STOCK TITAN

AZZ Inc. 10-Q Filings

AZZ NYSE

Every 10-Q that AZZ Inc. (AZZ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow AZZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AZZ filings page.

Rhea-AI Summary

AZZ Inc. reported solid operating growth for the quarter ended May 31, 2026, but lower net income versus a prior-year one-time gain. Sales rose to $448.5 million from $422.0 million, driven mainly by higher volume in the Metal Coatings segment and price and mix benefits in Precoat Metals.

Operating income increased to $77.0 million from $69.5 million, as both operating segments expanded profits despite higher zinc, labor, and materials costs. However, net income declined to $52.0 million (diluted EPS $1.72) from $170.9 million (EPS $5.66) a year earlier, when results included a large equity gain from the AVAIL joint venture’s Electrical Products Group sale.

AZZ generated $37.1 million in operating cash flow, invested $18.7 million mainly in property, plant and equipment, and ended the quarter with $515.0 million of debt outstanding and $359.4 million of unused revolving credit capacity, supporting ongoing capital needs and dividends.

Rhea-AI Summary

AZZ Inc. reported stronger results for the quarter and nine months ended November 30, 2025, helped by a major joint venture gain and lower interest costs. Quarterly sales rose to $425.7 million from $403.7 million, with net income up to $41.1 million and diluted EPS at $1.36 versus $1.12 a year ago. For the nine-month period, sales reached $1.265 billion and net income available to common shareholders jumped to $301.3 million, driving diluted EPS of $9.97 compared with $1.11, largely due to $231.4 million of equity in earnings from the AVAIL joint venture tied to the $975.0 million sale of its Electrical Products Group, partially offset by a $45.9 million impairment.

Operating cash flow rose to $452.9 million from $185.6 million, enabling AZZ to cut long-term debt, net, to $534.7 million from $852.4 million, aided by a new $150.0 million receivables securitization facility and repricing of its Term Loan B. The company also acquired Canton Galvanizing for about $30.1 million to expand its Metal Coatings footprint, invested in new facilities, and repurchased $20.0 million of common stock, while recording $3.8 million of restructuring charges to streamline certain surface technologies operations.

Rhea-AI Summary

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.