AZZ Inc Q3 2026 Earnings: Record Growth, Debt Cut & Strategic Outlook

Описание: AZZ Inc reported a record Q3 2026 with a 5.5% revenue increase to $425.7M and a strong adjusted EBITDA margin of 21.4%. The Metal Coatings segment surged 15.7% fueled by infrastructure investments and energy transition projects, while Precoat Metals faced slight volume softness but remained stable. Management emphasized aggressive debt reduction, lowering long-term debt by over $300M to $535M, powered by $452.9M operating cash flow in nine months.

Key drivers include U.S. infrastructure spending, solar and data center expansions, and shifts toward aluminum in packaging. AZZ's strategic choice to prioritize volume growth in Metal Coatings through competitive pricing aims at long-term market share gains. The company narrowed FY26 guidance showing confidence, and the operational ramp-up in the Washington facility supports Precoat margins. The market reacted positively with a 6.56% stock price jump.

Looking ahead, AZZ is poised for continued growth backed by secular trends in industrial coatings and financial discipline. The possibility of strategic M&A or a breakup to unlock value is a key theme, highlighting AZZ as a quality industrial compounder with strong cash flow, dividend stability, and exposure to multi-year growth cycles in infrastructure and energy sectors.

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