Core Viewpoint - AZZ Inc. will review its financial results for the fourth quarter and fiscal year 2026 on April 23, 2026, with a press release to be issued after market close on April 22, 2026 [1]. Group 1: Financial Results Announcement - The conference call to discuss the financial results will take place at 11:00 a.m. ET on April 23, 2026 [1]. - Interested parties can access the conference call via specific phone numbers or through a webcast on the Company's Investor Relations page [2]. Group 2: Company Overview - AZZ Inc. is recognized as the leading independent provider of hot-dip galvanizing and coil coating solutions, serving a wide range of end-markets [3]. - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential infrastructure and products [3].

Core Viewpoint - AZZ Inc. announces significant changes in its Board of Directors, including the appointment of two new members and the retirement of the current Chairman, reflecting ongoing board refreshment initiatives aimed at enhancing governance and strategic direction [1][2]. Board Appointments - Aaron Schapper and Charles "Chuck" Treadway have been appointed as new members of AZZ's Board of Directors, effective April 8, 2026 [1]. - Schapper is currently the CEO of Myers Industries Inc. and has extensive experience in executive roles at Valmont Industries and Orbit Irrigation Products [1]. - Treadway is the CEO of Vistance Networks, with a background in leadership positions at Accudyne Industries and Thomas & Betts Corporation [1]. Board Composition - Following these appointments, AZZ's Board will consist of eight members, with seven being independent and four having joined within the last five years [1]. - Dan Feehan, the retiring Chairman, will remain on the Board until July 2026, contributing to the Compensation Committee and Nominating and Corporate Governance Committee [1]. Leadership Comments - Dan Berce, the new Chairman, praised Feehan for his 26 years of service and highlighted the significant experience and diversity that Schapper and Treadway will bring to the Board [1]. Strategic Focus - The appointments are part of AZZ's commitment to regular board succession planning and are expected to enhance the Board's expertise in strategic revenue growth, mergers and acquisitions (M&A), and environmental, social, and governance (ESG) matters [1].

Core Viewpoint - AZZ Inc. is actively participating in several investor conferences in March 2026, showcasing its position as a leading independent provider of hot-dip galvanizing and coil coating solutions in North America [1]. Conference Participation - AZZ Inc. will attend the following investor conferences in March 2026: - The 38th Annual Roth Conference in Laguna Niguel, CA, on March 22-24, with one-on-one meetings on March 23-24 [1]. - The Sidoti Small-Cap Conference virtually on March 18-19, with a presentation by David Nark at 12:15 PM ET on March 19 [1]. - The Evercore ISI Industrial Conference in New York, NY, on March 10-11, with one-on-one meetings on March 11 [1]. - The Citadel Securities SMID Cap Conference in Miami, FL, on March 4-5, with one-on-one meetings on March 5 [1]. - The JP Morgan Global Leveraged Finance Conference in Miami, FL, on March 2-4, with a presentation on March 2 at 2:15 PM ET and one-on-one meetings on March 2-3 [1]. Company Overview - AZZ Inc. is recognized as the leading independent provider of hot-dip galvanizing and coil coating solutions, serving a wide range of end-markets [1]. - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential infrastructure and products [1].

Core Viewpoint - AZZ Inc. has announced its financial guidance for fiscal year 2027, projecting growth in sales, adjusted EBITDA, and adjusted diluted EPS compared to fiscal year 2026 [1][2]. Financial Guidance - **Sales**: Projected to be between $1.725 billion and $1.775 billion for FY2027, an increase from $1.625 billion to $1.725 billion in FY2026 [2]. - **Adjusted EBITDA**: Expected to range from $360 million to $400 million in FY2027, consistent with the previous year's guidance of $360 million to $380 million [2]. - **Adjusted Diluted EPS**: Forecasted to be between $6.50 and $7.00 for FY2027, up from $5.90 to $6.20 in FY2026 [2]. Key Assumptions for FY2027 - The new Washington, Missouri plant is anticipated to positively impact earnings in FY2027 [2]. - Capital expenditures are expected to rise to approximately $80 million to $100 million, compared to $60 million to $80 million in FY2026 [2]. - Debt-to-leverage ratio is estimated to be between 1.0 to 2.0 times, with interest expenses projected at $35 million to $45 million [3]. - A debt reduction of $130 million to $170 million is planned [3]. Operational Focus - The company aims to drive sustainable market share expansion and complete the ramp-up of the Washington facility [5]. - Capital allocation priorities include investing in capacity additions, executing share repurchases, maintaining cash dividends, and pursuing a disciplined approach to M&A [5]. - EBITDA margin ranges are projected at 27% to 32% for Metal Coatings and 17% to 22% for Precoat Metals [5]. Company Overview - AZZ Inc. is recognized as the leading independent provider of hot-dip galvanizing and coil coating solutions in North America, generating industry-leading margins and free cash flow [6]. - The company emphasizes its commitment to enhancing shareholder value and sustaining operations while pursuing growth initiatives [6].

