AZZ Inc. Mounts March Investor Blitz Amid Strong Financial Tailwinds

FORT WORTH, TX – February 26, 2026 – AZZ Inc., a market leader in North American metal coating solutions, is launching an intensive investor relations campaign in March, scheduling participation in five major financial conferences from Miami to New York. This strategic roadshow signals a concerted effort by the company to communicate a powerful narrative of financial strength, operational excellence, and future growth to a diverse cross-section of the investment community.

The packed schedule will see Chief Financial Officer Jason Crawford and Chief Marketing, Communications, and Investor Relations Officer David Nark engage directly with analysts and institutional investors. The tour includes high-profile events such as the JP Morgan Global Leveraged Finance Conference, the Evercore ISI Industrial Conference, and the 38th Annual Roth Conference, underscoring the company’s intent to proactively manage its market perception and attract new capital.

A Story of Financial Strength and Shareholder Value

AZZ executives arrive at these conferences armed with a compelling financial story. The company recently posted robust third-quarter results for fiscal year 2026, outperforming analyst expectations with total sales of $425.7 million, a 5.5% increase over the prior-year period. More impressively, adjusted earnings per share (EPS) hit $1.52, while consolidated adjusted EBITDA reached $91.2 million, representing a healthy 21.4% of sales.

This performance is not an anomaly but part of a consistent trend. The company has confidently narrowed its full-year 2026 guidance and issued an ambitious outlook for fiscal year 2027, targeting sales of up to $1.775 billion and an adjusted EPS of $7.00. This forward-looking confidence is built on a foundation of disciplined operational execution and strategic capital management.

A key talking point for CFO Jason Crawford, particularly at the JP Morgan Global Leveraged Finance Conference, will undoubtedly be the company’s dramatically improved balance sheet. AZZ has made significant strides in debt reduction, paying down $35 million in the last quarter alone. This has brought its net leverage ratio down to a very manageable 1.6x, a figure that provides both stability and flexibility for future strategic initiatives. This disciplined approach to leverage demonstrates a commitment to financial prudence that resonates strongly with credit-focused investors.

Furthermore, AZZ continues to prioritize returning value to its shareholders. The board recently approved a new $100 million share repurchase program, signaling management’s belief that its stock is a valuable investment. This is complemented by a consistent quarterly cash dividend of $0.20 per share, a practice the company has maintained for 63 consecutive quarters, reinforcing its reputation as a reliable steward of shareholder capital.

Galvanizing the Future in Essential Markets

Beyond the impressive financial metrics, AZZ's roadshow will highlight its indispensable role in the backbone of the North American economy. As the leading independent provider of hot-dip galvanizing and coil coating, the company’s services are critical for enhancing the longevity and durability of infrastructure, buildings, and industrial products. Hot-dip galvanizing provides essential corrosion protection for steel used in everything from electrical transmission towers and bridges to agricultural equipment, while coil coating offers protective and aesthetic finishes for materials used in construction, appliances, and transportation.

The company is strategically positioned to benefit from long-term secular trends, including nationwide infrastructure modernization efforts and the ongoing energy transition. As governments and private industries invest heavily in upgrading aging bridges, power grids, and transportation systems, the demand for durable, corrosion-resistant materials is set to grow, placing AZZ in a favorable position.

Tangible evidence of this forward-looking strategy is the new aluminum coil coating facility in Washington, Missouri, which became operational early in fiscal 2026. This state-of-the-art plant is not a speculative venture; it is supported by a long-term, take-or-pay contract that secures approximately 75% of its output. This move exemplifies AZZ’s strategy of investing in capacity expansion tied to guaranteed demand, de-risking growth while expanding its market footprint.

A Tailored Message for a Diverse Audience

The selection of conferences reveals a sophisticated investor relations strategy. Each event targets a different segment of the financial world, allowing AZZ’s leadership to tailor their message for maximum impact.

At the JP Morgan conference, the focus will be on creditworthiness, stable cash flows, and prudent debt management. For the Citadel Securities SMID Cap and Sidoti Small-Cap conferences, David Nark will likely emphasize the company’s growth trajectory, market leadership in a niche industry, and the potential for significant appreciation as a smaller, agile player. The virtual nature of the Sidoti conference, complete with a publicly available webcast, also allows AZZ to reach a broader audience of retail and smaller institutional investors.

The Evercore ISI Industrial Conference provides a platform to speak directly to specialists who deeply understand the industrial sector. Here, the conversation can delve into operational efficiencies, demand drivers within construction and industrial end-markets, and the company's competitive advantages. Finally, the multi-sector Roth Conference offers an opportunity to present the comprehensive growth story—combining financial health, market leadership, and strategic vision—to a wide array of growth-oriented funds.

Beyond the Podium: Shaping Strategy Through Engagement

While public presentations set the stage, the real work of the roadshow often happens in the scheduled one-on-one meetings. AZZ's packed agenda of these private sessions with institutional investors, fund managers, and analysts is perhaps the most critical element of its March campaign. These direct, in-depth conversations allow for a level of transparency and detailed discussion that is impossible in a formal presentation.

It is in these meetings that management can address specific investor concerns, provide deeper context on strategic decisions, and build the long-term relationships that are crucial for securing patient capital. The feedback gathered from these influential stakeholders can, in turn, provide valuable insights that help shape the company's future strategy, from capital allocation priorities to potential M&A activities.

This proactive and intensive engagement is a hallmark of a confident management team that is not only proud of its recent achievements but is also actively charting a course for sustained growth. By taking its story directly to the financial community across a spectrum of venues, AZZ Inc. is not just reporting its success; it is actively working to ensure its market valuation reflects its performance and future potential.