Azz Inc SEC Filings

Capital International Investors filed an amended Schedule 13G reporting beneficial ownership of 1,961,247 AZZ Inc. common shares, representing 6.5% of the class as of the event date 09/30/2025. The filing states sole voting and sole dispositive power over all reported shares, with no shared power. The percentage is based on 30,014,037 shares believed outstanding. The filer certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Item 6 notes potential rights to receive dividends or sale proceeds for certain accounts, identifying SMALLCAP World Fund, Inc.

FMR LLC1,792,717.72 shares of AZZ Inc common stock, representing 6.0% of the class as of the event date. Abigail P. Johnson is included as a reporting person.

FMR reports sole voting power of 1,790,452 shares and sole dispositive power of 1,792,717.72 shares, with no shared voting or dispositive power. The filing certifies the securities were acquired and are held in the ordinary course and not to change or influence control. The filing notes one or more other persons may have rights to dividends or sale proceeds, and no single such person relates to more than five percent of the class.

AZZ Inc. furnished investor presentation materials under Regulation FD. Management intends to use these materials on and after October 17, 2025 in discussions with investors, lenders, creditors, vendors, customers, employees, and other stakeholders. The materials are provided as Exhibit 99.1.

The information is being furnished under Item 7.01 and is not deemed “filed” under the Exchange Act, which limits associated liabilities and excludes it from incorporation by reference into Securities Act registration statements or other documents. The presentation reflects information as of its date, and the company disclaims any obligation to update it.

AZZ Inc. reported strong six-month results driven by a large non‑operating gain: net income was $260.3M, largely reflecting equity in earnings of $232.9M that included a $275.2M gain on the sale of the Electrical Products Group and an $45.9M impairment on the AVAIL JV. Operations produced $373.2M of cash in the current six‑month period and consolidated operating income was $138.0M, modestly above prior year.

Business mix shifted: AZZ Metal Coatings grew sales and operating profit on higher steel volumes while AZZ Precoat Metals saw lower volumes and weaker margins despite a new 25‑acre aluminum coil coating plant in Washington, Missouri supported by a take‑or‑pay contract for ~75% of output. Balance sheet actions included a $150.0M Receivables Securitization Facility (receivables pledged of $233.5M), $609.9M total debt outstanding with liquidity of $362.2M, and a repriced Term Loan B at SOFR+1.75 as of August 5, 2025.

AZZ Inc. has furnished presentation materials (Exhibit 99.1) that management intends to use in presentations to investors, lenders, creditors, vendors, customers, employees and other stakeholders. The company describes the materials as summary information to be considered together with its SEC filings and other public announcements and states the materials "speak as of the date" of this Current Report. AZZ disclaims any obligation to update the materials to reflect future events. The information is being furnished and is not deemed "filed" for purposes of Section 18 and will not be incorporated by reference into registration statements.

Russell Kurt L., identified as an officer and Chief Strategy Officer of AZZ Inc., reported on Form 4 a sale of 10,321 shares of AZZ common stock on 08/12/2025 at an average price of $112.2057 (reported range $111.510–$113.265). After the transaction he is shown as directly beneficially owning 16,804 shares. The filing was signed by attorney-in-fact Tara D. Mackey on 08/12/2025 and lists a Fort Worth, TX address. No derivative transactions are reported and the provided content does not show the 10b5-1 trading-plan checkbox as checked.

Bryan L. Stovall, COO - Metal Coatings at AZZ, reported three sales of AZZ common stock on 08/11/2025 totaling 5,000 shares. The disposals were at prices ranging from $111.235 to $111.709, and after these transactions he beneficially owned 22,709 shares. All reported holdings are shown as direct ownership.

AZZ Inc. filed a Form 144 notifying a proposed sale of 5,000 common shares with an aggregate market value of $557,890.46. The sale is to be executed through UBS Financial Services Inc. on the NYSE with an approximate sale date of 08/11/2025. The form reports 30,014,037 shares outstanding.

The securities were acquired by vesting: 2,873 shares on 05/04/2023, 1,316 on 05/09/2023 and 811 on 05/04/2024. The filing also records a prior sale by the same person of 5,000 shares on 07/16/2025 for gross proceeds of $539,739. The filer represents they do not possess undisclosed material information.