Every material Form 8-K AZZ filed with the SEC in 2026, 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
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