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Feb 28, 2025
Azz Q4 2025 Earnings Report
AZZ reported a year-over-year decline in revenue for Q4 2025 but achieved higher net income and EPS due to improved cost management.
Key Takeaways
AZZ Inc. experienced a 4% decline in revenue during Q4 2025 primarily due to inclement weather, but still managed to increase net income and adjusted EPS compared to the prior year, demonstrating strong cost control and operational execution.
Revenue by Segment
Forward Guidance
AZZ reaffirmed its FY2026 guidance, projecting higher revenue and profitability supported by strategic initiatives and operational execution.
Positive Outlook
- FY26 revenue guidance between $1.625B and $1.725B
- Adjusted EPS projected between $5.50 and $6.10
- EBITDA margin expected at 27%-32% for Metal Coatings
- Planned capital expenditures of $60M–$80M
- AVAIL transaction to bring in $200M+ in proceeds
Challenges Ahead
- Weather-related disruptions impacted Q4 sales
- Lower demand in transportation markets
- Decline in Q4 segment sales year-over-year
- Legal and severance expenses affected net income
- No contribution assumed from potential M&A activity
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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