Core Viewpoint - AZZ Inc. has announced a cash dividend of $0.20 per share for the second quarter, payable on November 6, 2025, to shareholders of record by October 16, 2025 [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]. Dividend Policy - AZZ intends to pay regular quarterly cash dividends in the foreseeable future, with future dividends subject to review and declaration by the Board of Directors based on various factors [2].

Company Overview - AZZ Inc. is the 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] Financial Results Announcement - AZZ Inc. will conduct a conference call to review its financial results for the second quarter of fiscal year 2026 on October 9, 2025, at 11:00 a.m. ET [1] - A press release detailing the second quarter financial results will be issued after market close on October 8, 2025 [1] Conference Call Access - Interested parties can access the conference call by dialing (844) 855-9499 or (412) 317-5497 for international calls [2] - A webcast of the call will be available on the company's Investor Relations page [2] - A replay of the call will be accessible until October 16, 2025, using the provided access codes [2]

Core Insights - AZZ Inc. will host an Analyst Day on August 14, 2025, featuring presentations from its executive leadership and a tour of a new coil coating facility [1] - The event is limited to sell-side analysts and will be webcast to the entire investment community [1] - AZZ Inc. is a leading independent provider of hot-dip galvanizing and coil coating solutions, serving a broad range of end-markets [3] Event Details - The management presentation is scheduled for 9:00 a.m. ET on August 14, 2025 [1] - Interested parties can register for the webcast on the Company's Investor Relations page [2] - A replay of the call and presentation materials will be available on the Company's website [2] Company Overview - AZZ Inc. provides sustainable metal coating solutions that enhance the longevity and appearance of buildings, products, and infrastructure [3] - The company operates in various markets, including construction, industrial, and metal coatings [3]

Company Overview - AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions in North America [1][3] - The company has been publicly traded on the NYSE for nearly three decades and has been based in Texas since its incorporation in 1956 [2] Recent Developments - AZZ Inc. announced the dual listing of its common stock on NYSE Texas, a new fully electronic equities exchange based in Dallas, Texas [1] - The company expressed its support for Texas's economy, highlighting its position to meet the growing demand for sustainable metal coating solutions [2] Industry Position - AZZ's business segments provide sustainable metal coating solutions that enhance the longevity and appearance of buildings, products, and infrastructure essential to everyday life [3]

Core Insights - AZZ Inc. has reached a strategic inflection point, transitioning from a period of leverage and tentative growth to a phase characterized by disciplined execution and a cleaner balance sheet [1] Company Overview - AZZ Inc. is a Texas-based specialist in galvanizing and coil-coating, which has been historically weighed down by high leverage and uncertain growth plans [1] - The company is now benefiting from infrastructure tailwinds that support its growth trajectory [1] Investment Focus - The analysis emphasizes the importance of small- to mid-cap companies, which are often overlooked by investors, while also providing insights into larger-cap companies for a broader market perspective [1]

Core Insights - AZZ Inc. reported record quarterly sales, adjusted EBITDA, and adjusted EPS for the first quarter of fiscal year 2026, leading to an increase in guidance for the fiscal year [1][4][9] Financial Performance - Total sales reached $422.0 million, a 2.1% increase compared to the prior year [4][11] - Adjusted diluted EPS was $1.78, reflecting a 21.9% increase year-over-year [4][11] - Consolidated adjusted EBITDA grew to $106.4 million, representing 25.2% of sales, up from $94.1 million or 22.8% of sales in the prior year [4][11] Segment Performance - Metal Coatings segment sales were $187.2 million, up 6.0% year-over-year, with an adjusted EBITDA margin of 32.9%, an increase of 200 basis points [6][11] - Precoat Metals segment sales were $234.7 million, down 0.8% from the previous year, with an adjusted EBITDA margin of 20.7%, an increase of 50 basis points [7][11] Cash Flow and Debt Management - The company generated $314.8 million in cash from operations, including $273.2 million from the sale of the Electrical Products Group [5][8] - Debt was reduced by $285.4 million, resulting in a net leverage ratio of 1.7x [5][11] Dividend and Share Repurchase - The quarterly cash dividend was increased from $0.17 to $0.20 per share [5][11] - The company has $53.2 million remaining under its $100 million share repurchase program [8] Financial Outlook - The fiscal year 2026 guidance reflects confidence in strategic execution and operational resilience, with an anticipated effective tax rate of 25% [9][11]

