AZZ Inc. (NYSE:AZZ) Tops Q3 Estimates and Narrows Full-Year Outlook

AZZ Inc. (NYSE:AZZ), a leading provider of metal coating and infrastructure solutions, reported fiscal third-quarter results that surpassed Wall Street's expectations on both the top and bottom lines. The company's performance, coupled with a narrowed and reaffirmed full-year outlook, appears to have been met with measured optimism in the market.

Earnings and Revenue Highlights

For the quarter ended November 30, 2025, AZZ delivered solid growth, exceeding analyst consensus estimates.

• Revenue: Reported sales reached $425.7 million, a 5.5% increase year-over-year. This figure came in above the analyst estimate of approximately $422.3 million.
• Earnings Per Share (Non-GAAP): The company posted EPS of $1.52, beating the consensus estimate of $1.49.

This quarter marks a continuation of AZZ's trend of meeting or exceeding financial targets, demonstrating operational execution across its core galvanizing and coil coating businesses.

Market Reaction and Price Action

The market's initial reaction to the earnings beat has been positive. Following the release, AZZ's stock saw an after-market gain of approximately 2.25%. This immediate uptick suggests investors viewed the results favorably. The stock's performance over recent weeks shows a steady upward trajectory, with gains of about 0.86% over the past week and 5.52% over the past month, indicating building momentum leading into the report.

Forward Guidance and Analyst Estimates

A key component of the earnings release was the company's decision to narrow its fiscal 2026 full-year revenue guidance, bringing it more closely in line with its own projections and analyst expectations. The company's guidance midpoint of $1.66 billion sits just 1.4% above the current analyst consensus estimate of $1.656 billion. This act of narrowing, rather than significantly raising or lowering, is generally viewed as a sign of management's confidence in its forecast for the remainder of the fiscal year.

Looking ahead to the fourth quarter, analysts are currently modeling for:

• Q4 2026 Revenue Estimate: $382.3 million
• Q4 2026 EPS Estimate: $1.22

The company's ability to maintain its operational strength will be tested against these benchmarks in the coming quarter.

Press Release Summary

Beyond the raw numbers, AZZ's press release emphasized several positive themes driving the quarter's success. Management highlighted "operational strength" as the primary engine for growth in sales, earnings per share, and cash flow. The results were framed as part of the company's ongoing strategy for "value creation." The announcement of a quarterly cash dividend, separate from the earnings report, reinforces the company's commitment to returning capital to shareholders. The overall tone conveyed a business executing effectively within its markets.

For a detailed breakdown of historical earnings, future estimates, and analyst projections, you can review the data on AZZ's earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute financial advice, a recommendation, or an offer to buy or sell any securities. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.