Every material Form 8-K AZZ has filed with the SEC since January 23, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AZZ furnished an investor presentation under Regulation FD that repeats its revised fiscal 2027 guidance, dated October 13, 2026. The company raised all three guidance measures: sales, adjusted EBITDA and adjusted diluted EPS. For shareholders, the higher ranges signal a stronger outlook for the year, although the guidance excludes M&A activity and income from the AVAIL joint venture.
Sales guidance raised to $1.825–$1.875 billion from $1.80–$1.85 billion.
Adjusted EBITDA guidance raised to $380–$420 million from $375–$415 million.
Adjusted diluted EPS guidance raised to $7.00–$7.30 from $6.75–$7.15; the filing says the $7.15 midpoint implies about 15% growth on fiscal 2026's $6.19.
Guidance excludes all M&A activity and AVAIL JV income.
AZZ reported second-quarter fiscal 2027 sales of $486.9 million, up 16.7%, and adjusted diluted EPS of $2.00, up 29.0%, for the quarter ended August 31, 2026. GAAP diluted EPS fell 34.2% to $1.94 because the prior-year quarter included a large AVAIL joint venture gain, and the company raised its fiscal 2027 guidance for sales, adjusted EBITDA and adjusted diluted EPS.
Second-quarter sales were $486.9 million; Metal Coatings rose 22.9% to $233.5 million and Precoat Metals rose 11.5% to $253.4 million.
GAAP diluted EPS was $1.94, down 34.2%; adjusted diluted EPS was $2.00, up 29.0%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $7.00-$7.30 from $6.75-$7.15, and sales guidance to $1.825-$1.875 billion from $1.80-$1.85 billion.
During the first half, AZZ repurchased $20.0 million of common stock and completed the $57.5 million Seattle Galvanizing acquisition.
AZZ Inc. appointed Rhonda Davenport as Chief Human Resources Officer effective August 3, 2026, filing an 8-K with an attached press release. The filing sets out her pay package, including a $375,000 annual base salary, a $75,000 sign-on bonus and target incentive and equity awards, which show the cost of the hire.
Annual base salary of $375,000, plus a one-time $75,000 sign-on cash bonus.
Sign-on bonus must be repaid in full within ten business days if she leaves voluntarily before completing one year of service.
FY2027 target awards equal to 70% of base salary for both the annual incentive and equity; her pro-rata value is $153,125.
Severance Plan provides 24 months of base salary and 24 months of COBRA coverage, subject to a general release.
AZZ reported first-quarter fiscal 2027 sales of $448.5 million, up 6.3%, and adjusted diluted EPS of $1.85, up 3.9%, and raised its full-year fiscal 2027 guidance for sales, adjusted EBITDA and adjusted diluted EPS. GAAP net income fell 69.6% to $52.0 million because the prior-year quarter included a large equity gain from the AVAIL joint venture, and adjusted EBITDA declined to $99.5 million from $106.4 million. For shareholders, the higher guidance points to management expecting stronger full-year results, though the guidance excludes M&A activity.
Sales of $448.5 million rose 6.3%; Metal Coatings sales of $210.3 million rose 12.3% and Precoat Metals sales of $238.2 million rose 1.5%.
GAAP net income was $52.0 million, down 69.6% from $170.9 million a year earlier, which included AVAIL JV equity in earnings; GAAP diluted EPS was $1.72.
Adjusted diluted EPS of $1.85 rose 3.9%, while adjusted EBITDA was $99.5 million, down from $106.4 million.
Revised fiscal 2027 guidance: sales $1.80 billion to $1.85 billion (from $1.725 billion to $1.775 billion); adjusted diluted EPS $6.75 to $7.15 (from $6.50 to $7.00).
AZZ Inc. entered into a Seventh Amendment to its existing credit agreement with Wells Fargo Bank, N.A., as administrative agent, on May 7, 2026. The amendment replaces the revolving credit commitments with extended commitments maturing May 7, 2029, and lowers interest rate margins, commitment fees and letter of credit fees, which would reduce the company's borrowing costs under the facility.
Revolving credit commitments replaced with extended commitments maturing May 7, 2029
Revolving loan interest margins lowered from 175-275 basis points to 125-225 basis points, subject to leverage ratio step-downs
Commitment fees reduced from 20-30 basis points to 15-25 basis points; letter of credit fees reduced from 175-275 basis points to 125-225 basis points
AZZ reported fourth-quarter and fiscal 2026 results for the year ended February 28, 2026, in a press release furnished as Exhibit 99.1. Full-year sales rose 4.6% to $1.65 billion and GAAP net income rose 146.3% to $317.3 million, which the company said was meaningfully affected by equity in earnings from the AVAIL joint venture divestitures, while fourth-quarter GAAP net income fell 21.2% despite 9.4% sales growth. The company reiterated its fiscal 2027 guidance, which sets the baseline for shareholder expectations.
