AZZ Inc. Issues Fiscal Year 2026 Guidance
AZZ Inc. (NYSE: AZZ) has released its financial guidance for fiscal year 2026 (March 1, 2025 - February 28, 2026), projecting sales of $1.625 - $1.725 billion and adjusted EBITDA of $360 - $400 million. The company expects adjusted diluted EPS of $5.50 - $6.10.
Key guidance assumptions include $15-$18 million in equity income from minority interest, operational status of the new Washington, Missouri plant in first half FY2026, reduced capital expenditures of $60-$80 million, and planned debt reduction of $140-$180 million. The company targets a debt-to-leverage ratio between 1.5 to 2.5 times, with expected interest expense of $60-$70 million.
Metal Coatings EBITDA range is projected at 27% to 32%, while Precoat Metals EBITDA range will maintain at 17% to 22%. The company aims to focus on sustainable organic growth, M&A opportunities, and strong free cash flow generation.
AZZ Inc. (NYSE: AZZ) ha pubblicato le sue previsioni finanziarie per l'anno fiscale 2026 (1 marzo 2025 - 28 febbraio 2026), prevedendo vendite comprese tra 1,625 e 1,725 miliardi di dollari e un EBITDA rettificato di 360-400 milioni di dollari. L'azienda prevede un utile per azione diluito rettificato di 5,50-6,10 dollari.
Le principali assunzioni guida includono un reddito da soci di minoranza di 15-18 milioni di dollari, lo stato operativo del nuovo impianto di Washington, Missouri, nella prima metà dell'anno fiscale 2026, riduzioni delle spese in conto capitale di 60-80 milioni di dollari e una prevista riduzione del debito di 140-180 milioni di dollari. L'azienda punta a un rapporto debito/leveraged compreso tra 1,5 e 2,5 volte, con spese per interessi attese di 60-70 milioni di dollari.
La fascia di EBITDA per Metal Coatings è prevista tra il 27% e il 32%, mentre la fascia di EBITDA per Precoat Metals rimarrà tra il 17% e il 22%. L'azienda mira a concentrarsi sulla crescita organica sostenibile, sulle opportunità di fusioni e acquisizioni e sulla generazione di un forte flusso di cassa libero.
AZZ Inc. (NYSE: AZZ) ha publicado su guía financiera para el año fiscal 2026 (1 de marzo de 2025 - 28 de febrero de 2026), proyectando ventas de $1.625 - $1.725 mil millones y un EBITDA ajustado de $360 - $400 millones. La compañía espera un BPA diluido ajustado de $5.50 - $6.10.
Las principales suposiciones de la guía incluyen un ingreso por equivalencia de participación minoritaria de $15 a $18 millones, el estado operativo de la nueva planta en Washington, Missouri, en la primera mitad del año fiscal 2026, una reducción en el gasto de capital de $60 a $80 millones y una reducción de deuda planificada de $140 a $180 millones. La compañía apunta a un ratio de deuda a apalancamiento de entre 1.5 a 2.5 veces, con un gasto por intereses esperado de $60 a $70 millones.
Se proyecta que el rango de EBITDA para Metal Coatings será del 27% al 32%, mientras que el rango de EBITDA para Precoat Metals se mantendrá entre el 17% y el 22%. La compañía tiene como objetivo centrarse en un crecimiento orgánico sostenible, oportunidades de fusiones y adquisiciones y una generación de flujo de caja libre sólido.
AZZ Inc. (NYSE: AZZ)는 2026 회계 연도(2025년 3월 1일 - 2026년 2월 28일)에 대한 재무 가이드를 발표하며, 매출을 16.25억 - 17.25억 달러로 예상하고, 조정된 EBITDA는 3.6억 - 4억 달러에 이를 것으로 전망했습니다. 회사는 조정된 희석 주당순이익(EPS)을 5.50 - 6.10 달러로 예상하고 있습니다.
주요 가이드 가정에는 소수지분으로부터의 1500만-1800만 달러의 자본 수익, 2026 회계 연도 전반기 동안 새로운 미주리주 워싱턴 공장의 운영 상태, 6000만-8000만 달러의 자본 지출 감소, 1억 4000만-1억 8000만 달러의 부채 감소가 포함됩니다. 회사는 부채 비율을 1.5~2.5배로 설정하고, 예상 이자 비용은 6000만-7000만 달러입니다.
