AZZ Inc.'s filings document the regulatory record for a Texas operating company focused on hot-dip galvanizing and coil coating solutions. Recent Form 8-K reports cover audited financial results referenced in the annual report, common stock cash dividends, Regulation FD investor presentation materials, and amendments to the company's credit agreement, including revolving credit commitments, interest margins, commitment fees, and letter-of-credit fees.
The filings also record governance and management matters, including board succession, director appointments, executive transitions in Metal Coatings, compensation arrangements, equity award structures, and related exhibits. These disclosures connect AZZ's capital structure, segment leadership, shareholder returns, and operating outlook to its formal SEC reporting record.
AZZ Inc. outlined its metal-coatings business and revised FY2027 outlook. For the trailing 12 months ended August 31, 2026, it reported $1.75 billion in sales, $383 million in adjusted EBITDA, a 22% adjusted EBITDA margin and 1.3x net leverage. Year-to-date FY2027 sales for the six months ended August 31, 2026 were $444 million at Metal Coatings, up 17.7%, and $492 million at Precoat Metals, up 6.4%.
Revised FY2027 guidance is $1.825–$1.875 billion in total sales, $380–$420 million in adjusted EBITDA and $7.00–$7.30 in adjusted diluted EPS. Guidance assumptions include $80–$100 million in capital expenditures, expected interest expense of $35–$45 million and debt reduction of $100–$140 million; the outlook excludes all M&A activity and AVAIL JV income.
The Washington, Missouri greenfield coil-coating facility represents an approximately $125 million investment; 75% of new capacity is committed through multi-year take-or-pay contracts. AZZ targets 45,000–50,000 tons of production in the ramp year and expects the project to be accretive to FY2027 earnings. It reported $140 million in FY2027 year-to-date cash flow from operations as of August 31, 2026, and announced a 20% dividend increase in June 2026.
AZZ Inc. amended its quarterly report to add monthly issuer-purchase information that was inadvertently omitted from the original; the company says the amendment does not affect previously reported financial results.
Under the 2020 Authorization, AZZ repurchased 136,303 common shares during the six months ended August 31, 2026, at an average price of $146.71 per share; approximately $13,194,447 remained available as of August 31, 2026. Repurchases may be made through open-market or private transactions and may not exceed 6% of market capitalization per fiscal year. AZZ reported no repurchases under its 2026 Share Repurchase Program during the six-month period; $100.0 million remained available as of August 31, 2026.
AZZ Inc. reported fiscal 2027 second-quarter sales of $486.9 million for the quarter ended August 31, 2026, up 16.7% year over year. Metal Coatings and Precoat Metals sales were $233.5 million and $253.4 million, up 22.9% and 11.5%, respectively; operating income was $83.8 million, up 22.4%. GAAP net income was $58.5 million, down 34.6%, as prior-year results included equity earnings following AVAIL’s sale of the Electrical Products Group. Adjusted net income was $60.1 million, up 28.1%, and adjusted diluted EPS was $2.00, up 29.0%; Adjusted EBITDA was $110.9 million, or 22.8% of sales. Quarterly operating cash flow was $102.8 million, up 76.1%.
AZZ raised FY2027 guidance to sales of $1.825–$1.875 billion, Adjusted EBITDA of $380–$420 million and adjusted diluted EPS of $7.00–$7.30. The outlook reflects expected full-year market conditions, lower interest expense and a 25% annualized effective tax rate; it excludes federal regulatory changes that may emerge and additional potential M&A beyond the Seattle Galvanizing acquisition completed in Q2. During the first half, AZZ completed the $57.5 million Seattle Galvanizing acquisition, repurchased $20.0 million of shares and paid down $15.0 million of debt; the quarterly dividend increased 20% to $0.24 per share. Net leverage was 1.3x trailing-twelve-month Adjusted EBITDA.
AZZ Inc. reported sales of $486.9 million for the quarter ended August 31, 2026, compared with $417.3 million a year earlier, and operating income of $83.8 million, versus $68.5 million. Net income was $58.5 million, versus $89.3 million, and diluted earnings per share were $1.94 versus $2.95. AZZ said the net-income comparison primarily reflected higher AVAIL joint-venture earnings in the prior-year quarter, including the gain on the sale of Electrical Products Group; current-quarter AVAIL earnings included its share of a gain on the Rig-A-Lite sale.
Six-month operating cash flow was $140.0 million versus $373.2 million. The prior-year amount included a $273.2 million AVAIL distribution classified as operating cash flow, while $15.7 million received this year was classified as a return of investment in investing cash flows. AZZ completed its July 30, 2026 acquisition of Seattle Galvanizing for approximately $57.5 million; the purchase-price allocation is preliminary. It repurchased 136,303 shares for $20.0 million under the 2020 authorization. For fiscal 2027's third quarter, Metal Coatings sales prices were expected to increase slightly due to zinc inflationary pressures, while Precoat Metals sales prices were expected to stay consistent with current levels.
AZZ Inc. declared a fiscal year 2027 second-quarter cash dividend of $0.24 per share on its outstanding common stock. The dividend is payable November 5, 2026, to shareholders of record at the close of business October 19, 2026. AZZ currently intends to pay regular quarterly cash dividends for the foreseeable future, but says each future dividend will be reviewed individually and declared at the Board’s discretion.
AZZ INC chief operating officer for Metal Coatings, Bryan Lee Stovall, reported a sale of 2,677 shares of common stock on 2026-08-14 in an open-market or private transaction. The weighted-average sale price was about $150.07 per share, based on trades between $149.90 and $150.24. Following this transaction, he directly holds 35,000 shares of AZZ common stock.
AZZ filed a notice relating to the sale of its common stock through an account at UBS Financial Services Inc. The disclosure lists NYSE-traded common shares and details prior sales labeled as Executive Compensation, including 631 shares on April 24, 2026 and 1,106 and 940 shares on April 28, 2026.
T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G reporting its holdings of AZZ INC common stock. The firm reports beneficial ownership of 1,385,963 shares of common stock, representing 4.6% of the class. It has sole power to vote and dispose of all these shares, with no shared voting or dispositive power, and indicates that its ownership is now 5 percent or less of the class. T. Rowe Price Investment Management also states that the filing should not be construed as an admission that it is the beneficial owner of these securities.
AZZ Inc reported that executive Jeffrey Vellines, President & COO of Precoat Metals, sold 4,220 shares of common stock on 2026-08-11 in an open-market or private transaction. The reported price of $153.55 per share is a weighted average for trades executed between $153.20 and $154.125. Following this sale, Vellines directly holds 1,834 shares of AZZ common stock.
AZZ Inc. has common stock listed for potential resale through Morgan Stanley Smith Barney LLC Executive Financial Services in New York. The securities information line associates this broker with 4,220 common shares and a related value figure of 647,982.27, with NYSE as the principal market and a reference date of August 11, 2026.
The securities-to-be-sold section lists common shares tied to equity awards, including restricted stock dated April 24–28, 2026 and performance shares dated April 28, 2026. The line items reference 412, 389, 487, and 2,932 common shares connected to these restricted stock and performance share entries, all sourced from the issuer.