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AZZ Inc
Established in 1956 and headquartered in Fort Worth, Texas, AZZ Inc. has long been a key player in the protection, repair, and maintenance of critical infrastructure. The company's story is one of strategic positioning and targeted specialization. With a focus on metal coating services, AZZ has carved out a niche in the safeguarding of metal assets. Through its Metal Coatings segment, which provides galvanizing, powder coating, and anodizing services, AZZ extends the lifespan of steel components, aiding industries such as energy, transportation, and construction in preserving their substantial investments.
Meanwhile, AZZ's Infrastructure Solutions segment caters directly to industries with complex electrical and other infrastructure needs. Specializing in the design and manufacture of custom switchgear, electrical enclosures, and engineered solutions, this segment supplies essential products for power generation, transmission, and distribution. By integrating these offerings into their customers' project lifecycles, AZZ secures recurring revenue streams while establishing itself as a trusted partner. Through its dedication to quality and longevity, AZZ sustains its growth model, rooted in industrial functionality and resilience, turning protective and bespoke solutions into robust financial performance.
Established in 1956 and headquartered in Fort Worth, Texas, AZZ Inc. has long been a key player in the protection, repair, and maintenance of critical infrastructure. The company's story is one of strategic positioning and targeted specialization. With a focus on metal coating services, AZZ has carved out a niche in the safeguarding of metal assets. Through its Metal Coatings segment, which provides galvanizing, powder coating, and anodizing services, AZZ extends the lifespan of steel components, aiding industries such as energy, transportation, and construction in preserving their substantial investments.
Meanwhile, AZZ's Infrastructure Solutions segment caters directly to industries with complex electrical and other infrastructure needs. Specializing in the design and manufacture of custom switchgear, electrical enclosures, and engineered solutions, this segment supplies essential products for power generation, transmission, and distribution. By integrating these offerings into their customers' project lifecycles, AZZ secures recurring revenue streams while establishing itself as a trusted partner. Through its dedication to quality and longevity, AZZ sustains its growth model, rooted in industrial functionality and resilience, turning protective and bespoke solutions into robust financial performance.
Sales Growth: AZZ reported second quarter sales of $417.3 million, up 2% from the prior year, led by strong double-digit growth in the Metal Coatings segment.
Margin and EPS: Adjusted EPS rose 13.1% to $1.55, with adjusted net income of $46.9 million. Gross margin was 24.3%, down slightly from 25.3% last year.
Cash Flow & Debt: Operating cash flow improved by 23% to $58.4 million, and net leverage dropped to 1.7x from 2.7x last year due to debt paydown and refinancing.
Guidance Reiterated: Management reaffirmed guidance for FY 2026: sales of $1.625–$1.725 billion, adjusted EBITDA in the lower half of $360–$400 million, and adjusted EPS of $5.75–$6.25.
Precoat Market Share: Precoat Metals gained market share due to tariffs reducing imports, but overall segment sales declined 4.3% because of weak construction, HVAC, and appliance markets.
Infrastructure Tailwinds: Infrastructure project activity, supported by federal spending, continues to drive strong demand and order flow in utilities and related markets.
M&A Pipeline: AZZ is actively pursuing bolt-on acquisitions, particularly in galvanizing, but hasn't seen major assets come to market yet.
Washington Facility Ramp: The new Washington, Missouri facility is ramping production ahead of plan and is expected to turn positive in contribution margin in the second half.
