NYSE$AZZ

Azz Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Reported strong sales growth driven quarterly results and narrowed and raised fiscal year 2025 financial guidance.

AZZ Inc. reported a 5.8% increase in total sales, reaching $403.7 million, and an adjusted EPS of $1.39. The company's adjusted EBITDA grew to $90.7 million, representing 22.5% of sales, driven by higher volume and operational productivity. Debt was reduced by $35 million during the quarter.

  • Total sales increased by 5.8% to $403.7 million.
  • Net income rose by 25.0% to $33.6 million.
  • GAAP diluted EPS increased by 21.7% to $1.12 per share, while adjusted diluted EPS increased by 16.8% to $1.39.
  • Adjusted EBITDA reached $90.7 million, or 22.5% of sales.

Headline financials

Total Revenue

$404M

Previous: $382M+5.8%
EPS (adj)

$1.39

Previous: $0.92+51.1%
Adjusted EBITDA

$90.7M

No prior period
Metal Coatings EBITDA

$53.1M

No prior period
Precoat Metals EBITDA

$45M

No prior period
Capital Expenditures

-$85.9M

Previous: -$66.9M-28.5%
Net Income

$33.6M

Previous: $26.9M+25.0%
Operating Income

$58.5M

Previous: $52.8M+10.8%
Gross Profit

$97.8M

Previous: $88.1M+10.9%
Stock-Based Comp

$3.8M

Previous: $2.19M+73.5%

Revenue & EPS history

Azz · Revenue · Quarterly

$404M

Q3 2025+5.8%vs Q3 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 25% and excludes any federal regulatory changes that may emerge.

Tailwinds

  • Sales are expected to be between $1.550 and $1.600 billion.
  • Adjusted EBITDA is projected to be between $340 and $360 million.
  • Adjusted diluted EPS is expected to be between $5.00 and $5.30.
  • Includes approximately $15 - $18 million of equity income from AZZ’s minority interest in its unconsolidated subsidiary.
  • Excludes the impact of any future acquisitions.

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 2025

Historical avgQ3 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%

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