Brief: AZZ Q1 Adjusted EPS USD 1.78 Vs. IBES Estimate USD 1.58

AZZ

09/07/2025 21:15

Overview

AZZ fiscal Q1 sales rise 2.1% but missed analyst expectations, per LSEG data

Adjusted EPS for fiscal Q1 beats consensus, reflecting strong operational performance, per LSEG data

The provider of hot-dip galvanizing and coil coating solutions reduces debt by $285 mln and raises quarterly dividend to $0.20

Outlook

AZZ sees FY2026 sales of $1.625 - $1.725 bln

Company expects FY2026 adjusted EBITDA of $360 - $400 mln

AZZ projects FY2026 adjusted diluted EPS of $5.75 - $6.25

Result Drivers

SALES MISS - Total sales rose 2.1% to $422 million, missing analyst expectations of $435.9 million

METAL COATINGS GROWTH - Sales in Metal Coatings increased 6.0%, driven by infrastructure project spending

PRECOAT METALS DECLINE - Precoat Metals sales fell 0.8% due to decreased volume in construction, HVAC, and appliance markets

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Miss
$421.96 mln
$435.90 mln (7 Analysts)
Q1 Adjusted EPS
Beat
$1.78
$1.58 (8 Analysts)
Q1 Net Income
$170.91 mln


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 $108.00, about 8.5% above its July 8 closing price of $98.81

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn4BPYtga

(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.)