Core Viewpoint - AZZ Inc. has announced a 17.6% increase in its quarterly cash dividend, raising it from $0.17 to $0.20 per share, payable on July 31, 2025, to shareholders of record as of July 10, 2025 [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 infrastructure and products [3] Dividend Policy - AZZ intends to pay regular quarterly cash dividends in the foreseeable future, with future dividends subject to review and declaration by the Board of Directors based on various factors [2]

Company Overview - AZZ Inc. is the 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] Financial Results Announcement - AZZ Inc. will conduct a conference call to review the financial results for the first quarter of fiscal year 2026 on July 10, 2025, at 11:00 a.m. ET [1] - A press release reporting the first quarter financial results will be issued after the market closes on July 9, 2025 [1] Conference Call Details - Interested parties can access the conference call by dialing (844) 855-9499 or (412) 317-5497 for international calls [2] - A webcast of the call will be available on the Company's Investor Relations page [2] - A replay of the call will be available until July 17, 2025, with specific access codes provided [2]

Summary of AZZ (AZZ) FY Conference Call - June 18, 2025 Company Overview - AZZ is a metal coatings provider, specifically known for its hot dip galvanizing and coil coating services [5][6] - Established in 1956, AZZ operates 41 galvanizing locations and 15 coil coating lines across the United States [9][10] - The company reported sales of $1.5 billion and an EBITDA of $384 million for the last fiscal year, achieving a margin of 24.4% [12] Business Segments - **Metal Coatings Business**: Focuses on batch hot dip galvanizing, which is less commoditized and involves specialized processes [7][8] - **Precoat Metals Business**: Involves roll coating paint with a strong emphasis on custom finishes, including over 200 shades of white [10][11] Market Position and Strategy - AZZ is the largest independent hot dip batch galvanizer in the U.S. and is positioned strategically close to its customer base to minimize transportation costs [9] - The company is actively pursuing mergers and acquisitions (M&A) to strengthen its market position, focusing on bolt-on acquisitions in both segments [13][70] - AZZ is capitalizing on secular tailwinds such as reshoring and increased demand in sectors like data centers and semiconductors [14] Industry Dynamics - The construction sector is a significant market for AZZ, with exposure to both residential (sub 20%) and commercial projects [26][28] - Public infrastructure projects are well-funded and moving forward, while private projects are experiencing a cautious "wait and see" approach due to economic uncertainties [31][32] - Tariffs have had a limited impact on AZZ since it operates as a toll processor and does not purchase raw materials like aluminum and steel [30] Competitive Landscape - AZZ faces competition from companies like Nucor and Valmont, but believes that its unique offerings and operational efficiencies provide a competitive edge [20][21] - The company is insulated from competition with imports for its galvanized products, as these require fabrication before galvanization [49] Financial Health - AZZ has successfully reduced its debt-to-EBITDA ratio from 4.3 times to 2.5 times through consistent debt repayment, strengthening its balance sheet [77][78] - The company has maintained its guidance for sales, adjusted EBITDA, and EPS, reflecting confidence in its performance despite market fluctuations [85][86] Technology and Innovation - AZZ has invested in proprietary technology solutions to enhance operational efficiency, including a digital galvanizing system that automates order tracking and customer interactions [60][62] - The company is focused on sustainability and has received recognition for its ESG efforts, indicating a commitment to responsible business practices [72] Future Outlook - AZZ is optimistic about the second half of the year, anticipating potential tailwinds from reduced imports and increased domestic production [33][39] - The company is exploring opportunities in the aluminum market, particularly through a new facility dedicated to coating aluminum used in beverage containers [64][66] Conclusion - AZZ is well-positioned in the metal coatings industry with a strong market presence, innovative technology, and a focus on sustainability. The company is actively pursuing growth through strategic acquisitions and is optimistic about future demand driven by infrastructure investments and reshoring trends [12][14][72]

Core Viewpoint - AZZ Inc. will participate in the Wolfe Research 2nd Annual Materials of the Future Conference 2025, highlighting its position as a leading provider of hot-dip galvanizing and coil coating solutions in North America [1][2]. Company Overview - AZZ Inc. is recognized as the leading independent provider of hot-dip galvanizing and coil coating solutions, serving a diverse 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]. Conference Details - The conference is scheduled for June 16-18, 2025, in New York City, with AZZ's presentation set for June 18, 2025, from 11:00 to 11:30 am Eastern Time [2]. - One-on-one meetings will be hosted on June 17-18, 2025, and a webcast of the presentation will be available on the company's investor relations page for 30 days [2].