NYSE$AZZ

Azz Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported second quarter results, driven by sales and margin expansion.

AZZ Inc. reported a 2.6% increase in total sales, reaching $409.0 million, and a 25.0% increase in net income to $35.4 million. Adjusted EPS increased by 7.9% to $1.37. The company also reduced debt by $20.0 million in the quarter and announced a repricing of their Term Loan B, reducing the borrowing rate by 75 basis points.

  • Total sales increased by 2.6% to $409.0 million.
  • Net income increased by 25.0% to $35.4 million.
  • Adjusted EPS increased by 7.9% to $1.37.
  • Debt was reduced by $20.0 million in the quarter.

Headline financials

Total Revenue

$409M

Previous: $399M+2.6%
EPS

$1.18

Previous: $1.27-7.1%
Adjusted EBITDA

$91.9M

Previous: $88M+4.4%
Metal Coatings EBITDA

$54.4M

No prior period
Precoat Metals EBITDA

$50.2M

No prior period
Capital Expenditures

-$59.5M

Previous: -$42.7M-39.3%
Free Cash Flow

-$24.1M

Previous: -$14.4M-67.3%
Net Income

$35.4M

Previous: $28.3M+25.0%
Operating Income

$67.6M

Previous: $61M+10.9%
Gross Profit

$104M

Previous: $97.2M+6.4%
Cash & Equivalents

$2.15M

Previous: $2.11M+2.1%
Total Assets

$2.24B

Previous: $2.21B+1.2%
Stock-Based Comp

$4.91M

Previous: $2.12M+132.3%

Revenue & EPS history

Azz · Revenue · Quarterly

$409M

Q2 2025+2.6%vs Q2 2024
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Azz · $399M total across 2 segments · Q2 2024

  • Precoat Metals
    $229M-5.0%
  • Metal Coatings
    $170M+2.4%

Forward guidance

Revised Fiscal Year 2025 guidance reflects our best estimates given expected market conditions for the full year, lower interest expense, an annualized effective tax rate of 24% and excludes any federal regulatory changes that may emerge.

Tailwinds

  • Sales: $1.525 - $1.625 billion
  • Adjusted EBITDA: $320 - $360 million
  • Adjusted Diluted EPS: $4.70 - $5.10
  • Excludes the impact of any future acquisitions.
  • Includes approximately $15 - $18 million of equity income from AZZ’s minority interest in its unconsolidated subsidiary.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.7%

Avg return

Earnings day

-0.9%

Avg return

5 days after

+1.7%

Avg return

30 days after

38%

25 / 65 earnings

Positive

+19.3%

Q1 2019

Best reaction

-14.4%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-1.3%+4.9%+1.6%
Q3 2026+6.5%+10.9%+18.4%
Q2 2026-5.3%-5.3%-5.6%
Q1 2026+3.2%+4.9%+6.0%
Q4 2025+3.1%+9.8%+15.4%
Q3 2025-2.3%-1.6%+12.3%
Q2 2025-4.2%+0.6%+4.9%
Q1 2025+8.2%+10.9%-1.4%
Q4 2024+10.9%-4.4%+12.3%
Q3 2024-0.4%+1.5%+17.8%
Q2 2024+6.7%+3.5%+1.0%
Q1 2024+2.7%+4.4%+9.1%
Q4 2023-7.2%-4.8%-10.9%
Q3 2023+6.9%+4.2%-2.3%
Q2 2023-0.4%-15.0%+1.8%
Q1 2023-2.3%-3.4%+4.8%
Q4 2022-2.2%-5.2%-9.5%
Q3 2022-5.8%-6.5%-11.4%
Q2 2022+2.4%-2.5%+2.9%
Q1 2022+6.8%+2.2%+2.6%
Q4 2021-1.5%-1.1%+0.2%
Q3 2021+1.4%-4.1%+0.5%
Q2 2021-4.7%-6.5%+0.6%
Q1 2021-11.6%-12.3%+1.8%
Q4 2020+4.6%-4.6%+5.5%
Q3 2020-2.2%-1.3%-6.3%
Q2 2020+18.4%+15.9%+17.9%
Q1 2020+2.1%+0.2%-6.1%
Q4 2019-0.7%-5.2%-3.9%
Q3 2019+7.2%+9.7%+8.9%
Q2 2019-9.1%-6.1%-1.7%
Q1 2019+19.3%+21.2%+24.0%
Q4 2018-8.4%-6.8%+0.8%
Q3 2018-8.4%-6.8%+0.8%
Q2 2018-5.4%-8.0%-5.9%
Q1 2018-14.0%-12.9%-9.8%
Q4 2017-3.5%+3.7%-7.7%
Q3 2017-11.3%-6.7%-8.3%
Q2 2017-10.4%-14.8%-19.1%
Q1 2017+0.1%+0.3%+4.6%
Q4 2016-0.0%
Q3 2016-0.7%
Q2 2016-1.7%
Q1 2016-1.1%
Q4 2015+3.5%
Q3 2015-7.7%
Q2 2015+3.5%
Q1 2015+9.6%
Q4 2014-2.3%
Q3 2014-14.1%
Q2 2014-0.4%
Q1 2014-14.4%
Q4 2013-2.4%
Q3 2013+4.2%
Q2 2013+9.3%
Q1 2012+2.2%
Q1 2013-1.5%
Q4 2012+1.6%
Q4 2010+1.6%
Q3 2011-0.2%
Q3 2012-0.2%
Q2 2011-6.0%
Q2 2012-6.0%
Q4 2011-6.0%
Q1 2011-3.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro