earnings
confidence high
sentiment positive
materiality 0.75
AZZ Q2 FY2025: Adj EPS $1.37, sales $409M, guidance raised
AZZ INC
2025-Q2 EPS
reported -$0.05
vs consensus $1.60
▼ miss
(-103.1%)
- Total sales $409.0M (+2.6% YoY); Metal Coatings $171.5M (+1.0%), Precoat Metals $237.5M (+3.8%).
- GAAP net income $35.4M (+25.0%); GAAP diluted EPS $1.18 (+21.6%), adjusted diluted EPS $1.37 (+7.9%).
- Adjusted EBITDA $91.9M (22.5% of sales) vs $88.0M (22.1%) prior year; segment EBITDA margins: Metal Coatings 31.7%, Precoat 21.1%.
- Reduced debt $20M in quarter, $45M YTD; net leverage ratio 2.7x; declared $0.17 dividend.
- Subsequent to quarter, repriced Term Loan B lowering rate by 75 bps to SOFR+2.50%; narrowing and raising FY2025 guidance.