Metal Coatings의 EBITDA 범위는 27%에서 32%로 예상되며, Precoat Metals의 EBITDA 범위는 17%에서 22%로 유지될 것입니다. 회사는 지속 가능한 유기적 성장, 인수합병 기회 및 강력한 자유 현금 흐름 생성을 중점적으로 추진할 계획입니다.
AZZ Inc. (NYSE: AZZ) a publié ses prévisions financières pour l'exercice 2026 (1er mars 2025 - 28 février 2026), projetant des ventes entre 1,625 et 1,725 milliard de dollars et un EBITDA ajusté entre 360 et 400 millions de dollars. La société s'attend à un bénéfice par action dilué ajusté de 5,50 - 6,10 dollars.
Les principales hypothèses de la directive incluent des revenus par actions de minorités entre 15 et 18 millions de dollars, l'état opérationnel de la nouvelle usine de Washington, Missouri, au cours de la première moitié de l'exercice 2026, une réduction des dépenses en capital de 60 à 80 millions de dollars et une réduction de la dette prévue entre 140 et 180 millions de dollars. La société vise à un ratio dette/levier compris entre 1,5 et 2,5 fois, avec des charges d'intérêt prévues de 60 à 70 millions de dollars.
La plage d'EBITDA pour Metal Coatings est estimée entre 27 % et 32 %, tandis que celle pour Precoat Metals restera entre 17 % et 22 %. L'entreprise vise à se concentrer sur une croissance organique durable, des opportunités de fusions et acquisitions et la génération d'un solide flux de trésorerie disponible.
AZZ Inc. (NYSE: AZZ) hat seine finanzielle Prognose für das Geschäftsjahr 2026 (1. März 2025 - 28. Februar 2026) veröffentlicht und erwartet einen Umsatz zwischen 1,625 und 1,725 Milliarden Dollar sowie ein bereinigtes EBITDA zwischen 360 und 400 Millionen Dollar. Das Unternehmen rechnet mit einem bereinigten verwässerten EPS von 5,50 - 6,10 Dollar.
Zu den wichtigsten Annahmen gehören ein Eigenkapitalertrag aus Minderheitsanteilen von 15 bis 18 Millionen Dollar, der Betriebsstatus der neuen Anlage in Washington, Missouri, in der ersten Hälfte des Geschäftsjahres 2026, reduzierte Investitionsausgaben von 60 bis 80 Millionen Dollar und eine geplante Schuldenreduzierung von 140 bis 180 Millionen Dollar. Das Unternehmen zielt auf ein Verhältnis von Schulden zu Leverage von 1,5 bis 2,5, mit erwarteten Zinsaufwendungen von 60 bis 70 Millionen Dollar.
Der EBITDA-Bereich für Metal Coatings wird auf 27 % bis 32 % geschätzt, während der EBITDA-Bereich für Precoat Metals zwischen 17 % und 22 % bleiben wird. Das Unternehmen hat das Ziel, sich auf nachhaltiges organisches Wachstum, M&A-Möglichkeiten und eine starke Generierung von Free Cashflow zu konzentrieren.
- Projected sales growth to $1.625 - $1.725 billion in FY2026 from $1.550 - $1.600 billion in FY2025
- Increased adjusted EBITDA guidance to $360 - $400 million from $340 - $360 million
- Higher adjusted diluted EPS projection of $5.50 - $6.10 from $5.00 - $5.30
- Planned debt reduction of $140 to $180 million
- Reduced capital expenditures due to facility completion
- Metal Coatings EBITDA margin improvement to 27-32%
- Expected high interest expense of $60-$70 million
- New Washington facility won't be earnings accretive until second half of FY2026
Insights
The FY2026 guidance presents a compelling growth narrative with several key positive indicators. The projected revenue growth of approximately
The planned debt reduction of
The Washington, Missouri facility represents a significant growth catalyst. While initially neutral to earnings in H1, its projected accretive impact in H2 FY2026 suggests a well-planned ramp-up strategy. The maintenance of Precoat Metals EBITDA margins at
The company's leverage target of 1.5-2.5x provides ample flexibility while maintaining financial discipline. With
AZZ's strategic positioning in the metal coating solutions market reveals several competitive moats. Their "irreplaceable footprints" in served markets create significant barriers to entry, while the expansion in Washington, Missouri strengthens their geographic coverage and capacity in key industrial regions.
The guidance's emphasis on "sustainable, profitable organic growth" alongside M&A opportunities suggests a dual-track growth strategy. The robust M&A pipeline mentioned indicates potential market consolidation opportunities, which could further strengthen AZZ's market leadership position.
