AZZ: 3 Key Takeaways for Long-Term Investors
On its second-quarter fiscal year 2027 earnings call, held on Oct. 14, 2026, AZZ (NYSE:AZZ) reported record quarterly sales of $486.9 million and raised its full-year financial outlook. Multiyear infrastructure spending and utility power upgrades are generating reliable volume across both metal coatings and coil coating operations, helping to shield the business from cyclical softness in residential construction. Three key takeaways stand out for long-term investors. Electrical transmission projects and industrial manufacturing build-outs are driving sales across core metal-coating facilities. AZZ customers said their backlogs for utility structures grew 44% in the second quarter, indicating expanding multiyear demand for power grid infrastructure. Continue reading