Company Overview - AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions in North America, serving a broad range of end-markets [2] - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of buildings, products, and infrastructure essential to everyday life [2] Investor Engagement - AZZ's management, including CFO Jason Crawford and Senior VP David Nark, will participate in investor conferences, hosting one-on-one meetings with investors [1][4] - The 17th Annual Evercore ISI Industrial Conference is scheduled for March 4, 2025, in New York City, and the 37th Annual Roth Conference will take place from March 16-18, 2025, in Laguna Beach, California [4]

Company Performance - AZZ shares have increased by 18.8% over the past month and reached a new 52-week high of $98.13 [1] - Year-to-date, AZZ has gained 19.1%, outperforming the Zacks Industrial Products sector's 2.1% and the Zacks Manufacturing - Electronics industry's -0.9% [1] Earnings and Valuation - AZZ has a strong record of positive earnings surprises, having beaten earnings consensus estimates in the last four quarters [2] - In the latest earnings report on January 7, 2025, AZZ reported EPS of $1.39, exceeding the consensus estimate of $1.29, and beat revenue estimates by 0.84% [2] - The stock trades at 18.8X current fiscal year EPS estimates, below the peer industry average of 22.3X, and has a trailing cash flow multiple of 10.9X compared to the peer group's average of 19.1X [6] Style and Zacks Rank - AZZ has a Value Score of A, a Growth Score of B, and a Momentum Score of D, resulting in a combined VGM Score of A [5] - The stock currently holds a Zacks Rank of 2 (Buy), indicating rising earnings estimates and potential for further gains [7] Industry Comparison - The Manufacturing - Electronics industry is in the top 24% of all industries, suggesting favorable conditions for both AZZ and its peers [10] - Enersys (ENS), a peer in the industry, has a Zacks Rank of 1 (Strong Buy) and has also shown strong earnings performance, with a 10.3% increase in shares over the past month [8][9]

Company Overview - AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions in North America, serving a broad range of end-markets [2] - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential buildings, products, and infrastructure [2] Investor Engagement - David Nark, Senior Vice President of Marketing, Communications, and Investor Relations, will participate in investor conferences, including the Citi 2025 Global Industrial Technology and Mobility Conference and the J.P. Morgan Global High Yield & Leveraged Finance Conference [1][4] - AZZ's management will host one-on-one investor meetings during these events, with specific details for arranging meetings provided [1] Financial Communication - AZZ will present at the J.P. Morgan conference on February 24, 2025, at 5:15 p.m. Eastern [4] - Virtual participation will not be available for the investor presentation on February 24, 2025 [1]

Core Viewpoint - AZZ Inc. has announced its financial guidance for fiscal year 2026, projecting growth in sales, adjusted EBITDA, and adjusted diluted EPS compared to fiscal year 2025 [1][2]. Financial Guidance - FY2025 Sales: $1.550 - $1.600 billion; FY2026 Sales: $1.625 - $1.725 billion [1] - FY2025 Adjusted EBITDA: $340 - $360 million; FY2026 Adjusted EBITDA: $360 - $400 million [1] - FY2025 Adjusted Diluted EPS: $5.00 - $5.30; FY2026 Adjusted Diluted EPS: $5.50 - $6.10 [1] Operational Focus - The company aims to drive sustainable, profitable organic growth and execute a robust M&A pipeline while generating strong free cash flow [2]. - The Metal Coatings EBITDA range is expected to increase to 27% to 32%, while the Precoat Metals EBITDA range is maintained at 17% to 22% [2]. - Production ramp-up of a new coil coating line in Washington, Missouri is anticipated to reach normal run-rate performance in the second half of FY2026 [2]. Capital Expenditures and Debt Management - Capital expenditures for FY2026 are expected to be approximately $60 to $80 million, down from $100 to $120 million for FY2025 [5]. - Debt reduction is projected in the range of $140 to $180 million, with a debt-to-leverage ratio estimated between 1.5 to 2.5 times [5]. Company Overview - AZZ Inc. is recognized as the leading independent provider of hot-dip galvanizing and coil coating solutions, serving a broad range of end-markets [3]. - The company emphasizes its industry-leading margins, returns, and free cash flow, along with a strong operational footprint in its served markets [2].

