz

Azz

Azz Revenue by Segment

Forward Guidance

Management is reaffirming the fiscal year 2024 guidance with annual sales guidance range of $1.40 billion to $1.55 billion, adjusted EBITDA range of $300-$325 million and adjusted earnings per diluted share of $3.85-$4.35.

Positive Outlook

  • Strong performance within our segments
  • A seasonally higher first quarter

Challenges Ahead

  • Higher interest expense
  • Dividends on our Preferred Stock
  • The impact of an annualized effective tax rate of approximately 24%