The focus on operational productivity while maintaining high service levels demonstrates a balanced approach to growth and profitability. Industry-leading margins and returns reflect strong pricing power and operational efficiency, important advantages in a capital-intensive industry.
The company's strategic focus on essential infrastructure and building products provides defensive characteristics, as these end markets typically demonstrate stable, long-term demand patterns. The emphasis on longevity and appearance in their solutions aligns with growing market demands for sustainable, durable infrastructure solutions.
FY2025 Guidance | FY2026 Guidance (1) | |
Sales | ||
Adjusted EBITDA | ||
Adjusted Diluted EPS |
- FY2026 Guidance Assumptions:
- Results include approximately
$15 -$18 million - The newly built
Washington ,Missouri plant is expected to be operational in the first half of FY2026, and accretive to earnings in the second half of FY2026. - Capital expenditures are expected to be approximately
$60 $80 million $100 $120 million Washington ,Missouri facility in early 2025. - Debt-to-leverage ratio is estimated to be between 1.5 to 2.5 times, interest expense is expected to be
$60 $70 million 25% excludes federal regulatory changes that may emerge. - Debt reduction in the range of
$140 $180 million - Adjusted Diluted EPS guidance includes adding back amortization related to the Company's intangible assets.
- Excludes all potential M&A activities.
- Results include approximately
Tom
"We are focused on ramping up production of the new coil coating line in
About AZZ Inc.
AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions to a broad range of end-markets. Collectively, our business segments provide sustainable, unmatched metal coating solutions that enhance the longevity and appearance of buildings, products and infrastructure that are essential to everyday life.
Safe Harbor Statement
Certain statements herein about our expectations of future events or results constitute forward-looking statements for purposes of the safe harbor provisions of The Private Securities Litigation Reform Act of 1995. You can identify forward-looking statements by terminology such as "may," "could," "should," "expects," "plans," "will," "might," "would," "projects," "currently," "intends," "outlook," "forecasts," "targets," "anticipates," "believes," "estimates," "predicts," "potential," "continue," or the negative of these terms or other comparable terminology. Such forward-looking statements are based on currently available competitive, financial, and economic data and management's views and assumptions regarding future events. Such forward-looking statements are inherently uncertain, and investors must recognize that actual results may differ from those expressed or implied in the forward-looking statements. Forward-looking statements speak only as of the date they are made and are subject to risks that could cause them to differ materially from actual results. Certain factors could affect the outcome of the matters described herein. This press release may contain forward-looking statements that involve risks and uncertainties including, but not limited to, changes in customer demand for our products and solutions, including demand by the construction markets, the industrial markets, and the metal coatings markets. We could also experience additional increases in labor costs, components and raw materials including zinc and natural gas, which are used in our hot-dip galvanizing process; supply-chain vendor delays; customer requested delays of our products or solutions; delays in additional acquisition opportunities; an increase in our debt leverage and/or interest rates on our debt, of which a significant portion is tied to variable interest rates; availability of experienced management and employees to implement AZZ's growth strategy; a downturn in market conditions in any industry relating to the products we inventory or sell or the solutions that we provide; economic volatility, including a prolonged economic downturn or macroeconomic conditions such as inflation or changes in the political stability in
Non-GAAP Financial Measures
Information reconciling forward-looking Adjusted EBITDA from continuing operations and Adjusted Diluted Earnings from continuing operations to their respective most directly comparable GAAP financial measures, net income from continuing operations and diluted EPS, is unavailable to AZZ without unreasonable effort because management cannot predict with reasonable certainty all of the necessary components of GAAP net income from continuing operations (such as income taxes, interest expense, unusual or significant gains and losses, acquisition-related expenses, net gains or losses on investments in equity securities and potential future asset impairments). These items are uncertain, depend on various factors, and could have a material impact on net income from continuing operations and diluted EPS from continuing operations for the relevant periods. We therefore, do not present a guidance range for, or a reconciliation to, the nearest GAAP financial measures of net income from continuing operations or diluted EPS from continuing operations.
Company Contact:
David Nark, Senior Vice President of Marketing, Communications, and Investor Relations
AZZ Inc.
(817) 810-0095
www.azz.com
Investor Contact:
Sandy Martin, Phillip Kupper
Three Part Advisors
(214) 616-2207
www.threepa.com
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SOURCE AZZ, Inc.
FAQ
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