Group 1 - AZZ Inc is a leading provider in the metal coatings sector and has shown promising Q3'25 results, attracting interest for potential investment [1] - The company operates with a focus on high-quality stocks and disciplined capital allocation, aiming for exceptional returns on capital [1] Group 2 - The article reflects a personal investment philosophy centered on investing in businesses that can compound their invested capital over long periods [1]

Executive Appointments - Jeff Vellines will serve as President and Chief Operating Officer of the Precoat Metals business segment effective March 1, 2025 [1] - Kurt Russell, former President and COO of Precoat Metals, will transition to Senior Vice President and Chief Strategic Officer to focus on growth initiatives [1] - Jeff Vellines joined Precoat Metals in 2011 and has held various leadership roles including Director of Strategic Planning, Vice President of Sales, and Senior Vice President of Commercial Operations [2] - Jeff Vellines was appointed President of AZZ Precoat Metals in Q1 2024 and has a B A in Communications and an M B A from Northwestern's Kellogg School of Management [2] Leadership Commentary - CEO Tom Ferguson expressed excitement about Kurt Russell's new role, citing his extensive experience in the metal coatings industry and successful track record at AZZ Precoat Metals [3] - The promotions of Jeff Vellines and Kurt Russell demonstrate the company's leadership strength, commitment to talent development, and focus on executing strategic plans [3] Company Overview - AZZ Inc is the leading independent provider of hot-dip galvanizing and coil coating solutions in North America [1] - The company operates in the metal coatings market, serving construction and industrial markets [4] - Key raw materials used in AZZ's processes include zinc and natural gas [4]

Core Viewpoint - AZZ Inc. has announced a third quarter cash dividend of $0.17 per share, payable on February 20, 2025, to shareholders of record as of January 30, 2025 [1] Company Overview - AZZ Inc. is a leading independent provider of hot-dip galvanizing and coil coating solutions, serving a broad range of end-markets [3] - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of buildings, products, and infrastructure essential to everyday life [3] Dividend Policy - AZZ intends to pay regular quarterly cash dividends for the foreseeable future, with future dividends subject to review and declaration by the Board of Directors at their discretion [2] - The company is committed to enhancing shareholder value based on various factors, including operating results, financial condition, and business outlook [2]

Investors interested in Manufacturing - Electronics stocks are likely familiar with AZZ (AZZ) and Emerson Electric (EMR) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies ...

AZZ Inc. (NYSE:AZZ) Q3 2025 Earnings Conference Call January 8, 2024 11:00 AM ET Company Participants Sandy Martin - Investor Relations, Three Part Advisors Tom Ferguson - President and Chief Executive Officer Jason Crawford - Chief Financial Officer David Nark - Senior Vice President, Marketing, Communications, and Investor Relations Officer Conference Call Participants Matthew Krueger - Baird John Franzreb - Sidoti & Company Mark Reichman - Noble Capital Markets Adam Thalhimer - Thompson Davis Daniel Rizz ...

Core Insights - AZZ Inc. reported third-quarter fiscal 2025 earnings of $1.39 per share, exceeding the Zacks Consensus Estimate of $1.29, with a year-over-year increase of 16.8% [1] - Total revenues reached $403.7 million, surpassing the consensus estimate of $400 million, and reflecting a 5.8% year-over-year growth driven by market share growth and improvements in end markets such as construction, HVAC, and transportation [1] Segmental Results - The company operates two reportable segments: Metal Coatings and Precoat Metals - Revenues from the Metal Coatings segment, which accounted for 41.8% of total revenues, were $168.6 million, a 3.3% increase year over year, slightly below the consensus estimate of $169 million [3] - Revenues from the Precoat Metals segment, representing 58.2% of total revenues, totaled $235.1 million, up 7.6% year over year, matching the consensus estimate of $235 million [3] Margin Profile - Cost of sales increased by 4.2% year over year to $305.9 million, while gross profit rose by 10.9% to $97.8 million - The adjusted gross margin improved to 24.2% from 23.1% in the previous year [4] - Selling, general, and administrative expenses increased by 11.1% year over year to $35.3 million, and adjusted EBITDA grew by 5% to $90.7 million [4] Balance Sheet and Cash Flow - At the end of the fiscal third quarter, AZZ had a cash balance of $1.5 million, down from $4.3 million at the end of fiscal 2024, with long-term debt at $879.5 million [5] - In the first nine months of fiscal 2025, the company generated net cash of $185.6 million from operating activities, compared to $180.9 million in the same period last year [5] - Capital expenditures for property, plant, and equipment were $85.9 million, reflecting a 28.5% year-over-year increase [5]