AZZ
AZZ Inc
Q1 2026 Report
AZZ Inc (AZZ) Q1 2026 Financial Results: Strong Operational Performance and Market Positioning...
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Executive Summary
In the first quarter of fiscal 2025, AZZ Inc achieved record revenue of $413.2 million, representing a 5.7% increase year-over-year. The Metal Coatings segment exhibited robust performance with an EBITDA margin of 30.9%, while the infrastructure-related Precoat Metals also contributed positively with a notable EBITDA margin of 20.2%. The company reported a significant increase in adjusted net income of $44 million, up 31.9% from the prior year. Operational effectiveness, driven by leadership in both segments and improvements in zinc productivity, contributed to strong organic growth and profitability. Management highlights the importance of careful capital deployment and a strong balance sheet as they navigate the evolving market landscape, focusing on investments for growth, reducing debt, and returning value to shareholders through dividends.
Key Performance Indicators
Revenue
413.21M
QoQ: 12.72% | YoY:5.71%
Gross Profit
102.67M
24.85% margin
QoQ: 26.68% | YoY:5.82%
Operating Income
69.75M
QoQ: 65.00% | YoY:6.49%
Net Income
39.60M
QoQ: 177.66% | YoY:38.85%
EPS
-1.38
QoQ: -342.11% | YoY:-238.00%
Revenue Trend
Margin Analysis
Key Insights
**Revenue:** $413.2 million, up 5.7% YoY, up 12.72% QoQ **Gross Profit:** $102.67 million, gross margin at 24.8% **Operating Income:** $69.74 million, operating margin increased to 16.9% **Net Income:** $39.6 million, a YoY increase of 38.9%, QoQ increase of 177.7% **Adjusted EPS:** $1.46, represents an increase from $1.14 in prior year **Adjusted EBITDA:** $94.1 million, margin rose to 22.8%...