Core Viewpoint - AZZ Inc. has announced a new stock repurchase program, allowing for the acquisition of up to $100 million of its outstanding common stock, aimed at offsetting the dilutive effects of employee equity grants [1][2]. Group 1: Stock Repurchase Program Details - The 2026 Share Repurchase Program is in addition to a prior $100 million repurchase authorization from November 2020, and both programs are substantially similar [2]. - As of November 30, 2025, there were approximately 30.0 million shares of AZZ common stock outstanding, with about $33.2 million remaining for repurchases under the previous program [2]. Group 2: Execution and Compliance - Repurchases will be conducted through open market purchases, private transactions, or other methods compliant with federal securities laws, including Rule 10b-18 and Rule 10b5-1 trading plans [3]. - The timing and amount of shares repurchased will depend on various future factors, including market conditions and the company's stock price [4]. Group 3: Management Commentary - The CEO of AZZ expressed confidence in the company's strong financial performance and views the current market conditions as favorable for share repurchases, emphasizing a commitment to enhancing shareholder value [4]. Group 4: Company Overview - AZZ Inc. is recognized as a leading independent provider of hot-dip galvanizing and coil coating solutions, serving a wide range of end-markets and focusing on sustainable metal coating solutions [5].

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 [3] - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential infrastructure and products [3] Upcoming Conferences - AZZ Inc. will participate in the Noble Capital Markets' Emerging Growth Virtual Equity Conference on February 4-5, 2026, with virtual one-on-one meetings scheduled [6] - The company will also attend Barclay's 43rd Annual Industrial Select Conference from February 17-19, 2026, in Miami, Florida, holding one-on-one meetings on February 17, 2026 [6] Management Contacts - Investors interested in meeting with company management can contact Giorgia Pigato, Erin Bruno, or Phillip Kupper from Three Part Advisors [2]

Financial Data and Key Metrics Changes - The company achieved record sales of $426 million in the third quarter, a 5.5% increase from $403.7 million in the prior year period [7][13] - Adjusted EBITDA reached a record high of $358 million over the trailing 12 months, with third quarter adjusted EBITDA reported at $91.2 million, or 21.4% of sales [7][18] - Net income for the third quarter was $41.1 million, compared to $33.6 million for the same quarter of the prior year, while adjusted net income was $46 million, reflecting a 9.4% increase year-over-year [17][18] Business Line Data and Key Metrics Changes - Metal Coatings segment sales increased by 15.7% year-over-year, driven by higher volumes and strong demand from infrastructure projects, with segment EBITDA margins at 30.3% [9][13] - Precoat Metals experienced a sequential improvement but saw a 1.8% decline in sales year-over-year due to softness in construction, HVAC, and transportation markets [9][13] - Demand for food and beverage containers reached new record highs, driven by new customer acquisitions and market share gains, particularly in the shift from plastics to aluminum [9][10] Market Data and Key Metrics Changes - The increase in end market demand was attributed to growth in infrastructure modernization, energy transition, and industrial reshoring, along with data center construction and renewable energy projects [10] - Non-residential construction remained subdued, primarily due to interest rate and tariff-related uncertainties, while residential construction also showed weakness [22][66] - The metal roofing market is gradually taking share from asphalt roofing, with metal roofing now representing about 5% of new construction and 14% of the replacement market [59] Company Strategy and Development Direction - The company is focused on strategic growth opportunities, including evaluating several tuck-in acquisitions to expand market reach in metal coatings and Precoat Metals [25][26] - The proprietary ERP platform is emphasized as a core differentiator, enhancing operational efficiencies and customer connectivity [10] - The company plans to release fiscal 2027 guidance soon, indicating a positive outlook for the upcoming year [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the Metal Coatings segment finishing strong for the fiscal year, with good opportunities in data centers and solar projects [30][35] - The company believes the markets have stabilized and is seeing opportunities to gain market share despite challenges in the Precoat segment [33][34] - Weather-related impacts from the previous year are expected to be less severe, providing a favorable comparison for the fourth quarter [23] Other Important Information - The company maintained a cash dividend of $0.20 per share, marking 63 consecutive quarters of returning capital to shareholders [8] - The net debt position at the end of the quarter was $534.7 million, with a net leverage ratio of 1.6x, within the target range [19] Q&A Session Summary Question: Impact of government shutdown on order backlogs - Management indicated that the Metal Coatings segment does not typically have much backlog but has a positive outlook based on customer feedback, while Precoat is facing challenges but is benefiting from data center projects [29][30] Question: Outlook for Precoat segment and market conditions - Management believes the market has bottomed and is stabilizing, with opportunities arising from the ramp-up of the Washington plant and the shift from plastics to aluminum [33][34] Question: M&A opportunities and focus areas - The M&A pipeline is active, focusing on bolt-on acquisitions that align with the company's growth strategy, with expectations for future wins [38][40] Question: Sensitivity to aluminum prices - Management does not anticipate significant sensitivity to aluminum prices, as the shift to aluminum in the container market is driven by consumer preferences [41][42] Question: Weather impact on fourth quarter performance - Management noted that last year's severe weather resulted in lost production days, and current weather conditions are expected to be more favorable [47] Question: Pricing impact in the Metal Coatings segment - Management discussed the competitive nature of larger projects affecting margins but emphasized disciplined pricing strategies [53][54] Question: Regional prevalence of metal roofing - Management confirmed that metal roofing is more prevalent in southern regions, particularly Florida, Texas, and California [63] Question: Lag time for demand recovery in non-residential construction - Management indicated a typical six- to nine-month lag for demand recovery following easing credit conditions [66][67]

