AZZ Inc. (AZZ) Q2 2027 Earnings Call Transcript
AZZ Inc. ( AZZ ) Q2 2027 Earnings Call October 14, 2026 11:00 AM EDT Company Participants Thomas Ferguson - President, CEO & Director Jason Crawford - Chief Financial Officer David Nark - Chief Marketing, Communications & Investor Relations Officer Conference Call Participants Phillip Kupper - Three Part Advisors, LLC Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Richard Garchitorena - Barclays Bank PLC, Research Division Daniel Rizzo - Jefferies LLC, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Adam Thalhimer - Thompson, Davis & Company, Inc., Research Division Nick Giles - B.
What AZZ (AZZ) Said on Its Q2 Earnings Call
AZZ NYSE: AZZ reported record fiscal 2027 second-quarter sales of $486.9 million, up 16.7% from the prior-year period, as both its Metal Coatings and Precoat Metals segments posted double-digit revenue growth. The company also raised its full-year outlook, citing demand in construction, industrial and infrastructure markets, operational execution and contributions from recently completed investments.
AZZ's Strong Quarter Meets A Stubborn Price
AZZ Inc. (AZZ) demonstrates strong operating performance, with impressive revenue and adjusted EBITDA growth, but trades at a premium valuation. Underlying profitability and cash flow are robust, despite GAAP figures being distorted by prior-year joint venture gains. Metal Coatings leads with 22.9% revenue growth, while Precoat Metals improves margins, yet end-market demand remains mixed.
AZZ (AZZ) Tops Q2 Earnings and Revenue Estimates
AZZ (AZZ) came out with quarterly earnings of $2 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $1.55 per share a year ago.
AZZ: Even As Revenue Surges, The Stock Isn't Priced Right For An Upgrade
AZZ remains a 'hold' as valuation is fair despite operational optimism and upwardly revised FY2027 guidance. Revenue growth is driven by Metal Coatings and Precoat Metals segments, with the new Missouri facility expected to be accretive this year. Management raised FY2027 revenue guidance to $1.80–$1.85B and adjusted EPS to $6.75–$7.15, reflecting an improved outlook.
AZZ (AZZ) Dips More Than Broader Market: What You Should Know
AZZ (AZZ) closed the most recent trading day at $136.38, moving 1.54% from the previous trading session.
AZZ Inc. (AZZ) is Attracting Investor Attention: Here is What You Should Know
AZZ (AZZ) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
AZZ (AZZ) Is Considered a Good Investment by Brokers: Is That True?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
AZZ (AZZ) Beats Stock Market Upswing: What Investors Need to Know
AZZ (AZZ) closed the most recent trading day at $139.39, moving +2.94% from the previous trading session.
AZZ Raises Outlook as Infrastructure, Data Centers and Acquisitions Drive Growth
AZZ NYSE: AZZ outlined its growth strategy, updated financial outlook and acquisition priorities during a Sidoti investor presentation, highlighting demand from infrastructure, electrification, reshoring and selected data-center projects.
Is It Worth Investing in AZZ (AZZ) Based on Wall Street's Bullish Views?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
AZZ (AZZ) Falls More Steeply Than Broader Market: What Investors Need to Know
In the latest trading session, AZZ (AZZ) closed at $132.75, marking a -3.15% move from the previous day.
