AZZ Raises FY2027 Guidance, Targets $1.825B–$1.875B in Sales

What happened

AZZ raised its FY2027 guidance, now projecting sales of $1.825 billion to $1.875 billion and adjusted diluted EPS of $7.00 to $7.30. It also lifted adjusted EBITDA guidance to $380 million–$420 million from $375 million–$415 million.

Confirmed

Global impact / market context

Higher sales and profit guidance signals management expects stronger demand and earnings ahead. The new coil-coating facility is expected to add to profit in FY2027, with 75% of its capacity already committed under multi-year take-or-pay contracts, which means customers must pay even if they use less.

Analyst inference

AZZ reported $1.75 billion in trailing-twelve-month sales and $382.7 million in adjusted EBITDA through August 31, 2026. Net leverage was 1.3x, meaning borrowed money was modest versus earnings. The company targets $100 million–$140 million of FY2027 debt reduction and FY2032 goals of $3.0 billion in sales at a 23% adjusted EBITDA margin.

Analyst inference

What to watch

1. Watch whether AZZ delivers the raised FY2027 sales range of $1.825 billion–$1.875 billion and adjusted diluted EPS of $7.00–$7.30. Confirmed
2. Track AZZ's stated plan to cut debt by $100 million–$140 million in FY2027, which would reduce future interest costs and free up cash. Proposed
3. Monitor whether the new coil-coating facility ramps on schedule, since committed take-or-pay contracts support revenue but execution delays could reduce expected profit. Analyst inference

Evidence

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