AZZ Inc
AZZ
$105.15 -1.53%
Exchange: NYSE | Sector: Industrials | Industry: Manufacturing Metal Fabrication
Q1 2026
Published: Jul 9, 2025

Earnings Highlights

  • Revenue of $421.96M up 2.1% year-over-year
  • EPS of $5.66 increased by 513.8% from previous year
  • Gross margin of 24.7%
  • Net income of 170.91M
  • ""Having grown up in Austin, I've river rafted the Guadalupe and camped along its banks often...we are pleased to share our first quarter results...record high sales" - Tom Ferguson" - Tom Ferguson
AZZ
AZZ Inc

Executive Summary

AZZ Inc reported exceptional performance in the first quarter of fiscal year 2026, marked by record sales, adjusted EBITDA, and earnings per share (EPS). Total revenue reached $422 million, a 2.1% increase year-over-year, primarily driven by growth in the Metal Coatings segment which saw a 6% rise due to higher steel volumes. The company achieved an adjusted EBITDA margin of 25.2%, reflecting operational resilience and effective cost management amidst ongoing industry challenges. Management emphasized strategic acquisitions, including the Canton Galvanizing facility, and highlighted a robust outlook based on infrastructure spending and operational efficiencies. In a significant move, the board increased the quarterly cash dividend by 17.6%, underlining the financial strength and commitment to returning value to shareholders.

Key Performance Indicators

Revenue
Increasing
421.96M
QoQ: 19.92% | YoY: 2.12%
Gross Profit
Increasing
104.13M
24.68% margin
QoQ: 32.28% | YoY: 1.42%
Operating Income
Decreasing
69.55M
QoQ: 72.01% | YoY: -0.29%
Net Income
Increasing
170.91M
QoQ: 745.70% | YoY: 331.56%
EPS
Increasing
5.71
QoQ: 739.71% | YoY: 513.77%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 421.96 5.66 +2.1% View
Q4 2025 351.88 0.67 -4.0% View
Q3 2025 403.65 1.12 +5.8% View
Q2 2025 409.01 1.18 +2.6% View
Q1 2025 413.21 -1.38 +5.7% View