NYSE$AZZ
Azz Inc · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
AZZ reported fiscal Q4 2026 sales of $385.1M and net income of $15.9M, with adjusted diluted EPS of $1.34.
Fourth-quarter sales rose 9.4% to $385.1 million. GAAP net income was $15.9 million ($0.53 diluted EPS) versus $20.2 million a year ago; adjusted net income was $40.4 million and adjusted diluted EPS was $1.34 (+36.7% YoY). Metal Coatings and Precoat Metals segment margins and FY2027 guidance are detailed in the earnings release.
- Q4 sales $385.1M (+9.4% YoY).
- GAAP diluted EPS $0.53; adjusted diluted EPS $1.34.
- FY2027 sales guidance $1.725–$1.775B; adjusted EPS $6.50–$7.00.
- Net leverage 1.4x after debt reduction and JV cash distributions.
Headline financials
Revenue & EPS history
Azz · Revenue · Quarterly
$385M
Revenue by segment
Azz · $399M total across 2 segments · Q2 2024
- Precoat Metals$229M-5.0%57.4%
- Metal Coatings$170M+2.4%42.6%
Forward guidance
Management reiterated fiscal 2027 guidance for sales of $1.725–$1.775 billion, adjusted EBITDA of $360–$400 million, and adjusted diluted EPS of $6.50–$7.00, excluding M&A.
Tailwinds
- Washington, Missouri plant expected accretive in FY2027.
- Capital expenditures planned at $80–$100M for capacity expansions.
- Debt reduction targeted at $130–$170M with continued dividends and buybacks.
Headwinds
- Precoat Metals volume pressure from residential construction and HVAC.
- GAAP EPS volatility from JV equity income and prior-year preferred redemption.
- Macro and tariff uncertainty noted in safe harbor language.
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 Q4 2026
-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
| Quarter | Report date | Reaction (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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