Core Viewpoint - AZZ Inc. has announced a cash dividend of $0.20 per share for the third quarter, payable on February 26, 2026, to shareholders of record as of February 5, 2026 [1] Group 1: Dividend Announcement - The Board of Directors has authorized a cash dividend of $0.20 per share on the outstanding shares of common stock [1] - The dividend payment date is set for February 26, 2026, with a record date of February 5, 2026 [1] Group 2: Future Dividend Intentions - AZZ intends to pay regular quarterly cash dividends in the foreseeable future, subject to review and discretion by the Board of Directors [2] - The company is committed to enhancing shareholder value based on various factors, including operating results and financial condition [2] Group 3: 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 essential infrastructure and products [3]

Core Insights - AZZ Inc. reported a third-quarter sales increase to $425.7 million, reflecting a 5.5% growth year-over-year, driven by strong performance in the Metal Coatings segment and operational execution [4][6] - Adjusted EBITDA for the quarter was $91.2 million, representing 21.4% of sales, with adjusted diluted EPS rising to $1.52, a 9.4% increase from the previous year [4][6] - The company narrowed its fiscal year 2026 guidance, projecting sales between $1.625 billion and $1.7 billion, with adjusted EBITDA expected to be between $360 million and $380 million [11][12] Financial Performance - Sales for the Metal Coatings segment reached $195.0 million, up 15.7% due to increased volume from infrastructure-related projects, while Precoat Metals saw a decline in sales to $230.7 million, down 1.8% due to weaker demand in certain markets [6][8] - Net income for the quarter was $41.1 million, a 22.2% increase, with adjusted net income rising to $46.0 million, up 9.7% [6][19] - Cash generated from operations was $79.7 million, a 20% increase from the previous year, contributing to a net debt leverage ratio of 1.6x after a $35 million debt reduction [5][9] Segment Analysis - The Metal Coatings segment's adjusted EBITDA margin was 30.3%, while Precoat Metals achieved a margin of 19.7%, reflecting a 60 basis point increase year-over-year [6][8] - The overall adjusted EBITDA for the company was $91.2 million, slightly up from $90.7 million in the prior year, indicating stable operational efficiency despite market challenges [6][7] Balance Sheet and Capital Allocation - The company reduced its debt by $35 million during the quarter and repurchased $20 million worth of common stock, demonstrating a commitment to strengthening its balance sheet [5][9] - For the first nine months of fiscal year 2026, AZZ generated $452.9 million in operating cash, supported by improved earnings and a focus on working capital management [9][19] Guidance and Outlook - The company has provided narrowed guidance for fiscal year 2026, anticipating an effective tax rate of 24% and excluding any future acquisitions or changes in federal regulations [11][12] - The expected adjusted diluted EPS for the fiscal year is projected to be between $5.90 and $6.20, reflecting confidence in continued operational momentum [12][11]

Core Viewpoint - AZZ Inc. will hold a conference call to discuss its financial results for the third quarter of fiscal year 2026 on January 8, 2026, following the release of its financial results on January 7, 2026 [1] Company Overview - AZZ Inc. is a leading independent provider of hot-dip galvanizing and coil coating solutions, serving a wide range of end-markets [3] - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential buildings, products, and infrastructure [3] Conference Call Details - The conference call can be accessed by dialing (844) 855-9499 or (412) 317-5497 for international participants [2] - A webcast will be available on the company's Investor Relations page, and a replay will be accessible until January 15, 2026 [2]