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 fourth quarter of fiscal 2025, AZZ Inc reported revenues of $351.9 million, a decrease of 4% compared to the same quarter last year, primarily due to adverse weather conditions causing significant disruption in construction activity. However, the company achieved a notable net income of $20.2 million, a year-over-year increase of 41.7%, indicating strong operational leverage and margin improvements despite the revenue decline. Management remains confident in the strategic direction, emphasizing robust demand in the construction sector driven by infrastructure investments and ongoing urbanization trends. Looking ahead, AZZ has reiterated its fiscal year 2026 guidance, anticipating sales between $1.625 billion and $1.725 billion, reflecting broader economic resilience and defined growth strategies.
Key Performance Indicators
Revenue
351.88M
QoQ: -12.83% | YoY:-4.01%
Gross Profit
78.72M
22.37% margin
QoQ: -19.49% | YoY:-2.87%
Operating Income
40.43M
QoQ: -30.92% | YoY:-4.35%
Net Income
20.21M
QoQ: -39.86% | YoY:41.69%
EPS
0.68
QoQ: -39.29% | YoY:19.30%
Revenue Trend
Margin Analysis
Key Insights
- **Q4 2025 Revenue**: $351.9 million (YoY: -4.0%, QoQ: -12.8%)
- **Gross Profit**: $78.7 million (Margin: 22.4%) (YoY: -2.9%, QoQ: -19.5%)
- **Operating Income**: $40.4 million (Margin: 11.5%) (YoY: -4.4%, QoQ: -30.9%)
- **Net Income**: $20.2 million (Margin: 5.7%) (YoY: +41.7%, QoQ: -39.9%)
- **EPS**: $0.68 (YoY: +19.3%, QoQ: -39.3%) Overall, AZZ's gross margins improved due to operational efficiencies despite lower volume driven by weather, reflecting effective cost management strategies.