AZZ Q4 adjusted EPS beat estimates

AZZ

22/04/2026 21:26

Overview

US metal coatings provider's fiscal Q4 sales rose 9%, slightly beating analyst expectations

Adjusted EPS for fiscal Q4 beat consensus, rising 37% yr/yr

Company repurchased $20 mln of shares and reduced net leverage ratio to 1.4x

Outlook

AZZ sees FY2027 sales of $1.725-$1.775 bln

Company expects FY2027 adjusted EBITDA of $360-$400 mln

AZZ projects FY2027 adjusted diluted EPS of $6.50-$7.00

Result Drivers

METAL COATINGS DEMAND - Q4 Metal Coatings sales rose 25.7% on increased infrastructure-related demand and a favorable comparison to last year's weather-impacted quarter

PRECOAT METALS SOFTNESS - Q4 Precoat Metals sales fell 2.4% due to lower end market demand in construction, transportation, and HVAC

OPERATIONAL EFFICIENCY - Metal Coatings EBITDA margins improved, supported by higher steel processing volumes and operational efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$385.10 mln
$383.84 mln (8 Analysts)
Q4 Adjusted EPS
Beat
$1.34
$1.22 (8 Analysts)
Q4 EPS
$0.53
Q4 Adjusted Net Income
Beat
$40.40 mln
$36.06 mln (3 Analysts)
Q4 Adjusted EBITDA
Beat
$81.30 mln
$79.40 mln (9 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the iron & steel peer group is "buy"

Wall Street's median 12-month price target for AZZ Inc is $137.50, about 0.7% above its April 21 closing price of $136.48

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)