AZZ 8-K SEC Filing Analysis

Latest settled — T+5d

AZZ ▼ -2.34% at T+5d

NEUTRAL call ✗ call lost -2.34% · α vs SPY -2.29% · entry $140.15 → $136.87

Next anchor: T+20d in 13d

Currently $150.89 · +7.66% from $140.15 entry

Entry anchored
May 28, 11:32 AM ET
via Databento tick

T+1d

-3.31%

call -3.31% · α -3.55%

$135.51

settled 15d ago

T+5d

-2.34%

call -2.34% · α -2.29%

$136.87

settled 9d ago

T+20d

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call — · α —

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in 13d

T+60d

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call — · α —

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in 2mo

Price Chart

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Executive Summary

AZZ Inc. filed an 8-K furnishing an investor presentation deck that reiterates its FY2027 guidance: sales of $1.725-$1.775 billion, Adjusted EBITDA of $360-$400 million, and Adjusted Diluted EPS of $6.50-$7.00. The presentation highlights the company's #1 market positions in metal coatings and coil coating, a net leverage of 1.4x, and a strategic target to grow sales to $2.0+ billion by FY2028. This is a routine investor materials update with no new material financial disclosures beyond previously stated guidance.

Actionable Insight

Monitor upcoming quarterly results for execution against FY2027 guidance and progress toward the $2.0B+ sales target. The presentation contains no new material information — the stock may trade on broader industrial sentiment rather than this filing.

Key Facts

FY2027 guidance reiterated: Sales $1.725-$1.775 billion, Adjusted EBITDA $360-$400 million, Adjusted Diluted EPS $6.50-$7.00
TTM consolidated sales of ~$1.65 billion and TTM Adjusted EBITDA of $367.6 million (22.3% margin) for period ended February 28, 2026
Net leverage of 1.4x as of February 28, 2026; TTM debt reduction of $385.3 million
TTM share repurchases totaling $20 million; dividend increased 17.6% to $0.20/share in June 2025
New aluminum coil coating line in Washington, MO (total investment ~$125M) operational and profitable ahead of expectations
Management targets $2.0+ billion sales by FY2028 with >22% Adjusted EBITDA margin and >12% ROIC

Financial Impact

No new financial data beyond previously issued FY2027 guidance; TTM sales ~$1.65B, Adj. EBITDA ~$368M

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Risk Factors

Execution risk on FY2027 guidance and long-term growth targets
Exposure to zinc and natural gas input costs in hot-dip galvanizing
Macroeconomic slowdown impacting construction and industrial end markets
Integration risk from bolt-on acquisitions

Market Snapshot

Exchange

NYSE

Sector

Coating, Engraving & Allied Services

Analyst Consensus

60% bullish (15 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0000008947-26-000110
Document: azz-20260528.htm	0000008947-26-000110
Document: 0000008947-26-000110-index-headers.html	0000008947-26-000110
Document: 0000008947-26-000110-index.html	0000008947-26-000110
Document: 0000008947-26-000110.txt	0000008947-26-000110

6 reports for AZZ

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for AZZ — sortable, filterable
	Type				Now
May 28, 2026 15d ago	8-K NEUTRAL ★ 4/10	$140.15 $136.87	▼ −2.34%	▼ −2.29%	$150.89 (+7.66%)
May 26, 2026 18d ago	DEFA14A NEUTRAL ★ 2/10	$141.50 $134.24	▼ −5.13%	▼ −6.21%	$150.89 (+6.64%)
May 8, 2026 5w ago	8-K BULLISH ★ 5/10	$147.60 $147.39	▼ −0.14%	▼ −1.61%	$150.89 (+2.23%)
Apr 22, 2026 7w ago	8-K BULLISH ★ 8/10	$146.59 $137.99	▼ −5.87%	▼ −7.34%	$150.89 (+2.93%)
Mar 5, 2026 14w ago	8-K/A NEUTRAL ★ 3/10	$123.85 $123.62	▼ −0.19%	▲ +1.34%	$150.89 (+21.84%)
Mar 5, 2026 14w ago	8-K NEUTRAL ★ 3/10	$128.84 $121.46	▼ −5.73%	▼ −3.49%	$150.89 (+17.12%)

US Market Status

Market Closed — Opens Mon (47h 46m)

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