AZZ
AZZ Inc
Q4 2025 Report
AZZ Inc (AZZ) Q4 2025 Financial Results: Resilience Amid Weather Disruptions and Strategic Growth Plans...
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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
421.96M
QoQ: 19.92% | YoY:2.12%
Gross Profit
104.13M
24.68% margin
QoQ: 32.28% | YoY:1.42%
Operating Income
69.55M
QoQ: 72.01% | YoY:-0.29%
Net Income
170.91M
QoQ: 745.70% | YoY:331.56%
EPS
5.71
QoQ: 739.71% | YoY:513.77%
Revenue Trend
Margin Analysis
Key Insights
- **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.