Fiscal 2026 sales were $1.65 billion, up 4.6%; GAAP net income was $317.3 million, up 146.3%, and GAAP diluted EPS was $10.50.
Fourth-quarter sales were $385.1 million, up 9.4%; net income was $15.9 million, down 21.2%; GAAP diluted EPS was $0.53, while adjusted diluted EPS was $1.34, up 36.7%.
Fiscal 2027 guidance was reiterated: sales of $1.725 to $1.775 billion and adjusted diluted EPS of $6.50 to $7.00.
Net leverage was 1.4x, down from 2.5x, after debt reduction of $385.3 million; a conference call is set for April 23, 2026, at 11:00 A.M. ET.
AZZ Inc. appointed Aaron Schapper and Charles Treadway to its Board of Directors, effective April 8, 2026. Long-serving Chair Daniel Feehan is retiring from the Board, and Daniel Berce became Chair effective March 1, 2026. The filing describes the changes as board succession planning, and it does not report any financial results.
Aaron Schapper, age 52, and Charles Treadway, age 60, join the Board effective April 8, 2026, the date of AZZ's first Board meeting of fiscal 2027.
Daniel Berce succeeds Daniel Feehan as Chair of the Board effective March 1, 2026.
Feehan, a Board member since 2000 and Chair since 2019, retires at the end of his term in July 2026.
After the changes, the Board will have eight members, seven of them independent.
AZZ Inc. said COO – Metal Coatings Bryan Stovall will retire on June 8, 2026, after completing his employment agreement term. Todd Bella, currently Senior Vice President – Western Operations, will succeed him as President – Metal Coatings effective March 1, 2026, while Stovall stays on as COO through June 8 to support the transition.
Bryan Stovall, President and COO – Metal Coatings, plans to retire on June 8, 2026
Todd Bella, age 46, appointed President – Metal Coatings effective March 1, 2026
Stovall remains Chief Operating Officer – Metal Coatings from March 1 to June 8, 2026 to assist the transition
Compensation details for Bella's appointment will be disclosed in a later filing
AZZ reported third-quarter fiscal 2026 results for the period ended November 30, 2025, with sales up 5.5% to $425.7 million and GAAP diluted EPS up 21.4% to $1.36. The company also narrowed its full-year fiscal 2026 guidance, which it attributed to its confidence in business momentum as it moves into the fourth quarter.
Total sales of $425.7 million, up 5.5%; Metal Coatings sales rose 15.7% to $195.0 million while Precoat Metals fell 1.8% to $230.7 million
GAAP diluted EPS of $1.36, up 21.4%; adjusted diluted EPS of $1.52, up 9.4%; net income of $41.1 million
Adjusted EBITDA of $91.2 million versus $90.7 million a year earlier, with a margin of 21.4% versus 22.5%
Fiscal 2026 guidance narrowed: sales $1.625 to $1.7 billion, adjusted EBITDA $360 to $380 million, adjusted diluted EPS $5.90 to $6.20
AZZ Inc. reported second-quarter fiscal 2026 results for the period ended August 31, 2025, with sales of $417.3 million, up 2.0%, and adjusted diluted EPS of $1.55, up 13.1%. GAAP net income of $89.3 million was up 152.3%, helped by a $61.6 million AVAIL joint venture equity adjustment, and the company kept its fiscal 2026 guidance unchanged.
Total sales of $417.3 million, up 2.0%; Metal Coatings sales rose 10.8% to $190.0 million while Precoat Metals fell 4.3% to $227.3 million
GAAP diluted EPS of $2.95 versus $1.18 a year earlier; adjusted diluted EPS of $1.55 versus $1.37
Adjusted EBITDA of $88.7 million, down from $91.9 million in the prior-year quarter
Fiscal 2026 guidance unchanged: sales $1.625 to $1.725 billion, adjusted EBITDA $360 to $400 million, adjusted diluted EPS $5.75 to $6.25; net leverage 1.7x
AZZ Inc. entered into a Sixth Amendment to its Credit Agreement with Citibank, N.A., lowering the interest rate margin on its Term Loan B by 75 basis points to Adjusted Term SOFR + 175 basis points from SOFR + 250 basis points. The company said the change saves approximately $3.3 million per year, and it reports this is the fourth repricing of this loan since May 2022, for 250 basis points of total margin savings.
