AZZ Inc (AZZ) Q1 2026 Earnings Report

Financial Performance:
- Revenue: $422 million, up 2.1% YoY.
- Gross Profit: $104.1 million (24.7% margin), a slight increase from the previous year.
- Operating Income: $69.5 million (16.5% margin), reflecting operational strength despite restructuring costs.
- Net Income: $170.9 million, a staggering increase of 331.56% YoY, influenced by the monetization of the Avail joint venture.
- EPS: $5.71, a remarkable 513.77% rise compared to the prior year.
- Adjusted EBITDA: $106.4 million, representing 25.2% of sales, a notable margin increase driven by efficiencies and volume gains.

Trends:
- Strong performance in the Metal Coatings segment due to heightened infrastructure spending.
- Gradual recovery from previous quarter challenges such as weather impacts.

Management Commentary:
"We are pleased to report record high sales...driven by infrastructure-related demand in key markets...our Metal Coatings segment...experienced growth in construction..." - Tom Ferguson, CEO.