NYSE$AZZ

Azz Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong year-over-year financial results with EPS of $0.85.

AZZ Inc. reported a 2.3% increase in sales, reaching $231.7 million, and a 7.0% increase in net income, amounting to $21.1 million, compared to the same quarter last year. Diluted earnings per share increased to $0.85, up from $0.76 in the prior year. Bookings also increased to $248.0 million, resulting in a book-to-sales ratio of 1.07.

  • Diluted earnings per share increased by 11.8% to $0.85.
  • Sales increased by 2.3% year-over-year to $231.7 million.
  • Net income increased by $1.4 million to $21.1 million.
  • Bookings for the quarter increased to $248.0 million, with a book-to-sales ratio of 1.07.

Headline financials

Total Revenue

$232M

Previous: $227M+2.3%
EPS (adj)

$0.85

Previous: $0.80+6.2%
Capital Expenditures

-$19.1M

Previous: -$27.9M+31.4%
Free Cash Flow

$1.95M

Previous: -$8.18M+123.9%
Net Income

$21.1M

Previous: $19.7M+7.0%
Operating Income

$30.1M

Previous: $27.9M+8.0%
Gross Profit

$57M

Previous: $54.7M+4.2%
Cash & Equivalents

$20.4M

Previous: $19.2M+6.0%
Total Assets

$1.04B

Previous: $1.01B+2.7%
Stock-Based Comp

$1.86M

Previous: $1.69M+10.1%

Revenue & EPS history

Azz · Revenue · Quarterly

$232M

Q3 2022+2.3%vs Q3 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Azz · $133M total across 1 segment · Q3 2022

  • Metal Coatings
    $133M+15.4%

Forward guidance

The company reaffirms its sales guidance and narrows its earnings per share guidance for fiscal year 2022.

Tailwinds

  • Anticipate annual sales to be in the range of $865 million to $925 million.
  • Earnings per share to be in the range of $3.00 to $3.20 per diluted share for fiscal year 2022.
  • Highly focused on growing the Metal Coatings segment.
  • Completing and integrating recently announced hot-dip galvanizing acquisitions.
  • Focusing the Infrastructure Solutions team on supply chain improvements and increasing its craft pool.

Headwinds

  • Fiscal year 2022 guidance excludes the impact of any future divestitures or acquisitions.
  • Facing higher labor and material costs.
  • Several business units were affected by material delivery delays, including customer supplied components.
  • Several business units were affected by labor shortages.
  • Potential adverse impacts from the ongoing COVID-19 pandemic.

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 Q3 2022

Historical avgQ3 2022

-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%

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