Margin cut 75 basis points, from Adjusted Term SOFR + 250 to SOFR + 175 basis points
Company says annual interest savings are approximately $3.3 million
Term Loan B principal is $434.9 million, due May 13, 2029; company says leverage, covenants and maturity are unchanged
Net debt to EBITDA leverage was 1.7x as of May 2025, per the company
AZZ and certain subsidiaries entered into a three-year, $150 million accounts receivable securitization facility with Wells Fargo Bank, N.A. as administrative agent, dated July 10, 2025. The company says proceeds were used to pay down existing debt and that the facility's interest rate is lower than its existing debt, which should reduce interest costs.
Facility size: up to $150 million in revolving loans, subject to the eligible receivables pool; terminates July 10, 2028 unless earlier terminated
Proceeds used to pay down existing debt; company states interest rate is lower than on its existing debt
Loans accrue interest at daily SOFR or a base rate, plus an applicable margin; the filing does not state the margin
AZZ reported first-quarter fiscal 2026 results for the period ended May 31, 2025, with sales up 2.1% to $422.0 million and adjusted diluted EPS up 21.9% to $1.78. Reported GAAP net income of $170.9 million included a $165.8 million gain tied to the AVAIL joint venture's sale of its Electrical Products Group, and the company is raising its fiscal 2026 guidance. For shareholders, the guidance update sets new expectations for sales, adjusted EBITDA and adjusted EPS for the full year.
Sales of $422.0 million, up 2.1%; Metal Coatings sales up 6.0% to $187.2 million, Precoat Metals down 0.8% to $234.7 million
GAAP diluted EPS of $5.66 versus a loss of $1.38 a year earlier; adjusted diluted EPS of $1.78, up 21.9%
AZZ reported results for fiscal 2025, which ended February 28, 2025, with full-year sales of $1,577.7 million, up 2.6%, and adjusted diluted EPS of $5.20, up 14.8%. GAAP diluted EPS fell 48.3% to $1.79 after a $75.2 million redemption premium on the Series A Preferred Stock, and fourth-quarter sales fell 4.0% on inclement weather. The company reiterated its fiscal 2026 guidance, including sales of $1.625 billion to $1.725 billion.
Fiscal 2025 sales were $1,577.7 million, up 2.6%, and adjusted net income was $156.8 million, up 18.1%.
GAAP diluted EPS was $1.79, down 48.3%, including the $75.2 million redemption premium on Series A Preferred Stock.
Fourth-quarter sales were $351.9 million, down 4.0%, primarily due to inclement weather; adjusted diluted EPS was $0.98, up 5.4%.
Fiscal 2026 guidance was reiterated: sales of $1.625 to $1.725 billion, adjusted EBITDA of $360 to $400 million, and adjusted diluted EPS of $5.50 to $6.10.
On February 27, 2025, AZZ Inc. signed a Fifth Amendment to its credit agreement with Citibank, N.A., lowering the interest rate margin and commitment and letter of credit fees on its $400 million senior secured revolving line of credit. The company's CFO said the repricing will significantly lower interest costs through the facility's maturity.
Revolving loan margins fall from 275-350 basis points to 175-275 basis points, subject to leverage ratio step-downs
Commitment fee falls from 25-37.5 basis points to 20-30 basis points; letter of credit fees fall from 425 basis points to 175-275 basis points
Amendment dated February 27, 2025; company announced completion in a press release dated March 3, 2025
AZZ Inc. appointed Jeff Vellines as President and Chief Operating Officer of its Precoat Metals segment, effective March 1, 2025, and moved Kurt Russell, the segment's current COO, into a newly created Senior Vice President and Chief Strategic Officer role. The filing describes the changes as part of succession planning and the company's strategic growth plan, and it discloses Vellines's fiscal 2026 pay package.
Jeff Vellines's fiscal 2026 base salary is $435,000, with a 70% target short-term incentive and equity targets based on 100% of base salary.
Kurt Russell moves to Senior Vice President and Chief Strategic Officer, focusing on growth initiatives, effective March 1, 2025.
Vellines's role expands to include Russell's former Precoat Metals COO duties, per CEO Tom Ferguson.
The board made the appointment on January 16, 2025; the company announced the changes in a press release dated January 23, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AZZ filing is on SEC EDGAR ↗. 8-K briefs of other companies →